Group Controller

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 80+ 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.

Palm Financial Partners (Newly Formed, PE-Backed RIA Aggregator)

Job Title: Group Controller

Company: Palm Financial Partners (Newly Formed, PE-Backed RIA Aggregator)

Role: Group Controller (reporting to CFO)

Location: Washington D.C. Area or New York City (Remote candidates also will be considered)

Mission: To partner with the CFO and executive team to build a best-in-class wealth management business, capable of onboarding 10+ acquisitions per year & maintaining accurate financials for purposes of internal + external reporting.

Job Description:

We're seeking a controller and own all corporate accounting operations, including financial close process, internal and external reporting, detailed financial analyses and integration of the accounting tech stack. They will both run a team at HQ as well as advise and work with all regional and OpCo company finance teams on onboarding, driving consistency in accounting policies, consolidation and reporting. This is a new position at an early-stage HoldCo where the Controller will work closely with the CFO to build systems and processes that can support a high-paced M&A strategy from scratch. This also emphasizes the need for "scrappy" candidates who are willing to take on basic but essential business responsibilities while we build out the team over time

Role Requirements:

• CPA Required
• 6+ years of experience applying GAAP standards, complex accounting pronouncements, including ASC 805 (business combinations) to a business growing organically and via acquisition
• M&A Accounting and experience of the financial standup of acquired businesses
• Experience of leading the consolidation of the books across a company
• Familiarity with ERP implementations (ideally Microsoft Business Central) is preferred
• Experience of leading audit and tax workstreams
• Lead accounting on-boarding of new companies (with specialist/consultant help)
• Experience of managing teams at various levels, including regional pods and OpCo accounting teams
• Controllership experience from a Wealth Management/RIA environment is highly preferred
  
  

Person Requirements:

• Contributes positively to a business' culture
• Desire to work in a fast-paced M&A strategy
• Strong communicator to all levels
• Detail oriented and organized
• Entrepreneurial, operator type mindset
• High degree of accountability
• High EQ
  
  

Compensation

A competitive compensation package will be offered alongside our benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more.

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.

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 our benefits package including full medical and dental coverage, unlimited PTO, 401(k) match, family planning support, and much more (for full time employees).

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.