About the role
About Heritage Holding
Heritage Holding is a Boston-based private investment firm focused on acquiring and operating lower middle market businesses generating $2–10 million of EBITDA. Since 2015, Heritage has completed 50+ acquisitions across 11 platforms in B2B services, including telecom, IT and cybersecurity, healthcare services, and skilled trades. We’re not just investors—we’re operators. Our team includes entrepreneurs, former CEOs, and investors passionate about building and running small businesses.
Role Overview
We are looking for a Financial Controller to join Heritage Fencing as a site level controller. This is an excellent opportunity for a skilled financial leader excited to join an entrepreneurial company with a high growth trajectory. This is a fully remote position, with candidates located along the West Coast preferred.
Key Responsibilities
- Payroll Oversight: Process payroll across multiple job sites, wage classifications, and union jurisdictions. Manage union reporting, fringe benefit contributions, and labor compliance documentation and prepare and submit certified payroll reporting and prevailing wage documentation as required.
- Financial Reporting: Lead the month end close and preparation of financial statements for the entities on a monthly, quarterly, and annual basis, ensuring accuracy and compliance with accounting standards (GAAP).
- Job Costing: Manage AP and invoicing for projects and apply best practices for job costing and WIP accounting.
- Financial Analysis: Conduct in-depth financial analysis, including variance analysis, trend analysis, and cost analysis, to provide insights into the company’s financial performance and support strategic decision-making.
- Cash Flow Management: Manage cash flows across the organization, ensuring optimal liquidity and forecasting future financial needs.
- Budgeting & Forecasting: Oversee the budgeting process, creating detailed budgets, tracking performance, and providing variance reports to support leadership’s decision-making.
- Compliance: Ensure the company remains compliant with all financial regulations, including tax filings, government reporting, and financial disclosures.
- Cost Management: Identify opportunities for cost savings across the organization and present recommendations to senior management.
- Administrative: Support ownership with day-to-day business operations, reporting, and administrative needs including insurance, benefits, and other ad-hoc items.
Qualifications
- CPA qualification preferred
- 5+ years of relevant hands-on financial experience, with a focus on construction accounting including WIP and job costing.
- Strong understanding of percent-of-completion (PoC) and field services/ project-based accounting is required.
- Strong understanding of GAAP principles and financial analysis.
- Excellent proficiency in Microsoft Office suite and QuickBooks ); experience with ERP systems (Sage, Netsuite, and others) is a plus.
- Strong organizational, analytical, and leadership skills.
- Experience in a high-growth environment, ideally in a private equity-backed company.
- Comfortable in an entrepreneurial role (i.e. willing to roll-up sleeves, establish new processes/systems, and can navigate evolving team structures).
- Excellent communication skills with the ability to collaborate with internal and external stakeholders.
Compensation and Benefits
- Competitive salary (100-115k depending on experience) and bonus opportunities
- Comprehensive benefits package, including health, dental, and retirement plans
Reporting Structure
- Reporting directly to the site location CEO and Heritage Fencing platform leadership