Senior Controller - Multi-Entity Finance & Treasury Lead

Rock-Oak-Services-Group,-LL; Rockford (IL); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Hybrid work arrangement

Periodic travel to Rockford

Job summary

Rock Oak Capital Partners seeks an experienced Controller to lead accounting operations, close, reporting, treasury management and tax coordination across its family office and investment portfolio. The role emphasizes building structured processes, robust controls and clear financial visibility across multiple entities.

The ideal candidate will manage a broad scope—from technical accounting to strategic discussions with senior leadership—while shaping a disciplined framework for consolidation,

Qualifications

• 7-12+ years of progressive accounting and financial management experience.
• Experience leading a team of accounting professionals.
• Demonstrated expertise in multi-entity accounting, consolidations and intercompany transactions.

Responsibilities

• Lead month-end, quarter-end and year-end close across Rock Oak's operating companies, holding companies and investment entities.
• Oversee entity-level and consolidated financial reporting, intercompany eliminations, allocations and variance analysis.
• Establish consistent close processes and maintain strong financial reporting disciplines across the portfolio.
• Lead treasury management across the portfolio, including cash positioning, intercompany funding, distributions and debt service.
• Develop and maintain a rolling 13-week cash-flow forecast and provide leadership with clear visibility into liquidity needs.
• Manage banking relationships, treasury services and appropriate controls around cash movement.
• Serve as the primary accounting liaison to external CPA firms, tax advisors and auditors.
• Coordinate year-end workpapers, tax preparation, audit activity and applicable state and local compliance.
• Review key financial and tax deliverables for accuracy and completeness.
• Lead and develop the accounting team, establishing clear ownership, deadlines and accountability.
• Design and maintain effective accounting policies, approval processes and internal controls appropriate for a multi-entity family office.
• Own and continuously improve accounting processes and reporting within NetSuite.
• Identify opportunities to automate manual work, strengthen controls and improve reporting consistency across entities.
• Provide financial analysis and modeling to Rock Oak's Managing Partners.
• Support acquisitions, dispositions, new entity formations and other strategic or investment-related activity.

Skills

Financial leadership

Multi-entity accounting

Treasury management

Consolidations

Intercompany transactions

ERP systems (NetSuite)

Advanced Excel

CPA

Education

Bachelor's degree in Accounting or closely related field

Tools

NetSuite

Excel

Job description

Rock Oak Capital Partners seeks an experienced Controller to lead accounting operations, close, reporting, treasury management and tax coordination across its family office and investment portfolio. The role emphasizes building structured processes, robust controls and clear financial visibility across multiple entities.

The ideal candidate will manage a broad scope—from technical accounting to strategic discussions with senior leadership—while shaping a disciplined framework for consolidation,