<p><strong>Responsibilities:</strong></p><ul><li>Design, develop, customize, and maintain ERP and CRM solutions (such as Microsoft Dynamics 365, SAP, Oracle, Salesforce, or similar platforms) to support business processes and objectives (Source: 2025 Tech Report.docx).</li><li>Work closely with cross-functional teams to gather and analyze business requirements, translating them into technical specifications and scalable solutions (Source: 2025 Tech Report.docx).</li><li>Integrate ERP/CRM systems with other enterprise applications and data sources, including cloud and automation tools (Source: 2025 Tech Report.docx).</li><li>Develop reports, dashboards, and analytics to enhance data-driven decision-making (Source: 2025 Tech Report.docx).</li><li>Troubleshoot, test, and resolve application issues, ensuring optimal system performance and user experience (Source: 2025 Tech Report.docx).</li><li>Support software upgrades, patches, and new module implementations.</li><li>Document code, configurations, and system modifications according to established standards.</li><li>Collaborate with stakeholders to provide end-user training, technical support, and ongoing enhancements.</li></ul><p><br></p>
<p><strong>Responsibilities:</strong></p><ul><li>Design, develop, customize, and maintain ERP and CRM solutions (such as Microsoft Dynamics 365, SAP, Oracle, Salesforce, or similar platforms) to support business processes and objectives (Source: 2025 Tech Report.docx).</li><li>Work closely with cross-functional teams to gather and analyze business requirements, translating them into technical specifications and scalable solutions (Source: 2025 Tech Report.docx).</li><li>Integrate ERP/CRM systems with other enterprise applications and data sources, including cloud and automation tools (Source: 2025 Tech Report.docx).</li><li>Develop reports, dashboards, and analytics to enhance data-driven decision-making (Source: 2025 Tech Report.docx).</li><li>Troubleshoot, test, and resolve application issues, ensuring optimal system performance and user experience (Source: 2025 Tech Report.docx).</li><li>Support software upgrades, patches, and new module implementations.</li><li>Document code, configurations, and system modifications according to established standards.</li><li>Collaborate with stakeholders to provide end-user training, technical support, and ongoing enhancements.</li></ul><p><br></p>
Responsibilities:<br>• Maintain the accuracy and integrity of the general ledger by recording financial transactions, reconciling accounts, and ensuring compliance with internal controls and GAAP on a timely basis<br>• Prepare and review journal entries, verifying proper documentation and adherence to policies.<br>• Perform monthly multi-currency, multi-entity consolidations <br>• Prepare and review monthly financial statements ensuring timely & accurate reporting<br>• Perform monthly financial statement variance analysis with detailed explanations and/or root cause for review with Finance Leadership <br>• Prepare or review schedules to support the annual audit<br>• Support the implementation and execution of key controls and processes as applicable<br>• Responsible for various analyses, ad-hoc reporting, and special reporting requests.<br>• Collaborate with other departments to streamline financial processes and improve efficiency<br>• Participate in the development and maintenance of key accounting policies & internal controls<br><br>Qualifications:<br>• Minimum three years of recent progressive accounting and finance experience<br>• Bachelors Degree in Business or Accounting<br>• Licensed CPA or Current Candidate (Actively pursuing CPA)<br>• Strong technical knowledge of U.S. GAAP and strong analytical skills<br>• Detail oriented, highly organized, and able to manage multiple priorities<br>• Experience with preparing & analyzing financial statements and underlying supporting schedules <br>• Team player, self-motivated and a self-starter<br>• Experience working in an ERP system (Preferred)<br>Job Type: Full-time and in office<br>Experience:<br>• Accounting: Minimum 3 years (Required)<br>Education: Bachelor’s (Required)<br>Location: Palm Beach Gardens, FL 33408 <br>Work authorization: United States (Required)
<p>Investment & Investor Reporting Associate</p><p>Location: Boca Raton, FL (In-Office)</p><p>Position Overview</p><p>We are seeking a high-caliber Investment & Investor Reporting Associate to join the finance team of a private equity–backed platform undergoing rapid growth. This role is ideal for candidates with prior investment banking or private equity experience who are looking to move closer to the asset, gain exposure to portfolio-level decision-making, and play a central role in investor reporting, financial analysis, and M& A execution.</p><p>The Associate will partner closely with senior leadership, the private equity sponsor, and the Board of Directors to deliver institutional-quality reporting, performance analytics, and transaction support. This role offers hands-on exposure across acquisitions, integration, forecasting, and strategic initiatives, with visibility at the highest levels of the organization.</p><p>Key Responsibilities</p><p>Investor Reporting & Performance Analysis</p><ul><li>Prepare monthly and quarterly investor and Board reporting packages, including financial statements, KPIs, variance analysis, and performance narratives.</li><li>Analyze portfolio and operating company performance across revenue streams, margins, cash flow, and return metrics.</li><li>Develop and maintain standardized reporting frameworks, dashboards, and data packs used by executive leadership and the PE sponsor.</li><li>Support lender reporting, covenant analysis, and ad hoc investor requests.</li></ul><p>Financial Modeling & Forecasting</p><ul><li>Build and maintain robust operating models, three-statement forecasts, and scenario analyses to support strategic planning.</li><li>Lead budgeting, forecasting, long-range planning, and variance analysis processes.</li><li>Develop and track financial and operational KPIs aligned with value creation initiatives.</li><li>Perform cash flow, liquidity, and capital structure analyses.</li></ul><p>M& A and Corporate Development</p><ul><li>Support acquisition evaluation and execution, including financial diligence, quality-of-earnings analysis, valuation, and synergy modeling.</li><li>Prepare investment memos, IC materials, and transaction presentations for senior management and investors.</li><li>Assist with post-close integration modeling, tracking of acquisition performance, and realization of synergies.</li></ul><p>Strategic & Cross-Functional Finance</p><ul><li>Partner with Operations, FP& A, Accounting, and Business Unit leaders to translate data into actionable insights.</li><li>Conduct ad hoc analyses related to pricing, cost structure optimization, capital allocation, and operational efficiency.</li><li>Support strategic initiatives tied to growth, margin expansion, and return enhancement.</li></ul><p><br></p>
