Controller

About The Company

This is a unique opportunity to join a newly established, multi-billion-dollar family office based in Denver, Colorado. Serving two prominent families with significant investments across private credit, real estate, and other alternative assets, the family office is building out its accounting and financial reporting infrastructure. The platform offers the resources of an established investment organization with the opportunity to help shape a growing, entrepreneurial operation.

The Role

The Controller will lead the family office's accounting, financial reporting, and cash flow management functions, taking ownership of the financial infrastructure supporting multiple family entities and investment structures. Working closely with senior leadership, the Controller will oversee financial reporting, liquidity planning, and investment accounting while helping establish the processes and controls of a newly formed family office. This is a hands-on leadership opportunity offering significant autonomy and exposure.

Key Responsibilities

• Lead accounting operations, financial reporting, and internal controls across multiple family entities, trusts, and investment structures.
• Prepare financial statements, balance sheets, net worth statements, and reporting for family members, trustees, and senior leadership.
• Oversee cash flow forecasting, liquidity planning, and cash positioning to support investment activity, capital commitments, and distributions.
• Manage general ledger accounting, reconciliations, accounts payable, and financial close processes.
• Monitor investment activity across private credit, real estate, and other alternative assets, ensuring accurate financial reporting.
• Design and implement accounting policies, reporting procedures, and financial controls.
• Coordinate with external tax advisors, estate planning attorneys, trustees, and other professional partners.
• Oversee banking activities, wire transfers, and cash management controls.
• Support the implementation of accounting and investment reporting systems.
• Provide oversight to junior accounting personnel while remaining actively involved in day-to-day operations.

Qualifications

• Education: Bachelor's degree in Accounting, Finance, or a related field. CPA highly preferred.
• Experience: 8+ years of progressive accounting experience, preferably within a family office, private investment firm, asset manager, or similar multi-entity environment.
• Investment Knowledge: Strong understanding of alternative investments, particularly private credit, real estate, and complex investment structures.
• Accounting Expertise: Extensive experience with general ledger accounting, financial statements, consolidations, and internal controls.
• Financial Reporting: Proven ability to manage cash flow forecasting, liquidity planning, and financial reporting across multiple entities.
• Leadership: Ability to build and manage accounting functions while remaining hands-on with day-to-day responsibilities.
• Technical Skills: Advanced Excel proficiency and experience with accounting and financial reporting systems.
• Communication: Strong interpersonal skills with the ability to work effectively with senior leadership, trustees, and external advisors.
• Cultural Fit: Collaborative, detail-oriented, and comfortable operating in a close-knit, entrepreneurial environment.
• Mindset: Self-motivated, resourceful, and solutions-oriented, with a willingness to take ownership and build processes from the ground up.
• Location: Denver, Colorado. Primarily in-office in Cherry Creek, with flexibility as needed.