Financial Controller

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Job description

A private Single Family Office based in Tampa, FL is seeking a Corporate Controller to lead the accounting and financial activities of the family office investments (real estate investments, private equity investments, and cash flows).

This Controller will be responsible for all accounting needs and tax and financial reporting requirements for the Family Office. The ideal candidate will be responsible for leading and overseeing all accounting matters (with an emphasis on financial reporting, compliance, cash management, banking relationships, controls, and accounting processes) for the investments, portfolio of companies, trusts, closely held partnerships and other entities of the Family Office. In addition this candidate will work with the shareholders and accountants to create efficient and streamlined procedures, provide advice and solutions and identify opportunities for process improvement and potential areas of risk.

We are looking for an accounting and finance "athlete" with a solid track record of demonstrating excellence, performance, growth, and initiative.

Responsibilities include:

Investment and Asset Administration

• Administration, management, oversight, analysis and upkeep of business and financial interests.
• Tracking, evaluating, processing, and handling of all investments, assets and companies including K-1's, financial ROI analysis, capital calls, distributions, investor calls and cap tables - all while keeping pulse of our interests while monitoring relevant external factors and events
• Preparation & review of monthly financial reports for multiple entities
• Perform and review month-end closings for multiple entities
• Researching accounting issues that arise from investment transactions
• Identifying areas for process improvements and automation
• Maintain adequate cash flow by appropriately transferring between investment and bank accounts
• Preparation of investment performance reports, net worth reports, budgeting, investment and expense analysis
• Ensure insurance policies covering all assets and companies are current, complete and have the best available coverage in the market
• Manage the interactions with banks, fund managers, tax advisors, attorneys, and other outside consultants
• Assist with administration of partnerships and trusts
• Assist in the completion of subscription documents for new investments and account documents for new brokerage accounts
• Research, underwriting and management of major acquisitions and management of large capital investments
• Review daily cash activity and coordinate investment of excess cash in bank accounts
• Assist with various planning functions including cash flow management, estate and gift planning, cash flow management, and insurance planning
• Coordinate, implement, and maintain estate planning techniques and related documentation. Includes working with external counsel and tax on related matters
• Other special projects as needed

Accounting and Bookkeeping

• All accounting and record keeping functions including G/L entries, chart of accounts, capital calls, cap tables, A/R, A/P, bank accounts, credit cards, cash-flow projections, funds management, payroll, expenses, depreciation, cost and expense control, amortization, financial reporting and ensuring the entities are current, organized and in prime financial health
• Develop weekly, monthly, and quarterly reporting
• Accurate and timely reporting of the books and records for investments, purchases and operating expenses

Tax & Compliance

• Tax planning, tax spreadsheets and management and collaboration of tax return preparation by outside tax firm
• Ensuring that all entities, assets and investments are in compliance with local, state and federal requirements and in adherence with best practices - including tax planning, insurance policies, legal contracts and property management
• Ensure accounting procedures conform to generally accepted accounting principles

Qualifications:

• Bachelor's degree in Accounting or Finance with 10 or more years of experience
• Family office, Real Estate, Private Equity Fund or multi-entity accounting preferred
• CPA is strongly preferred
• Background must have strong accounting, tax and cash management, and family office experience
• Expertise as a full charge bookkeeper, controller or accountant in real estate, private equity venture capital, private banking or family office
• Experience as a "super user" setting up, operating, and managing accounting systems including QuickBooks, Yardi, Juniper Square, etc.
• Strong experience of operating agreements and business legal documents
• Expert level in MS Excel
• Excellent communication skills
• A track record of consistently delivering results
• Demonstrated excellent communication, strong analytical and problem-solving skills, integrity, and sound judgment
• Must be a motivated self-starter, the aptitude to think and work independently, and the ability to multi-task and manage shifting priorities and deadlines, all with attention to detail
• Ability to handle multiple projects simultaneously.
• Referenceable track record of integrity and maintaining and protecting highly sensitive and confidential information

Benefits:

• The following benefits are offered to employees but are subject to a 60 day wait period: medical, dental, vision, 401k match, PTO, etc.