What are the responsibilities and job description for the Senior Controller position at Morgan Stephens?
Senior Controller
Locations: New York, NY 10028 (Upper East Side) or Boca Raton, FL
Schedule: On-site 5 days/week (hybrid flexibility after 6 months, based on performance)
Salary: Up to $250K full benefits
A highly sophisticated private family office managing $1B in global assets is seeking a Senior Controller to oversee accounting and finance operations across complex domestic and international entities, including trusts, holding companies, private equity, and real estate. This is a hands-on role with oversight responsibility and direct exposure to firm principals.
Key Responsibilities:
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Manage GL, financial reporting, consolidations, and reconciliations (U.S. & Switzerland)
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Oversee proprietary Addepar-style reporting system
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Supervise junior controller/bookkeeper
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Coordinate with external accountants, tax advisors, and legal counsel
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Provide timely reporting and analysis to firm principals
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Ensure accurate handling of multi-entity, multi-jurisdictional structures
Requirements:
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10 years of progressive accounting/finance experience
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Exposure to trusts, family office, fund accounting, or private equity
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Strong multi-entity, multi-jurisdictional background
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CPA helpful but not required
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Stable job history required – no job hoppers
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Relocation okay, no packages provided
Benefits:
401(k), health/dental insurance, paid time off, relocation assistance (no financial package)
Salary : $250,000