Controller

Key Responsibilities

• Oversee all accounting and financial reporting activities across the family office’s entities, including investment partnerships, holding companies, trusts, operating entities, philanthropic entities.
• Ensure timely and accurate monthly, quarterly, and annual financial reporting.
• Maintain consolidated financial visibility across the family’s portfolio of assets and entities.
• Cook up accounting and reporting for public and private investments.
• Work closely with the investment team to ensure accurate financial representation of investment activity.
• Establish and maintain strong financial controls, accounting policies, and internal governance processes.
• Oversee financial systems, general ledger structure, and accounting workflows.
• Evaluate and implement systems that improve financial reporting and entity-level transparency.
• Maintain documentation and audit readiness across all entities.
• Serve as the primary liaison with external accounting firms, auditors, tax advisors, and administrators.
• Support the Director of Tax with information needed for tax compliance and planning.
• Cook up annual financial statement preparation and external reporting as needed.
• Monitor cash positions across entities and coordinate liquidity planning with the investment and tax teams.
• Manage banking relationships and treasury functions.
• Aid in financial structuring and accounting considerations for new investments, entity formations, and transactions.
• Build and improve the accounting infrastructure as the family office evolves.
• Develop scalable processes that support a growing portfolio of investments and entities.

Qualifications

• 10+ years of accounting or finance experience within UHNW family offices, private investment firms, or public accounting firms with complex partnership clients.
• Experience managing multi-entity financial structures and partnership accounting.
• Strong understanding of partnership accounting, investment accounting, financial reporting and consolidation, multi-entity structures, private investment fund reporting financial controls and governance.
• Experience with family office accounting platforms or investment reporting systems.
• High integrity and discretion with the ability to operate in a confidential family office environment.
• Detail-oriented with strong organizational discipline.
• Ability to manage complexity across numerous entities and financial relationships.
• Collaborative mindset and strong communication skills.
• Comfortable working in an entrepreneurial, evolving organization.
• CPA strongly preferred.