Family Office Controller Jobs

One of Atlantix Partners affiliated partners is a successful boutique family office and investment firm. They are is seeking a Controller who is capable of handling our accounting bookkeeping and administrative needs.

Responsibilities:

• Maintain organized and up-to-date financial records.
• Collaborate with other company employees to streamline accounting processes and support overall firm goals.
• Generate monthly financial reports for asset allocation purposes and prepare budget forecasts.
• Principal responsibility for maintaining the firm's financial records, handle payroll, manage and monitor cash flows, and perform bank reconciliations.
• Manage accounts payable and receivable, check writing, and invoice processing.
• Liaison with external tax attorneys and generate in-house partnership reports such as Schedule K-1.
• Ensure compliance with federal, state, and local financial regulations and tax laws.
• Evaluate and implement improvements in internal accounting processes and controls.

Professional Requirements:

• Articulate – able to handle high-level calls.
• Strong finance-based analytical skills.
• CPA or MBA preferred but not required.
• Pleasant personality and interpersonal fit are crucial.
• Confidential – Discretion on office/family business is assumed.
• 7 - 10 years of finance experience.