Family Office Controller, Camillo Holdings
Listed on 2026-10-15
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Finance & Banking
Financial Manager, Financial Reporting, Chief Financial Officer (CFO), Accounting & Finance
Camillo Holdings is standing up a newly formed single family office serving two generations and is hiring a Controller to launch its financial operations. The role manages personal and business financial affairs across multiple operating companies (property, investments, taxes and estate planning) and implements the family office's systems and reporting from the ground up. Suits an experienced family office accountant with strong financial-modelling skills.
Aboutthe job
Camillo Holdings seeks a Controller to launch financial operations for a newly formed single family office serving two generations. The role encompasses managing personal and business financial affairs, including property, investments, taxes and estate planning, across multiple operating companies.
Primary Responsibilities- Create financial models for stock valuation and trust recommendations
- Implement family office software systems
- Prepare monthly, quarterly and annual financial statements
- Manage income tax documentation and coordinate with the CFO
- Oversee family investment relationships and reporting
- Execute estate planning and gifting activities
- Secure insurance coverage for the family and entities
- Support special projects as needed
- Bachelor's in Finance or Accounting with 6-8 years of experience
- Minimum 5 years of experience with a family office in roles of increasing responsibility
- Proficiency in Quicken, Quick Books and Excel
- Superior communication and financial-modelling abilities
Preferred Qualifications:
MBA and professional certifications (CPA, CFA, CFP).
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