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WM Partners, LP

11 - 50 employees

🏥 Healthcare

đź’Ľ Consulting

🍽️ Food & Beverage

Healthcare • Consulting • Food & Beverage

WM Partners, LP is a private equity firm focused on investing in health and wellness brands. With over $1. 1 billion invested in the sector, the firm is committed to building iconic brands that improve the lives of individuals and contribute positively to society. WM Partners offers strategic and operational expertise to lower-middle market companies, leveraging over 340 years of combined entrepreneurial and investment experience. The firm prioritizes diversity, sustainability, responsible investing, and community involvement, positioning itself as a trusted partner in the health and wellness sector.

đź“‹ Description

• Lead and manage the accounting function across Primal Harvest LLC, Prime Consumer Brands LLC, and Prime6 Brands GmbH • Own the monthly close process end to end, including close calendar, task sequencing, reconciliations, and timely delivery of financial statements • Build, mentor, and develop the accounting team, setting standards for accuracy, timeliness, and documentation • Maintain and continuously improve accounting policies and procedures, ensuring consistent application across all entities • Own the chart of accounts, GL structure, and consolidation logic in partnership with the finance systems team • Serve as the primary point of contact for external auditors (BDO) across the annual audit cycle, including planning, fieldwork, and resolution of open items • Prepare and review audit support schedules, management representation letters, and supporting documentation for the FY audit package • Serve as the primary point of contact for external tax preparers (PwC) on US federal, state, and international tax matters • Coordinate responses to auditor and tax preparer data requests, ensuring timely and accurate turnaround • Manage relationships with German audit and tax advisors (HKS or equivalent) to support Prime6 Brands GmbH statutory reporting • Prepare consolidated financial statements under US GAAP, with oversight of HGB statutory reporting for the German entity • Own technical accounting positions and memos for significant or judgmental transactions • Ensure compliance with lender covenants and credit agreement reporting requirements • Maintain internal controls documentation and support control testing and remediation efforts • Support the CFO on board, investor, and PE sponsor (WM Partners) reporting deliverables • Partner with the CFO on quality of earnings, financial due diligence, and other sponsor-driven workstreams • Work closely with the finance systems and FP&A functions to ensure clean, audit-ready data across NetSuite and adjacent systems • Collaborate with legal, treasury, and operations on matters with accounting or reporting implications • Represent the accounting function in lender, insurance, and other external diligence processes as needed

🎯 Requirements

• Fluent English, written and spoken (company working language) • Bachelor's degree in Accounting, Finance, or a related field; CPA strongly preferred • 8 or more years of progressive accounting experience, including people leadership of an accounting team • Deep expertise in US GAAP, with the judgment to apply it to complex or non-routine transactions • Direct experience managing external audits, including serving as the primary company contact for the audit firm • Experience running or directly overseeing the monthly close process • Experience in a multi-entity, multi-currency environment • Strong Excel skills and comfort working with large data sets • Strongly preferred exposure to German accounting standards (HGB) or cross-border intercompany structures • Working knowledge of IFRS • Experience in a PE-owned or PE-backed company • Experience with NetSuite or a comparable ERP in a multi-subsidiary environment • German language proficiency (spoken and written) • Experience supporting quality of earnings processes, lender diligence, or sponsor reporting

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