Consolidations Manager

Posted:
9/19/2024, 10:57:41 AM

Location(s):
California, United States ⋅ San Francisco, California, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Accounting

Workplace Type:
Remote

Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.

The Evergreen holding company team is comprised of 35+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM. 

The Role

At Evergreen, finance and accounting are an integral part of what we do. It informs our investment decisions as well as the capital we source. It allows us to report on and evaluate our performance over time. And it turns insights into action by helping our CEOs make informed decisions that grow their businesses.

As Evergreen continues its high pace of growth, we understand that we need to scale our competencies in this area. That is why we are looking for an ambitious Accountant who is interested in solidifying and expanding our capabilities within our Controllership function. This person will be a key player in our Finance and Accounting team, supporting initiatives to achieve our company-wide goals over the next few years. In this role, you will be exposed to all facets of accounting – from monthly, quarterly, and annual reporting, internal and external audit, due diligence and integration, to reporting and analysis.

Your Impact

Financial Statements

  • Prepare consolidated financial statements for the company's annual and quarterly reporting requirements. Ensure accuracy and completeness of financial information, including balance sheets, income statements, and cash flow statements.
  • Ensure compliance with GAAP accounting principles in the consolidation of financial information. Work with portfolio companies to ensure consistency in accounting policies and practices across the organization.
  • Envision and build a financial reporting structure to support the company's growth initiatives. Continuously develop and implement new financial reporting practices as the company expands into new verticals.
  • Rebuild existing financial reporting responsibilities and elimination journal where necessary
  • Align intercompany balances with various accounting professionals
  • Prepare monthly reporting packages for Senior Management, lenders and the Board
  • Assist in implementation of an enterprise resource planning tool to increase the speed and accuracy of reporting

M&A

  • Assist with onboarding new acquisitions to financial reporting requirements of Evergreen

Trusted Finance Partner to Leadership

  • Support portfolio company finance leaders in interpretation of accounting guidance and impact on financial reporting

Minimum Qualifications

  • 3+ years of experience in consolidation and financial reporting, preferably within a private equity or a public accounting firm serving private equity clients
  • Experience with international subsidiaries is desired
  • Bachelor's Degree, or equivalent degree in Finance, Accounting, or related field
  • Previous experience in private equity, M&A transaction advisory, and/or investment banking
  • Mastery of Microsoft Excel and expert modeling skills. Able to synthesize large data sets or model ambiguous scenarios to derive thoughtful business insights and spur action
  • High EQ and communication skills, with the ability to collaborate across all levels of an Organization
  • Superior financial acumen and data visualization skills

Preferred Qualifications

  • CPA or CFA a plus, but not required
  • Experience with Business Intelligence tools, including Power BI, and Microsoft Business Central a plus

Personal Characteristics

  • You are an inquisitive, self-motivated person who is excited about a high-growth environment
  • You balance a positive, collaborative attitude with a willingness to roll up your sleeves, allowing you to seamlessly function as a strong technical contributor and valuable team member
  • You have an ownership mentality and are interested in solving complex business problems (not only reporting results)
  • You have impeccable integrity and ethical standards

Other Information

  • Location: Fully Remote or San Francisco Hybrid 
  • This role will report directly to the Assistant Controller at Evergreen
  • A competitive compensation package of 125 - 135k (flexible) will be offered alongside our benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

 

We encourage you to apply even if you feel that you do not meet all of the above qualifications. Frequently cited statistics show that women and underrepresented groups apply to jobs only if they meet 100% of the qualifications. Evergreen encourages you to break that statistic and to apply. No one ever meets 100% of the requirements. We look forward to your application!
 
DIVERSITY, EQUITY, & INCLUSION AT EVERGREEN
 
At Evergreen, we acknowledge that an emphasis on diversity, equity and inclusion (“DE&I”) is essential to hiring phenomenal people. To create the best home for businesses and spark success at our firm and throughout our portfolio, we aim to establish an environment where every person is welcomed, accepted and empowered to excel in their role. These beliefs run true to our PeopleFirst philosophy, which emphasizes attributes over experience, we strive to recruit and work with those from a range of backgrounds, which drives creativity and innovation. At Evergreen, we recognize that we must continue to improve and expand and we are enthusiastic about maintaining Evergreen as one of the best places to work by ensuring a culture of inclusion and allowing everyone an unbiased opportunity to grow.
 

Compensation

A competitive compensation package will be offered alongside a benefits package.

Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.