Our mission-based multi-generational family office is seeking a CPA to handle our accounting operations and financial functions for the office and for our clients’ entities including trusts, partnerships, holding companies, and real estate LLCs in support of mission and strategy. This role will be pivotal in supporting the CFO on projects associated with process improvement or financial strategy, sound accounting and financial practices oversight, and appropriate internal controls. If this sounds appealing to you, we would like to harness your accounting and finance expertise as well as tax knowledge to help us transform the way our office handles its accounting and related functions.

At our organization, our core strength lies in our collective efforts as a team focused on a common purpose; in continually earning the trust and confidence of our family clients; in fair and equitable relationships with our internal and external business partners; and in ensuring we’re giving our best every day in support of our clients. These are not just words. We strive to live up to them every day.

As Financial Controller reporting to the CFO at our headquarters outside of the greater Chicagoland area, you’ll handle all areas of accounting responsibility including financial planning and analysis, GL, budgeting, forecasting, accounting policies and procedures refinement and documentation, cash management, regulatory reporting, audit coordination, AP/AR, payroll, and internal controls, etc. We’d also like you to manage ongoing optimization of our financial systems, including implementation of new systems or improved processes. You’ll bring a professional accounting perspective to business planning and be a thought leader and functional expert on our accounting, financial, and operational positions. You’ll play a pivotal role in partnering with executive leaders on transformational, cross-functional projects intended to improve our ability to continuously create greater value for our clients. Lastly, you’ll ensure regulatory compliance with local, state and federal regulations as well as internal policies and requirements.

This is a hands-on role which requires the ability to think & perform on a strategic level as well as to dive into the weeds and handle the little details! As a smaller office, we all pitch in…no task is too small.

In addition to a hybrid work schedule, you’ll also have access to our generous benefits package, including health, life & disability insurances, 401(k) retirement plan with match, ample paid time off, competitive base pay with bonus potential, paid parking, and more, you’ll have the opportunity to become part of a dedicated and collegial team of professionals. Relocation costs may be negotiated if moving from outside the Chicagoland/Metro Milwaukee corridor.

To be eligible, you need to have a CPA and have demonstrated acumen in the areas of accounting, finance, and general business operations within a family office setting. Some knowledge of tax would be a bonus. At least ten (10) years of demonstrated success in a higher-level accounting role with experience in both public and private accounting is the level we seek. Your standards for confidentiality must be indisputable.