Controller

Responsibilities

• Direct the month-end close process to ensure financial records are completed accurately and on schedule across multiple entities.
• Develop and enhance automated bank reconciliation workflows to improve efficiency, consistency, and control.
• Create a recurring budget-versus-actual reporting package that supports a bi-weekly financial review cadence for operating companies.
• Prepare and deliver financial reports and analysis to leadership, translating results into clear business insights and recommendations.
• Serve as the primary contact for external tax advisors by organizing required information, answering questions, and supporting tax-related deliverables.
• Oversee the financial activities of operating companies, including performance monitoring, account review, and adherence to established accounting practices.
• Identify opportunities to improve accounting procedures, reporting quality, and internal controls within the broader finance function.

Qualifications

• CPA with 6-8+ years of accounting leadership experience in a smaller office environment.
• Industry experience preferred, particularly in family office, private equity, outsourced accounting, startup, etc.
• NetSuite experience a plus but not required.

Benefits

• Hybrid work flexibility
• Paid time off
• Health, vision, and dental coverage
• 401(k) with company match