Chief Financial Controller

Chief Financial Officer / Financial ControllerFamily Office & Registered Investment Advisory (RIA)Position SummaryWe are seeking a highly strategic and operationally driven Chief Financial Officer / Financial Controller to oversee the financial infrastructure, reporting, cash management, and operational accounting functions of a growing family office and SEC-registered investment advisory firm. This individual will play a critical leadership role in financial stewardship, business scalability, regulatory oversight, and long-term strategic planning across multiple entities and investment structures.The ideal candidate combines strong technical accounting expertise with executive-level financial leadership experience in wealth management, family office operations, alternative investments, and multi-entity environments. CPA designation is strongly preferred.This role requires discretion, precision, and the ability to operate within a high-net-worth, fast-paced, entrepreneurial environment.Key ResponsibilitiesFinancial Leadership & StrategyServe as the senior financial leader across the family office and affiliated entities.Develop and oversee financial strategy, forecasting, budgeting, and long-term planning.Provide executive leadership with financial analysis, profitability insights, and strategic recommendations.Build scalable financial systems, controls, and reporting structures to support organizational growth.Assist ownership and executive leadership in evaluating investment opportunities, acquisitions, entity structuring, and capital allocation decisions.Accounting & Financial OperationsOversee all accounting operations, including:General ledger managementAccounts payable and receivablePayroll oversightTreasury and cash managementIntercompany accountingMulti-entity consolidationsEnsure accurate monthly, quarterly, and annual financial reporting.Maintain and improve internal financial controls, policies, and procedures.Supervise outside accounting firms, auditors, tax professionals, and financial vendors where applicable.Manage financial reporting for operating businesses, investment entities, and affiliated structures.Family Office & Investment OversightAssist in oversight of:Private equity investmentsAlternative investmentsReal estate holdingsSpecial purpose entities (SPEs)Family office structuresCoordinate capital calls, distributions, liquidity planning, and investment reporting.Monitor investment cash flows and performance reporting.Support high-net-worth and ultra-high-net-worth planning initiatives alongside legal and tax advisors.Regulatory & Compliance CoordinationWork closely with Compliance leadership and outside counsel regarding:SEC and RIA financial requirementsRegulatory reportingFinancial auditsCustodial and operational oversightMaintain compliance with all applicable accounting standards, tax requirements, and financial regulations.Assist with preparation and review of ADV-related financial disclosures where applicable.Tax & Entity Structuring CoordinationCoordinate with external CPAs and tax attorneys regarding:Multi-state tax planningPartnership accountingEntity structuringTrust and estate coordinationTax-efficient financial strategiesAssist with financial reporting and planning related to sophisticated UHNW structures and private investments.Leadership & Operational ManagementBuild and lead the internal finance and accounting function.Establish operational efficiencies and financial workflows across departments.Participate in executive leadership meetings and strategic planning discussions.Provide mentorship and oversight to accounting and operations personnel.Maintain strict confidentiality surrounding client, investment, and ownership information.QualificationsRequiredBachelor’s degree in Accounting, Finance, or related field7–15+ years of progressive accounting and financial leadership experienceExperience within one or more of the following:Registered Investment Advisory (RIA) firmsFamily officesWealth management firmsPrivate equity or alternative investment environmentsStrong understanding of:Multi-entity accountingFinancial reportingCash flow managementBudgeting and forecastingInternal controlsAdvanced proficiency in financial systems, reporting software, and Microsoft ExcelExceptional organizational, analytical, and communication skillsHigh level of discretion and professionalismPreferredCertified Public Accountant (CPA)Experience with SEC-regulated environmentsExperience with UHNW/family office financial operationsKnowledge of private investments, fund structures, and partnership accountingFamiliarity with investment reporting platforms and custodial systemsExperience managing complex ownership/entity structuresCompensation & StructureCompetitive executive compensation packagePerformance-based bonus opportunitiesLong-term growth potential within a rapidly expanding organizationOpportunity to work directly with executive leadership and high-net-worth clienteleStarting Salary is $100k