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Controller
3 weeks ago
About the role
The Controller will lead the core financial operations of the family office. This includes oversight of all accounting functions across entities, financial reporting, treasury management, tax coordination, and development of internal controls. You will ensure accuracy, compliance, and clarity across a sophisticated and evolving financial ecosystem.
This role requires someone who thrives in environments with multiple entities, intercompany transactions, complex ownership structures, and strategic capital deployment.
What you'll do
- Oversee all accounting operations for the family office and its entities including AP, AR, general ledger, payroll, and consolidated month-end close.
- Produce accurate and timely financial reports for the founder and leadership including consolidated statements, entity-level reporting, and performance dashboards.
- Maintain strong internal controls, accounting policies, and governance frameworks suitable for a multi-entity private wealth structure.
- Coordinate tax filings across jurisdictions in collaboration with external tax advisors including trust, estate, corporate, partnership, and personal matters.
- Manage treasury functions including liquidity planning, cash flow forecasting, capital calls, funding allocations, and investment tracking.
- Support transaction activity across entities acquisitions, dispositions, restructurings, and capital deployments.
- Manage and refine intercompany accounting processes and ensure compliance with all related-party requirements.
- Prepare documentation for audits, reviews, and financial examinations as required.
- Implement automation and systems improvements that enhance speed, accuracy, and visibility.
- Build and develop a small finance and accounting team, fostering a culture of precision and accountability.
- Provide financial insights to support strategic planning and long-term asset stewardship.
- A disciplined financial operator who understands the nuances of family office structures.
- Detail oriented with a strong commitment to accuracy, confidentiality, and fiduciary responsibility.
- Comfortable managing complexity and bringing clarity to multi-entity financial environments.
- A collaborative partner able to work seamlessly with the founder, legal teams, investment advisors, and operating executives.
- Adaptable and able to shift between tactical accounting work and strategic financial analysis.
Qualifications
- CPA required.
- Bachelor's degree in Accounting, Finance, or related field.
- 8 or more years of progressive accounting experience, including leadership roles.
- Experience within a family office, private investment firm, multi-entity structure, or similar environment.
- Strong understanding of IFRS or US GAAP and the ability to manage cross-jurisdictional regulations.
- Hands-on experience with treasury operations, cash management, and investment accounting.
- Proven success improving internal controls and implementing automation.
- Familiarity with NetSuite or similar ERP solutions is beneficial.
- Ability to work effectively in a remote, fast-paced environment.