Family Office Executive Search is a sister company to the Family Offices Club, the #1 largest family office association, and it is one of the only family office recruiting and executive search firms globally that exclusively focuses on working with single and multi-family offices. The advantage of working with Family Office Executive Search is that we have the largest database of talent in the industry, with over 83,000 professionals in our Family Offices Club association, a for-profit trade industry group that we operate we have access to 1,000′s of single family offices and even more multi-family offices.
We have met with over 1,200 family offices face-to-face in over 15 countries, and we have relationships with over 50 families through our Billionaire Family Office division. Through our data research, bestselling book on family offices, quarterly family office training workshops, live webinars, training platform, and great brand recognition we have a marked advantage both in reach and understanding. The following is the process that our 13 person team uses to complete thorough and confidential executive search mandates for family offices globally.
Current Openings:
Controller
About the Company
Located in West Los Angeles we are a family office that manages approximately $1 billion in assets for a
high net worth individual and provides back office support to two private nonprofit foundations. This
full-time position will be available in May 2015.
Summary
Reporting to the Chief Executive Officer (CEO) of the Family Office, the Controller will be responsible
for day-to-day oversight of all finance, investment and accounting activities; supervising a 3 person
operating team.
Essential Duties and Responsibilities
• Assist CEO in the annual budgeting and planning process for all entities and properties
• Prepare internal financial reports, and monitor budgets to actual costs to identify, explain, and
correct variances as appropriate
• Prepare cash flow projections for operating entities and investments; including ongoing
monitoring on a routine basis, and provide recommendations in cash management
• Act as lead liaison with the Foundation’s external auditors; including audit preparation,
fieldwork and putting together financial statements
• Develop and maintain accounting policies and procedures in accordance with GAAP, including
appropriate internal controls, identify and initiate cross training and back-up requirements
• Maintain accounting functions for all investment activities, including recording investment
transactions and supervising all cash investment activities
• Prepare all documents for investment purchases and sales
• Monitor and communicate investment activities and issues to the CEO; monitor changes and
keep CEO abreast of the organization’s financial status
• Prepare timely investment reconciliations with investment manager statements and third party
custody reports
• Act as liaison with investment advisors and third party managed funds
• Act as liaison with tax advisors; review regulatory and tax reports prepared by outside advisors
to ensure accuracy and completeness in all operations returns and required state tax filing
generated through investments
• Maintain awareness of trends and events impacting institutional investments
Essential Qualifications:
• Strong leadership skills to guide internal communications with staff at all levels throughout the
organization; and to create and promote a positive and supportive work environment
• Personal qualities of integrity, credibility, and commitment; a proactive, hands-on strategic
thinker
• Minimum of 5 years’ experience in comparable position
• CPA license (active status) and/or Master’s Degree in Business required
• Proficiency in QuickBooks Enterprise and Microsoft Excel and Outlook a must
• Non-profit/family office experience a plus
Compensation and Benefits
We offer a competitive pay plan and excellent benefits including, health, dental, vision insurance, sick
time, vacation and holidays, and safe harbor 401(k) retirement plan.
Senior Accounting Manager
Location – Fairfield County, CT
Comp: DOE
The Senior Accounting Manager will be responsible for ensuring the accuracy, timely completion and outstanding quality of all the accounting and financial deliverables. This is a rare opportunity to work for a highly-respected family office. We are looking for a seasoned and savvy accounting professional to serve as the office’s resident accounting expert and to design and implement new operational processes. Your foresight, ability to see the bigger picture and solid accounting acumen will ensure your success in this pivotal role. Discretion is of the utmost importance in this role, as is the ability to give and receive feedback.
Responsibilities:
• Supervise all accountants in the Family Office by allocating workload, monitoring work progress and providing training and development
• Ensure timeliness, quality and accuracy of all financial and accounting transactions and reporting
• Serve as the go-to source for technical accounting knowledge (financial statements, sales/payroll/international tax, GLs)
• Oversee the design and implementation of all accounting processes and workflow, including FP&A, accounting and outsourced operations.
• Monitor office cost allocation processes
• Collaborate with the Head of Risk Management to identify and manage potential risks to the accounting processes and programs; produce solutions to reduce risk exposure
• Carry out cash flow planning, analysis and projects budgeting
• Take charge of all tax return management
Please apply only if you meet all of the below requirements:
• Bachelor’s degree in Accounting or Finance from a top-tier institution; extensive knowledge of US GAAP
• CPA preferred
• 12+ years of accounting experience; strong experience with Accounts Payable preferred
• Previous experience with a family office or high-net-worth individual
• Previous experience managing a team of 10+ accountants
• Process improvement and 6 sigma experience preferred
• Strong tax exposure (sales, payroll, international) preferred
• Team player with strong attention to detail
• Professional and discreet; able to handle confidential information
• Ability to juggle multiple projects and meet deadlines in a fast-paced setting
• Strong analytical and problem-solving skills
• Outstanding communication and customer service skills
• Fluent in MS Word and Excel; knowledge of automated workflow and accounting systems
Connect with our Team: To get started on getting to know each other please see our website: https://FamilyOfficeExecutiveSearch.com call us at (212) 729-5067 or email us at Clients@FamilyOfficeExecutiveSearch.com.