Controller - Family Office

About the role

Roch Capital, a privately held capital management firm based in Glen Mills, PA, is seeking to hire a Vice President, Family Office Controller.

Responsibilities

• Financial Reporting
  • Family Office consolidated financial statements
  • Individual family financial statements
  • Investment performance for various entities
  • Semi-annual board/member financial reports
  • Product / profitability of multiple business lines & entities
• Cash Operations
  • Forecasting
  • Liquidity analysis
  • Debt compliance
• Accounting Operations
  • Overseeing accounting staff
  • Documenting and maintaining accounting policies and procedures
• Due Diligence
  • Performing due diligence for acquisitions and dispositions
• Reporting
  • Coordinating and directing the preparation of budgets and forecasts
  • Calculating variances from budget and reporting significant issues to management
  • Year-end financial information to tax manager for income tax filing purposes

Requirements

• CPA and Public Accounting Experience
• Ten (10) or more years of multi-disciplined experience in a mix of financial services, insurance, investments, and family trusts
• Strong financial reporting background; ability to prepare various financial reporting requirements - entity liquidity, risk/return, product P&L, investments, ad hoc, M&A due diligence for multiple entities, etc.
• Multi-disciplined experience in a mix of financial services, insurance, investments, and family trusts
• Strong management experience; managing projects, meeting deadlines, ensuring timely/accurate month-end close; delegation/follow-up enforcing accountability throughout staff
• Strong presentation skills; will have visibility to other Executive Management and Principals regularly