Controller (Charlotte Metro)

Our client is seeking an experienced and highly organized Controller to lead all accounting operations across a diverse portfolio of operating entities, investment holdings, trusts, and personal financial affairs. This individual will oversee a multi-person accounting team and serve as the primary accounting liaison to ownership, tax professionals, legal counsel, and other external advisors.

The ideal candidate will be a hands-on accounting leader with strong technical expertise, proven experience with improving processes, and the ability to manage multiple priorities in a multi-entity environment.

*This role, though flexible, requires an onsite schedule and some travel.*

Key Responsibilities:

Accounting & Financial Management

• Lead, manage, mentor, and develop an accounting team.
• Oversee accounting and financial reporting for 25+ legal entities and trusts.
• Ensure timely and accurate monthly, quarterly, and annual financial reporting.
• Improve workflows, internal controls, and accounting documentation across entities.
• Drive process improvements and automation initiatives to increase efficiency and scalability.
• Accelerate the monthly close process and consistently achieve reporting deadlines.
• Prepare financial schedules and supporting documentation for ownership, tax advisors, and external accountants.
• Maintain accurate general ledgers, reconciliations, and supporting records across all entities.
• Serve as a trusted financial resource to ownership and key stakeholders.

Operational Accounting

• Oversee inventory accounting, cost accounting, job costing, and project-based accounting activities as applicable across the portfolio.
• Manage cash controls, account reconciliations, sales and indirect tax reporting, payroll-related accounting, and compliance requirements.
• Support capital project accounting, fixed asset management, and construction-in-progress accounting activities.
• Coordinate with external professionals on financial, tax, legal, and regulatory matters.
• Oversee insurance administration, including employee benefits, property and casualty coverage, and related policy management.

Trust, Personal & Investment Accounting

• Oversee accounting and reporting for multiple trusts and related entities.
• Track intercompany activity, loans, reimbursements, and personal financial transactions.
• Record and reconcile investment activity, including brokerage and alternative investments.
• Manage account reconciliations and financial reporting for investment holdings.

Qualifications:

• 10+ years of progressive accounting experience with increasing levels of responsibility.
• Minimum 5 years of accounting leadership or management experience.
• Experience in complex, multi-entity accounting environments.
• Strong experience in QuickBooks highly preferred; proficiency in Microsoft Excel required.
• Demonstrated success leading process improvement and automation initiatives.
• Strong knowledge of financial reporting, internal controls, reconciliations, and month-end close processes.
• Proven ability to manage multiple priorities while meeting deadlines.
• Highly organized, detail-oriented, and execution-focused.
• Experience supporting ownership groups, family offices, or privately held organizations is preferred.
• CPA designation preferred but not required.

Success in This Role:

Success will be measured by the ability to consistently deliver timely and accurate financial information, maintain strong internal controls, develop and maximize the effectiveness of the accounting team, improve operational efficiency, and provide ownership with reliable financial reporting and meaningful business insights.