Controller

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

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Generous PTO plan

Annual bonus potential

High visibility with executive team

Job summary

Truity Partners LLC's Private Family Office client is seeking an experienced Controller to oversee financial reporting, tax coordination, and internal audit across multiple privately held entities.

You will work independently, partner with executive leadership, and drive initiatives from development through execution, leveraging AI and technology to enhance accuracy and efficiency.

Qualifications

• Bachelor's degree in accounting or finance with CPA license required.
• Minimum 5 years of related experience; Big Four preferred.
• Ability to coordinate with external auditors and manage internal audit.

Responsibilities

• Review, consolidate, and report financial statements and cash flow across entities.
• Partner with leadership on forecasting, budgeting, and strategic decisions.
• Coordinate tax planning and reporting with external advisors.
• Develop and manage internal audit in collaboration with external firm.
• Lead process improvements and leverage AI to enhance reporting and controls.

Skills

Financial reporting

Internal audit

AI in accounting

Communication skills

Leadership

Education

Bachelor's degree in accounting or finance

CPA license

Tools

AI tools (Claude)

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

**DIRECT APPLICANTS ONLY - NO 3RD PARTIES**