Teams at Heritage Holding

Process payroll, maintain employee and personnel records, administer benefits, update crew rosters and organizational charts, enter accounts payable invoices in QuickBooks, support accounts receivable and factoring, and assist with office operations and process improvements.

Manage bookkeeping and accounting processes, including payroll, payroll taxes, reimbursements, retirement contributions, accounts receivable, reconciliations, bill payments, deposits, QuickBooks records, and routine financial reporting. The role requires accuracy, organization, confidentiality, reliability, and the ability to work independently in a fast-paced small-business environment.

Sources and evaluates search fund and ETA investment opportunities, conducts sector and deal due diligence, manages the investment pipeline, maintains entrepreneur and co-investor relationships, supports portfolio companies, prepares fund marketing materials and investor updates, and represents the firm at conferences and MBA programs.