Controller / Director of Finance

ABOUT THE ROLE

Family Office Controller needed to manage core financial operations, including accounting, reporting, budgeting, and compliance, for a family, ensuring accurate records, implementing internal controls, managing cash flow, and coordinating with external advisors (tax, legal, investment) for strategic financial management and long-term wealth preservation. They bridge daily operations with strategic planning, handling everything from accounts payable/receivable to complex investment tracking and tax compliance for multiple entities.

Key Responsibilities

· Financial Reporting & Accounting: Oversees general ledger, month/year-end close, financial statements, and reconciliations for the family office and related entities (trusts, LLCs).

· Budgeting & Cash Flow: Manages family budgets, monitors cash flow, and supports financial planning.

· Investment Oversight: Tracks private investments, manages capital calls, reconciles statements, and ensures proper reporting.

· Tax & Compliance: Ensures compliance with IRS/tax laws, coordinates with tax preparers, and anticipates tax planning opportunities.

· Risk Management: Manages insurance policies, cybersecurity, and disaster recovery plans.

· Advisor Coordination: Acts as a liaison with banks, fund managers, attorneys, and wealth managers.

· Internal Controls: Develops and enforces policies and procedures to safeguard assets and data.

· Staff/Project Management: May manage accounting staff or oversee ad-hoc financial projects.

Essential Skills & Experience

· Strong accounting background (often with public accounting/audit/tax experience).

· High integrity, discretion, and professionalism.

· Experience with high-net-worth individuals, estates, and complex financial structures.

· Ability to work with successful individuals and complex investments.

REQUIRED QUALIFICATIONS

• Bachelor’s degree in Accounting, Finance, or related field (Master’s preferred). CPA a must.

• 7+ years of multi-entity accounting or finance experience.

• Strong understanding of GAAP, consolidation, and real estate accounting.

• Experience managing books for multiple companies simultaneously.

• Proficiency with QuickBooks, NetSuite, Sage, or other accounting platforms.

• Advanced Excel skills (pivot tables, modeling, financial analysis).

• Experience working with external auditors, CPAs, or tax advisors.

• High integrity, confidentiality, and professional judgment.

IDEAL CANDIDATE ATTRIBUTES

• Thrives in a multi-company environment with many moving parts.

• Strong analytical, organizational, and communication skills.

• Able to “own” the finance function without micromanagement.

• Comfortable working directly with founders, executives, and international teams.

• A problem-solver who continuously improves systems and processes.