Controller-Family Office

Family Office is seeking an experienced Controller to oversee personal accounting, treasury management, and financial reporting across a diverse group of entities. This role requires a hands‑on operator who can design, manage, and refine accounting systems while working closely with a remote bookkeeper and external advisors.

Key Responsibilities

• Lead all accounting, treasury, and reporting functions for approximately 10–15 entities.
• Develop and maintain effective workflows using QuickBooks Online, Bill.com, and Excel‑based dashboards.
• Supervise a remote AP bookkeeper and coordinate with the firm’s CPA, legal counsel, and insurance partners.
• Perform reconciliations, monitor cash flow, and manage inter‑entity transactions directly.
• Produce clear, well‑designed monthly and quarterly financial reports.
• Continuously evaluate and improve processes, identifying opportunities to increase accuracy and efficiency.
• Act with sound judgment and discretion, safeguarding the principal’s interests at all times.

Qualifications and Experience

• 8–15 years of accounting or controllership experience, preferably within a family office or investment‑focused environment.
• Strong hands‑on approach with exceptional attention to detail and accuracy.
• Proven ability to design and implement stable, efficient financial systems.
• Highly skilled in presenting financial information with clarity and professional formatting.
• Demonstrated ownership mindset and decision‑making grounded in integrity.
• Calm, personable communicator who values trust and transparency.
• Proficient in QuickBooks Online, Bill.com, and Excel; CPA or equivalent credential preferred.
• Based in Austin or able to travel periodically; outstanding remote candidates may be considered.

Seniority level: Executive

Employment type: Full‑time

Job function: Accounting/Auditing

Industries: Venture Capital and Private Equity Principals