Finance Controller
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Requirements
• 7+ years of experience in accounting or Controller-level roles • Prior experience managing bookkeepers or accounting teams • Family office, private investment, real estate, or founder-led experience strongly preferred • Familiarity with trusts and estate structures highly desirable • Deep technical accounting knowledge and strong QuickBooks experience • Excellent reviewer mindset — spots errors, inconsistencies, and risks quickly • Highly organized, detail-oriented, and systems-focused • High level of discretion and professionalism • Strong judgment and comfort operating with ambiguity • Comfortable owning outcomes, not just executing tasks
Responsibilities
• Accounting Leadership & Team Management • Own the accounting function across all family office entities • Manage and oversee bookkeepers • Assign work, set standards, and review outputs for quality and accuracy • Ensure consistent accounting policies and documentation across entities • Accounting & Bookkeeping Oversight • Oversee day-to-day bookkeeping across multiple entities (LLCs, holding companies, trusts, SPVs, personal entities) • Review general ledgers and ensure transactions are properly recorded and classified • Maintain clean, accurate books in QuickBooks (or similar systems) • Serve as escalation point for complex or judgment-based accounting issues • Cash Management & Controls • Track and reconcile cash across numerous bank and credit card accounts • Manage intercompany transactions, loans, reimbursements, capital contributions, and distributions • Implement and maintain strong cash controls and approval processes • Proactively monitor balances and flag anomalies • Month-End Close & Reporting • Lead month-end close across all entities • Prepare and review financial reporting, including: • Balance sheets and income statements • Cash flow and liquidity summaries • Consolidated and roll-up views • Net worth reporting (as needed) • Ensure accuracy, consistency, and comparability over time • Trusts, Estates & Advisor Coordination • Oversee accounting and reporting for trust and estate-related entities • Coordinate with CPAs, tax preparers, estate attorneys, and wealth managers • Prepare schedules and supporting documentation for tax filings • Act as primary internal point of contact for financial data requests • Systems & Process Development • Design and maintain accounting infrastructure and workflows • Improve documentation, internal controls, and reporting processes • Help scale systems as the family office grows
Benefits
• None stated in the job posting.