The Vice President, Family Office Controller is responsible for management of financial activities for all family office entities. The Controller is responsible for maintenance of accurate accounting records and adherence to strong internal controls that mitigate risk, enhance the accuracy of reported financial results, and ensure that reported results comply with generally accepted accounting principles.
Duties will include:
- Financial Reporting
- Family Office consolidated financial statements
- Individual family financial statements
- Investment performance for various entities
- Semi-annual board/member financial reports
- Involvement with product / profitability of multiple business lines & entities.
- Coordinate and direct the preparation of budgets and forecasts; calculate variances from budget and report significant issues to management.
- Manage cash operations, including forecasting, liquidity analysis and debt compliance.
- Oversee accounting operations and management of accounting staff.
- Document and maintain appropriate accounting policies and procedures.
- Perform due diligence for acquisitions and dispositions.
- Coordinate reporting of year-end financial information to tax manager for income tax filing purposes.
Key Requirements: - CPA and Public Accounting Experience.
- Ten (10) or more years of multi-disciplined experience in a mix of financial services, insurance, investments, and family trusts (able to contribute in all areas, but not necessarily a subject matter expert requirement in all areas).
- Strong financial reporting background; ability to prepare various financial reporting requirements - entity liquidity, risk/return, product P&L, investments, ad hoc, M&A due diligence for multiple entities, etc.
- Multi-disciplined experience in a mix of financial services, insurance, investments, and family trusts (able to contribute in all areas, but not necessarily a subject matter expert requirement in all areas).
- Strong management experience; managing projects, meeting deadlines, ensuring timely/accurate month-end close; delegation/follow-up enforcing accountability throughout staff.
- Strong presentation skills; will have visibility to other Executive Management and Principals regularly.
