Family Office Controller

Job Overview – Family Office Controller:

Compensation: $150,000 – $200,000/year + bonus

Location:

Miami, FL

Schedule:

Monday to Friday (Hybrid)

Atlantic Group is hiring a Family Office Controller in Miami, FL for our client, an opportunity supporting management company accounting, partnership and waterfall structures, portfolio reporting oversight, and financial operations within a lean family office. This hybrid role owns the close, strengthens controls and dashboards, partners with third-party administrators, and works closely with the CFO to deliver accurate, decision-ready reporting using advanced Excel and modern accounting systems.

• Management Company Accounting: Own management company accounting, including expenses, reimbursements, vendors, and monthly close, while delivering clear operating expense and budget reporting.
• Controls & Dashboards: Build internal controls, audit-ready documentation, standardized workflows, and dashboards that provide transparent, actionable insights to family stakeholders.
• Portfolio Reporting: Serve as the primary liaison to third-party reporting providers, reviewing portfolio financials, valuations, performance metrics, and partner capital reporting for accuracy and consistency.
• Partnership Accounting & Waterfalls: Develop profit-share models, partnership structures, and waterfall calculations while overseeing capital calls, distributions, allocations, and partner capital accounts.
• Improvement & Support: Drive automation and system improvements, establish best practices, and partner with the CFO on financial analysis, scenario modeling, and decision support.

• Education: Bachelor’s degree in Accounting or Finance required (CPA strongly preferred).
• Experience:8-15 years of experience in family office, investment management, or fund accounting, with partnership and carried interest exposure.
• Technical
  
  Skills:
  
  Advanced Microsoft Excel proficiency with experience using Net Suite or comparable ERPs and evaluating new accounting and reporting technologies.
• Industry Knowledge: Strong understanding of partnership accounting, waterfall models, capital activity, portfolio reporting, and coordination with external administrators, auditors, and tax advisors.
• Skills & Attributes:Detail-oriented, analytical leader with strong communication skills, sound judgment, and the ability to operate independently in a fast-paced family office environment.

Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.