Full-Time

Controller

Posted on 8/27/2025

Crosslake Technologies

Crosslake Technologies

201-500 employees

Tech due diligence for private equity

No salary listed

Charlotte, NC, USA

Hybrid

Hybrid position.

Category
Accounting (2)
,
Required Skills
NetSuite
Requirements
  • 7+ years of experience in a similar role with at least 2 years in a manager role, preferably in the Professional Services industry
  • CPA credential required
  • Bachelor’s degree in accounting or finance strongly preferred
  • NetSuite accounting system experience strongly preferred
  • OpenAir or other professional services automation (PSA) systems experience a plus
  • Experience with international consolidation, particularly involving the UK, strongly preferred
  • Strong communication skills, as this position will frequently speak with clients and members of the management team
  • Meticulous attention to detail and ability to work independently with moderate supervision
  • Ability to prioritize multiple demands in a fast-paced and dynamic environment
Responsibilities
  • Manage and review monthly close, including revenue recognition, journal entries, reconciliations, cost center allocations, and other balance sheet and P&L accounts
  • Ensure the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoicing/billing, customer credit and collections, fixed and prepaid asset records, general and entity accounting, and tax planning and accounting
  • Develop and timely deliver financial statements and ad hoc reporting for the executive team and board, including collaborating with the financial planning and analysis team where necessary
  • Evaluate and improve company processes, implementing and/or revising internal controls where necessary
  • Lead the annual financial audit, coordinating with an external audit firm
  • Work closely with upper management to drive operating efficiencies
  • Ensure the company complies with financial regulations as well as other legal and regulatory requirements
  • Managing the accumulation of all financial data necessary for an accurate accounting of consolidated business results
  • Evaluating the effectiveness of accounting software and supporting database, as needed
  • Guide the professional growth and development of all accounting staff
  • Performs other related duties as necessary or assigned
Crosslake Technologies

Crosslake Technologies

View

Crosslake Technologies provides advisory services to private equity by helping portfolio companies optimize technology. It conducts technology due diligence, designs digital transformation plans, and leads tech value creation to align tech with business goals. It works with private equity firms and middle-market portfolios through executive leadership consulting and practical implementation, including cloud migration and engineering services. Its edge comes from combining deep tech expertise with PE know-how and flexible, investor-friendly commercial models to deliver measurable value across the investment lifecycle.

Company Size

201-500

Company Stage

Debt Financing

Total Funding

$50M

Headquarters

Kirkland, Washington

Founded

2008

Simplify Jobs

Simplify's Take

What believers are saying

  • Leonard Green Sage Fund continuation vehicle accelerates acquisition and growth strategy.
  • $50M Citizens Financial credit facility funds debt refinancing and M&A expansion.
  • AI and product advisory capabilities address high-margin PE portfolio optimization demand.

What critics are saying

  • Six-firm integration since 2020 creates operational fragmentation and talent retention risk.
  • PE deal flow cyclicality directly threatens utilization rates and advisory fee realization.
  • Founder departures post-earnout periods could fragment institutional knowledge and client relationships.

What makes Crosslake Technologies unique

  • Proprietary TechIndicators® benchmark from 6,000+ PE tech M&A transactions.
  • Integrated advisory across due diligence, AI strategy, and carve-out execution.
  • Six-firm platform combining cybersecurity, product, and enterprise transformation expertise.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Remote Work Options

Company News

Washington Daily News
May 28th, 2025
Crosslake Acquires Lucen Partners Expertise

Crosslake Technologies has acquired Lucen Partners, enhancing its product and software advisory capabilities for private equity-backed tech firms. Lucen co-founders Manoj Narayanan and Cynthia Williamson join Crosslake as managing directors. This acquisition, backed by Falfurrias Management Partners, marks Crosslake's fifth strategic growth investment since 2020, expanding its expertise in cybersecurity, AI, and product strategy. Financial terms were not disclosed.

Newswire
Jan 18th, 2023
Crosslake Accelerates European Presence With Intechnica Acquisition

UK-based private equity tech advisory expands Crosslake's global capabilities . .

PressRelease.com
Jan 18th, 2023
Crosslake Accelerates European Presence With Intechnica Acquisition | PressRelease.com

Crosslake Technologies, a leader in data-driven technology advisory services for private equity firms and their portfolio companies, announced today the acquisition of Intechnica, a technology firm specializing in due diligence, value creation and bespoke digital products and solutions.

VentureBeat
Nov 6th, 2022
Is It Just Hype? How Investors Can Vet A Company’S Ai Claims

Join us on November 9 to learn how to successfully innovate and achieve efficiency by upskilling and scaling citizen developers at the Low-Code/No-Code Summit. Register here. Almost every confidential investment memorandum (CIM) for a tech-driven enterprise includes the company’s mention of artificial intelligence (AI) or machine learning (ML) capabilities. But as with other investment buzzwords — such as “subscription revenue” — there is a tendency to use AI or ML to suggest complex, business-enabling, proprietary technology and processes to distinguish the offering as differentiated or technologically superior. This is often to garner higher valuation

PBN
Sep 20th, 2022
Citizens leads $50M credit deal for North Carolina company

PROVIDENCE – Citizens Financial Group Inc. recently provided a $50 million credit facility to a North Carolina technology advisory firm, according to a news release. The pre-approved loan to Crosslake Technologies includes a $25 million revolving line of credit and a $25 million term loan, which will be used to refinance debt and fund acquisitions. […]

INACTIVE