Senior Controller - Private Wealth & Investments

Sage Hill Investors; Chattanooga (TN); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health, dental, and vision benefits

401k + company match

Fringe benefits via Joon.io

Season tickets to Chattanoogafc.com

Flexible PTO

Best new office in Chattanooga

Job summary

Sage Hill Investors is seeking a Controller to partner with the CFO in a private family office setting in Chattanooga, TN. The role focuses on accurate financial reporting, investment accounting, and tax planning across a multi-asset portfolio.

You will own the close schedule, steward cash flow, and contribute rigorous analyses to senior leadership. A CPA or advanced degree is preferred, with 7+ years of related experience preferred.

Qualifications

• 7+ years of progressive accounting or finance experience in private wealth or related field.
• CPA designation strongly preferred; technical degree required.
• Demonstrated exposure to investment accounting and alternative asset reporting.
• Experience with tax compliance and planning is valued.
• Strong technical accounting knowledge (GAAP) and familiarity with family office or investment fund accounting.

Responsibilities

• Own the close schedule and cash flow management with accuracy and timeliness.
• Maintain investment schedules, performance reporting, and capital activity records.
• Coordinate with external advisors for federal/state tax compliance and planning.
• Develop and maintain efficient financial processes, internal controls, and documentation.
• Provide data-driven insights to leadership and act as trusted advisor on reporting.

Skills

Accounting

Financial reporting

GAAP

Tax compliance

Investment accounting

CPA (preferred)

Education

Bachelor's degree in Accounting/Finance

CPA designation preferred

Advanced degree preferred

Job description

Sage Hill Investors is seeking a Controller to partner with the CFO in a private family office setting in Chattanooga, TN. The role focuses on accurate financial reporting, investment accounting, and tax planning across a multi-asset portfolio.

You will own the close schedule, steward cash flow, and contribute rigorous analyses to senior leadership. A CPA or advanced degree is preferred, with 7+ years of related experience preferred.