Demo

Controller

Jobot
New, NY Full Time
POSTED ON 8/3/2026
AVAILABLE BEFORE 9/9/2026
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Job details:
Family office investment group with 10 entities and $100M AUM is seeking a Controller with PE/VC/Family Office portfolio level experience

This Jobot Job is hosted by: Tony Marasco
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $140,000 - $150,000 per year


A bit about us:

Family office with major positions in 10 entities across multiple industries, a large portfolio of additional investment positions, and a substantial charitable fund is seeking an VP of Finance to provide top level standardization and data analysis presentation to ownership to help drive business decisions with existing and potential opportunities.

Are you a Director / VP of Finance with portfolio level financial responsibility open to an on site role in Rockland County, NY? If so, please continue to read as this role may be the one for you!


Why join us?

Family office
Large charitable contributions
Enterprise level financial leader
Comprehensive benefits package
In office role aligning with executive on site schedule


Job Details

Day to day Responsibilities:
  • 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.
Required Qualifications:
  • Family office or Private equity experience
  • 3 years accounting management experience
  • Waterfall calculations
  • Financial reporting
Preferred Qualifications:
  • Family office controller experience

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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Salary : $140,000 - $150,000

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