Controller - Family Office

The Quest Organization

Washington, DC

JOB DETAILS
SKILLS
Accounting, Analysis Skills, Cash Management, Certified Public Accountant (CPA), Detail Oriented, Finance, Financial Control, Financial Management, Financial Operations, Financial Reporting, Financial Statements, Insurance, Intuit Quickbooks, Investment Management, Mortgage, Retirement Planning, Tax Returns
LOCATION
Washington, DC
POSTED
1 day ago

Controller - Family Office


Washington, DC-based Single Family Office seeks an experienced Controller to oversee accounting, financial reporting, cash management, and financial operations across multiple entities, trusts, investments, and personal assets. This is a unique opportunity to join a stable, multi-generational family office offering strong work/life balance, long-term stability, and a hybrid work schedule. The role is open due to a planned retirement, allowing for a smooth transition with existing personnel.


Responsibilities:


  • Oversee day-to-day accounting and financial management for multiple LLCs, trusts, and investment entities
  • Prepare and review monthly, quarterly, and annual financial statements
  • Coordinate with external tax advisors and support tax preparation processes
  • Monitor passive investments, review manager reports, and prepare analyses
  • Oversee financial matters related to personal residences, including mortgages, taxes, insurance, and expenses
  • Assist Principals with financial, investment, and charitable matters


Requirements:


  • 10+ years of progressive accounting/finance experience
  • CPA required
  • Prior family office experience required
  • Strong financial reporting and analytical skills
  • High level of discretion, professionalism, and attention to detail
  • Advanced Excel and QuickBooks proficiency; Bill.com experience preferred

About the Company

T

The Quest Organization

For over 30 years, The Quest Organization and its related entities have been a highly respected leader in Executive Search and Business Advisory Services, taking a holistic approach to finding not only the most talented individuals for “C” level executives and Middle Management Professionals, but making sure that our clients have truly defined their need both from a technical perspective and an overall “fit perspective. The hallmark of our success is the extraordinary experience and business acumen of our professional staff with a combined 50+ years of achievements in Executive Search and Advisory Services.
With backgrounds as CPAs in the Big “4″ and as financial professionals in industry, we are uniquely positioned to provide our clients with meaningful hiring recommendations, grounded in a thorough understanding of their overall business including their operations, finance, accounting, human capital and sales.

Our staff through their daily transactions in the employment marketplace and extensive participation in regional business organizations, is well positioned to provide candidates from mid level to CEO’s with insightful advice on career planning and positioning. Every candidate that we represent, benefits from a comprehensive interview to ensure they are considered for appropriate opportunities which match their capabilities, experience, desired compensation and quality of life attributes. We are known to provide the most meticulous interview preparation and follow through in the industry.

COMPANY SIZE
10 to 19 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1985
WEBSITE
http://www.questorg.com