Controller

Job Description

Job Description We are looking for an experienced Controller to lead the financial operations of a sophisticated multi-generational family office based in Newport Beach, California. This position will guide accounting activities across trusts, foundations, investment entities, lifestyle assets, and selected real estate matters while ensuring strong financial oversight and reporting accuracy. The ideal candidate brings a forward-thinking approach to technology, analytics, and process improvement, along with the judgment to support complex tax, estate, and investment planning needs.

Responsibilities:
• Lead the accounting function for a diverse family office structure, overseeing financial records and controls across trusts, foundations, investment holdings, personal assets, and certain real estate activities.
• Supervise and develop the accounting team, setting priorities for day-to-day operations, reviewing output, and maintaining high standards for accuracy and timeliness.
• Serve as the primary owner of financial systems used for accounting and investment data, strengthening platform usage and improving the reliability of consolidated information.
• Build and enhance reporting tools that provide meaningful insight into cash flow, performance, budgets, and forecast-to-actual results for family entities and related operations.
• Partner with internal and external stakeholders to expand automation capabilities, streamline recurring workflows, and reduce manual processing through connected systems and APIs.
• Coordinate closely with outside tax advisors on filings, planning initiatives, and audit matters, while supporting broader estate and wealth structures with sound financial information.
• Administer the accounting and cash activity related to private investment transactions, including capital funding events, distribution tracking, and supporting documentation.
• Oversee treasury activity, banking relationships, credit card reporting, and the monthly and annual close process, including consolidated cash planning and operating budgets.
• Maintain financial records for foundation entities, monitor funding needs, and manage audit preparation and support for annual reviews.
• Review and process construction-related funding requests for residential projects and work with lenders and other parties to ensure timely financial coordination.• Proven experience in a Controller or senior accounting leadership role overseeing complex financial structures with multiple entity types.
• Strong knowledge of accounting for trusts, foundations, investment entities, and high-value personal or family office assets.
• Demonstrated ability to lead accounting operations, manage staff performance, and improve close, reporting, and control processes.
• Experience working with financial technology platforms, data aggregation tools, and workflow automation solutions.
• Solid understanding of tax planning support, audit coordination, and collaboration with external advisory firms.
• Familiarity with private equity administration, including subscription materials, capital calls, and distributions.
• Advanced analytical and reporting skills with the ability to turn financial data into clear decision-support information.
• Proficiency in document management and financial record organization, including compiling, reviewing, and maintaining critical documentation.