Controller
Overview
In this role you will build and manage the accounting and financial reporting framework for a diversified family office. You will oversee multi-entity investment accounting, prepare consolidated statements, and develop dashboards to monitor performance and cash activity. You will drive the monthly close, budgeting, and cash management while coordinating with investment managers, banks, auditors, and tax advisors. You will also provide strategic financial analysis to owners and support special projects that advance the office’s goals.
ResponsibilitiesBuild out financial reporting, accounting policies, procedures, and internal controlsOversee accounting and reporting for a diversified investment portfolio across multiple entities and asset classesPrepare consolidated financial statements and develop dashboards for investment performance, cash flow, capital activity, and returnsManage monthly close, budgeting, forecasting, and cash management processesCoordinate with investment managers, banks, auditors, attorneys, and tax advisorsSupport ownership with financial analysis, strategic planning, and special projects
Key requirementsfinancial reportingconsolidated financial statementsdashboardsmonthly closebudgeting and forecastingcash management