Strategic Family Office Controller

Sage Hill Investors, LLC; Chattanooga (TN); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Annual bonus

Health benefits

401k match

Joon.io fringe benefits

Season tickets

Flexible PTO

Office in Chattanooga

Job summary

Sage Hill Investors, LLC is seeking a Controller to partner with the CFO and lead the accounting close, financial reporting, and investment accounting for a multi-asset family office portfolio. This role focuses on accuracy, internal controls, and proactive analysis to support the executive team.

The Controller will manage cash flow, tax planning collaboration, and reporting rigor across payroll, real estate, and charitable activities while driving process improvements and system enhancements.

Qualifications

• 7+ years of progressive accounting or finance experience in private wealth or public accounting
• Technical degree required; CPA designation strongly preferred
• Demonstrated exposure to investment accounting and alternative asset reporting
• Prior tax compliance and/or planning experience highly valued
• Strong technical accounting knowledge (GAAP); family office or investment fund accounting a plus

Responsibilities

• Own the close schedule and ensure accurate, timely financial statements and GL records
• Steward cash flow, investment schedules, and capital activity reports; support Investment Committee
• Coordinate federal and state tax compliance and planning with external advisors
• Build and maintain efficient financial processes, internal controls, and recordkeeping systems
• Provide data-driven insights to leadership and continuously improve reporting systems

Skills

Accounting experience

Investment accounting

GAAP knowledge

Ownership & accountability

Education

Technical degree

Advanced degree

CPA designation

Job description

Sage Hill Investors, LLC is seeking a Controller to partner with the CFO and lead the accounting close, financial reporting, and investment accounting for a multi-asset family office portfolio. This role focuses on accuracy, internal controls, and proactive analysis to support the executive team.

The Controller will manage cash flow, tax planning collaboration, and reporting rigor across payroll, real estate, and charitable activities while driving process improvements and system enhancements.