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Controller

Minneapolis, MN

Posted: 01/24/2025 Industry: High Priority Job Number: 2970816 Pay Rate: 120k/year - 160k/year

Job Description

Controller - Family Office


The Controller will work on project-based engagements across multiple clients and industries.


Responsibilities:


  • Oversee client accounting operations, including month-end and year-end closing processes.
  • Prepare, review, and approve financial reports using GAAP and other applicable standards.
  • Develop and implement internal controls to safeguard client assets and compliance.
  • Develop and prepare management reporting, forecasts, and budgets.
  • Train client staff on financial controls, best practices, tools, and reporting standards.
  • Set and maintain compliance standards to meet federal, state, and local requirements.
  • Support the client in preparing for and guiding them through external audits.
  • Manage multiple client engagements simultaneously, including building client relationships and managing on-time, high-quality deliverables.
  • Act as the primary point of contact for your client for financial matters.
  • Evaluate potential and current client financial systems, processes, policies, and controls, and provide recommendations for improvement.
  • Lead clients through selection, design, and implementation of new policies, software, and other accounting systems.
  • Advise the client on budgeting, forecasting, and strategic financial planning to align financial objectives with the business strategic goals.
  • Be an active leader on the Accounting and Advisory team mentoring staff and identifying and implementing internal initiatives and projects to consistently deliver the best work to the firm's clients.
  • Create internal playbooks and tools to support delivery excellence.


Qualifications:


  • Bachelor's Degree in Accounting, Finance, or a related field.
  • 5+ years of accounting experience within a client service environment; family office experience preferred.
  • 2+ years of experience as a Controller or similar level role.
  • CPA a plus
  • Proficiency with Microsoft Office Suite and accounting software (e.g., QuickBooks, Sage, NetSuite, Thompson Reuters CP, etc.)
  • Strong knowledge of GAAP and financial analysis
  • Ability to mentor and influence others
  • Strong communication and presentation skills
  • Strong time management skills with the ability to to balance competing priorities in a fast-paced environment


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