Family Office Finance Controller & Treasury Lead

Roessel Joy; Massachusetts; On-site; USD 150,000 - 230,000; Full time

Job summary

Roessel Joy partners with a newly established Family Office to appoint a hands-on leader for the Accounting & Finance function, involved in setting up and managing day-to-day accounting and reporting across multiple entities.

The role requires taking ownership of the close cycle, consolidated reporting, tax oversight, and treasury management, including managing cash movements and banking relationships, and overseeing the formation of the management company and family accounting services.

Qualifications

• Bachelor's degree in Accounting & Finance or related required.
• 10+ years' experience in Family Office or UNHW support roles required.

Responsibilities

• Own Multi-Entity Accounting & Close.
• Build and maintain Consolidated Reporting.
• Tax Compliance & Oversight.
• Cash & Treasury – Oversee the consolidated cash position, funding movements, capital calls, distributions, and banking relationships.
• Lead Management Company Formation.
• Oversee Family & Household Accounting.

Education

Bachelor's degree in Accounting & Finance or related

Job description

Roessel Joy partners with a newly established Family Office to appoint a hands-on leader for the Accounting & Finance function, involved in setting up and managing day-to-day accounting and reporting across multiple entities.

The role requires taking ownership of the close cycle, consolidated reporting, tax oversight, and treasury management, including managing cash movements and banking relationships, and overseeing the formation of the management company and family accounting services.