Family Office Controller

A well-established Single Family Office is seeking an experienced Controller to oversee the accounting, financial reporting, treasury, and compliance functions across a diverse portfolio of entities and investments. This is a highly visible leadership role responsible for ensuring the integrity of the accounting function while supporting the financial operations of a sophisticated investment platform.

Reporting directly to the CFO, the Controller will partner closely with executive leadership, external tax advisors, auditors, and banking partners to maintain accurate financial reporting, strengthen internal controls, and drive operational excellence. This position is ideal for a hands‑on accounting professional who thrives in an entrepreneurial, high‑trust environment.

• Oversee the accounting operations and general ledger for multiple entities, including investment, operating, and holding companies.
• Manage the monthly, quarterly, and annual close process.
• Review journal entries, account reconciliations, and financial records to ensure accuracy and completeness.
• Prepare and review consolidated financial statements and supporting schedules.
• Perform variance analysis and prepare financial reports for executive leadership.
• Ensure proper accounting for intercompany transactions, distributions, capital activity, and investment‑related transactions.

• Maintain accounting records for a diversified investment portfolio, including private investments, funds, and marketable securities.
• Track capital calls, distributions, commitments, and investment balances.
• Monitor daily cash positions and liquidity across multiple entities.
• Coordinate cash movements and funding between entities while ensuring appropriate controls and approvals.
• Assist with treasury activities and foreign currency transactions as needed.

• Serve as the primary accounting liaison with external tax advisors and auditors.
• Prepare supporting schedules and documentation for annual tax filings and financial statement audits.
• Monitor tax calendars and coordinate timely payments and filings.
• Ensure accounting records appropriately support tax reporting and regulatory compliance.
• Maintain strong internal controls and accounting policies across the organization.

• Identify and implement process improvements to enhance efficiency, scalability, and reporting accuracy.
• Assist with accounting system enhancements, ERP implementations, and technology initiatives.
• Maintain documentation of accounting policies and internal procedures.
• Support special projects and strategic initiatives as directed by executive leadership.

• Supervise, mentor, and develop members of the accounting team.
• Foster a collaborative, service‑oriented culture with a strong emphasis on accountability and continuous improvement.

• Bachelor's degree in Accounting, Finance, or related field.

• Minimum of 7 years of progressive accounting experience.
• Strong experience with multi‑entity accounting, consolidations, and investment accounting.
• Prior experience within a Single Family Office, Multi‑Family Office, private investment firm, real estate investment company, private equity firm, or public accounting is highly preferred.
• Experience working directly with external auditors, tax advisors, and financial institutions.