Financial Controller for Private Family Office

Zoozah
Boca Raton, FL

:

Position: Financial Controller for Private Family Office

Job Summary:

We are actively seeking a Financial Controller to join our dynamic team based in Boca Raton, specializing in property management, start-ups, and diverse investment portfolios. This pivotal role demands a professional who is meticulously detail-oriented and deeply experienced in the realms of finance, administration, and operations. This individual must be a versatile and strategic thinker who thrives on the unique challenges and opportunities presented by a multi-faceted family office environment. The ideal candidate will be an expert in accounting and bookkeeping, committed to the highest standards of office administration with a focus on maintaining flawless business records across our varied business activities.

Core Responsibilities:

Accounting and Bookkeeping:

  • Provide comprehensive accounting services specifically tailored to the needs of the family office, ensuring accuracy and integrity in financial records.
  • Perform detailed bookkeeping duties, including maintenance of general ledgers, accounts payable and receivable, and financial reporting.

Management and Oversight:

  • Ensure proper reporting and accounting of the family office's investments.
  • Collaborate closely with auditors during financial reviews and audits, providing the audit working papers necessary, documentation, and insights into financial practices.

Strategic Financial Leadership:

  • Take responsibility for the preparation of financial statements, including monthly and annual reports that reflect the family office's fiscal standing.
  • Establish and maintain internal controls and standard operating procedures for financial transactions and record-keeping.

Administrative Functions:

  • Manage office administration related to the financial and general business operations of the family office, ensuring seamless execution of administrative tasks.

Compliance and Communication:

  • Monitor adherence to laws and regulations pertinent to the family office's operations and asset management activities.

Required Skills:

  • Bachelor's degree in finance, Accounting, Business Administration, or related field.
  • Minimum of 5 years' accounting experience.
  • Familiarity with accounting software and Microsoft Products
  • Exceptional attention to detail and capable of maintaining accuracy in a fast-paced environment.
  • Strong organizational and multitasking skills.
  • Excellent communication and interpersonal abilities.

Preferred Skills:

  • CPA designation is preferred but not required.
  • Knowledge of small business operations and challenges.
  • Familiarity with relevant tax regulation
  • Strong understanding of management company accounting
  • Experience providing accounting services for a family office or similar environment.

Job Type: Full-time

Pay: $110,000.00 - $130,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Experience level:

  • 5 years

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Ability to Relocate:

  • Boca Raton, FL: Relocate before starting work (Required)

Work Location: In person

Posted 2026-02-26

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