Executive Family Office Controller

The Quest Organization; Boca Raton (FL); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading company in financial services is seeking a Controller for their family office in Boca Raton, FL. The role involves supporting the CFO in financial operations, managing cash flow, and ensuring compliance with accounting policies. Ideal candidates will have extensive accounting experience, particularly in high-net-worth environments, and possess strong organizational and interpersonal skills. This full-time position offers a competitive salary and comprehensive benefits.

Qualifications

• 8+ years of accounting experience, ideally within a family office or wealth management.
• Strong knowledge of partnership and trust accounting.

Responsibilities

• Act as the right hand to the CFO, providing support across financial operations.
• Manage and track cash flow for personal and investment entities.
• Prepare and reconcile credit card and expense reports.

Skills

Attention to Detail

Organizational Skills

Interpersonal Skills

Self-Starter

Education

Bachelor's or Master's degree in Accounting

CPA preferred

Tools

Microsoft Office Suite

QuickBooks

Asset Vantage

Quicken

Addepar

Job description

A leading company in financial services is seeking a Controller for their family office in Boca Raton, FL. The role involves supporting the CFO in financial operations, managing cash flow, and ensuring compliance with accounting policies. Ideal candidates will have extensive accounting experience, particularly in high-net-worth environments, and possess strong organizational and interpersonal skills. This full-time position offers a competitive salary and comprehensive benefits.