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Controller - Family Office
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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
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