Controller

Controller Position at Pandi The Controller shall lead and execute all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients, including the Patterson Family Foundation, First Hand Foundation as well as dozens of family-owned limited liability companies, partnerships, and trusts. The Controller shall serve as a critical member of the team managing the integrity of Pandi's books and records, the accuracy of client financial and portfolio reporting, and the efficiency of all accounting and tax workflows that support our clients. The Controller shall report directly to the Chief Financial Officer and is expected to work full-time from our Kansas City office five days per week. The Controller is expected to be a hands-on, figure-it-out leader who can work collaboratively with all Pandi associates and clients, manage direct reports, work with technology systems, and continually improve how we operate. The Controller is expected to use technology to manage Pandi's accounting, tax, and portfolio reporting infrastructure and find creative, entrepreneurial ways to leverage modern technology systems and artificial intelligence ("AI"). Responsibilities include owning and leading all accounting, treasury, financial reporting, and finance operations for Pandi and its family clients; serving as a hands-on finance leader by personally working in the systemsbooking journal entries, reconciling accounts, closing the books, and resolving issues directlywhile managing and collaborating with the accounting team; maintaining the general ledger and chart of accounts across all entities; preparing and reviewing journal entries, performing monthly and quarterly account reconciliations, and executing timely month-end and year-end close processes; managing the full treasury function across all entities, including cash forecasting, intercompany funding, wire and ACH disbursements, capital calls and distributions, accounts payable, accounts receivable, and invoicing; opening, maintaining, and overseeing bank, brokerage, and custodial accounts; building and maintaining strong working relationships with banking, custodian, and lending counterparties on behalf of Pandi and its family clients; assisting the Chief Compliance Officer with SEC reporting and regulatory filing requirements applicable to Pandi as a registered investment adviser, including timely preparation of supporting financial data and reconciliations; leading financial planning and analysis ("FP&A") for Pandi and entity-level FP&A for family clients, including annual plans, multi-year forecasts, cash flow projections, and clear explanation of variances against plan; coordinating and managing all activities with external tax advisors for federal, state, and local tax filings across the Patterson Family Foundation, First Hand Foundation, family-owned LLCs and partnerships, family trusts, and individual returns; reconciling 1099s and K-1s at year-end for every investment and entity; managing portfolio accounting and reporting in collaboration with the Investment Team, ensuring data integrity in Addepar and Caissa, accurate performance and exposure reporting, and consistent reconciliation between investment systems and the general ledger; coordinating and managing the third-party audits and any other entity-level audits or reviews; designing and maintaining internal controls appropriate for an SEC-registered investment adviser and multi-family office; managing relationships with external accounting, audit, tax, and finance vendors; conducting vendor due diligence, overseeing deliverables, and continuously evaluating whether work is best performed internally or externally; performing other duties as assigned by the CEO and CFO, including technical accounting research, implementation of new accounting standards or procedures, implementation or use of new technology systems and tools, and ad hoc analysis and reporting. Qualifications include a bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred. Seven (7) or more years of progressive accounting experience, with at least three (3) years managing an accounting or finance team. Demonstrated ability to work hands-on: closing the books, building reconciliations, configuring systems, and solving problems directly. Working knowledge of personal income taxation, partnership and trust accounting, and private foundation accounting; ability to engage substantively with external tax advisors on planning and compliance. Understanding of investment accounting across public equities, private funds, and private investment partnerships, including capital calls, distributions, K-1 reconciliation, and unrealized/realized gain tracking. Experience leading accounting system implementations or migrations and integrating accounting platforms with portfolio management, banking, and custodian systems. Advanced proficiency in Microsoft Excel and modern accounting and finance technology platforms; intellectual curiosity about and willingness to personally use AI and automation tools to improve workflows. Excellent verbal and written communication skills, with the ability to present financial information clearly to both technical and non-technical audiences. An entrepreneurial, figure-it-out mindset; strong work ethic; ability to organize, prioritize, and exercise independent judgment in a small-team, time-constrained environment. Preferredexperience supporting SEC-regulated or highly controlled environments (investment advisers, broker-dealers, financial services). Preferredfamiliarity with Addepar, Caissa, Sage Intacct, QuickBooks, and common custodian and banking platforms. Preferredprior family office, private foundation, or multi-entity / multi-trust accounting experience.