Controller Family Office - Fort Lauderdale, United States - Aligned Solutions Inc

Description

The Family Office Controller will oversee the financial operations of the Family Office sector, tasked with the administration of intricate financial frameworks including trusts, partnerships, and various investment entities.

This role involves generating financial reports and analyses for principal stakeholders.

The Controller will directly communicate with the Chief Investment Officer and managing members, facilitating the efficient functioning of the Family Office.

This is a full-time role situated within a close-knit single-family office located in downtown Fort Lauderdale.

PRIMARY RESPONSIBILITIES
Oversight of Family Office assets, including real estate, marine and aerial vehicles, and investment portfolios
Administration of bill payments for family members and managed assets
Compilation of financial statements and reports on a monthly, quarterly, and annual basis for both family and external entities like auditors and tax officials, covering personal and business assets
Active management and understanding of family investments, including liaison with external Investment Managers, summarization of investment reports for the family, and provision of investment advice as needed
Monitoring and documentation of investments and related income, alongside the reconciliation of investment activities and the preparation of performance reports
Administration of daily financial and accounting operations within the Family Office, ensuring precise transaction recording and reporting
Execution of general accounting tasks, such as handling accounts payable and receivable, along with bank reconciliations
Management of monthly and annual financial closing procedures
Maintenance of financial records in accordance with generally accepted accounting principles (GAAP) and relevant regulations
Coordination with external investment managers and service providers for the accurate and timely delivery of financial information
Collaboration with tax preparers and financial advisors to meet tax filing and regulatory standards
Central role in managing the family's financial software platform
Additional responsibilities as needed

QUALIFICATIONS
Previous experience in a Controller or Asset Manager role
Over 7 years of experience in public or private accounting
Master's degree in Accounting, Finance, or a related field
CPA certification is mandatory
Preferred background in Real Estate and Family Office management
Capability to work autonomously and meet deadlines efficiently
Proficient in handling sensitive information with discretion
Technological proficiency, particularly in Microsoft Office applications

#J-18808-Ljbffr