Assistant Controller – Family Office

Creative Financial Staffing, LLC; Houston (TX); On-site; USD 125,000 - 140,000; Full time

Job summary

Creative Financial Staffing, LLC in Houston, TX, seeks an Assistant Controller – Ownership Accounting to lead multi-entity financial operations within a sophisticated private family office. You will oversee accounting and financial reporting across entities, trusts, real estate, and private investments, and partner with senior leadership on treasury, liquidity planning, and strategic analysis.

The role expands beyond traditional assistant controller duties, offering high visibility, mentorship

Qualifications

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

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.

Skills

Leadership

Multi-entity accounting

Financial analysis

Excel skills

Treasury forecasting

Education

CPA license

Tools

ERP systems

Treasury software

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.

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EB-5842792021