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Job summary
A diverse financial organization located in Austin is seeking an experienced Controller to oversee personal accounting, treasury management, and financial reporting across various entities. The ideal candidate will have 8-15 years of accounting experience with a focus on family offices or investment environments. Proficiency in QuickBooks Online and a CPA credential is preferred. This full-time position involves leading financial operations and improving accounting processes while collaborating with external partners in a trust-based environment.
Qualifications
8–15 years of accounting or controllership experience, preferably within a family office or investment-focused environment.
Proven ability to design and implement stable, efficient financial systems.
Demonstrated ownership mindset and decision-making grounded in integrity.
Responsibilities
Oversee personal accounting, treasury management, and financial reporting for 10–15 entities.
Develop workflows using QuickBooks Online, Bill.com, and Excel dashboards.
Supervise a remote AP bookkeeper and coordinate with CPA, legal counsel, and insurance partners.
Skills
Accounting experience
Detail-oriented
Financial system design
Communication
Integrity and trust
Proficient in QuickBooks Online
Proficient in Bill.com
Proficient in Excel
Education
CPA or equivalent credential
Tools
QuickBooks Online
Bill.com
Excel
Job description
A diverse financial organization located in Austin is seeking an experienced Controller to oversee personal accounting, treasury management, and financial reporting across various entities. The ideal candidate will have 8-15 years of accounting experience with a focus on family offices or investment environments. Proficiency in QuickBooks Online and a CPA credential is preferred. This full-time position involves leading financial operations and improving accounting processes while collaborating with external partners in a trust-based environment.