Ultimate Knowledge Institute

Controller

• Own the full accounting cycle including general ledger, month-end and year-end close, and preparation of accurate U.S. GAAP financial statements
• Lead, mentor, and grow the accounting team — setting clear expectations, building scalable processes, and fostering a culture of accuracy and accountability
• Deliver timely monthly, quarterly, and annual reporting packages to management and the PE sponsor, including variance analyses and KPI dashboards
• Maintain a strong internal control environment; design and enforce accounting policies and procedures appropriate for a growing PE-backed business
• Oversee AP, AR, payroll accounting, fixed assets, treasury, and cash management functions
• Partner with external tax advisors to manage federal, state, and local tax compliance, including income tax and sales/use tax
• Coordinate with FP&A on the annual budget and rolling forecast, providing historical context and actuals
• Support lender reporting, debt covenant compliance, and any related accounting matters
• Lead preparation for the opening balance sheet audit, including purchase price allocation schedules, fair value documentation, and audit-ready workpaper packages
• Manage the first-year audit end-to-end — from planning through issuance — serving as the primary liaison with external auditors
• Prepare and review all audit schedules, flux analyses, and supporting documentation to ensure a clean, efficient process
• Proactively identify and remediate control gaps or accounting deficiencies ahead of audit fieldwork
• Coordinate across legal, operations, and the PE sponsor to ensure timely delivery of all requested materials
• Serve as the internal project owner for the company’s migration from its current accounting platform to a new ERP system, from planning through post-go-live stabilization
• Drive the chart of accounts redesign, data mapping, and historical data migration to ensure completeness, accuracy, and continuity of financial records
• Define and document new accounting workflows, approval hierarchies, and system configurations in partnership with implementation consultants
• Manage the parallel run period, validate system output, and resolve discrepancies prior to cutover
• Develop and deliver user training; serve as the ongoing internal subject matter expert post-implementation
• Support due diligence and financial integration for original investment and any future acquisitions, including financial statement normalization and working capital analysis
• Lead acquisition accounting under ASC 805, including purchase price allocation, fair value assessments, and recognition of goodwill and identifiable intangibles
• Coordinate with valuation specialists and legal counsel to gather inputs for purchase price allocations and opening balance sheet preparation
• Integrate acquired entities into the consolidated reporting structure and ensure continuity of financial controls post-close
• Account for deal-specific items including contingent consideration, earnouts, and transaction costs