Controller

About the role

The Controller is the senior financial leader responsible for all accounting, financial reporting, and administrative functions across a multi-entity platform. Reporting directly to the CEO, this individual leads a small internal team and serves as a trusted financial partner for ownership, overseeing both company operations and ownership-related financial matters.

Responsibilities

• Accounting, Financial Reporting, and Tax
  • Manage accounting for a diversified portfolio of commercial real estate assets including office, industrial, retail, and medical offices
  • Oversee cash flow, banking relationships, and payroll and benefits administration
  • Develop and maintain site-level financial reporting, including profitability, utilization metrics, and operational KPIs
  • Prepare tax-based financial statements and management reports across real estate and investment entities
  • Provide clear, timely financial insights and serve as the primary financial resource for the CEO
  • Cook up tax return preparation, supporting schedules, and external accounting relationships
  • Lead and develop a team of two direct reports
• Real Estate and Investment Oversight
  • Maintain records of all the tenant improvements, building improvements, leasing commissions, and other capital renovations
  • Lead annual operating budget process and forecasting activities
  • Track and report on liquid securities and private investment activity
  • Cook up relationships with property managers, fiduciaries, and financial advisors to ensure accurate, timely reporting
• Ownership & Trust Financial Administration
  • Develop and maintain reporting for trust expenses, distributions, and investment activity ensuring clarity and consistency for stakeholders and advisors
  • Serve as the primary financial coordinator for ownership's personal and trust-related matters
  • Coordinate owner and trust tax preparation, review, and timely payments
  • Manage information flow with external legal, tax, and investment advisors
• Operations & Systems
  • Use MRI Software and Sage Accounting to streamline processes, improve reporting, and increase financial transparency
  • Identify and implement process improvements
  • Build and sustain scalable financial workflows
• Administrative Leadership
  • Lead and oversee HR, IT, and general administrative functions
  • Own the annual insurance renewal process for relevant insurance classes including property, benefits, and workers compensation
  • Manage benefit brokers, plans, renewals, and premiums

Qualifications

• Bachelor’s degree in accounting; CPA or master’s in taxation preferred
• 8+ years of progressive accounting experience; experience in construction, real estate development, or project accounting environments is a plus
• Proven ability to lead and develop teams and build strong cross-functional relationships
• Excellent communication skills, with the ability to translate financial information for non-financial stakeholders
• Technology acumen, including experience with ERP systems and advanced financial tools; strong Excel/data analysis skills required

Skills

• Strategic thinker with strong business acumen and the ability to see the big picture while managing details
• High integrity and accountability, with a commitment to ethical leadership and stewardship
• Results-oriented, with a bias toward action and continuous improvement
• Collaborative and relationship-driven, with the ability to influence across all levels of the organization
• Adaptable and resilient, with the ability to thrive in a dynamic and evolving environment

Benefits

Strategic partnership with leadership and operations to shape the future of the organization.
Collaborative, value-driven culture with a strong sense of purpose.
Competitive compensation package, including base salary and comprehensive benefits.

Pay

Competitive compensation package, including base salary and comprehensive benefits.

Schedule

Onsite at the office in Fort Mitchell, Kentucky.