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About the Role
Heritage Holding is a private equity firm focused on operational growth and acquisitions. This role offers an excellent opportunity for a skilled financial leader with M&A/roll-up and business consolidation experience to join a high-growth trajectory company. The position will initially focus on oversight of the Heritage Fencing and 1bios platforms, with an eventual focus on one platform within 6-12 months.
Responsibilities
- Lead the preparation of consolidated financial statements for multiple entities monthly, quarterly, and annually, ensuring accuracy and compliance with GAAP.
- Lead post-acquisition financial integrations, including ERP migrations, accounting changes, and consolidation of financials.
- Conduct in-depth financial analysis, including variance, trend, and cost analysis, to support strategic decision-making.
- Lead reporting of weekly key-performance-indicators to operational leaders and the Heritage team.
- Manage cash flows across the organization, ensuring optimal liquidity and forecasting future financial needs.
- Serve as the primary contact for external auditors and manage due diligence processes with the Heritage Holding team.
- Oversee the budgeting process, including creating detailed budgets, tracking performance, and providing variance reports.
- Ensure compliance with all financial regulations, including tax filings, government reporting, and financial disclosures.
- Manage financial data input into ERP systems, overseeing reporting, invoicing, and audit preparation.
- Lead initiatives to streamline and improve financial processes, enhancing accuracy and efficiency.
- Identify opportunities for cost savings and present recommendations to senior management.
- Act as the point of contact for financial institutions and lenders, managing financial reporting and compliance with loan covenants.
- Supervise payroll processes to ensure accuracy, compliance, and timely reporting.
- Work closely with bookkeeping and financial management staff at each entity to improve/systematize bookkeeping and accounting procedures.
- Assist Heritage in the acquisition process, including diligence, opening day balance sheets, net working capital, tax liabilities, and asset valuations.
- Participate in and lead special projects related to mergers and acquisitions, financial system integrations, and other strategic initiatives.
Requirements
- 5+ years of relevant hands-on financial experience, with a focus on managing acquisitions, plus multi-entity financial structures/integrating multiple companies.
- Experience within a fast-paced business consolidation or at a roll-up.
- Strong understanding of GAAP principles and financial analysis.
- Excellent proficiency in Microsoft Office suite and QuickBooks.
- Strong organizational, analytical, and leadership skills.
- Experience in a high-growth environment, ideally in a private equity-backed company.
- Comfortable in an entrepreneurial role, willing to establish new processes/systems and navigate evolving team structures.
- Excellent communication skills with the ability to collaborate with internal and external stakeholders.
- Willingness to travel as needed to companies within the platform to meet with local bookkeeping and finance resources.
Skills
- M&A/roll-up
- Business consolidation
- Financial reporting
- Financial integration
- Financial analysis
- KPI reporting
- Cash flow management
- Audit coordination
- Budgeting
- Forecasting
- Compliance
- ERP systems (Sage, Netsuite, and others) is a plus
- Process improvement
- Cost management
- Lender relations
- Payroll oversight
- QuickBooks
- Percent-of-completion (PoC)
- Field services/project-based accounting
Location
- Boston (Hybrid)
- NYC (Hybrid)
- Remote (with travel)
Work Type
- Hybrid
- Remote
Experience Level
- 5+ years of relevant hands-on financial experience
Education Level
- CPA qualification preferred
Salary/Compensations
- Competitive salary and bonus opportunities, including equity
Benefits
- Comprehensive benefits package, including health, dental, and retirement plans
About the Company
- Heritage Holding is a private equity firm focused on operational growth and acquisitions.
- We plan to maintain a high growth trajectory.