Job Description

Our client is seeking a Controller responsible for managing the accounting and financial operations of a family office. With over 1.5 billion UAM, (mostly with Ultra High-Net Worth Individuals), the firm seeks someone who can lead and manage all aspects of the firm’s accounting operations, including financial reporting, budgeting, SEC compliance, and internal controls.

Position is full time in the office (no exceptions).


MAIN RESPONSIBILITIES:

  • Serve as a strategic partner to firm leadership, providing financial insights and oversight to support ongoing growth initiatives.

  • Offer key support to the Family Office Services (FOS) team, assisting with the accounting and financial planning needs of select ultra-high-net-worth clients.

  • Financial Reporting and Analysis: Prepare and analyze financial statements, reports, and budgets for the family office.

  • Accounting Operations: Managing day-to-day accounting functions, inc...

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