Family Office Controller

Landmark Consultants Inc.

Sheboygan (WI)

On-site

USD 45,000 - 75,000

Full time

16 hours ago
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Benefits offered by this job

Health, dental, and vision insurance
401(k) with company match
Paid vacation and holidays
Professional growth opportunities

Job summary

Landmark Consultants Inc. in Sheboygan, WI seeks a trusted Family Office Controller to oversee accounting, financial reporting, cash management, and financial planning across multiple family-owned entities.

This role may be full-time or average approximately 30 hours per week with flexibility. You will work with ownership on financial performance, coordinate with external CPA, supervise accounting staff, and help manage real estate administration and governance.

Qualifications

  • Bachelor’s degree in Accounting or related field preferred.
  • Minimum of five years of progressive accounting experience.
  • Experience in family office, public accounting, real estate, or multi-entity environment preferred.
  • Strong knowledge of GAAP and financial reporting; proficient in QuickBooks and Excel.

Responsibilities

  • Prepare and review financial statements in accordance with GAAP.
  • Monitor cash flow, liquidity, and banking relationships across entities.
  • Process payroll and coordinate with external CPA on tax reporting.
  • Partner with ownership on financial performance, investment activity, and cash flow planning.
  • Support real estate administration, including lease tracking and financial oversight.
  • Attend and prepare meeting agendas/minutes and assist with special projects.
  • Supervise, mentor, and review the accounting staff; improve processes and controls.

Skills

Analytical skills
Organizational skills
Problem-solving
Communication skills

Education

Bachelor’s degree in Accounting or related field

Tools

QuickBooks
Microsoft Excel

Job description

Family Office Controller (Full- or Part-Time) | Sheboygan, WI

We are a growing family office based in Sheboygan, WI seeking a trusted, detail-oriented Family Office Controller to oversee accounting, financial reporting, cash management, and financial planning across multiple family-owned entities. This role may be full-time or average approximately 30 hours per week with flexibility.

Why Join Us
  • Collaborative, confidential family office environment
  • Competitive compensation and benefits
  • Flexible scheduling and work-life balance
  • Opportunities for professional growth
Key Responsibilities
  • Prepare and review financial statements in accordance with GAAP.
  • Monitor cash flow, liquidity, and banking relationships across entities.
  • Process payroll and coordinate with external CPA firm on tax-related reporting.
  • Partner with ownership on financial performance, investment activity, and cash flow planning.
  • Support real estate administration, including lease tracking and financial oversight.
  • Attend and prepare meeting agendas and minutes and assist with special projects.
  • Supervise, mentor, and review the work of accounting staff while improving processes and controls.
Qualifications
  • Bachelor’s degree in Accounting or related field preferred.
  • Minimum of five years of progressive accounting experience.
  • Experience in a family office, public accounting, real estate, investment management, or multi-entity environment preferred.
  • Strong knowledge of GAAP, financial reporting, QuickBooks, and Microsoft Excel.
  • Excellent analytical, organizational, problem-solving, and communication skills.
  • Ability to manage confidential information, multiple entities, and competing priorities.
  • Competitive salary commensurate with experience.
  • Comprehensive health, dental, and vision insurance.
  • 401(k) with company match.
  • Paid vacation and holidays.
  • Professional growth opportunities.
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