What are the responsibilities and job description for the Family Office Controller position at The Quest Organization?
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 :