Controller - Family Office - Thomas Edwards Group

Controller – Family Office 9964
Our client is seeking a highly organized and detail-oriented Family Office Controller to oversee the financial operations of our family office.
Responsibilities

• Implement and maintain proper internal controls and segregation of duties within the accounting system and department.
• Establishes accounting policies and procedures that enhance the efficiency of accounting processes while incorporating best practices.
• Manage the day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and financial statement preparation.
• Conducts thorough reviews of schedules and documentation prepared by the accounting staff for all 150+ entities.
• Prepare and present monthly, quarterly, and annual financial reports to family members and stakeholders, ensuring transparency and accuracy.
• Conducts comprehensive reviews of complex transactions to ensure proper documentation and compliance with Generally Accepted Accounting Principles (GAAP)
• Assist and/or oversee all financial operations of the family office, encompassing budgeting, forecasting, and cash flow management.
• Collaborate with external auditors and Investment Controller for all audited companies.
• Assist with special projects and initiatives as directed by the family office leadership.
• Manage and mentor a small accounting team, providing guidance and fostering a collaborative work environment. Maintains confidentiality for all corporate, stakeholder, personnel and research matters.

Qualifications

• Bachelor’s degree in accounting, finance, or a related field.
• CPA Required
• Minimum of 5+ years as a controller OR
• 5+ years of experience at a large company as an assistant controller
• Company must have internal controls
• Family office experience is NOT required
• If they have worked for a family office operating company (versus the family office side), that would be preferred