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Family Office Controller

confidential

Spring Valley, NY

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JOB DETAILS
SALARY
$11,000–$130,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Accounting, Accounting Close, Accounting Software, Accounts Payable, Accounts Receivable, Billing, Card Processing, Change Requests/Orders, Communication Skills, Detail Oriented, English Language, Expense Reports, File Maintenance, Finance, Financial Management, Financial Reporting, Food and Beverage Industry, General Ledger Accounting, Interpersonal Skills, Journal Entries, Mathematics, Multitasking, Order Supplies, Point of Sale (POS) Systems, Problem Solving Skills, Purchase Orders, Purchasing/Procurement, Reconciliation, Record Keeping, Reporting Skills, Safety Process, Shipping/Receiving, Systems Maintenance, Team Player, Time Management, Vendor/Supplier Selection
LOCATION
Spring Valley, NY
POSTED
26 days ago

Local growing company is seeking a Family Office Controller  

THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN SPRINGVALLEY, NY

 

Family office in ROCKLAND COUNTY is seeking a Controller.

  • Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.
  • Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles.
  • Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking.
  • Coordinate and monitor investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments.
  • Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting.
  • Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses.
  • Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings.
  • Maintain accounting systems, reporting dashboards, and data integrity across entities.
  • Prepare customized financial reports and presentations for principals and senior family members.

About the Company

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