Financial Controller (Family Office)

Controller with HR (Family Office)

• Manage the setup of the finance department for the Company
• Oversee the financial management including HR
• Ensure the accuracy and integrity of the financial data recorded in the accounting system
• Review current processes and procedures for efficiency, effectiveness and compliance with generally accepted accounting procedures
• Prepare monthly or quarterly financial statements
• Fixed Assets – maintain fixed asset records; oversee the preparation of property tax returns
• Review and provide first level approval for all employee expense reports
• Prepare year end closing
• Prepare appropriate tax return reporting information and IRS attachments for third party tax preparers
• 401(k) Profit Sharing Plan Administrator – ensure all deferrals from payroll to participant’s accounts are accurate, submit withdrawal/distribution forms for terminated/retired employees. Facilitate 401(k) loan requests from retirement plan
• Benefits – review and approve billings for health, life, disability, and other forms of insurance; organize and schedule annual benefits meetings; handle COBRA/State benefit continuation for separated employees
• Annual Audits – Facilitate and oversee annual financial statement audits
• Serve as a backup for the CFO

Required Education and Experience

• Bachelor’s Degree in Accounting or Tax
• 10+ years of accounting, tax and/or financial auditing experience
• Ability to present financial information to non financial individuals
• Exceptional communication skills
• Ability to handle last minute changes and requests

Job Requirements/Skills

• Proficient in QuickBooks