ZwillGen
ZG Subpoena Solutions (ZGSS) is a closely-knit team of dedicated professionals working collaboratively to design, implement, and manage customized solutions for business processes, such as legal process compliance and third-party requests for access to user data. Our clients rely on us to tackle this critical yet non-revenue-generating work, allowing our clients to focus on providing their customers with outstanding products and services.
We love working here because we like standing at the intersection of user data and law enforcement demands. We are driven to provide better service each and every day, and we genuinely like being part of a team at the center of the action. Our business has expanded rapidly over the past few years and we are eager to capitalize on our continued growth and position as the leader in legal process response solutions.
We are seeking a VP Finance & Controller to serve as the company’s first senior finance leader after a carveout from a founder-led organization. This role combines hands‑on controllership and accounting ownership with select forward‑looking financial responsibilities, including budgeting, forecasting, and performance analysis.
This is a pivotal role for a finance leader who thrives in high‑growth, hands‑on environments and wants broad ownership across accounting, planning, and financial decision support. The role requires comfort operating in ambiguity and building structure where processes and systems are still evolving.
Company Overview As a private equity‑backed organization in a critical growth phase, we are focused on scaling responsibly, improving margins, and building the financial foundation required to support future growth and potential liquidity events.
The VP Finance & Controller will play a central role in establishing financial discipline, improving visibility into performance, and supporting value creation initiatives.
Key Responsibilities Accounting & Controllership
Own and execute all core accounting and controllership responsibilities, including designing and formalizing processes as needed, with direct involvement in the month‑end close
Lead the monthly, quarterly, and annual financial close processes, ensuring GAAP compliance and accuracy in all financial statements
Complete cash to accrual conversions and the creation of supporting schedules
Validate the existence of assets and prepare associated roll forwards
Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)
Oversee and execute accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies
Prepare comprehensive financial reports for executive leadership, board members, and private equity sponsors
Oversee general ledger operations, maintain chart of accounts, and review journal entries for accuracy
Coordinate external audits and manage relationships with auditors and tax advisors
Oversee cash flow management, banking relationships, and capital planning
Process, Systems & Infrastructure Build‑Out
Design, document, and implement more advanced core finance and accounting processes where limited or rudimentary formal processes exist today
Reduce reliance on manual workflows and disconnected spreadsheets by introducing scalable, repeatable processes
Own evaluation, implementation, and optimization of finance and accounting systems (including billing, time tracking, and general ledger integrations)
Partner cross‑functionally to improve data flow between operational systems and financial reporting
Establish controls, documentation, and operating cadence appropriate for a growing, private equity‑backed business
Financial Planning & Performance Management
Partner with leadership to develop annual budgets and periodic forecasts
Perform variance analysis and explain financial results versus plan
Build and maintain lightweight financial models and reporting appropriate for the company’s stage
Support pricing, cost management, and margin improvement initiatives through financial analysis
Provide scenario analysis to support growth and operational decision‑making
Strategic Finance & Private Equity Support
Prepare clear, decision‑oriented financial materials for executive leadership and the Board of Directors, including the private equity sponsors
Support M&A activities including financial diligence, integration planning, and post‑acquisition accounting
Act as a financial thought partner to the CEO and leadership team on key initiatives
Compliance & Risk Management
Own compliance with federal, state, and local tax regulations
Maintain adherence to GAAP standards and internal accounting policies
Required Qualifications Education & Certifications
Bachelor's degree in Accounting, Finance, or related field required
CPA certification strongly preferred
MBA in Accounting or Finance preferred
Experience Requirements
8–12 years of progressive accounting and finance experience, with increasing responsibility across accounting, reporting, and financial planning
At least 2–4 years in a hands‑on, operational accounting role with direct responsibility for day‑to‑day close and reporting activities, preferably in a growth‑stage environment
Private equity or investor‑backed company experience strongly preferred
Experience designing finance and accounting processes from scratch and implementing systems to support them in a growth‑stage, resource‑constrained environment
Technical Skills
Strong knowledge of US GAAP and financial reporting standards
Advanced proficiency in accounting software and ERP systems
Strong Excel capabilities
Hands‑on experience with budgeting, forecasting, and variance analysis in a growth‑stage environment
Key Competencies Leadership & Communication
Excellent communication skills with ability to present financial information to non‑financial stakeholders
Strong collaborative skills to work effectively across departments
Strategic & Analytical Thinking
Results‑oriented approach with strong analytical and problem‑solving abilities
Strategic mindset with hands‑on execution capabilities
Ability to identify cost savings opportunities and process improvements
Personal Attributes
Thrives in fast‑paced, high‑growth environments
Strong work ethic with attention to detail and commitment to accuracy
Demonstrated integrity, credibility, and professional ethics
Adaptability and resilience in dynamic business conditions
Applies critical thinking and experience to evaluate complex decisions, balancing factors, outcomes, and organizational impact
Drives accountability by owning decisions, holding others responsible, honoring commitments, and communicating effectively with stakeholders
Practices emotional intelligence through self‑awareness and growth by embracing feedback, building on strengths, and demonstrating empathy
Collaborates effectively with diverse personalities by maintaining a positive, professional attitude
Growth Opportunities This role represents a foundational finance position within the company. As the business grows, the VP Finance & Controller will help define when and how additional accounting and finance resources are added and will play a key role in shaping the company’s evolving finance function.
