What are the responsibilities and job description for the Controller position at Elite Placement Group, LLC?
📌 Controller
Westchester County (Onsite)
$150–200K
RIA & Multi-Family Office | $1.5B AUM
Our client, a fast-growing and highly respected Registered Investment Advisor & Multi-Family Office, is seeking a hands-on Controller to lead all accounting operations, financial reporting, budgeting, and SEC-related financial compliance. This role offers high visibility, direct ownership of the details, and a clear path to increased leadership responsibility.
What You’ll Do:
• Own daily accounting (AP/AR, GL, reconciliations, month-end close)
• Prepare financial statements, budgets, and cash-flow projections
• Maintain internal controls & oversee tax filings
• Lead SEC-related financial compliance (incl. Form ADV) with support of compliance vendor
• Support Family Office Services team with select HNW client financials
• Partner with leadership on growth strategy, operations, and financial insights
• Contribute to system/process improvements in a growing firm
What We’re Looking For:
• 7 years in accounting/finance; RIA/MFO or public accounting exposure preferred
• Bachelor’s in Accounting or Finance; CPA a plus
• Experience in a smaller, growing environment
• Strong technical accounting skills strategic mindset
• Detail-oriented, proactive, and comfortable rolling up your sleeves
• Excellent communication, high EQ, and collaborative approach
If you’re excited to join a high-caliber team in a growth-oriented wealth management environment, please reach out! gbyrne@epgstaffing.com
Salary : $150,000 - $200,000