Family Office Controller - Zeeland
8 hours ago
Job description
Company OverviewBased in Zeeland, Michigan, Redlum Family Office (RFO) is a private family office providing professional, integrated philanthropic, financial, and individual services to its principals.
Position DescriptionThe Controller serves as the senior finance professional for a single-family office, providing strategic financial leadership and oversight across all financial operations.
This role focuses on high-level financial management, treasury operations, tax strategy coordination, and team leadership while delegating day-to-day operational tasks to support staff.
The Controller ensures accurate financial reporting, effective cash management, and optimal coordination with external advisors to support the family's comprehensive wealth management objectives.
The position reports to the Executive Director.Essential Duties & Key Responsibilities
Financial Leadership & Oversight
Oversee all financial operations of the family office, including payroll, bill pay, accounting, grant management, cash management, investment accounting and financial reporting
Develop and maintain comprehensive financial policies, procedures, and internal controls
Ensure accurate and timely monthly, quarterly, and annual financial reporting to family members
Supervise and mentor the staff accountant, delegating day-to-day bookkeeping, reconciliations, and data management tasks
Cash Management & Treasury
Manage family office treasury functions, including liquidity planning and cash flow forecasting
Coordinate wire transfers, ACH payments, and other significant cash movements
Monitor and optimize banking relationships and account structures
Tax Coordination
Serve as primary liaison with external tax advisors and CPAs for all family members, trusts and business entities; assist with tax planning strategies
Gather and organize tax information and coordinate tax projections, estimated quarterly payments and annual tax return preparation
Oversee preparation of required 1099s and other tax reporting documents
Investment Operations Management
Ensure proper tracking and reconciliation of investment accounts
Coordinate investment reporting and performance analysis
Ensure accurate records of investment entity capital accounts and tax basis
External Relationship Management
Serve as liaison with bankers, lenders, and financial institutions on behalf of the family
Coordinate with estate and business attorneys regarding financial aspects of estate planning and entity structures
Work with insurance brokers on appropriate risk management measures and manage IT/cybersecurity service providers
Technology & Systems Management
Oversee financial technology systems to ensure proper system maintenance, security, and optimization
Evaluate and implement new financial technologies as needed
Maintain robust cybersecurity protocols and data protection measures
Document Management & Compliance
Establish and maintain comprehensive document management systems
Ensure proper retention of financial records, legal documents, and compliance materials
Financial Planning & Analysis
Prepare routine, consistent personal financial statements for family members
Conduct financial analysis to support family decision-making
Assist with budgeting, forecasting, and scenario analysis for family entities and personal finances
Support special financial projects directed by the Executive Director and/or family members
Qualifications
Undergraduate degree in Accounting, Finance, or related field required
Experience in public accounting, family office or high-net worth client services a plus
Minimum of 5-7 years of accounting and finance experience
Familiarity with estate, trust and partnership concepts and taxation
Knowledge of banking, treasury management, and cash flow planning
Advanced proficiency in Microsoft Office Suite, specifically Excel
Experience with Sage Intaact, QuickBooks Online and/or similar accounting platforms
Self-motivated and proactive approach to problem solving
Excellent written and verbal communication skills
Strong organizational and project management skills
Ability to work independently while collaborating effectively with team members and external advisors
Exceptional judgment and discretion in handling sensitive financial information
Commitment to continuous learning and professional development
Working Arrangement
This position is full-time and based in Zeeland, Michigan with a flexible work arrangement of remote/in-office available. Occasional evening or weekend work may be required during peak periods (month-end, quarter-end, tax season). Minimal travel may be required for meetings with external advisors or family members.
Compensation:
Commensurate with experience and qualifications, including competitive benefits package.
To Apply:
Please send a copy of your resume and cover letter to
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