Remote Family Office Controller – Private Wealth Operations

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 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