Portfolio Controller – Treasury Manager
Job Description:
- 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
Requirements:
- 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
Benefits:
- Competitive compensation
- Comprehensive benefits package
- Opportunity for professional development
- Dynamic entrepreneurial environment
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