Controller Family Office

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Our client is a single-family office focused on identifying strategic, value-add investment opportunities across a wide range of traditional and alternative asset classes and strategies. Committed to value creation, the office seeks strategic partnerships and employs a long-term perspective in its investment underwriting and selection. With a small, nimble team acting as principals, the office can make investment and business decisions quickly and effectively.

This is a rare and unique opportunity to join a leading single-family office with an entrepreneurial vision. As part of a team of driven and aspirational professionals, the successful candidate will gain complete transparency into the private wealth planning and investment decision-making of the family. The office seeks candidates who are motivated to partner with the family on a long-term basis.

RESPONSIBILITIES

• Oversee finance and accounting functions for private and public investment holdings
• Manage day-to-day accounting activities, including reconciliations and controlling
• Handle treasury operations, including cash flow management
• Develop and document scalable internal controls and processes
• Produce real-time portfolio performance reports and management reporting (monthly and quarterly)
• Support personal and corporate tax planning for the family office and its entities
• Coordinate with external advisors (accountants, lawyers, investment advisors) on compliance and strategic matters
• Participate in financial due diligence for investment opportunities
• Contribute to philanthropy planning and other long-term initiatives
• Manage administrative duties as needed
• Manage and potentially hire administrative or accounting staff as the office grows
• Lead special projects as required

SKILLS & QUALIFICATIONS

• Minimum 3-5 years of experience as a controller or in a similar role
• Strong preference for candidates with personal and private company accounting and tax experience
• Experience in finance and accounting, with a strong understanding of asset allocation and estate planning
• Strong organizational and time management skills, with the ability to manage multiple tasks and high volumes of work with accuracy and effectiveness.
• Experience working in high-performing environments, demonstrating adaptability and a willingness to learn from top professionals
• Assurance experience is an asset
• Superior analytical and critical thinking skills
• Excellent written and verbal communication skills
• High sense of responsibility, reliability, and attention to detail

BENEFITS

• 4 weeks of vacation
• Opportunities for professional development and growth

A supportive and collaborative work environment that values family, health, wellness, and work-life balance. We believe every employee should have the opportunity to participate and succeed. Through leadership by our Diversity, Equity and Inclusion Leader, we are committed to a workplace culture of respect, inclusion, and diversity. We recognize and celebrate the valuable differences among each of us, including race, religious beliefs, physical or mental disabilities, age, place of origin, marital status, family status, gender or gender identity and sexual orientation. If you require accommodation to complete the application process, please forward your resume to ***

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Strategy/Planning

• Industries

  Investment Management and Financial Services

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