Senior Family Office Controller & Treasury Lead

Green Key Resources; New York (NY); On-site; USD 150,000 - 230,000; Full time

Job summary

Green Key Resources seeks a seasoned Family Office Controller to oversee day-to-day financial operations for a single-family office and impact investing arm. You will lead general ledger, financial reporting, and investment accounting while supporting the CFO and Principals in a fast-paced, confidential environment.

You will manage cash forecasting, budgeting, and treasury relations, supervise a junior accountant, and drive process improvements in a lean office.

Qualifications

• 7–12+ years of progressive experience in a family office, closely held or family-owned business, fund, or similar environment.
• CPA required or currently on the CPA track.
• Bachelor’s degree in Accounting, Finance, Tax, or a related field.
• Excellent written and verbal communication skills.
• Strong technology skills, including Microsoft Excel, Office Suite, Canva, and AI tools.
• Proficiency with accounting software, including QuickBooks and Addepar.
• Experience with a true general ledger system, particularly in connection with a software migration or implementation, is a plus.
• Experience and/or exposure to direct investments, impact investing, philanthropy, tax, and/or investment activities is a plus.
• Experience with consolidations and GAAP financial reporting.
• Demonstrated ability to be flexible and resourceful in a complex and lean environment.
• Strong judgment, discretion, and impeccable integrity.
• Ability to work in the office five days per week.
• Must be comfortable working in an office where dogs may be present in the future.

Responsibilities

• Provide support to the CFO and family office leadership across all aspects of accounting and finance.
• Lead general ledger accounting and financial reporting across all family-related entities in a timely and accurate manner.
• Prepare monthly and annual financial statements.
• Manage investment accounting and monitoring and prepare investment reports.
• Assist with the implementation of new technology related to general ledger and investment reporting.
• Establish and maintain accounting and operational processes and controls.
• Manage cash balances, cash flow forecasting, and liquidity planning.
• Oversee banking relationships and treasury processes.
• Supervise an accounts payable / junior accountant and work closely with them on expense processing.
• Manage personal, household, trust, and operating company expenses with professionalism and confidentiality.
• Coordinate with external tax advisors to ensure timely and accurate filings.
• Manage, build, and support budgets, expense tracking, and financial planning processes.
• Ability to juggle multiple requests simultaneously and track, manage, and deliver significant ad hoc projects as requested by the Principals.
• Maintain investment literacy, including monitoring, reconciliation, and reporting of investment activity.
• Work independently, manage recurring deadlines, and maintain strict confidentiality.

Skills

Financial reporting

GAAP

Cash flow forecasting

General ledger

Investment accounting

Treasury

Budgeting

Leadership

Communication

CPA

Education

Bachelor’s degree in Accounting or Finance

CPA

Tools

QuickBooks

Addepar

Microsoft Excel

Office Suite

Canva

AI tools

Job description

Green Key Resources seeks a seasoned Family Office Controller to oversee day-to-day financial operations for a single-family office and impact investing arm. You will lead general ledger, financial reporting, and investment accounting while supporting the CFO and Principals in a fast-paced, confidential environment.

You will manage cash forecasting, budgeting, and treasury relations, supervise a junior accountant, and drive process improvements in a lean office.