Controller

Ascendo Resources; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Professional development

Job summary

Ascendo Resources is seeking a highly skilled Controller to manage accounting and reporting for a portfolio of real estate assets, private investments, and family-office entities in a boutique, fast-paced environment.

The ideal candidate has 7–10+ years of progressive accounting experience, with 3–5 years in real estate and family office management, plus a Bachelor's degree and CPA/CFA preference. Proficiency in Yardi, MRI, AppFolio, QuickBooks, and strong Excel skills are required.

Qualifications

• 7–10+ years of progressive accounting experience with 3–5 years in real estate accounting and family office management.
• Bachelor’s degree in Accounting, Finance, or related field; CPA or CFA highly preferred.
• Proficiency with real estate and family office software (Yardi, AppFolio, MRI, QuickBooks) and Elite Excel skills.
• Strong knowledge of partnership LLC structures, trusts, and pass-through taxation.
• Discretion, integrity, and ability to manage high-net-worth relationships across entities.

Responsibilities

• Oversee day-to-day accounting operations for multiple corporate and family-owned entities.
• Lead month-, quarter-, and year-end close processes with accurate financial statements.
• Manage intercompany transactions, fund flows, and multi-tier entity reconciliations.
• Maintain internal controls and accounting policies across portfolios.
• Handle property-level accounting for residential, commercial, or development assets.

Skills

Real estate accounting

Family office

Advanced Excel

Intercompany transactions

Financial reporting

CPA/CFA

Yardi

MRI

QuickBooks

Tax knowledge

Education

Bachelor's degree in Accounting

Tools

Yardi

AppFolio

MRI

QuickBooks

Addepar/Arch

Job description

We are seeking a highly skilled and detail-oriented Controller with a strong background in Real Estate accounting and Family Office operations. This individual will oversee all financial, accounting, and reporting activities for a diverse portfolio of real estate assets, private investments, and high-net-worth family entities.

The ideal candidate will thrive in a boutique, fast-paced environment, possessing the technical expertise to manage complex entity structures alongside the discretion and communication skills required for family office dynamics.

Key Responsibilities

• Oversee all day-to-day accounting operations, including Accounts Payable (AP), Accounts Receivable (AR), payroll, and general ledger management for multiple corporate and family-owned entities.
• Lead the month-end, quarter-end, and year-end closing processes, ensuring accurate and timely financial statements.
• Manage complex intercompany transactions, fund flows, and capital account reconciliations across a multi-tiered entity structure.
• Implement, maintain, and monitor robust internal financial controls and accounting policies.
• Manage property-level accounting for a portfolio of real estate assets (residential, commercial, or development projects).
• Oversee construction draw processes, capital expenditure (CapEx) tracking, and property management financial integrations.
• Analyze cash flows at both the individual asset level and the consolidated portfolio level to optimize liquidity.
• Coordinate with joint venture partners and third-party property managers on financial reporting and distributions.

Family Office & Wealth Services

• Provide comprehensive financial reporting for family members, including net worth statements, investment performance summaries, and cash flow forecasting.
• Coordinate closely with external CPA firms, tax advisors, and legal counsel on tax planning, annual tax return preparation, and wealth transfer strategies.
• Oversee financial oversight for personal high-net-worth assets, which may include luxury properties, aviation, marine, or lifestyle expenses.
• Assist in evaluating and onboarding new private equity, venture capital, or direct real estate investment opportunities.

Qualifications & Skills

• Experience: 7–10+ years of progressive accounting experience, with a mandatory minimum of 3–5 years combining real estate accounting and family office (or high-net-worth individual) management.
• Education: Bachelor’s degree in Accounting, Finance, or a related field. CPA or CFA designation is highly preferred.
• Technical Proficiency: Advanced knowledge of specialized real estate and family office software (e.g., Yardi, AppFolio, MRI, QuickBooks, or specialized wealth aggregation platforms like Addepar/Arch). Elite Excel skills are required.
• Tax & Structure Knowledge: Strong familiarity with partnership accounting, LLC structures, trusts, and pass-through taxation rules.
• Soft Skills: Absolute discretion and integrity; exceptional organizational skills; capability to shift seamlessly from high-level financial strategy to hands-on execution.
• Competitive base salary with performance-based bonus potential.
• Comprehensive health, dental, and vision insurance.
• 401(k) match and generous paid time off.
• Professional development and continuing education support.