Family Office Controller

Management Company Controller – Family Office

Location: New York, NY (Hybrid – 4 Days Onsite)

About the Opportunity

Madison Davis is partnering with a prominent New York-based family office seeking an experienced Management Company Controller to join its accounting and finance team.

The organization is undergoing a significant transformation as it establishes itself as an independent family office. This position offers an opportunity to work directly with the CFO, oversee a small accounting team, and help develop the accounting infrastructure, systems, and processes supporting the organization.

The ideal candidate will have a strong foundation in management company or corporate accounting, demonstrated leadership experience, and an interest in overseeing the day-to-day accounting operations of a sophisticated family office.

Key Responsibilities

• Oversee daily accounting operations, including general ledger, accounts payable, accruals, reconciliations, and financial reporting.
• Manage accounting related to family members' personal expenses, household operations, and associated financial activities.
• Lead monthly and quarterly close processes, ensuring timely and accurate financial reporting.
• Supervise and develop members of a four-person accounting team while maintaining a hands-on approach.
• Partner directly with the CFO on accounting operations, budgeting, financial reporting, and operational initiatives.
• Support cash management, expense tracking, payroll, and financial planning activities.
• Assist with the implementation and optimization of accounting systems, including Oracle NetSuite.
• Develop and enhance accounting policies, procedures, internal controls, and reporting processes.
• Identify opportunities to streamline workflows, automate manual processes, and improve operational efficiency.
• Collaborate with internal stakeholders and external service providers to support the organization's transition into an independent family office.

Qualifications

• 7–10+ years of progressive accounting experience.
• Bachelor's degree in Accounting, Finance, or a related field.
• CPA strongly preferred.
• Experience within a family office, private equity firm, alternative asset manager, or corporate accounting environment.
• Strong understanding of general ledger accounting, financial reporting, journal entries, reconciliations, and month-end close.
• Experience with management company, corporate, or operating company accounting.
• Prior experience managing or supervising accounting professionals.
• Strong knowledge of accounting systems and ERP platforms; Oracle NetSuite experience preferred.
• Experience implementing accounting systems, developing procedures, or improving accounting processes is highly desirable.
• Excellent organizational, analytical, and communication skills.
• Ability to operate independently in a lean, hands-on accounting environment.
• Comfortable handling confidential financial information and working directly with senior leadership.

Preferred Experience

• Family office accounting, including personal expenses and household-related financial activities.
• Private equity or alternative asset management company accounting.
• Accounting system implementations and process improvement initiatives.
• Experience supporting an organization through a transition, restructuring, or operational buildout.
• Managing small accounting teams while remaining involved in day-to-day accounting activities.

Compensation & Benefits

• Base salary of $150,000–$200,000, depending on experience.
• Discretionary annual cash bonus, potentially 10%–30%.
• Hybrid work arrangement requiring four days per week in the New York City office.
• Opportunity to work directly with the CFO and senior leadership.
• Long-term career opportunity within an established family office.