The Family Office Controller is responsible for all areas relating to financial reporting within the family office. Obligations include developing and maintaining accounting principles, practices and procedures to ensure accurate and timely financial statements for family office. This position requires a stellar and trustworthy individual that thrives in a fast-paced environment. You will be responsible for adhering to strict confidentiality, deadlines and a multitude of accounting activities including general ledger preparation, financial reporting, and the support of other family office tasks.

Responsibilities

• Prepare general ledgers and financial statements for personal and family entities.
• Process all accounts payable transactions and monthly statement reconciliations.
• Interface with banks and money managers on day-to-day transactions.
• Prepare annual budgets.
• Prepare monthly, quarterly and annual reports.
• Coordination with outside accountants to facilitate all tax reporting, filings and tax payments.

Qualifications

• BA/BS degree or equivalent practical experience.
• CPA/CA or equivalent.
• 5-7 years of prior supervisory experience in the financial reporting/general ledger area.

• Proficiency with accounting, spreadsheet and presentation software.
• Experience with individual accounting and family office needs.
• Tax experience a plus.