Controller, Family Office

  • location: Redwood City, CA
  • type: Permanent
  • salary: $140,000 - $160,000 per year
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job description

Controller, Family Office

job summary:
Leading professional services organization is looking for a Controller for their Family Office. You will be responsible for managing a team of accountants providing day-to-day accounting and financial support to their diverse clients.

Responsibilities for the Controller position:

  • Coordination of all accounting functions for high-net worth individuals/family clients and their investment entities
  • Managing, motivating, and leading multiple staff across multiple teams on a daily basis
  • Managing the operational, financial, and reporting aspects of each engagement
  • Coordinating clients' accounts receivable, accounts payable and general ledger entries and maintenance
  • Responsible for month-end and year-end close of financial statements, account reconciliations, general ledger analysis, and annual audits, where applicable
  • Overseeing payroll for clients' employees as needed
  • Developing, enforcing, and evaluating firm accounting policies and procedures in conjunction with clients' needs. Recommend process improvements.
  • Managing client relationships on a day-to-day basis
Requirements for Controller position:

BS degree

7+ years of related experience

Excellent communication and interpersonal skills

Consulting/client facing experience a plus

 
location: Redwood City, California
job type: Permanent
salary: $140,000 - 160,000 per year
work hours: 9 to 6
education: Bachelor's degree
experience: 7 Years
 
responsibilities:
Responsibilities for the Controller position:

  • Coordination of all accounting functions for high-net worth individuals/family clients and their investment entities
  • Managing, motivating, and leading multiple staff across multiple teams on a daily basis
  • Managing the operational, financial, and reporting aspects of each engagement
  • Coordinating clients' accounts receivable, accounts payable and general ledger entries and maintenance
  • Responsible for month-end and year-end close of financial statements, account reconciliations, general ledger analysis, and annual audits, where applicable
  • Overseeing payroll for clients' employees as needed
  • Developing, enforcing, and evaluating firm accounting policies and procedures in conjunction with clients' needs. Recommend process improvements.
  • Managing client relationships on a day-to-day basis
 
qualifications:
Requirements for Controller position:

BS degree

7+ years of related experience

Excellent communication and interpersonal skills

Consulting experience a plus

 
skills: Month-End Close
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

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