Controller

Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
3–7+ years of relevant experience, preferably including experience at a family office, investment firm, or tech-focused environment.
Strong understanding of investment management, financial analysis, and reporting.
Proficiency in accounting systems (e.g., QuickBooks, NetSuite) and financial visualization tools (e.g., Tableau, Power BI, Excel).
Detail-oriented with exceptional analytical and critical-thinking skills.
Excellent communication skills with the ability to present complex financial information clearly to non-finance stakeholders.
Comfortable working independently and managing multiple priorities in a fast-paced, dynamic environment.
Experience managing financial operations across multiple entities and investment vehicles.
Familiarity with venture capital deal structures, cap tables, and private equity reporting.

Build and maintain detailed inflows/outflows reports with clear visualizations for internal stakeholders.
Track liquidity needs and ensure optimal cash positioning across accounts and portfolio companies.
Regularly review and assess investment performance across all asset classes.
Identify assets that are underperforming or outperforming; prepare recommendations on potential buy/sell/hold actions.
Prepare monthly financial statements for multiple early-stage incubations and operating companies.
Consolidate reporting across entities to ensure a holistic view of financial health.
Oversee payment processing and vendor billing across the family office and portfolio companies.
Implement efficient AP systems and maintain strong vendor relationships.
Assist with audit preparations, tax filings, and compliance requirements as needed.