Controller

CONTROLLER

Our client, a Rockland County family office, is seeking a sharp CPA.

This is a 5 days in office role. Candidates with investment audit experience directly from public accounting are welcome.

Key Responsibilities

• Accounting Operations & Reporting: Oversee full-cycle accounting, including monthly, quarterly, and annual close processes. Prepare comprehensive financial statements (balance sheets, income statements) for individuals, trusts, LLCs, and foundations.
• Cash Management & Treasury: Monitor liquidity, manage bank relationships, oversee cash flow forecasting, and execute wire transfers and capital calls.
• Tax & Audit Coordination: Liaise with external tax advisors to provide K-1 support, manage estimated tax payments, and coordinate annual audits.
• Investment Accounting: Track investment performance, including private equity co-investments, real estate, and public equities, ensuring accurate recording of capital contributions and distributions.
• Internal Controls & Compliance: Implement and maintain robust internal controls, policies, and procedures to safeguard assets and ensure data integrity.
• Technology & Infrastructure: Maintain and optimize accounting systems (e.g., QuickBooks, Sage, or specialized family office software).

Required Qualifications

• Education: Bachelor’s degree in Accounting or Finance required.
• Certification: CPA (Certified Public Accountant) is REQUIRED .
• Experience: 5–10+ years of progressive accounting experience, with specific experience in family offices, private equity, or HNW wealth management.
• Technical Skills: Advanced proficiency in Excel and accounting software (e.g., QuickBooks, Sage, Genesis).

Required Soft Skills & Competencies

• Ironclad Discretion: Must handle highly sensitive financial and personal information with confidentiality.
• Detail-Oriented: Exceptional attention to detail to ensure accuracy in complex structures.
• Proactive & Hands-on: A self-starter capable of managing granular bookkeeping while providing high-level strategic data.

• Seniority Level
• Director
• Industry
• Financial Services
• Employment Type