Controller Family Office

2 weeks ago


Fort Lauderdale, United States Aligned Solutions Inc Full time

The Family Office Controller will oversee the financial operations of the Family Office sector, tasked with the administration of intricate financial frameworks including trusts, partnerships, and various investment entities. This role involves generating financial reports and analyses for principal stakeholders. The Controller will directly communicate with the Chief Investment Officer and managing members, facilitating the efficient functioning of the Family Office. This is a full-time role situated within a close-knit single-family office located in downtown Fort Lauderdale.PRIMARY RESPONSIBILITIESOversight of Family Office assets, including real estate, marine and aerial vehicles, and investment portfoliosAdministration of bill payments for family members and managed assetsCompilation of financial statements and reports on a monthly, quarterly, and annual basis for both family and external entities like auditors and tax officials, covering personal and business assetsActive management and understanding of family investments, including liaison with external Investment Managers, summarization of investment reports for the family, and provision of investment advice as neededMonitoring and documentation of investments and related income, alongside the reconciliation of investment activities and the preparation of performance reportsAdministration of daily financial and accounting operations within the Family Office, ensuring precise transaction recording and reportingExecution of general accounting tasks, such as handling accounts payable and receivable, along with bank reconciliationsManagement of monthly and annual financial closing proceduresMaintenance of financial records in accordance with generally accepted accounting principles (GAAP) and relevant regulationsCoordination with external investment managers and service providers for the accurate and timely delivery of financial informationCollaboration with tax preparers and financial advisors to meet tax filing and regulatory standardsCentral role in managing the family's financial software platformAdditional responsibilities as neededQUALIFICATIONSPrevious experience in a Controller or Asset Manager roleOver 7 years of experience in public or private accountingMaster's degree in Accounting, Finance, or a related fieldCPA certification is mandatoryPreferred background in Real Estate and Family Office managementCapability to work autonomously and meet deadlines efficientlyProficient in handling sensitive information with discretionTechnological proficiency, particularly in Microsoft Office applications#J-18808-Ljbffr

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