What We Provide You
A hybrid work arrangement
Work‑life balance, generous PTO (earn up to 15 days annually), and 11 paid holidays
Competitive compensation and discretionary bonus
A full range of generous benefits including medical, flexible spending accounts, dental, vision, short‑term and long‑term disability, employee assistance program (EAP), commuter benefits, and more
401(k) retirement plan and profit sharing
Onsite fitness center (Chicago)
Weekly DoorDash meal allowance
Employee discount program
Quarterly volunteer opportunities
A proud commitment to employee well‑being
Reporting Structure This position reports directly to the CEO and works closely with the executive team and private equity sponsors.
Ready to drive financial excellence in a high‑growth environment? Join our team and play a crucial role in our continued success and value creation journey. We offer the opportunity to make a meaningful impact while advancing your career in a dynamic, private equity‑backed organization positioned for significant growth and eventual liquidity event.
Location: Chicago preferred. Open to candidates based elsewhere who are willing to travel to Chicago regularly and be closely embedded with the operating team. Compensation: $200,000.00 - $250,000.00 per year based on experience, education, and geographic location.
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We love working here because we like standing at the intersection of user data and law enforcement demands. We are driven to provide better service each and every day, and we genuinely like being part of a team at the center of the action. Our business has expanded rapidly over the past few years and we are eager to capitalize on our continued growth and position as the leader in legal process response solutions.
We are seeking a VP Finance & Controller to serve as the company’s first senior finance leader after a carveout from a founder-led organization. This role combines hands‑on controllership and accounting ownership with select forward‑looking financial responsibilities, including budgeting, forecasting, and performance analysis.
This is a pivotal role for a finance leader who thrives in high‑growth, hands‑on environments and wants broad ownership across accounting, planning, and financial decision support. The role requires comfort operating in ambiguity and building structure where processes and systems are still evolving.
Company Overview As a private equity‑backed organization in a critical growth phase, we are focused on scaling responsibly, improving margins, and building the financial foundation required to support future growth and potential liquidity events.
The VP Finance & Controller will play a central role in establishing financial discipline, improving visibility into performance, and supporting value creation initiatives.
Key Responsibilities Accounting & Controllership
Own and execute all core accounting and controllership responsibilities, including designing and formalizing processes as needed, with direct involvement in the month‑end close
Lead the monthly, quarterly, and annual financial close processes, ensuring GAAP compliance and accuracy in all financial statements
Complete cash to accrual conversions and the creation of supporting schedules
Validate the existence of assets and prepare associated roll forwards
Prepare balance sheet reconciliations (intercompany, inventory, cash, prepaids, etc.)
