Controller, Finance & Banking, Financial Reporting

Controller

Family office investment group with 10+ entities and $100M+ AUM is seeking a Controller with PE/VC/Family Office portfolio level experience

Family office with major positions in 10+ entities across multiple industries, a large portfolio of additional investment positions, and a substantial charitable fund is seeking an VP of Finance to provide top level standardization and data analysis + presentation to ownership to help drive business decisions with existing and potential opportunities. Are you a Director / VP of Finance with portfolio level financial responsibility open to an on site role in Rockland County, NY?

If so, please continue to read as this role may be the one for you!

Family office Large charitable contributions Enterprise level financial leader Comprehensive benefits package In office role aligning with executive on site schedule

Day to day Responsibilities:

• Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.
• Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles.
• Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking.
• Coordinate and monitor investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments.
• Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting.
• Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses.
• Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings.
• Maintain accounting systems, reporting dashboards, and data integrity across entities.
• Prepare customized financial reports and presentations for principals and senior family members.

Required Qualifications:

• Family office or Private equity experience
• 3+ years accounting management experience
• Waterfall calculations
• Financial reporting

Preferred Qualifications:

• Family office controller experience