Assistant Controller – Private Family Office & Investments

Creative Financial Staffing, LLC

Houston (TX)

On-site

USD 125,000 - 140,000

Full time

10 days ago

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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.