Controller

Truity Partners; Houston (TX); Hybrid; USD 100,000 - 125,000; Full time

Benefits offered by this job

Hybrid flexibility

Medical, dental, vision

401(k) with match

Generous PTO

Career growth

Job summary

Truity Partners, a private family office, is seeking a Controller to oversee accounting, financial reporting, tax coordination, and financial analysis across multiple entities. This highly visible role partners with executive leadership to drive strategic initiatives, process improvements, and technology-driven enhancements.

You will prepare statements, support forecasting and budgeting, coordinate tax planning, strengthen internal controls, consolidate data for executive reporting, and lead

Qualifications

• 5+ years of related accounting experience.
• CPA license required; public accounting background (Big 4 a plus).
• Strong background in financial reporting and forecasting.
• Experience with multi-entity structures preferred.
• Comfortable using AI to improve accounting processes.
• Excellent communication with executive leadership.

Responsibilities

• Prepare and analyze financial statements, cash flow, and reporting.
• Support forecasting, budgeting, and investment-related reporting.
• Coordinate tax planning and compliance with external advisors.
• Enhance internal controls, policies, and processes.
• Consolidate financial information across entities for executive reporting.
• Ensure compliance with accounting standards and regulations.
• Partner with leadership on strategic initiatives.
• Support audits and improve reporting efficiency.
• Drive automation and AI initiatives in accounting.

Skills

Accounting expertise

CPA license

Financial reporting

Forecasting

Process improvement

Multi-entity experience

AI in accounting

Executive communication

Job description

Our Private Family Office client is seeking a Controller to support accounting, financial reporting, tax coordination, and financial analysis across multiple entities. This is a highly visible role that partners closely with executive leadership and offers the opportunity to contribute to strategic initiatives, process improvements, and technology-driven enhancements.

Responsibilities

• Prepare and analyze financial statements, cash flow, and performance reporting.
• Support financial analysis, forecasting, budgeting, and investment-related reporting.
• Coordinate tax planning, tax compliance, and external tax advisors.
• Evaluate and enhance internal controls, accounting policies, and financial processes.
• Consolidate financial information across multiple entities and prepare executive-level reporting.
• Ensure compliance with applicable accounting standards and regulatory requirements.
• Partner with leadership on strategic initiatives, operational improvements, and financial decision-making.
• Support external audits and identify opportunities to improve reporting and efficiency.
• Help drive automation initiatives and leverage AI and emerging technologies within the accounting function.

Qualifications

• 5+ years of related accounting experience
• CPA license & public accounting experience is required (Big 4 is a plus!)
• Strong background in financial reporting, forecasting, and process improvement
• Experience working with multiple entities or complex organizational structures is a plus
• Comfortable leveraging AI and technology to improve accounting processes
• Excellent communication skills with the ability to interact with executive leadership

Compensation and Perks:

• Base salary range of $100,000–$125,000 + 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
• Hybrid flexibility (1 day remote a week) after successful onboarding