CONTROLLER

F1Sch3Rh0M3S; Erlanger (KY); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Health Insurance

Tuition Reimbursement

Competitive Compensation

401(k) with Company matching andProfit

Employee Life Insurance

Personal time off

Inclusive Leave

Job summary

F1Sch3Rh0M3S is seeking a Controller to lead accounting and financial reporting across a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple entities.

This role offers influence over strategic decisions, process improvements, and long‑term organizational success, with responsibility for trusts, partnerships, LLCs, and nonprofit entities, including consolidation, budgeting, and cash flow forecasting.

Qualifications

• 10+ years of progressive accounting experience across complex entities.
• Experience managing consolidated financial statements across multiple entities.
• Ability to build complex financial models and forecasts.
• Understanding of investment, partnership, and equity-method accounting.
• CPA preferred; experience with tax filings in family office or nonprofit structures.

Responsibilities

• Lead accounting operations across trusts, partnerships, LLCs, and nonprofit entities.
• Prepare quarterly consolidated and entity-level financial statements with eliminations.
• Ensure timely, accurate reporting of financial and investment activity.
• Manage capital calls, distributions, and investment tracking.
• Oversee accounting systems, reporting processes, and internal controls.
• Maintain cash flow forecasting, budgeting, and liquidity oversight.
• Coordinate federal/state tax filings, extensions, estimates, and K-1 workflows.
• Prepare annual 1099s and strengthen risk-mitigation practices.

Skills

Consolidated financial statements

Financial modeling

Investment/partnership accounting

Tax filings experience

Family office/private investments

Education

CPA certification

Tools

Accounting systems

Tax software

Job description

Job Summary

The Controller leads all accounting and financial reporting functions for a complex family office structure, ensuring accuracy, compliance, and financial stewardship across multiple entities. This role offers the opportunity to influence strategic decisions, enhance financial processes, and support long‑term organizational success.

You Will Thrive in This Role If You…

• Enjoy bringing clarity and structure to complex financial environments
• Value accuracy, integrity, and confidentiality in your work
• Are a proactive problem‑solver who anticipates needs
• Communicate effectively with diverse stakeholders
• Adapt easily to changing priorities and responsibilities

These skills will be used to:

• Lead accounting operations across trusts, partnerships, LLCs, and nonprofit entities
• Prepare quarterly consolidated and entity‑level financial statements, including eliminations
• Ensure timely and accurate reporting of financial and investment activity
• Manage capital calls, distributions, and investment tracking
• Oversee accounting systems, reporting processes, and operational infrastructure
• Maintain and refine cash flow forecasting, budgeting, and liquidity oversight
• Coordinate preparation and review of federal and state tax filings, extensions, estimates, and K‑1 workflows
• Prepare and issue annual 1099s and maintain compliance policies and internal controls
• Enhance risk‑mitigation practices and strengthen approval workflows
• Perform other duties as assigned by leadership

Preferred Qualifications:

• 10+ years of progressive accounting experience
• Experience managing consolidated financial statements across multiple entities
• Ability to build complex financial or operational models
• Understanding of investment, partnership, and equity‑method accounting
• CPA preferred
• Experience with tax filings, family office or private investment work, system conversions, or nonprofit/foundation structures

Physical demands and work environment:

• Ability to perform repetitive motions and use fine motor skills (typing, writing, operating office equipment)
• Ability to lift and carry approximately 20–25 lbs unassisted
• Ability to sit for long periods with occasional reaching and standing

Benefits:

• Professional Development Training Programs
• Health Insurance
• Tuition Reimbursement
• Competitive Compensation
• 401(k) with Company matching contributions and profit‑sharing
• Employee Life Insurance
• Personal time off
• Inclusive Leave