Family Office Controller / CFO

Our Client a small Family Office is looking for a trustworthy candidate who has hands-on experience as a Family Office Controller in Boca Raton FL.

Responsibilities:

• Manage all family assets both International and Domestic, including investment accounts, properties, trusts, LLCs, and Real Estate
• Review investment materials, sit in on conference calls and attend local partner meetings to better understand the investment strategies.
• Responsible for maintaining and assisting with the Finances, Accounting, and Tax (Stock, Private Equity Investments, Bonds, and Real Estate).
• Work closely with the partners on a regular basis to help manage and oversee daily accounting operations.
• Manage real estate properties and staff
• Review investment materials, sit in on conference calls and attend local partner meetings to better understand the investment strategies.
• Participate in major business decisions and help grow and protect family assets.
• Able to assist with additional roles which will include Property Manager, Office Manager, and Project Manager.

Qualifications:

• Degree in Accounting/Finance required
• Minimum 5 years of relevant experience required
• Ability to drive projects to completion, while also functioning effectively in a team environment
• Excellent computer skills – MS Excel Skills
• Excellent interpersonal, verbal/written communication and organizational skills
• Understanding of and sensitivity to confidential information