Controller

Job Details

• Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.
• Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles.
• Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking.
• Cook up investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments.
• Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting.
• Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses.
• Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings.
• Maintain accounting systems, reporting dashboards, and data integrity across entities.
• Prepare customized financial reports and presentations for principals and senior family members.

Required Qualifications

• Family office or Private equity experience
• 3+ years accounting management experience
• Waterfall calculations
• Financial reporting

Preferred Qualifications

• Family office controller experience

A bit about us

A family office with major positions in 10+ entities across multiple industries, a large portfolio of additional investment positions, and a substantial charitable fund is seeking an VP of Finance to provide top level standardization and data analysis + presentation to ownership to help drive business decisions with existing and potential opportunities.

Why join us?

• Family office
• Large charitable contributions
• Enterprise level financial leader
• Comprehensive benefits package
• In office role aligning with executive on site schedule

Day to day Responsibilities

Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.

Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles.

Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking.

Cook up investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments.

Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting.

Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses.

Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings.

Maintain accounting systems, reporting dashboards, and data integrity across entities.

Prepare customized financial reports and presentations for principals and senior family members.

Required Qualifications

• Family office or Private equity experience
• 3+ years accounting management experience
• Waterfall calculations
• Financial reporting

Preferred Qualifications

• Family office controller experience

Benefits

• Comprehensive benefits package

Pay

• $140,000 - $150,000 per year

Schedule

• In office role aligning with executive on site schedule

Skills

• Family office or Private equity experience
• 3+ years accounting management experience
• Waterfall calculations
• Financial reporting
• Family office controller experience

Benefits

• Comprehensive benefits package

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state, or local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

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