Controller

About the role

Controller — Family Office located in Tulsa, OK. The Controller manages the day-to-day accounting operations for the family office, ensuring accurate financial records, timely reporting, and strong internal controls across all family entities. This is a hands-on role responsible for the technical accounting and compliance work that underpins the CFO's strategic decisions, including bill pay oversight, financial statement preparation, consolidations, and support for healthcare cost reporting and tax filings.

Responsibilities

• Manage day-to-day accounting operations, including accounts payable/bill pay processing, accounts receivable, and general ledger maintenance across all family entities
• Reconcile bank and investment accounts, and oversee cash management processes in coordination with the CFO
• Prepare monthly, quarterly, and annual financial statements for each family entity, ensuring accuracy and compliance with applicable accounting standards
• Manage the month-end and year-end close process, including journal entries, accruals, and account reconciliations
• Prepare consolidated financial statements across multiple entities, trusts, LLCs, and investment vehicles, including intercompany eliminations
• Maintain the chart of accounts and accounting policies/procedures across entities to ensure consistency
• Compile and analyze healthcare cost data and reports, supporting benefits administration and cost-containment initiatives
• Gather and organize financial data needed for tax return preparation, and support external tax advisors and CPAs during tax planning and filing cycles
• Assist with entity-level compliance requirements (state filings, licensing, etc.) as needed
• Maintain internal controls over financial transactions, disbursements, and reporting accuracy
• Coordinate with outside auditors/accountants during reviews or audits
• Supervise or coordinate with bookkeeping/accounting staff, if applicable
• Support the CFO with ad hoc financial analysis, budgeting, and reporting requests

Qualifications

• Bachelor's degree in Accounting or Finance required; CPA preferred
• 7+ years of progressive accounting experience, ideally including multi-entity or consolidated accounting; family office, private wealth, or public accounting background a plus
• Strong technical knowledge of GAAP, financial statement preparation, and consolidations
• Proficiency with accounting software and multi-entity reporting tools
• High level of discretion and trustworthiness given access to sensitive family financial information
• Strong organizational skills with keen attention to detail and accuracy

Pay

$130k-$140k/year