Family Office Controller & Finance Leader

Confidentiel; Chicago (IL); On-site; USD 150,000 - 230,000; Full time

Job summary

Confidentiel is seeking a Controller/Director of Finance to lead accounting and financial reporting for a family-office setup, including investment partnerships and trusts. The role requires independent judgment, overseeing staff, and implementing strong internal controls.

Responsibilities include building out reporting systems, preparing financial and investment reports, budgeting, and coordinating with outside tax preparers and professionals. Strong ethics and Excel proficiency are essential.

Qualifications

• CPA certification is required.
• 8+ years of relevant experience.
• Experience with general ledger accounting.
• Experience with trusts in a family office capacity.
• Unquestionable personal standards, confidentiality, and ethics.
• Proficiency in Microsoft Excel.

Responsibilities

• Participate in the planned buildout of the family office and assist with design and implementation of new systems and reporting.
• Oversee timely and accurate preparation of financial and investment reports.
• Review payments, ACH transfers, and bank wires.
• Prepare ad hoc reports by collecting, analyzing, and summarizing data.
• Prepare the annual operating budget for the family office.
• Review new account documents and related legal/financial paperwork.
• Hire, train, supervise and mentor staff.
• Maintain internal controls over cash and investment accounts.
• Provide cash management analysis and forecasting.
• Coordinate with outside tax preparers to ensure timely payments and filings.
• Collaborate with external accountants, banks, custodians, brokers, lawyers and service providers to achieve objectives.

Skills

CPA certification

8+ years experience

GL accounting

Portfolio accounting

Family office trusts

Confidentiality & ethics

Excel proficiency

Lean team environment

Project multitasking

Additional responsibilities

Tools

General ledger systems

Portfolio accounting systems

Job description

Confidentiel is seeking a Controller/Director of Finance to lead accounting and financial reporting for a family-office setup, including investment partnerships and trusts. The role requires independent judgment, overseeing staff, and implementing strong internal controls.

Responsibilities include building out reporting systems, preparing financial and investment reports, budgeting, and coordinating with outside tax preparers and professionals. Strong ethics and Excel proficiency are essential.