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Key Responsibilities:

  • Lead preparation of consolidated financial statements for multiple entities on a monthly, quarterly, and annual basis.
  • Manage post-acquisition financial integrations including ERP migrations and accounting changes.
  • Conduct in-depth financial analysis and KPI reporting to support strategic decision-making.

Qualifications:

  • CPA qualification preferred with 5+ years of hands-on financial experience in M&A and multi-entity structures.
  • Strong understanding of GAAP principles, percent-of-completion accounting, and field services accounting.
  • Proficiency in Microsoft Office, QuickBooks, and ERP systems like Sage or NetSuite.

Compensation and Benefits:

  • Competitive salary and bonus opportunities, including equity.
  • Comprehensive benefits package including health, dental, and retirement plans.
  • Reporting directly to platform CEO and Heritage Holding CFO.

Heritage Holding

Heritage Holding is a private equity firm focused on operational growth and acquisitions. The company is a high-growth, entrepreneurial environment with a collaborative team.

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