Controller
Jobot, New City, NY, United States
Family office investment group with 10+ entities and $100M+ AUM is seeking a Controller with PE/VC/Family Office portfolio level experience.
Salary: $140,000 - $150,000 per year.
Location: Rockland County, NY (on-site).
Responsibilities
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.
Maintain accounting systems, reporting dashboards, and data integrity across entities.
Prepare customized financial reports and presentations for principals and senior family members.
Required Qualifications
Family office or Private equity experience
3+ years accounting management experience
Waterfall calculations
Financial reporting
Preferred Qualifications
Family office controller experience
Benefits
Family office
Large charitable contributions
Enterprise level financial leader
Comprehensive benefits package
In office role aligning with executive on site schedule
Equal Opportunity
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
#J-18808-Ljbffr
Salary: $140,000 - $150,000 per year.
Location: Rockland County, NY (on-site).
Responsibilities
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.
Maintain accounting systems, reporting dashboards, and data integrity across entities.
Prepare customized financial reports and presentations for principals and senior family members.
Required Qualifications
Family office or Private equity experience
3+ years accounting management experience
Waterfall calculations
Financial reporting
Preferred Qualifications
Family office controller experience
Benefits
Family office
Large charitable contributions
Enterprise level financial leader
Comprehensive benefits package
In office role aligning with executive on site schedule
Equal Opportunity
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
#J-18808-Ljbffr