Controller

Family Office Exchange, Inc.; Chattanooga, Northern (TN, KY); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Very competitive pay

Annual bonus

Health, dental, and vision benefits

401k + company match

Fringe benefits through Joon.io

Free season tickets to Chattanoogafc

Flexible PTO

Best new office in Chattanooga, TN

Job summary

Sage Hill Investors in Chattanooga, TN is seeking a Controller to partner with the CFO and manage the close, cash flow, and investment accounting for our multi-asset portfolio. This role operates in a high-trust, autonomous environment with governance and growth opportunities.

This team exposes you to private wealth accounting, tax planning, payroll, real estate, insurance, and charitable activities, with a focus on accuracy and strategic impact.

Qualifications

• 7+ years of progressive accounting or finance experience in private wealth or public accounting; private family office work highly desired.
• Technical degree required; advanced degree preferred, CPA designation strongly preferred.
• Demonstrated exposure to investment accounting and alternative asset reporting.
• Prior tax compliance and/or planning experience highly valued.
• Strong GAAP accounting knowledge; familiarity with family office or investment fund accounting a plus.

Responsibilities

• Oversee financial reporting, ensure accurate statements and general ledger records.
• Maintain investment schedules, performance reporting, and capital activity records.
• Coordinate with external advisors on tax compliance and planning.
• Implement and maintain financial processes and internal controls across payroll, real estate, insurance, and charitable activities.
• Guide leadership with accurate data and proactive reporting.

Skills

7+ years accounting/finance

Technical degree

CPA preferred

Investment accounting exposure

GAAP knowledge

Tax compliance experience

Education

Technical degree

Advanced degree preferred

CPA designation preferred

Job description

WHO WE ARE

Sage Hill Investors is a private family office managing an investment portfolio spanning private securities, real assets, public markets, soccer, and a family foundation. We operate with a long-term vision for high growth and building a philanthropic legacy in our community.

We are a lean and collaborative team that works with a high degree of trust and autonomy in a flexible work environment, while also setting high expectations for the company, each department, and employee. For someone to succeed at SHI, he or she will have a high degree of integrity, be adaptable to new opportunities, and genuinely thrive in fast paced environments.

PURPOSE

The Controller serves as the accounting heartbeat of the firm, partnering directly with the CFO to help drive all functions across a dynamic multi-asset portfolio. This role is at the intersection of finance, operations, and investment analysis — where your precision and ownership relieves senior leadership to focus on strategy. The Controller owns the close schedule, stewards cash flow, and brings financial rigor to investment due diligence.

WHAT SUCCESS LOOKS LIKE

• Financial Reporting Excellence: You ensure the family office has accurate, timely, and well-organized financial statements and general ledger records, providing leadership with the clarity and confidence needed to make informed decisions.

• Investment Accounting Mastery: You serve as a reliable steward of the portfolio, maintaining precise investment schedules, performance reporting, and capital activity records while collaborating with the Investment Committee to support sound investment decisions.

• Tax Compliance & Planning: You protect the family's financial interests by proactively coordinating with external advisors, ensuring all federal and state obligations are met on time, and contributing meaningful analysis that supports strategic tax planning.

• Operational Integrity: You build and maintain efficient, well-documented financial processes, internal controls, and recordkeeping systems that reduce risk, ensure compliance, and create a seamless operational experience across payroll, real estate, insurance, and charitable activities.

• Trusted Advisor to Leadership: You will guide the executive team by delivering accurate data, anticipating needs, communicating proactively, and consistently finding ways to improve systems and reporting — making you an indispensable partner in managing the complexity of a sophisticated family office.

WHAT YOU BRING

Experience & Technical Skills

• 7+ years of progressive accounting or finance experience in private wealth or public accounting; private family office work highly desired

• Technical degree required; advanced degree preferred, CPA designation strongly preferred

• Demonstrated exposure to investment accounting and alternative asset reporting

• Prior tax compliance and/or planning experience highly valued

• Strong technical accounting knowledge (GAAP); familiarity with family office or investment fund accounting a plus

Personal Attributes

• Someone who takes ownership of their work and manages themselves well. You know what matters, you stay organized, and you follow through.

• A person of high integrity. This role involves access to sensitive financial and family information, and we are looking for someone who handles that with the care and discretion it deserves.

• Detail-oriented and dependable. You build clean systems, keep them current, and manage competing priorities without things slipping.

• A clear communicator and a good collaborator. You come prepared, engage directly, and make the people around you better.

WHAT WE OFFER

• Very competitive pay to match industry

• Annual bonus based on portfolio performance

• Health, dental, and vision benefits

• 401k + company match

• Fringe benefits through Joon.io

• Free season tickets to Chattanoogafc.com

• Flexible PTO

• Best new office in Chattanooga, TN.

At SHI, you will thrive in a high-trust, development-focused environment where your work is taken seriously and your professional growth matters.

This position description is intended to convey information essential to understanding the scope of the role. It is not exhaustive and may be subject to change.