Controller, Accounting, Financial Reporting

FAMILY OFFICE CONTROLLER

Location:

San Antonio, TX

THIS COMPANY OFFERS… Well-established and financially stable family office managing 8 legal entities today with plans to grow to 12 entities Diverse portfolio including investments, real estate holdings, and stock investments Direct access to ownership and the ability to influence strategic financial decisions Opportunity to modernize systems and accounting processes Collaborative, low-drama, family-oriented culture that values long-term relationships and employee stability Competitive compensation package blue strong benefits package

• Lead accounting and financial operations across multiple entities within a growing family office
• Prepare and present executive-level financial reports directly to ownership
• Drive budgeting, forecasting, and expense management initiatives
• Partner with ownership to improve reporting, systems, and operational efficiencies
• Play a key role in transitioning the organization from cash basis to accrual accounting
• Build scalable accounting infrastructure to support future growth
• Serve as a trusted financial advisor helping shape business decisions and long-term strategy

• CPA designation required
• Expertise in multi-entity accounting and financial reporting
• Experience leading accounting operations within family office, real estate, investment, or closely held business environments
• Advanced Quick Books experience and strong accounting systems knowledge
• Experience creating executive-level financial reports and presentations
• Strong communication skills with confidence presenting financial information to ownership groups
• Bachelor's Degree in Accounting, Finance, or related field

• Experience transitioning organizations from cash basis to accrual accounting
• Exposure to family office environments
• Experience evaluating and implementing accounting system upgrades or migrations
• Background in process improvement and building scalable financial infrastructure