Portfolio Controller – Treasury Manager

🕒 Maio 12

🔔 Pennsylvania – Remoto

info

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

⛔️ Controlador Financeiro

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of Volaris Group

Volaris Group

10.000+ funcionários

Fundada em 2005

🤝 B2B

☁️ SaaS

💳 Fintech

B2B • SaaS • Fintech

A Volaris Group é uma adquirente do tipo buy-and-hold, especializada na aquisição e no desenvolvimento de longo prazo de empresas de software. A empresa se orgulha de nunca vender um negócio principal, enquanto facilita o crescimento por meio de uma rede global, práticas recomendadas compartilhadas e investimento de capital. A Volaris Group capacita os líderes das empresas adquiridas, permitindo-lhes manter autonomia ao buscar iniciativas de crescimento estratégico. Com foco na construção de um valor duradouro e no fomento de uma cultura próspera entre suas empresas, a Volaris concluiu com sucesso mais de cem aquisições, proporcionando uma plataforma estável para o desenvolvimento contínuo na indústria de software.

Descrição

• Own the preparation and review of all portfolio month-end, quarter-end, and year-end close deliverables, including statement of cash flows, dividend declarations, earnout/holdback calculations and payments • Own the treasury function — including monthly cash requirements reporting, banking administration, debt, and contingent consideration reconciliation — maintaining accurate portfolio-level cash visibility at all times • Actively identify and implement AI-assisted automation opportunities within the controllership and treasury function, reducing manual processing time and increasing capacity for higher-value analytical work • Lead the intercompany reconciliation and recharges process across all entities, ensuring balances are accurately allocated and resolved • Maintain and enforce the portfolio’s internal controls framework and Risk Control Matrix; coordinate the internal and external audit processes • Maintain Employee Authorisations and Approval Matrices across the portfolio; ensure banking administration is current and all signatories are correctly maintained • Coordinate tax compliance obligations where required, specifically transfer pricing arrangements; consult with external advisors as required • Support acquisition integration from a technical accounting perspective — including step plan adherence, revenue recognition checklists, PPA model review • Build and maintain effective working relationships with entity finance leads; provide technical accounting guidance and policy clarification without creating dependency or interfering with entity autonomy

🎯 Requisitos

• CPA, CA, or equivalent professional accounting qualification is required • Advanced Excel skills; demonstrated experience using AI tools (Claude, Copilot, or equivalent) to automate finance workflows; Python or Power Query experience is a strong advantage • Deep IFRS technical knowledge — specifically IFRS 15 (revenue recognition), IFRS 16 (leases), and IFRS 3 (business combinations / PPA); consolidation accounting experience is essential • Hands-on experience with OneStream and Great Plains is preferred • Ability to perform under pressure and meet deadlines • High integrity and personal ethics due to sensitive issues and information this role entails • Desire to improve processes and systems rather than just keep the status quo • Excellent communication and interpersonal skills; capable of working with cross-functional and international teams • Well organized, detail oriented and able to work variable hours when required • Excellent analytical and problem-solving skills • A ‘can-do’ attitude taking ownership; prepared to be held accountable for actions, behaviors and targets • International travel may be required for this role for business process review and acquisition integration

🏖️ Benefícios

• Competitive compensation • Comprehensive benefits package • Opportunity for professional development • Dynamic entrepreneurial environment

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