Oversee and execute accounting compliance, including tax forms, sales tax exemptions, 1099s, etc., while also contributing to the preparation of financial statements and the development of internal controls and policies
Prepare comprehensive financial reports for executive leadership, board members, and private equity sponsors
Oversee general ledger operations, maintain chart of accounts, and review journal entries for accuracy
Coordinate external audits and manage relationships with auditors and tax advisors
Oversee cash flow management, banking relationships, and capital planning
Process, Systems & Infrastructure Build‑Out
Design, document, and implement more advanced core finance and accounting processes where limited or rudimentary formal processes exist today
Reduce reliance on manual workflows and disconnected spreadsheets by introducing scalable, repeatable processes
Own evaluation, implementation, and optimization of finance and accounting systems (including billing, time tracking, and general ledger integrations)
Partner cross‑functionally to improve data flow between operational systems and financial reporting
Establish controls, documentation, and operating cadence appropriate for a growing, private equity‑backed business
Financial Planning & Performance Management
Partner with leadership to develop annual budgets and periodic forecasts
Perform variance analysis and explain financial results versus plan
Build and maintain lightweight financial models and reporting appropriate for the company’s stage
Support pricing, cost management, and margin improvement initiatives through financial analysis
Provide scenario analysis to support growth and operational decision‑making
Strategic Finance & Private Equity Support
Prepare clear, decision‑oriented financial materials for executive leadership and the Board of Directors, including the private equity sponsors
Support M&A activities including financial diligence, integration planning, and post‑acquisition accounting
Act as a financial thought partner to the CEO and leadership team on key initiatives
Compliance & Risk Management
Own compliance with federal, state, and local tax regulations
Maintain adherence to GAAP standards and internal accounting policies
Required Qualifications Education & Certifications
Bachelor's degree in Accounting, Finance, or related field required
CPA certification strongly preferred
MBA in Accounting or Finance preferred
Experience Requirements
8–12 years of progressive accounting and finance experience, with increasing responsibility across accounting, reporting, and financial planning
At least 2–4 years in a hands‑on, operational accounting role with direct responsibility for day‑to‑day close and reporting activities, preferably in a growth‑stage environment
Private equity or investor‑backed company experience strongly preferred
Experience designing finance and accounting processes from scratch and implementing systems to support them in a growth‑stage, resource‑constrained environment
Technical Skills
Strong knowledge of US GAAP and financial reporting standards
Advanced proficiency in accounting software and ERP systems
Strong Excel capabilities
Hands‑on experience with budgeting, forecasting, and variance analysis in a growth‑stage environment
Key Competencies Leadership & Communication
Excellent communication skills with ability to present financial information to non‑financial stakeholders
Strong collaborative skills to work effectively across departments
Strategic & Analytical Thinking
Results‑oriented approach with strong analytical and problem‑solving abilities
Strategic mindset with hands‑on execution capabilities
Ability to identify cost savings opportunities and process improvements
Personal Attributes
Thrives in fast‑paced, high‑growth environments
Strong work ethic with attention to detail and commitment to accuracy
Demonstrated integrity, credibility, and professional ethics
Adaptability and resilience in dynamic business conditions
Applies critical thinking and experience to evaluate complex decisions, balancing factors, outcomes, and organizational impact
Drives accountability by owning decisions, holding others responsible, honoring commitments, and communicating effectively with stakeholders
Practices emotional intelligence through self‑awareness and growth by embracing feedback, building on strengths, and demonstrating empathy
Collaborates effectively with diverse personalities by maintaining a positive, professional attitude
Growth Opportunities This role represents a foundational finance position within the company. As the business grows, the VP Finance & Controller will help define when and how additional accounting and finance resources are added and will play a key role in shaping the company’s evolving finance function.
What We Provide You
A hybrid work arrangement
Work‑life balance, generous PTO (earn up to 15 days annually), and 11 paid holidays
Competitive compensation and discretionary bonus
A full range of generous benefits including medical, flexible spending accounts, dental, vision, short‑term and long‑term disability, employee assistance program (EAP), commuter benefits, and more
401(k) retirement plan and profit sharing
Onsite fitness center (Chicago)
Weekly DoorDash meal allowance
Employee discount program
Quarterly volunteer opportunities
A proud commitment to employee well‑being
Reporting Structure This position reports directly to the CEO and works closely with the executive team and private equity sponsors.
Ready to drive financial excellence in a high‑growth environment? Join our team and play a crucial role in our continued success and value creation journey. We offer the opportunity to make a meaningful impact while advancing your career in a dynamic, private equity‑backed organization positioned for significant growth and eventual liquidity event.
Location: Chicago preferred. Open to candidates based elsewhere who are willing to travel to Chicago regularly and be closely embedded with the operating team. Compensation: $200,000.00 - $250,000.00 per year based on experience, education, and geographic location.
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