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About the Role
Family office in ROCKLAND COUNTY is seeking a Controller.
- Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.
- Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles.
- Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking.
- Coordinate and monitor investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments.
- Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting.
- Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses.
- Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings.
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