Assistant Controller - Family Office
$125k - $140kCreative Financial Staffing
Assistant Controller - Ownership Accounting Salary: $125K-$140K + 20% Bonus Why This Opportunity Stands Out:
#INOCT2026 #LI-PG1 #ZRCFS
EB-5842792021
- Rare opportunity to step into a leadership role within a sophisticated private family office and work closely with senior leadership.
- Oversee accounting and financial operations across a diverse portfolio of entities, trusts, real estate, and private investments.
- Broader scope than a traditional Assistant Controller role with exposure to investment operations, treasury, liquidity planning, tax, and strategic financial analysis.
- High-visibility position with the opportunity to provide meaningful financial insight supporting investment and long-term planning decisions.
- Join a highly established, privately held organization with a long-term ownership mindset and strong opportunities for professional growth.
- Lead accounting and financial reporting across multiple entities, trusts, partnerships, LLCs, and investment structures.
- Prepare and review financial reporting and analysis for senior leadership while overseeing annual reporting processes.
- Manage treasury and liquidity planning, including cash forecasting, capital funding, debt servicing, and other significant transactions.
- Oversee accounting and reporting for marketable securities, private equity, real estate, and alternative investments.
- Partner with internal teams and external advisors while mentoring accounting staff and driving process and reporting improvements.
- 7-10+ years of progressive accounting/finance experience with strong multi-entity, investment, and financial reporting experience; family office exposure is highly valued.
- CPA required with strong treasury/cash forecasting and advanced Excel/financial analysis capabilities.
- Prior experience leading people, projects, and/or external advisor relationships with the executive presence to work directly with senior stakeholders.
#INOCT2026 #LI-PG1 #ZRCFS
EB-5842792021
Vacancy posted 15 hours ago
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