Financial Controller

Dallas, TX, United States

This is a unique opportunity to join a growing investment group focused on acquiring and optimizing industrial businesses. The firm operates multiple portfolio companies across asset-heavy industries, with a hands-on approach to financial leadership and operational improvement.

The Controller will play a key role at the holding company level, overseeing financial operations across multiple subsidiaries while driving long-term strategy and professionalizing financial processes. This role is positioned as a stepping stone to the CFO position, offering the right candidate direct exposure to M&A transactions, financial restructuring, and strategic initiatives across a diverse portfolio. The ideal candidate will thrive in a fast-paced, entrepreneurial environment, balancing hands-on financial management with high-level strategic thinking.

Key Responsibilities

• Full-Cycle Accounting Operations: Oversee full-cycle accounting operations across the portfolio including general ledger management, financial statement preparation, variance analysis, treasury management, capital project accounting, budgeting and forecasting, and coordination with external auditors and tax compliance.

• Financial Leadership: Lead, and develop a team of 4-5 accounting and finance professionals to support financial operations across multiple portfolio companies.

• ERP Optimization: Enhance and optimize Microsoft Dynamics reporting capabilities, developing value-added reports to improve financial insights and decision-making.

• M&A and Strategic Growth: Partner with senior leadership to conduct due diligence, integrate acquisitions, and optimize financial structures.

• Operational Efficiency: Identify and implement best practices to enhance financial controls, reduce inefficiencies, and improve reporting.

• Portfolio Oversight: Provide financial visibility across all business units, ensuring consistency in reporting, compliance, and strategic planning.

• Profitability Analysis: Develop data-driven insights to improve margins and drive sustainable financial performance.

The Ideal Candidate
The successful candidate will bring a combination of technical proficiency and leadership qualities, excelling in the following areas:

Hard Skills:

• 7+ years of experience in accounting or finance, preferably in multi-entity investment groups, holding companies, or asset-heavy industries.

• Full-Cycle accounting expertise; ability to execute a financial closing process.

• Deep expertise in financial reporting, GAAP compliance, and financial controls across multiple business units.

• Strong proficiency in ERP systems (Microsoft Dynamics preferred)

• Experience with M&A processes, including due diligence, financial modeling, and post-acquisition integration.

• Advanced financial analysis capabilities, with a track record of identifying opportunities for growth and efficiency improvements.

• Advanced education and certifications such as CFA or CMA (preferred)

Soft Skills:

• Entrepreneurial mindset, with a proactive approach to solving complex financial challenges.

• Leadership experience, with a focus on developing and mentoring high-performing finance teams.

• Strategic vision, with the ability to balance long-term planning with day-to-day operational execution.

• Strong interpersonal and communication skills, enabling collaboration across portfolio companies, investors, and executive leadership.

• High adaptability, excelling in fast-paced environments where priorities shift dynamically.

Are You the Right Fit?

This role is ideal for a financial leader who wants to move beyond traditional accounting – we're not looking for a bean counter. The right candidate will not only master the numbers but will thrive on explaining the "why" behind them and driving strategic improvements. You should be energized by:

• Taking a proactive role in business strategy, looking beyond historical data to identify trends, opportunities, and potential roadblocks

• Working in a fast-paced environment where no two days are the same and priorities can shift rapidly

• Collaborating closely with leadership across multiple business units to solve complex operational and financial challenges

• Rolling up your sleeves to implement solutions, not just identify problems

• Building and optimizing financial processes that can scale with rapid growth

The ideal candidate will view this role as an opportunity to develop into a strategic business partner while gaining exposure to M&A, operational optimization, and executive leadership – ultimately preparing them for a CFO position.

Additional Details

• Relocation: Relocation assistance is available for highly qualified candidates..

• Travel: Minimal travel required (primarily within Texas with 2-3 overnight trips annually).

• Culture: The organization values transparency, relational excellence, and entrepreneurial leadership. Employees are empowered to take ownership of their roles and make a tangible impact.

Financial Controller

Reports To: CEO

We're looking for a hands-on Controller to guide our financial systems and reporting. You'll ensure smooth day-to-day operations while helping leadership make sound, data-informed decisions.

Duties

• Close books monthly and annually

• Build budgets and forecasts

• Maintain accounting processes and controls

• Manage cash flow and vendor payments

• Lead accounting staff or firm

• Support executive team with strategic finance insights

Requirements

• 5+ years in accounting/finance roles

• Strong GAAP knowledge

• CPA/CMA preferred

• Proficient in Excel and accounting platforms

• Great with numbers and people

Business Development Associate

Reports To: Head of Sales, Growth Lead, or Founder

We're looking for a driven, self-starting Business Development Associate to help us grow our customer base. You’ll be the first point of contact for prospects—sparking conversations, identifying fits, and helping us open new doors.

Duties

• Source and qualify leads

• Reach out via email, phone, or social media

• Book intro calls for senior sales staff

• Track activity in CRM and report on progress

• Learn and adapt messaging based on market response

Requirements

• 1–3 years of experience in sales or customer-facing roles

• Strong communication and listening skills

• Able to manage multiple conversations and follow-ups

• Comfortable working with goals and KPIs

• Coachable and eager to grow into senior sales roles

Operations Manager

Reports To: CEO or GM

We're looking for a reliable, detail-oriented Operations Manager to ensure our team and systems run smoothly every day. You'll own our processes, improve performance, and keep everyone aligned toward mission-critical goals.

Duties

• Manage production schedules, staffing, and workflow

• Improve operational systems and create documentation

• Track and report key performance metrics

• Coordinate with sales, customer service, and leadership

• Resolve daily operational issues and roadblocks

Requirements

• 3–7 years in operations or management roles

• Strong leadership and team management skills

• Ability to analyze problems and implement solutions

• Proficiency with project management and ops tools

• Experience in [industry] preferred but not required