Controller

About the Role

We are seeking a Controller to lead financial operations across a multi-entity Family Office with active investment and operating activity.

This is a high-visibility leadership role with direct access to executive decision-making. You will own the integrity of financial reporting, strengthen financial systems and controls, and deliver clear insight that supports capital allocation and strategic decisions.

The role requires someone who is equally comfortable working in the details of accounting and reporting while also contributing to broader financial and strategic discussions in a lean, fast-moving environment.

This position spans core finance responsibilities, including finance operations, treasury, taxation, risk management, internal and external audit coordination, and financial control and reporting.

Role Purpose

• Ensure accurate and timely financial reporting across all entities
• Support disciplined financial management and tax governance
• Provide clear insight into financial performance and capital allocation
• Strengthen controls, processes, and reporting quality
• Support execution of strategic and investment priorities

What You Will Do

• Own the monthly, quarterly, and annual close process
• Prepare and present financial statements and management reporting
• Oversee general ledger activity and account reconciliations
• Lead budgeting, forecasting, and financial planning
• Monitor cash flow, working capital, and key financial metrics to ensure liquidity and financial health
• Oversee accounts payable, accounts receivable, and payroll processes to ensure accuracy, timeliness, and proper controls
• Maintain internal controls, policies, and governance frameworks
• Ensure compliance with GAAP and applicable regulatory requirements
• Manage external relationships including auditors and tax advisors
• Deliver financial analysis to support decision-making
• Improve processes, systems, and reporting efficiency
• Support special projects, including M&A activity as needed

What We Are Looking For

• Bachelor’s degree in Accounting, Finance, or related field
• 5 plus years of progressive accounting or finance experience
• CPA preferred but not required
• Strong understanding of GAAP and financial reporting standards
• Proven experience owning the full close and reporting cycle
• Experience in lean or entrepreneurial environments
• Strong analytical skills with high attention to detail
• Clear and confident communicator across all levels
• Self-starter with strong ownership and accountability mindset
• Commercial awareness and problem-solving ability

What We Offer

• Medical, dental, and vision insurance with employer contributions
• Health Savings Account support
• Paid time off and paid holidays
• Strong long-term growth potential
• Direct exposure to leadership and investment decision-making