Finance Controller
RemoteSeniorAPACReal EstateBankingConsultingControllerFinancial ControllerAccountantTeam LeadershipAccount ManagementTeam ManagementReportingClose
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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.
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