CONTROLLER

CONTROLLER – This is a great opportunity to be part of a succession plan for the retiring CFO!

W are seeking a controller as a part of a succession plan for the retiring chief financial officer for a family office in the DTC. Selected candidate must be willing to get their hands dirty and be involved in a wide variety of duties.

While accounting and FP&A skills are a prerequisite for this leader, we are also looking for broader management and business skills.

This position will supervise all accounting and administrative staff in the office as a part of the transition to becoming the office leader and contact point for all services provided by the family office. This includes providing advice and solutions for integrating all financial and accounting aspects.

The ideal candidate will be responsible for leading and overseeing all accounting matters with an emphasis on budgeting, financial reporting, treasury management, controls, tax compliance and accounting processes, for family individuals, charitable entities, trusts, closely held partnerships and other entities.

RESPONSIBILITIES OF THE FAMILY OFFICE CONTROLLER

• Office leader for the Family Office as “in charge” of daily operations.
• Manage the corporate financial accounting function, which includes budgets, managing financial close and maintaining the general ledger.
• Responsible for monitoring cash position and requirements for liquidity, return and banking relationships.
• Manage the funding and approval process for internal and external investments in conjunction with the general counsel.
• Maintain estate planning techniques and related documentation. Includes working with external and in-house counsel and tax on related matters.
• Oversee the vendors providing IT and other professional services.
• Maintain and improve upon monthly internal reporting.

QUALIFICATIONS OF THE FAMILY OFFICE CONTROLLER

• Bachelor’s degree required and CPA preferred.
• Minimum of 10 years of relevant experience required.
• Background includes strong partnership accounting, real estate or multi-entity accounting experience.
• Excellent communication, problem solving, and interpersonal skills necessary.
• Strong working knowledge of various accounting software packages
• Ability to work with and maintain highly sensitive and confidential information.
• Ability to handle multiple projects simultaneously.
• Resourceful and tactful with a professional demeanor. 
• A genuine interest in solving meaningful problems and improving both people and processes.

Target annual salary range: $165,000-$190,000 DOE. Bonus opportunity, vacation and holidays, medical, dental, STD and LTD and more!