Overview:
Our client, a single family office based out of NYC is looking for an experience Financial Controller. In this role, you will prepare monthly financial statements, manage budgets, analyze expenses, and handle tax returns for multiple entities. You'll work closely with the Family and Investment Team, manage banking across multiple currencies, negotiate vendor contracts, and oversee insurance policies. The ideal candidate will be a licensed CPA with experience managing financials for family offices, structuring investment reporting, and developing financial policies.
Responsibilities
- Budgeting and forecasting
- Financial statement preparation and analysis
- Expense and credit card spend analysis
- Tax return preparation and tax process management
- Proficiency in accounting software (e.g., Xero)
- Investment reporting
- Multicurrency banking and payment management
- Vendor contract negotiation and management
- Insurance policy management
- Policy development for expenses and payments
Qualifications
- 8 to 10+yrs with Family Office experience
- CPA preferred. Some tax experience a plus
ID: 33527