Controller, Finance & Banking, Financial Reporting

Job Title:
Vice President and Controller

Location:
Boca Raton, FL (100% in office, not hybrid / remote)

******* Co. does not currently have health insurance but they will provide a monthly allowance to help offset that cost. ******

The Controller is a key financial leadership role responsible for managing accounting operations, financial reporting, internal controls, compliance obligations, and support for investment-related financial analysis. This individual will work with senior management to ensure the accuracy, integrity, and timeliness of financial information and regulatory reporting.

Financial Accounting & Reporting for Investment Entities:

Oversee preparation of monthly, quarterly, and annual financial statements for numerous investment entities, including:

• Budgeting, Payables, Receivables, Banking and cash management, Loan servicing, Property appraisals, Property insurance, Audits & Tax Returns

Coordinate client reporting

• Monthly reporting of changes in cost and market value
• Quarterly narrative updates
• Provide annual confirmation responses to client auditors

Financial Reporting & Accounting Operations

• Maintain accounting records for the co. and affiliated entities in accordance with GAAP.
• Work with the investment team to review and assess potential investments.
• Assist in the preparation for closing investments and the tracking of the post-closing performance.

Required

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 5–7+ years of accounting experience, preferably in real estate, investment management, or professional services.
• Strong understanding of GAAP principles and financial reporting.
• Demonstrated experience with multi-entity accounting structures.
• High proficiency in Microsoft Excel, Word, and accounting systems (Yardi, Quick Books, or similar).
• Strong organizational skills, attention to detail, and ability to manage deadlines across multiple projects.
• Capable of and comfortable with direct client interaction.

Preferred

• CPA or progress toward certification.
• Background in real estate operations, investment analysis, or asset management financial reporting.
• Experience supporting annual audits and external financial reviews.
• Reports directly to the President
  .
• Works closely with senior accountants, property management team, auditors, investment committee, and the firm s senior management.