Controller

Truity Partners; Houston (TX); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Annual bonus

CFO succession path

Executive exposure

Work-life balance

Benefits package

Job summary

Truity Partners is seeking an experienced Controller to oversee financial reporting, tax coordination, and internal audit across multiple privately held entities. You will partner with executive leadership, drive initiatives from development through execution, and lead cross-entity finance activities.

The role emphasizes independent work, strong communication, and leveraging AI to enhance reporting, controls, and efficiency.

Qualifications

• Bachelor's degree in accounting or finance and active CPA license.
• Minimum 5 years of related experience.
• 5+ years at a large public accounting firm; Big Four preferred.
• Experience with external audits and risk-based internal audit planning.
• Experience across multiple entities with complex structures.
• Strong analytical, tech, and process-improvement capabilities.
• Experience leveraging AI within accounting and finance (e.g., Claude).
• Exceptional written and verbal communication skills.

Responsibilities

• Review, analyze, and consolidate financial statements, cash flow, and performance reporting across multiple entities; prepare executive-level reporting and ensure financial accuracy and consistency.
• Partner with executive leadership on financial performance, investment analysis, forecasting, budgeting, and strategic decision-making.
• Coordinate tax planning, compliance, and reporting with external tax advisors.
• Develop and manage an internal audit function with external firm guidance.
• Coordinate with external auditors on controls testing and improvements.
• Lead process improvement and automation initiatives leveraging AI for reporting and controls.
• Work independently across entities, systems, and sources of financial information.

Skills

Financial analysis

Process improvement

Internal controls

Auditing

Cross-entity work

AI experience

Communication

Education

Bachelor's degree in accounting or finance

CPA license

Tools

Claude AI

Job description

Our Private Family Office client is seeking an experienced Controller to oversee financial reporting, tax coordination, and internal audit activities across multiple privately held entities. This individual must be comfortable operating independently, partnering with executive leadership, and taking ownership of initiatives from development through execution.

Key Responsibilities

• Review, analyze, and consolidate financial statements, cash flow, and performance reporting across multiple entities; prepare executive-level reporting and ensure financial accuracy and consistency.
• Partner with executive leadership and operating companies on financial performance, investment analysis, forecasting, budgeting, and strategic decision-making.
• Coordinate tax planning, compliance, and reporting with external tax advisors, including tax considerations related to investments and operating-company activities.
• Develop and manage an internal audit function in partnership with external firm, leveraging their established audit program, framework, and ongoing guidance.
• Coordinate with external auditors on controls testing and identify opportunities to strengthen internal controls, compliance, and financial processes.
• Lead process improvement and automation initiatives, leveraging AI and emerging technologies to improve reporting, analysis, controls, and overall efficiency.
• Work independently across multiple entities, systems, and sources of financial information while collaborating with key stakeholders throughout the organization.

Qualifications

• Bachelors degree in accounting or finance and active CPA license required
• Minimum of 5 years of related experience
• Minimum of 3 years of experience with a large, established public accounting firm required; Big Four experience strongly preferred.
• Ability to work with an external audit team to establish a risk-based internal audit plan
• Experience working across multiple entities and complex organizational structures preferred
• Strong analytical, technology, and process-improvement capabilities
• Must have experience leveraging AI (ideally Claude or similar), within accounting and finance
• Exceptional written and verbal communication skills

Compensation and Perks

• Base salary range of $130,000 – $150,000 + annual bonus
• Long-term growth path with potential CFO succession
• High visibility and direct exposure to executive leadership
• Excellent work-life balance, working a standard 40-hour work week
• Comprehensive benefits package, including medical, dental, and vision insurance, 401(k) with company match, and a generous PTO plan