Controller - Family Office/Investment Services

Job Description

Job Description

Controller - Family Office/Investment Services

Controller

Position Overview

We are seeking an experienced Controller to oversee financial operations across a multi-entity environment. This role requires strong technical accounting skills, sound judgment, and the ability to manage complex reporting, treasury activities, and internal controls. The ideal candidate brings a blend of accounting, investment reporting, and operational finance experience, along with the discretion and professionalism required in a high-trust setting.

Key Responsibilities

Financial Reporting and Accounting

• Oversee preparation of accurate financial statements and reports in compliance with GAAP
• Manage general ledger activities, including journal entries, reconciliations, and month-end close
• Maintain accounting integrity across multiple entities and ownership structures
• Develop and maintain internal controls to safeguard assets and ensure data accuracy

Budgeting, Forecasting, and Analysis

• Lead budgeting and forecasting processes to support strategic financial planning
• Conduct financial and variance analysis to evaluate performance and identify improvement opportunities
• Prepare cash flow projections and treasury reports for multiple entities

Investment and Asset Administration

• Reconcile investment accounts and prepare investment performance reports, including IRR and net worth statements
• Support personal asset management activities, including insurance oversight and asset purchase or sale transactions
• Assist with trust accounting, reporting, and coordination with tax advisors

Treasury and Cash Management

• Oversee daily cash management activities and liquidity planning
• Manage disbursements, credit card programs, and banking relationships
• Support treasury strategy and cash flow optimization

Compliance, Audit, and Tax

• Ensure regulatory compliance and support external audit processes
• Oversee tax reporting activities and coordinate with tax advisors on entity-level and trust-related filings
• Maintain documentation and controls to support audit readiness

Technology and Process Improvement

• Leverage accounting systems and reporting tools to enhance efficiency
• Use advanced Excel and business intelligence tools for financial analysis and reporting
• Identify and implement process improvements to streamline operations

Stakeholder Communication

• Prepare clear and accurate financial reports for senior leadership and stakeholders
• Communicate financial insights, risks, and recommendations in a concise and professional manner
• Collaborate across departments to support operational and strategic initiatives

Qualifications

• Bachelor degree in Accounting, Finance, or a related field
• CPA preferred
• 5+ years of progressive accounting or finance experience, including multi-entity exposure
• Strong knowledge of GAAP and tax accounting principles
• Proficient in financial analysis, budgeting, and forecasting
• Experience with financial reporting, audits, and internal controls
• Familiarity with accounting software and reporting systems
• Advanced Excel skills; experience with Power BI or similar tools preferred
• Excellent analytical skills and attention to detail
• Strong communication and interpersonal skills
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment

Benefits

• Highly Competitive Compensation Package ($120-150k DOE)
• Medical, Dental, Vision, Life Insurance
• Opportunities for Career Advancement
• 401k
• PTO, Holidays, Sick Pay
• Tight knit company culture, collaborative team environment

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 03/18/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.