Controller

Overview

This role is for a hands-on Controller to lead accounting operations, financial close, reporting, treasury management, tax coordination, and financial controls across a multi-entity investment portfolio and family office.

The position involves building structure around existing accounting operations—creating reliable processes, improving financial visibility, strengthening controls, and ensuring consistent, disciplined accounting across multiple operating entities.

Responsibilities

Financial Close, Consolidation & Reporting

• Lead month-end, quarter-end, and year-end close across operating companies, holding companies, and investment entities.
• Oversee entity-level and consolidated financial reporting, including intercompany eliminations, allocations, and variance analysis.
• Establish consistent close processes and maintain strong financial reporting disciplines across the portfolio.

Treasury Leadership & Liquidity Management

• Lead treasury management across the portfolio, including cash positioning, intercompany funding, distributions, and debt service.
• Develop and maintain a rolling 13-week cash-flow forecast and provide leadership with clear visibility into liquidity needs.
• Manage banking relationships, treasury services, and appropriate controls around cash movement.

Tax, Audit & External Accounting Coordination

• Serve as the primary accounting liaison to external CPA firms, tax advisors, and auditors.
• Coordinate year-end workpapers, tax preparation, audit activity, and applicable state and local compliance.
• Review key financial and tax deliverables for accuracy and completeness.

Accounting Leadership & Internal Controls

• Lead and develop the accounting team, establishing clear ownership, deadlines, and accountability.
• Design and maintain effective accounting policies, approval processes, and internal controls appropriate for a multi-entity family office.

Systems & Process Improvement

• Own and continuously improve accounting processes and reporting within NetSuite.
• Identify opportunities to automate manual work, strengthen controls, and improve reporting consistency across entities.

Strategic & Transaction Support

• Provide financial analysis and modeling to the Managing Partners.
• Support acquisitions, dispositions, new entity formations, and other strategic or investment-related activity.

Requirements

• 7–12+ years of progressive accounting and financial management experience.
• At least three years in a Controller, Assistant Controller, or comparable accounting leadership position.
• Experience leading a team of accounting professionals.
• Bachelor’s degree in Accounting or a closely related field.
• Demonstrated expertise in multi-entity accounting, consolidations, and intercompany transactions.
• Strong technical accounting foundation, including experience overseeing month-end and year-end close.
• Meaningful treasury and cash-management experience.
• Experience working directly with external auditors, CPA firms, and tax advisors.
• Strong ERP experience; NetSuite experience is strongly preferred.
• Advanced Microsoft Excel and financial analysis capabilities.
• Demonstrated ability to design and improve accounting processes and internal controls.
• Strong leadership skills and experience directing or developing accounting staff.
• Ability to operate independently, exercise sound judgment, and manage complex priorities with limited oversight.
• Excellent communication skills and ability to work directly with Managing Partners and senior operating leaders.
• Absolute discretion when working with confidential financial, investment, and family office information.

Preferred Qualifications

• Active CPA strongly preferred.
• Combination of public accounting and private industry experience.
• Family office, investment office, or multi-entity corporate accounting experience.
• Experience supporting a diversified portfolio of operating companies.
• Healthcare industry accounting experience.
• Exposure to commercial real estate, hospitality, SaaS, or aviation accounting.
• Experience managing accounting during acquisitions, divestitures, or other business transactions.
• Experience implementing or optimizing NetSuite in a multi-entity environment.
• Experience developing cash-flow forecasting and portfolio-level liquidity reporting.

Compensation & Benefits

• Target Base Salary: $117,000–$157,000
• Target Bonus Opportunity: 10%–15%

Actual compensation will depend on experience, capabilities, and the breadth of responsibility the successful candidate is prepared to assume.

Location & Work Environment

Remote position with once or twice a month travel to the family office in the Rockford, Illinois area for team meetings, planning sessions, and other business needs. Driving distance is preferred.