Job Order ID: 1549
Employment Type: Permanent
Job Location: New York New York
Target Salary: $120,000

Job Function:

 

The Single-Family Office Controller will be responsible for a wide variety of responsibilities including:

  • Work directly with the family office Principal, as well as their executive admin, to establish cash needs and approvals

  • Produce monthly reports summarizing  financial activities and review with Principal

  • Track, record and reconcile cash flows for a number of bank accounts
  • Oversee payment of invoices

  • Project cash needs and arrange for revolving credit drawdowns and payments

  • Maintain  plan for family foundation and coordinate charitable donations
  • Calculate and analyze investment portfolio values
  • coordinate with external tax preparers

  • Special projects and analyses

 

Requirements:

 

  • 7+ years of experience within a family office setting
  • Excellent communication and presentation sills
  • Strong attention to detail
  • Significant experience with cash forecasting
  • High-level of discretion regarding personal finances
  • Willingness to be available outside of normal business hours