Controller

We are seeking a highly strategic and tech-forward Controller to oversee the financial operations of a complex, expanding multi-generational family office. Managing a current accounting staff of four, this role oversees the financial integrity of a diverse portfolio including trusts, foundations, lifestyle assets (such as residences and aircraft), public and private investment vehicles and select aspects of real estate accounting operation.Technology & Systems InnovationThis role requires a modern financial leader who leverages technology to drive efficiency:Systems Management: Act as the technological lead utilizing the Archway Group platform for accounting and investment data aggregation.Advanced Analytics: Establish robust, dynamic reporting systems.Automation & API: Take an active role in maintaining and expanding current APIs to fully automate repetitive tasks.Tax, Estate & Investment StrategyActively engage in high-level financial management, estate planning, and tax planning for the family, businesses, and foundations.Serve as the primary liaison with the Deloitte tax group to ensure timely filings, implement sophisticated tax strategies, and manage federal or state audits.Oversee the financial aspects of private Equity investments, including subscription documents, capital calls, and distributions.Develop an in-depth understanding of various trusts, multi-tier business structures, and service agreements.Operational & Team OversightDirect the daily execution of the accounting team, overseeing treasury functions, family banking, and the corporate credit card reporting system.Drive the financial close process, preparing consolidated cash plans, annual operating budgets, and actual-to-forecast reconciliations.Maintain foundation books regarding cash and contribution needs, and manage annual foundation audits.process construction draw requests for private family homes under construction and coordinate with related lenders as needed.Professional Qualifications2-4 years of experience at a top national accounting firm is required.Demonstrated high-level ability to interact seamlessly with national CPA firm staff regarding complex tax matters.Proven ability to manage dynamic situations while maintaining positive business relationships with family members, external vendors, and banking professionals.Advanced Analytics: Fluency in Power BI (experience in creating dashboards is a must) and advanced Excel proficiency are required to establish robust, dynamic reporting systems.AI Integration: The ability to compose code and streamline workflows using AI platforms (such as Claude) is considered a plus.