Controller

The Quest Organization

Boca Raton (FL)

On-site

USD 125,000 - 150,000

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading company in financial services is seeking a Controller for their family office in Boca Raton, FL. The role involves supporting the CFO in financial operations, managing cash flow, and ensuring compliance with accounting policies. Ideal candidates will have extensive accounting experience, particularly in high-net-worth environments, and possess strong organizational and interpersonal skills. This full-time position offers a competitive salary and comprehensive benefits.

Qualifications

8+ years of accounting experience, ideally within a family office or wealth management.
Strong knowledge of partnership and trust accounting.

Responsibilities

Act as the right hand to the CFO, providing support across financial operations.
Manage and track cash flow for personal and investment entities.
Prepare and reconcile credit card and expense reports.

Skills

Attention to Detail

Organizational Skills

Interpersonal Skills

Self-Starter

Education

Bachelor's or Master's degree in Accounting

CPA preferred

Tools

Microsoft Office Suite

QuickBooks

Asset Vantage

Quicken

Addepar

Job description

Get AI-powered advice on this job and more exclusive features.

The Quest Organization provided pay range

This range is provided by The Quest Organization. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $150,000.00/yr

Controller - Family Office

Key Responsibilities:

Act as the right hand to the CFO, providing day-to-day support across all areas of financial operations
Manage and track cash flow for personal and investment entities, including treasury oversight and short-term planning
Assist with bill payment, bank reconciliations, and document management, including downloading and organizing bank statements and investment notices
Support capital call and distribution tracking across private equity, hedge fund, and venture capital investments
Coordinate with external parties (banks, investment managers, attorneys, and accountants) and track tax receivables and estimated payments
Prepare and reconcile credit card and expense reports across family members and entities
Work with the CFO and estate planning attorneys to record the movement of assets, entity ownership changes, and member interest transfers within LLCs and trusts
Support the preparation of monthly cash flow reports, net worth statements, budget-to-actuals, and ad hoc reporting
Review and help maintain the books for the family office, its management company, investment partnerships, and affiliated trusts and entities
Assist with year-end financial reporting and gather documentation for tax return preparation
Contribute to the development and enforcement of accounting policies and internal controls
Participate in ad hoc projects and initiatives, including potential system migrations and process improvements
Track and reconcile cost basis vs cash basis of investments

Qualifications:

Bachelor's or Master's degree in Accounting; CPA preferred
8+ years of accounting experience, ideally within a family office, wealth management firm, or public accounting firm with HNW client exposure
Strong knowledge of partnership and trust accounting, including understanding of estates, foundations, and intergenerational wealth structures
Proficient in Microsoft Office Suite, especially Excel
Experience with accounting and portfolio systems such as Asset Vantage, QuickBooks, Quicken, Addepar, or similar platforms
Excellent attention to detail, strong organizational skills, and the ability to multitask in a fast-paced, confidential environment
Strong interpersonal skills and the ability to work with senior executives and external advisors with professionalism and discretion
A self-starter with a collaborative mindset and a willingness to handle both high-level strategic tasks and routine

Seniority level