Controller | Private Investment Office | $210-220k Base | Greater Boston

A well-established private investment office is seeking an experienced Controller to oversee accounting, financial planning, budgeting, and treasury activities across a sophisticated investment and operating structure. This is a highly visible leadership opportunity for an experienced CPA who enjoys working in a dynamic, entrepreneurial environment with exposure to private investments, trusts, corporate entities, and charitable organizations.

This position requires four days per week in the office.

Key Responsibilities

• Lead all accounting, accounts payable, budgeting, and FP&A activities across multiple entities.

• Oversee monthly, quarterly, and annual financial reporting while ensuring accurate books and records.

• Develop and enhance internal controls, accounting policies, and financial processes.

• Manage corporate budgeting, forecasting, financial analysis, and reporting.

• Oversee cash management, treasury activities, bank reconciliations, and financing initiatives.

• Manage budgeting and cash planning for private equity and venture capital investments, including capital call forecasting.

• Oversee accounting, budgeting, and financial planning for affiliated charitable organizations.

• Coordinate with external auditors, tax advisors, legal counsel, and other professional service providers.

• Ensure compliance with tax filings, 1099 reporting, retirement plan administration, and other regulatory requirements.

• Partner closely with senior leadership on strategic initiatives, operational improvements, and special projects.

• Supervise and mentor a small accounting team while collaborating across multiple business functions.

Qualifications

• CPA required.

• 10–20 years of professional accounting and finance experience.

• Strong understanding of corporate accounting, trusts, partnerships, nonprofit organizations, and related tax considerations.

• Experience leading budgeting, forecasting, and FP&A processes.

• Excellent knowledge of general ledger accounting and financial reporting.

• Proven ability to manage multiple priorities within a fast-paced environment.

• Strong leadership, communication, analytical, and problem-solving skills.

• Advanced Microsoft Excel skills; experience with accounting and financial software such as QuickBooks, Quicken, and Microsoft Office applications.

If you're interested in learning more, please reach out directly to Kyle Archer at karcher@daleyaa.com.

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