Business Services Professionals & Administrative/Support

Assistant Contoller/ Controller

Latest Business Services Professionals & Administrative/Support roles

Controller

Family office is seeking a dynamic Controller. Working directly with the family head and CEO, the Controller is responsible for the accounting, tax planning, risk management and internal reporting of a variety of closely held business operations. The Controller is a key business partner to the CEO; exploring various investment and business growth initiatives with the family head; putting in place the right systems to monitor performance of various investments in the portfolio. This is a full-time position.

Responsibilities
  • Provide financial leadership, training, and support internal corporate development;
  • Develop and present sound budgeting processes;
  • Recruit and train staff, who will be assist on day-to-day operations of accounting; controller must always have a second in command ready to take over
  • Develop and manage financial reporting, budgeting and planning, tax, treasury and cash flow, asset and company risk management;
  • Ensure proper accounting policies, procedures and internal controls are in place to safeguard the assets of the Company and to ensure that all financial transactions are recorded in accordance with Generally Accepted Accounting Principles (GAAP);
  • Ensure appropriate financial controls, internal and external auditing, are in place;
  • Utilize financial reporting to identify opportunities for revenue and margin growth as well as potential areas for cost saving;
  • Ensure compensation strategy is aligned with clearly defined performance metrics;
  • Manage employee benefits to incentivize and retain talent;
  • Prepare, review and sign off on annual tax returns;
  • Ensure insurance policies and coverage are commensurate with inventory level and risk;
  • Set goals, prioritize tasks, evaluate performance, model a disciplined financial orientation for direct reports;
  • Leverage accounting/finance IT systems and coordinate improvements as required;
  • Oversee Anti-Money Laundering (AML) policies, procedures and enforcement.
  • Manage Human Resource functions, including payroll and benefits administration.
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VP of Accounting
The VP of Accounting will report to the Chief Financial Officer.
Responsibilities
  • Assist in directing and overseeing all aspects of the Finance, Accounting, Treasury and Tax functions. This includes finding and suggesting efficiencies across the firm’s financial infrastructure including accounting, treasury, financial and management reporting, FP&A (budgeting) and internal controls.
  • Manage processes with key service providers for accounting, audit, tax and real estate valuations.
  • Manage Yardi utilization and reporting for accounting and finance.
  • Quarterbacking of annual audit process, monthly investor reporting and quarterly reviews and ensure timely completion of all procedures.
  • Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax basis reporting
  • Assist in implementation of various accounting policies and procedures associated with real estate transactions.
  • Work with external tax service provider to ensure compliance with tax regulations for all relevant entities.
  • Ability to work in a challenging, fast paced environment and handle multiple projects at the same time.
  • Accuracy and attention to detail is critical.
  • Familiarity with the accounting for ground-up development projects as well as accounting for rental and condo projects.
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Firm Coverage

Private Equity
Venture/Growth
Investment Banking
Real Estate
Family Offices
Endowments & Foundations
Accounting Firms
Law Firms
Consulting Firms
Human Capital Firms
Healthcare Firms
Technology Services
General Corporate Services
OTT Firms
Lifestyle & Entertainment
e-Commerce
Retail & Direct to Consumer
Startup
Experiential & VR/AR
FinTech
Ad/Media Agency
Ad/Marketing Technology
Media Research & Advisory
Innovation & Digital Consulting
Creative & Design Agency
Broadcast Media
Digital Media
Publishing
Hedge Fund

 

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