LATAM Controller

TruWest Holdings is a private holding company that scales companies in the enterprise technology space by providing strategic leadership, operational expertise and financial resources. Privately owned by the Kennedy Family, it operates subsidiaries located in the United States, Canada, UK and Europe.

TruWest Holdings' portfolio includes TRG, a global managed service provider; Inversion6, tailored cybersecurity solutions; River Capital Finance, equipment leasing/financing; River SaaS Capital, debt and equity investments for B2B SaaS businesses; and Sibling Revelry Brewing, a craft brewery and taproom.

Headquartered in Westlake, OH, our environment, culture, and benefits are second to none. We make sure everyone lives and breathes our core values. From senior leadership to interns, everyone is evaluated on the same criteria.

With a basketball court, pickleball court, golf simulator, full-scale gym, brewery and restaurant, we strive to provide a space where our employees can take advantage of our work hard, play hard philosophy.

TRG LATAM Controller

About TRG

Technology Recovery Group is a Cleveland-based company with a national footprint and strong history as a leader and innovator in the automatic identification and data capture (AIDC) industry. We are experiencing rapid growth and in need of a dynamic leader who can help drive process improvements and financial results for our newly acquired facilities in Latin America (LATAM). The Controller will be a key individual in helping to implement new systems and controls while providing strategic leadership to the management team.

SUMMARY

We are seeking a strategic and experienced Controller to oversee our Latin America operations. Reporting to the CFO, the Controller is responsible for overseeing the financial management and reporting for the company's business units across Latin America. This role ensures compliance with both local and international accounting standards, provides financial leadership, and supports decision-making through accurate financial reporting, budgeting, and forecasting. This role will work closely with the management team of our Latin America operations.

Key Responsibilities:

Financial Reporting and Compliance:

• Ensure accurate and timely preparation of financial statements for all entities in the Latin American region (Argentina, Chile, Columbia, and Mexico) in accordance with local regulations, and US GAAP.
• Coordinate and manage monthly, quarterly, and annual financial closing processes.
• Monitor compliance with local tax, legal, and regulatory requirements for financial reporting.
• Work closely with external auditors to ensure the timely completion of audits and accurate reporting.
• Oversee tax planning and compliance within the region to minimize liabilities.

Financial Planning & Analysis (FP&A):

• Oversee the budgeting, forecasting, and financial modeling for the region.
• Analyze variances between actual and forecasted financial results and provide insights to regional management
• Act as a strategic partner to the senior leadership team, providing financial insights and guidance to drive business decisions.
• Develop and implement financial strategies for the Latin American region in alignment with global company goals.
• Provide timely and accurate financial reports and analysis to leadership, highlighting key trends, risks, and improvements to optimize profitability and growth.

Accounting Operations:

• Oversee the accounting functions in the region, including accounts payable, accounts receivable, payroll, and general ledger.
• Maintain strong internal controls to safeguard assets and ensure accurate financial reporting.
• Review and approve all journal entries, reconciliations, and reports.

Tax and Treasury Management:

• Ensure effective tax planning and compliance with local tax laws across the region.
• Assist with managing regional cash flow, working capital, and banking relationships.

Team Leadership and Development:

• Lead, mentor, and develop a team of finance professionals across the Latin American region.
• Foster a collaborative environment and provide training to improve the financial acumen of the team.
• Ensure proper delegation of tasks and responsibilities within the finance team.

Cross-Functional Collaboration:

• Work closely with other departments such as Sales, Operations, and HR to provide financial insights and support business decisions.
• Regularly communicate with senior management and global finance teams, providing updates on financial performance and key initiatives.
• Provide financial support for M&A activities and strategic partnerships in Latin America.
• Lead integration of financial operations post-acquisition.

Qualifications:

• Education:
  
  • Bachelor's degree in Accounting, or a related field.
• Experience:
  
  • Minimum of 7-10 years of experience in accounting and finance, with at least 3-5 years in a managerial role.
  • Experience in financial management for multinational companies, particularly in Latin America.
  • In-depth knowledge of local accounting standards, tax regulations, and financial reporting requirements in multiple Latin American countries.
  • Proficiency with ERP systems (NetSuite, Odoo preferred) and advanced MS Excel skills.
• Skills:
  
  • Strong leadership, communication, and interpersonal skills.
  • Ability to independently complete complex and challenging financial functions on a timely basis with a high degree of accuracy is required.
  • Must be able to manage multiple assignments, direct reports, and competing priorities with tight deadlines.
  • Fluent in English and Spanish - both written and spoken.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Ability to collaborate effectively and professionally with other departments (Sales, Operations).
  • Ability to work effectively and efficiently without close supervision.