Controller - Family Office
A newly formed family office is seeking a Finance & Accounting Director / Controller to help build the financial infrastructure of the organization from the ground up. This is a rare opportunity to join at the ground floor, working directly with the COO/CFO and coordinating with top-tier advisors. The family office supports multiple family branches with significant operating businesses, real estate holdings, and diversified investments across California.
Responsibilities:
- Establish accounting systems, controls, and financial reporting
- Oversee outsourced accounting operations and financial consolidation
- Track and analyze investment performance across asset classes
- Support investment diligence, capital allocation, and financial modeling
- Coordinate with external tax advisors and investment managers
- Assist with strategic initiatives across operating businesses and real estate
Qualifications:
- 5–10 years of accounting/finance experience
- Strong GAAP and financial modeling capabilities
- Experience with complex entity structures or family office environments
- CPA/CFA preferred
- Highly organized, discreet, and comfortable in an entrepreneurial setting