Controller; High Net Worth - Cincinnati, OH

Overview

The Controller will lead the accounting, financial reporting, and operational finance activities for the Family Office. This role will oversee the financial infrastructure supporting the Family Office, including investment entities, operating businesses, partnerships, trusts, and other family-related structures.

The Controller will play a critical role in ensuring accurate financial reporting, disciplined financial controls, and seamless coordination across internal teams and external advisors. Working closely with the Principal, Chief of Staff, and senior leadership, this individual will help maintain institutional-quality financial management while supporting the evolving needs of the Family Office.

• Oversee all accounting and financial reporting activities across the family office’s entities, including investment partnerships, holding companies, trusts, operating entities, philanthropic entities.
• Ensure timely and accurate monthly, quarterly, and annual financial reporting.
• Maintain consolidated financial visibility across the family’s portfolio of assets and entities.
• Coordinate accounting and reporting for public and private investments.
• Work closely with the investment team to ensure accurate financial representation of investment activity.
• Establish and maintain strong financial controls, accounting policies, and internal governance processes.
• Oversee financial systems, general ledger structure, and accounting workflows.
• Evaluate and implement systems that improve financial reporting and entity-level transparency.
• Maintain documentation and audit readiness across all entities.
• Serve as the primary liaison with external accounting firms, auditors, tax advisors, and administrators.
• Support the Director of Tax with information needed for tax compliance and planning.
• Coordinate annual financial statement preparation and external reporting as needed.
• Monitor cash positions across entities and coordinate liquidity planning with the investment and tax teams.
• Manage banking relationships and treasury functions.
• Assist with financial structuring and accounting considerations for new investments, entity formations, and transactions.
• Build and improve the accounting infrastructure as the family office evolves.
• Develop scalable processes that support a growing portfolio of investments and entities.

• 10+ years of accounting or finance experience within UHNW family offices, private investment firms, or public accounting firms with complex partnership clients.
• Experience managing multi-entity financial structures and partnership accounting.
• Strong understanding of partnership accounting, investment accounting, financial reporting and consolidation, multi-entity structures, private investment fund reporting financial controls and governance.
• Experience with family office accounting platforms or investment reporting systems.
• High integrity and discretion with the ability to operate in a confidential family office environment.
• Detail-oriented with strong organizational discipline.
• Ability to manage complexity across numerous entities and financial relationships.
• Collaborative mindset and strong communication skills.
• Comfortable working in an entrepreneurial, evolving organization.