Finance & Accounting

Controller – Family Office

$200,000/yr - $250,000/yr + Bonus
New York (On-site)
Full Time

Our client, a family office with $1B+ in AUM and investments in private equity and real estate, is seeking a Controller with the potential to quickly grow into a CFO.


  • Oversight of full-service family office for matriarch
  • Manage finance team (3-4 people)
  • International entity management and reporting
  • Coordinate with external tax accountants
  • Manage financial statement preparation including one audited entity
  • Weekly and long-term cash management, capital calls, projections and budgets
  • Bank reporting and bank relationship management
  • Trust and estate planning oversight
  • Existing investment management and oversight
  • Review of new investments including tax and liquidity considerations
  • Corporate structuring, domestic and international
  • Leading new financings and re-financings
  • Real estate property management oversight
  • Art financing
  • Strategic project based financial analysis
  • Long-term allocation and risk management


  • 8-10+ years of professional experience
  • Experience running finance operations of a family office or similar type of organization
  • Strategic thinker
  • Experience managing a team and finance and accounting processes
  • Tax experience (ideally partnership, corporate and High-Net-Worth individuals)
  • CPA required