Senior Assistant Controller - Family Office & Investments

CFS; Houston (TX); On-site; USD 125,000 - 140,000; Full time

Job summary

CFS is seeking an Assistant Controller for Ownership Accounting to lead accounting across a diversified family-office portfolio including trusts, real estate, and private investments. The role interfaces with senior leadership and requires deep experience in multi-entity financial reporting.

You will oversee treasury, liquidity planning, and complex investment accounting while guiding accounting staff and collaborating with external advisors to optimize processes and reporting quality.

Qualifications

• 7–10+ years of progressive accounting/finance experience with multi-entity exposure.
• CPA is required with strong treasury/cash forecasting and advanced Excel/financial analysis capabilities.
• Experience leading people, projects, and external advisor relationships with executive presence.

Responsibilities

• Lead accounting and financial reporting across multiple entities, trusts, and investment structures.
• Prepare and review financial reporting and analysis for senior leadership; oversee annual reporting processes.
• Manage treasury and liquidity planning, cash forecasting, debt servicing, and significant transactions.
• Oversee accounting and reporting for marketable securities, private equity, real estate, and alternative investments.
• Mentor accounting staff and drive process improvements in reporting.

Skills

Treasury / cash forecasting

Advanced Excel / financial analysis

People leadership

Education

CPA certification

Job description

CFS is seeking an Assistant Controller for Ownership Accounting to lead accounting across a diversified family-office portfolio including trusts, real estate, and private investments. The role interfaces with senior leadership and requires deep experience in multi-entity financial reporting.

You will oversee treasury, liquidity planning, and complex investment accounting while guiding accounting staff and collaborating with external advisors to optimize processes and reporting quality.