Senior Family Office Controller & Treasury Leader

Burnett Specialists Staffing | Recruiting

Austin (TX)

On-site

USD 120,000 - 150,000

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

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.
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Controller-Family Office
Controller-Family Office

Burnett Specialists Staffing | Recruiting • Austin (TX)

On-site
USD 120,000 - 150,000
Senior Controller - Family Office, PE-Style Portfolio
Senior Controller - Family Office, PE-Style Portfolio

RODELL SEARCH • Austin (TX)

On-site
USD 250,000 - 270,000
401(k)
Medical insurance
Vision insurance
Senior Family Office Controller & Treasury Lead
Senior Family Office Controller & Treasury Lead

Family Office • Las Vegas (NV)

On-site
USD 175,000 - 225,000
Comprehensive benefits
Controller (Family Office)
Controller (Family Office)

Confidential Family Office • New York (NY)

On-site
USD 140,000 - 210,000
Senior Controller, Family Office Finance Leader
Senior Controller, Family Office Finance Leader

Confidential Family Office • New York (NY)

On-site
USD 180,000 - 240,000
Senior Controller (Family Office)
Senior Controller (Family Office)

Confidential Family Office • New York (NY)

On-site
USD 180,000 - 240,000
Senior Accountant — Family Office & Private Equity
Senior Accountant — Family Office & Private Equity

StevenDouglas • Austin (TX)

On-site
USD 95,000 - 120,000
Competitive base salary
Annual performance-based bonus
Comprehensive benefits package including health, dental, and vision insurance
Senior Family Office Controller | Cash Flow, Tax & Operations Lead
Senior Family Office Controller | Cash Flow, Tax & Operations Lead

LHH • Dallas (TX)

On-site
USD 140,000 - 150,000
Senior Controller - Family Office & Investments
Senior Controller - Family Office & Investments

Confidential Family Office • New York (NY)

On-site
USD 140,000 - 210,000
Senior Family Office Controller & Treasury Lead
Senior Family Office Controller & Treasury Lead

Green Key Resources • New York (NY)

On-site
USD 150,000 - 230,000