Controller, Finance & Banking, Financial Reporting

Yarbrough Capital, LLC is a financial services firm headquartered in Franklin, Tennessee. The company is a part of the Yarbrough Family Office, a single-family office. Known for its professional integrity and innovative strategies, Yarbrough Capital, LLC (YC) fosters a collaborative and dynamic work environment. The organization continuously strives for excellence and seeks a talented Controller to join its team to continue building on its legacy of success.

YC's full-time Controller will oversee all aspects of financial management, including accounting, financial reporting, budgeting, and compliance. This role involves preparing accurate financial statements, managing payroll, leading audits, and implementing internal controls to ensure fiscal integrity and operational efficiency. The Controller will collaborate closely with senior leadership to optimize financial performance and strategic planning.

The Controller is responsible for the integrity of all financial reporting, oversight of accounting operations, and the implementation of robust internal controls. This role ensures compliance with regulatory requirements, supports investment administration, and partners with leadership to drive strategic financial initiatives. The Controller also manages and mentors accounting staff, coordinates with external auditors and tax advisors, and plays a key role in cash management and governance.

Working in a single-family office environment means operating within a highly personalized culture that reflects the family’s values and long‑term goals. Employees are entrusted with a broad range of responsibilities, often spanning financial, administrative, and personal tasks, and benefit from direct access to principals and decision‑makers due to the small team structure. The primary objective is to preserve and grow family wealth across generations, emphasizing stewardship and legacy.

Discretion, adaptability, and professionalism are critical, as priorities may shift quickly and flexibility is highly valued. While the environment offers unique opportunities, it can also be more isolated, with fewer peers and less formal professional development than larger organizations.

• Prepare and deliver monthly, quarterly, and annual financial statements for multiple entities.
• Generate and analyze income statements, trial balances, and portfolio reports for management and investment committees.
• Maintain and reconcile general ledger details, ensuring accuracy for audits and tax filings.
• Consolidate financial data for tax preparers and external reporting.
• Coordinate and support all audit activities, including AUP testing and SOC report reviews.
• Implement and ensure internal controls are documented, validated, and followed for disbursements and payment processes.
• Provide documentation for tax filings, including K‑1s, abandonment letters, and basis calculations in addition to maintaining a detailed annual tax calendar.
• Prepare and review capital calls for private investments, subscription agreements, and KYC/AML compliance for investors.
• Approve and process ACH transfers, wires, and vendor payments, ensuring proper controls and documentation.
• Perform monthly brokerage reconciliations for multiple entities and individuals.
• Prepare and maintain board materials, support advisory board meetings, and ensure all governance documentation is current.
• Coordinate year‑end activities, including gifts, ACH transfers, and foundation giving.
• Support real estate investment management and financial reporting.
• Maintain and update the chart of accounts for multiple entities.
• Prepare and distribute ad hoc reports and analyses as needed.
• Support responses to personal financial management requests for principals.

• Undergraduate degree in Accounting;
  Certified Public Accountant preferred.
• 5+ years of public/private accounting experience; single‑family office experience preferred.
• Background in partnership and pass‑through entity taxation is preferred.
• Proficiency with Microsoft Office (advanced Excel skills), Quick Books, and investment tracking systems.
• Experience with cash management, wire transfers, and investment administration.
• Strong analytical, problem‑solving, and organizational skills.
• Excellent leadership, communication, and interpersonal skills.
• Ability to multi‑task, meet deadlines, and adapt to change.
• Must be a self‑starter who can work independently with minimal supervision.
• Collaborative and team‑oriented, with a willingness to work flexible hours as needed.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time

Job function:
Accounting/Auditing and Finance