Assistant Controller - Family Office

Assistant Controller – Ownership Accounting

Salary: $125K–$140K + 20% Bonus

Why This Opportunity Stands Out:

• Rare opportunity to step into a leadership role within a sophisticated private family office and work closely with senior leadership.
• Oversee accounting and financial operations across a diverse portfolio of entities, trusts, real estate, and private investments.
• Broader scope than a traditional Assistant Controller role with exposure to investment operations, treasury, liquidity planning, tax, and strategic financial analysis.
• High-visibility position with the opportunity to provide meaningful financial insight supporting investment and long-term planning decisions.
• Join a highly established, privately held organization with a long-term ownership mindset and strong opportunities for professional growth.

Assistant Controller – Key Responsibilities:

• Lead accounting and financial reporting across multiple entities, trusts, partnerships, LLCs, and investment structures.
• Prepare and review financial reporting and analysis for senior leadership while overseeing annual reporting processes.
• Manage treasury and liquidity planning, including cash forecasting, capital funding, debt servicing, and other significant transactions.
• Oversee accounting and reporting for marketable securities, private equity, real estate, and alternative investments.
• Partner with internal teams and external advisors while mentoring accounting staff and driving process and reporting improvements.

Assistant Controller – Qualifications:

• 7–10+ years of progressive accounting/finance experience with strong multi-entity, investment, and financial reporting experience; family office exposure is highly valued.
• CPA required with strong treasury/cash forecasting and advanced Excel/financial analysis capabilities.
• Prior experience leading people, projects, and/or external advisor relationships with the executive presence to work directly with senior stakeholders.