Demo

Family Office Controller

The Quest Organization
Boston, MA Full Time
POSTED ON 3/25/2025
AVAILABLE BEFORE 4/22/2025

Family Office Controller

The Family Office Controller will be responsible for executing day-to-day accounting operations across a multi-entity structure, including but not limited to general ledger accounting, A / P & A / R, financial reporting, managing compliance, etc.

Responsibilities :

  • Post transactions and maintain general ledgers
  • Own all period-end account and bank reconciliations
  • Perform monthly, quarterly, and year-end close, and produce financial statements for all entities
  • Assist and support budget and forecasting activities
  • Organize information flow to and from third parties (e.g., outside investments, external tax provider)
  • Gather vendor information and prepare form 1099s
  • Assist with special projects, process improvements, and other initiatives as needed

Qualifications :

  • Bachelor’s Degree in Accounting
  • 5 years of accounting experience, family office experience preferred
  • CPA a plus
  • Experience in the small business or startup environment is preferred
  • Strong attention to detail
  • Strong communication skills, both verbal and written
  • Ability to work well both independently and as a team
  • Strong analytical and problem solving skills
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