Controller

We are a growing family office in search of our next Controller.

Flexible but on-site role
Opportunity to work with Executive Leadership
Competitive $$ and incentive package

• Completes month-end and year-end closing processes, including preparation and input of journal

entries, balance sheet reconciliations, bank reconciliations, and revenue summaries.

• Compiles and distributes monthly financial statements, researches and resolves balance sheet and

income statement discrepancies, and responds to ad hoc requests.

• Responsible for coordinating all necessary tax work and filings in a proactive and timely manner.
• Responsible for managing tax projections and planning across portfolio investments to optimize tax

positions on a global basis.

• Assists in the development, implementation and monitoring of internal accounting systems and policies

and procedures to ensure operations remain in compliance with regulations and reporting
requirements.

• Prepares financial statements and schedules for auditors and various management reports. Aggregates

all audited financial statements for review by outside auditors, when applicable.

• Responsible for reviewing, monitoring and managing a significant number of bank accounts, including

funding and transfers, for the closely held family office entities.

• Responsible for aggregating all financial information to generate month-end balance sheets and income

statements for the aggregate family office.

• Serves as the initial point of contact for inquiries, problems and exceptions related to the review of

account reconciliations and financial reporting