Controller

We are seeking a highly skilled Controller to join a dynamic family office, where you will play a pivotal role in managing complex financial operations and supporting a diverse portfolio of trusts, businesses, and investments. This position offers a unique opportunity for professional growth, allowing you to deepen your expertise in financial management, estate planning, and tax strategies while collaborating with a dedicated team. Our culture emphasizes innovation, collaboration, and a commitment to excellence, providing a supportive environment that values your contributions and encourages continuous development.

Responsibilities:

• Lead and manage the accounting department, overseeing a team of professionals to ensure accurate financial reporting and compliance across various entities.
• Streamline financial processes through automation and optimization of the accounting system, enhancing efficiency in reporting and data management.
• Coordinate investment accounting activities, including capital calls, distributions, and maintaining KYC documentation for private equity investments.
• Prepare and review financial statements, budgets, and forecasts, ensuring alignment with organizational goals and timely communication with stakeholders.
• Collaborate with external CPA firms on tax planning, compliance, and audits, ensuring adherence to federal and state regulations.
• Manage treasury functions, including cash flow management, fund transfers, and investment strategies for optimal returns.
• Support the management of family assets, including aircraft and yachts, overseeing financial transactions and operational budgets.

Qualifications:

Must-Have:

• Proven experience in a controller or similar financial management role, preferably within a family office or private equity environment.
• Strong understanding of complex financial structures, trusts, and multi-entity accounting.
• Advanced proficiency in Excel and Power BI for financial analysis and reporting.
• Experience working with top national accounting firms, with a focus on tax matters and compliance.
• Exceptional organizational and leadership skills, with the ability to manage multiple priorities effectively.

Nice-to-Have:

• Familiarity with Archway Group or similar accounting systems.
• Knowledge of investment accounting practices and financial forecasting.
• Experience in managing relationships with external vendors, including CPA firms and financial institutions.
• Understanding of carried interest calculations and private equity investment structures.