Family Office Controller

Insight Global (United States); New York (NY); Hybrid; USD 170,000 - 250,000; Full time

Job summary

Insight Global is seeking an experienced Family Office Controller to oversee day-to-day accounting, financial reporting, cash management, investment accounting, payroll, and financial operations for a high-net-worth individual.

The ideal candidate will bring strong technical accounting experience, exceptional attention to detail, and the ability to operate independently in a highly confidential environment, coordinating with external CPAs, investment advisors, insurance professionals, and other

Qualifications

• 7+ years of progressive accounting experience, ideally in a family office or private wealth environment.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Strong general ledger accounting, reconciliations, financial reporting, and cash management.
• Experience with QuickBooks Online (QBO) or Intuit Enterprise Suite.
• Advanced Excel and working knowledge of Word.
• Experience with investment or brokerage accounts and coordinating with advisors.
• Familiarity with payroll administration and HR-related responsibilities.
• Ability to independently manage multiple financial priorities and deadlines.

Responsibilities

• Manage full-cycle accounting, including general ledger activity, bank reconciliations, month-end and year-end close and financial reporting.
• Prepare detailed quarterly financial statements with notes, commentary, and analysis.
• Reconcile brokerage and investment accounts, track capital calls, distributions, and contributions.
• Interface with investment advisors regarding portfolio activity, liquidity needs, and funding.
• Monitor cash positions and manage wire transfers, ACH payments, bill payments, and other cash activity.
• Identify opportunities to streamline payment processes and implement automatic payments where appropriate.
• Oversee personal and household expense tracking, including credit card reconciliations.
• Manage payroll administration for domestic staff and HR-related responsibilities.
• Coordinate with state agencies regarding payroll and employment requirements.
• Partner with CPAs and tax advisors to support tax filings and provide financial documentation.
• Maintain strong internal controls to protect assets and minimize risk of errors or fraud.
• Review and coordinate insurance coverage with agents and ensure asset protection.
• Maintain organized financial records and follow up on outstanding items and deadlines.

Skills

7+ years of progressive accounting

General ledger accounting

Cash management

Excel proficiency

Advisors coordination

Education

Bachelor’s degree in Accounting, Finance, or related field

Tools

QuickBooks Online (QBO)

Intuit Enterprise Suite

Job description

Insight Global is seeking an experienced Family Office Controller for a confidential private family office. This individual will oversee the day-to-day accounting, financial reporting, cash management, investment accounting, payroll, and financial operations for a high-net-worth individual.

The ideal candidate will bring strong technical accounting experience, exceptional attention to detail, and the ability to operate independently in a highly confidential environment. This role will work closely with external CPAs, investment advisors, insurance professionals, and other financial partners while ensuring accurate and timely reporting across the family office.

Key Responsibilities

• Manage full-cycle accounting, including general ledger activity, bank reconciliations, month-end and year-end close processes, and financial reporting.
• Prepare detailed quarterly financial statements, including notes, commentary, and analysis of major expense categories.
• Reconcile multiple brokerage and investment accounts, including tracking capital calls, distributions, and contributions.
• Interface directly with investment and financial advisors regarding portfolio activity, liquidity needs, and funding requirements.
• Monitor daily cash positions and manage wire transfers, ACH payments, bill payments, and other cash activity.
• Identify opportunities to streamline payment processes, including implementing automatic payments where appropriate.
• Oversee personal and household expense tracking, including credit card reconciliations.
• Manage payroll administration for domestic staff and maintain familiarity with HR-related functions, including leave and time-off tracking, annual reviews, and personnel matters.
• Coordinate with state agencies as necessary regarding payroll and employment-related requirements.
• Partner with external CPAs and tax advisors to support federal, state, and local tax filings and provide requested financial documentation.
• Maintain strong internal controls to protect assets and minimize the risk of errors, fraud, or improper expenditures.
• Review insurance coverage to help ensure family assets are adequately protected and coordinate with insurance agents regarding coverage needs and recommendations.
• Maintain organized financial records and consistently follow up on outstanding items and deadlines.

Required Qualifications

• 7+ years of progressive accounting experience, ideally within a family office, private wealth environment, or similarly complex accounting setting.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Strong understanding of general ledger accounting, reconciliations, financial reporting, and cash management.
• Experience with QuickBooks Online (QBO), Intuit Enterprise Suite, or comparable accounting systems.
• Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft Word.
• Experience working with investment or brokerage accounts and coordinating with financial or investment advisors.
• Familiarity with payroll administration and HR-related responsibilities.
• Ability to independently manage multiple financial priorities and deadlines.

Ideal Candidate Profile

• Demonstrates a high level of discretion and confidentiality when handling sensitive personal and financial information.
• Highly detail-oriented with a strong focus on accuracy and consistency.
• Comfortable working independently and taking ownership of financial operations.
• Proactive in following up on outstanding items and identifying potential issues.
• Strong organizational and deadline-management skills.
• Excellent written and verbal communication skills.
• Professional and comfortable interacting directly with principals, advisors, CPAs, financial institutions, and other external partners.

This position may offer remote flexibility, with in-person expectations tailored to the candidate's location within the Tri-State area. Given the confidential nature of the search, additional information regarding the family office and principal will be provided during the interview process.