Controller - Family Office

Confidential; Miami (FL); On-site; USD 140,000 - 190,000; Full time

Job summary

Confidential, a well-established Single Family Office, seeks an experienced Controller to oversee accounting, treasury, and compliance across a diversified portfolio of entities. Reporting to the CFO, you will lead month-end closes, consolidate financial statements, strengthen internal controls, and partner with external advisors and banking partners to support growth and investment activity.

This is a hands-on leadership role.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum of 4 years of progressive accounting experience.
• Experience with multi-entity accounting, consolidations, and investment accounting.

Responsibilities

• Oversee the accounting operations and general ledger for multiple entities.
• Manage the monthly, quarterly, and annual close process.
• Review journal entries, account reconciliations, and financial records for accuracy.
• Prepare and review consolidated financial statements and schedules.
• Perform variance analysis and prepare reports for executive leadership.
• Ensure proper accounting for intercompany transactions, distributions, and investment activity.

Skills

Financial reporting

Multi-entity accounting

Cash management

Internal controls

Team leadership

Education

Bachelor's degree in Accounting/Finance

Tools

ERP systems

Job description

A well-established Single Family Office is seeking an experienced Controller to oversee the accounting, financial reporting, treasury, and compliance functions across a diverse portfolio of entities and investments. This is a highly visible leadership role responsible for ensuring the integrity of the accounting function while supporting the financial operations of a sophisticated investment platform.

Reporting directly to the CFO, the Controller will partner closely with executive leadership, external tax advisors, auditors, and banking partners to maintain accurate financial reporting, strengthen internal controls, and drive operational excellence. This position is ideal for a hands‑on accounting professional who thrives in an entrepreneurial, high‑trust environment.

Key Responsibilities

• Oversee the accounting operations and general ledger for multiple entities, including investment, operating, and holding companies.
• Manage the monthly, quarterly, and annual close process.
• Review journal entries, account reconciliations, and financial records to ensure accuracy and completeness.
• Prepare and review consolidated financial statements and supporting schedules.
• Perform variance analysis and prepare financial reports for executive leadership.
• Ensure proper accounting for intercompany transactions, distributions, capital activity, and investment‑related transactions.

Investment & Treasury Management

• Maintain accounting records for a diversified investment portfolio, including private investments, funds, and marketable securities.
• Track capital calls, distributions, commitments, and investment balances.
• Monitor daily cash positions and liquidity across multiple entities.
• Coordinate cash movements and funding between entities while ensuring appropriate controls and approvals.
• Assist with treasury activities and foreign currency transactions as needed.

Tax, Audit & Compliance

• Serve as the primary accounting liaison with external tax advisors and auditors.
• Prepare supporting schedules and documentation for annual tax filings and financial statement audits.
• Monitor tax calendars and coordinate timely payments and filings.
• Ensure accounting records appropriately support tax reporting and regulatory compliance.
• Maintain strong internal controls and accounting policies across the organization.

Systems & Process Improvement

• Identify and implement process improvements to enhance efficiency, scalability, and reporting accuracy.
• Assist with accounting system enhancements, ERP implementations, and technology initiatives.
• Maintain documentation of accounting policies and internal procedures.
• Support special projects and strategic initiatives as directed by executive leadership.

Leadership

• Supervise, mentor, and develop members of the accounting team.
• Foster a collaborative, service‑oriented culture with a strong emphasis on accountability and continuous improvement.

Qualifications

Education

• Bachelor's degree in Accounting, Finance, or related field.

Experience

• Minimum of 4 years of progressive accounting experience.
• Strong experience with multi‑entity accounting, consolidations, and investment accounting.
• Prior experience within a Single Family Office, Multi‑Family Office, private investment firm, real estate investment company, private equity firm, or public accounting is highly preferred.
• Experience working directly with external auditors, tax advisors, and financial institutions.