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Controller - Family Office

  • Carnegie, PA
  • Direct Hire
  • Job ID: PA84-2706726

Our client is recruiting for an organized and driven Controller to join their team near Bridgeville PA. 

Our client provides integrated wealth management for two Family Offices.

The Controller position will work closely with other team members and manage financial reporting, accounting and office operations for our integrated offices and family entities with a focus on:

  • Thoughtful reporting across all family entities
  • Process and procedure improvement
  • Process automation and technology advancements

They are a growing company and are looking for a passionate individual to join our organization and contribute to our efficiency and effectiveness by executing the role with a strong attention to detail and a focus on innovation

Core responsibilities will include:

Accounting

Maintain accounting records for LLCs, partnerships, trusts, foundations, and other family client entities

Manage the accounts payable process, including processing invoices/payments

Manage the accounts receivable process, including the calculation and invoicing of client service fees

Perform bank reconciliations and monthly and quarterly accounting close procedures

Manage and prepare operating budgets and variance monitoring

Manage and re-design internal control procedures Perform treasury functions including cash balance monitoring and cash flow forecasting

Financial Reporting

Maintain accounting records for LLCs, partnerships, trusts, foundations, and other family client entities Manage the accounts payable process, including processing invoices/payments

Manage the accounts receivable process, including the calculation and invoicing of client service fees

Perform bank reconciliations and monthly and quarterly accounting close procedures

Manage and prepare operating budgets and variance monitoring

Manage and re-design internal control procedures Perform treasury functions including cash balance monitoring and cash flow forecasting

Office Operations

Handle day-to day office functions including purchasing and cash receipts and disbursements

Coordinate office vendors

Maintain and improve office electronic filing procedures and document management

Family Client Support

Assist with client bill-pay procedures and ad-hoc family client request

 

Requirements:

A bachelor’s degree in accounting/finance required; CPA a plus

5-10 years general ledger accounting and financial statement preparation and presentation experience is required

Experience in Investment partnerships and/or private foundations a plus

Comfortable with technology in general and able to work effectively in a paperless office environment

Ability to learn and implement new technologies quickly and efficiently Proficient with Microsoft Office products

Experience with general ledger software; QuickBooks a plus

Family Office / Wealth Management experience a plus

Ability to lead and direct financial operations

Ability to plan, organize and prioritize many tasks and responsibilities while maintaining a positive attitude

Capable of multi-tasking with family and team members

Effective time management skill

Strong written and verbal communication skills with family and team members

Ability to handle issues quickly and promptly

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