Controller, Finance & Banking, CFO

Westerman Family Office (“WFO”) is a Dallas-based single-family office established to steward the long-term financial interests of the multigenerational Westerman family.

The Controller will be responsible for the firm’s accounting, financial reporting, and control framework. This role will ensure accurate and timely financial information across multiple entities and trusts, support investment and tax reporting, and maintain strong internal controls and processes. The Controller will work closely with the Chief Financial Officer, Trustees, internal teams, and external advisors to support continuous improvement in systems, processes, and internal controls.

• Maintain detailed investment accounting and ledgers for alternative assets, including investment terms, fair value, cash flows, performance metrics, tax attributes, and basis tracking
• Oversee trust accounting across multiple trusts on an income tax basis
• Prepare monthly financial reports, cash flow analyses, and supporting schedules
• Monitor daily cash activity and coordinate funding, distributions, and deployment of excess liquidity
• Review account reconciliations and supporting documentation for accuracy and completeness
• Coordinate with external auditors in connection with periodic audits and reviews

• Collaborate with external tax professionals on partnership and trust tax filings and related planning
• Research and document accounting treatment for complex investment and transaction activity
• Coordinate with investment managers and fund administrators to support timely receipt and review of tax reporting, including Schedule K-1s

• Support investment due diligence and execution processes, including review of financial and operational information
• Complete account opening documentation for brokerage and custody relationships
• Process capital calls and distributions and maintain tracking of investment commitments and funding obligations

• Communicate with beneficiaries regarding trust distributions tax with holdings, and related financial matters
• Partner with legal counsel, investment managers, and service providers
• Interact regularly with senior leadership, including the President, Chief Financial Officer, Chief Investment Officer, and Chief Operating Officer, on analyses, projects, and initiatives

• Identify opportunities to improve operational efficiency, automation, and risk management
• Develop documentation and maintain accounting policies, procedures, and workflows
• Support enhancements to systems and processes to align with best practices
• Continuously enhance administrative procedures and maintain strong internal controls
• Supervise, develop, and mentor accounting staff

• Bachelor’s degree in Accounting, Finance, or a related field; CPA certification required;
  Master’s degree strongly preferred
• Experience overseeing accounting and reporting for complex entity structures, including partnerships and trusts; family office, investment firm, private equity, or alternative asset experience preferred
• Strong technical accounting knowledge with advanced proficiency in Microsoft Excel
• Demonstrated organizational and project management skills, with the ability to manage multiple priorities
• Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely to a range of stakeholders
• High degree of professionalism, integrity, and discretion, with the ability to manage confidential information
• Proven ability to work independently while collaborating effectively within a small team-oriented environment
• Self-directed and well organized, with the ability to manage time and priorities effectively
• 7–9 years of progressive accounting or finance experience, including responsibility for financial reporting and internal controls

• Prior experience working within a family office or with high-net-worth individuals
• Knowledge of alternative investment accounting, including private equity, venture capital, private credit, hedge funds, and real estate
• Famil…