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Family Office Controller

  • ... Posted on: Apr 20, 2026
  • ... Perennial Resources International
  • ... Spring Valley, Minnesota
  • ... Salary: Not Available
  • ... Full-time

Family Office Controller   

Job Title :

Family Office Controller

Job Type :

Full-time

Job Location :

Spring Valley Minnesota United States

Remote :

No

Jobcon Logo Job Description :

Job Description

THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN SPRING VALLEY, NY

Family office in ROCKLAND COUNTY is seeking a Controller.

  • Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.
  • Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles.
  • Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking.
  • Coordinate and monitor investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments.
  • Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting.
  • Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses.
  • Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings.
  • Maintain accounting systems, reporting dashboards, and data integrity across entities.
  • Prepare customized financial reports and presentations for principals and senior family members.

View Full Description

Jobcon Logo Position Details

Posted:

Apr 20, 2026

Reference Number:

80732c10c02fb28f

Employment:

Full-time

Salary:

Not Available

City:

Spring Valley

Job Origin:

ziprecruiter

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Job Description

THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN SPRING VALLEY, NY

Family office in ROCKLAND COUNTY is seeking a Controller.

  • Oversee all accounting operations for the family office, including general ledger, financial reporting, and month-end/year-end close processes.
  • Prepare and present consolidated financial statements for multiple entities, including trusts, partnerships, and investment vehicles.
  • Manage cash flow planning, liquidity forecasting, and capital call/distribution tracking.
  • Coordinate and monitor investment accounting across asset classes such as private equity, real estate, hedge funds, and direct investments.
  • Ensure accuracy of partnership allocations, waterfall calculations, and investor reporting.
  • Lead budgeting, forecasting, and variance analysis for operating entities and personal expenses.
  • Oversee tax planning coordination with external advisors, including review of K-1s, trust returns, and estate filings.
  • Maintain accounting systems, reporting dashboards, and data integrity across entities.
  • Prepare customized financial reports and presentations for principals and senior family members.

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