Teams at Heritage Holding

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.

The Financial Controller will oversee payroll, union reporting, month-end close, GAAP financial reporting, job costing, WIP accounting, budgeting, forecasting, cash flow, compliance, and financial analysis. The role supports cost management, administrative operations, and strategic decision-making while partnering with site leadership and Heritage Fencing executives. This fully remote position requires strong construction accounting experience, including percent-of-completion accounting, project-based financial management, and experience in high-growth environments.

Leads ERP implementations and upgrades across a portfolio of companies, managing scope, budgets, timelines, risks, stakeholders, and external implementation partners. Partners with finance and accounting teams to define requirements, transition from legacy systems, improve reporting, and standardize implementation practices. Advises on full implementations versus targeted upgrades and reports progress and outcomes to senior leadership.