Controller - Family Office

The Controller will be responsible for overseeing financial planning, cash management, financial reporting, accounting, tax compliance, and risk management for the family office.

Responsibilities:

• Work with leadership to establish and achieve short and long term operational goals.
• Present issues, outcomes and solutions to principals.
• Develop strategic plans that drive long-term security and stability of assets and ventures.
• Demonstrate honesty, discretion, responsibility, integrity, and fulfillment of commitments.
• Ensure timely, consistent, and accurate preparation and analysis of deliverables, including budgets, financial reports, and financial trends.
• Continuously improve the budgeting process through implementation of operational strategy.
• On a regular basis, assess cost structures to determine and achieve efficiencies.
• Manage treasury platform as well as banking and lender relationships.
• Maintain daily liquidity needs while maximizing yields on liquid assets.
• Prepare and maintain cash forecasting models.
• Oversee cash movements and funding obligations.
• Provide general finance and accounting (non-investment) oversight.
• Manage preparation and compilation of quarterly and annual financial reporting.
• Manage and oversee annual tax compliance; coordinate filings with third-party service providers.
• Provide support for preparation and filing of tax returns and facilitating quarterly tax payments.
• Act as liaison with external accountants, tax advisors, attorneys, and other consultants or contractors.
• Drive efficient income and estate tax planning by partnering with tax advisors and estate attorneys.
• Establish strong financial governance and develop detailed policies and procedures.
• Review and ensure application of appropriate internal controls, compliance and financial procedures and employ systems that will improve the overall operation and effectiveness.
• Optimize risk management strategies, including asset protection and insurance oversight.

Qualifications:

• Bachelor's Degree in Accounting, Finance, or a related field
• 8+ years of relevant financial industry and/or family office experience
• Public accounting experience and/or CPA is a plus
• Proficiency in MS Office Suite; advanced Excel skills
• Experience with general ledger software; Sage Intacct experience is a plus
• Familiarity with client reporting platforms; Addepar experience is a plus
• Strong interpersonal and communication skills
• Knowledge of all finance, financial planning, accounting and tax areas of the business
• Experience setting personal and team benchmarks, regularly measuring success against goals, and being accountable for outcomes
• Track record of collegial, collaborative work style with a record of success in building consensus and support
• High degree of professionalism and integrity
• Reliable, dependable, and able to maintain confidentiality
• Strong analytical and creative problem-solving skills
• Strong attention to detail
• Self-motivated and pro-active with the ability to work independently to meet tight deadlines while managing multiple priorities
• Team player
• Familiarity with residential “Estate” real estate a plus