Assistant Controller - Family Office

CFS; Houston (TX); On-site; USD 125,000 - 140,000; Full time

Job summary

CFS is seeking an Assistant Controller for Ownership Accounting to lead accounting across a diversified family-office portfolio including trusts, real estate, and private investments. The role interfaces with senior leadership and requires deep experience in multi-entity financial reporting.

You will oversee treasury, liquidity planning, and complex investment accounting while guiding accounting staff and collaborating with external advisors to optimize processes and reporting quality.

Qualifications

• 7–10+ years of progressive accounting/finance experience with multi-entity exposure.
• CPA is required with strong treasury/cash forecasting and advanced Excel/financial analysis capabilities.
• Experience leading people, projects, and external advisor relationships with executive presence.

Responsibilities

• Lead accounting and financial reporting across multiple entities, trusts, and investment structures.
• Prepare and review financial reporting and analysis for senior leadership; oversee annual reporting processes.
• Manage treasury and liquidity planning, cash forecasting, debt servicing, and significant transactions.
• Oversee accounting and reporting for marketable securities, private equity, real estate, and alternative investments.
• Mentor accounting staff and drive process improvements in reporting.

Skills

Treasury / cash forecasting

Advanced Excel / financial analysis

People leadership

Education

CPA certification

Job description

Assistant Controller – Ownership Accounting

Salary: $125K–$140K + 20% Bonus

Why This Opportunity Stands Out

• Rare opportunity to step into a leadership role within a sophisticated private family office and work closely with senior leadership.
• Oversee accounting and financial operations across a diverse portfolio of entities, trusts, real estate, and private investments.
• Broader scope than a traditional Assistant Controller role with exposure to investment operations, treasury, liquidity planning, tax, and strategic financial analysis.
• High-visibility position with the opportunity to provide meaningful financial insight supporting investment and long‑term planning decisions.
• Join a highly established, privately held organization with a long-term ownership mindset and strong opportunities for professional growth.

Assistant Controller – Key Responsibilities

• Lead accounting and financial reporting across multiple entities, trusts, partnerships, LLCs, and investment structures.
• Prepare and review financial reporting and analysis for senior leadership while overseeing annual reporting processes.
• Manage treasury and liquidity planning, including cash forecasting, capital funding, debt servicing, and other significant transactions.
• Oversee accounting and reporting for marketable securities, private equity, real estate, and alternative investments.
• Partner with internal teams and external advisors while mentoring accounting staff and driving process and reporting improvements.

Assistant Controller – Qualifications

• 7–10+ years of progressive accounting/finance experience with strong multi-entity, investment, and financial reporting experience; family office exposure is highly valued.
• CPA required with strong treasury/cash forecasting and advanced Excel/financial analysis capabilities.
• Prior experience leading people, projects, and/or external advisor relationships with the executive presence to work directly with senior stakeholders.