finance
Posted May 12Portfolio Controller & Treasury Manager
United States Pennsylvania, United StatesOn-site
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Responsibilities
- 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
- 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
- Experience: 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 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
Additional details
- Job Summary: Volaris Group acquires, strengthens, and grows vertical market software companies, enabling them to be clear leaders within their focused industries.
- With over 100+ companies across more than 30 countries, Volaris Group continues to seek long term investment opportunities in companies, technologies, or ideas that add value to existing core markets or allow entry into new ones.
- As a subset of Volaris Group, our portfolio presently includes over twenty growth-oriented companies across Hospitality, Healthcare, and MarTech.
- In addition to supporting the organic growth goals of these businesses, we are actively looking to acquire new business that expands our functional, sectoral, and geographic coverage.