Alliance Resource Group
Overview
Alliance Resource Group has partnered with a prominent family office in Santa Monica looking to hire an additional controller to their team due to year over year growth. You will partner directly with the principals and the CFO. This family office is highly philanthropic and mission driven. You will be directly responsible for the accounting function, as well as tax strategy, financial modeling, and treasury management. Key Responsibilities
Accounting & Finance: Oversee accounting for residences, properties, personal assets, and entities; prepare and review financial statements, reconciliations, and variance analyses; manage bank accounts, cash flow, intercompany activity, and expense approvals; ensure strong internal controls, compliance, and accurate reporting. Expense & Payment Management: Monitor and execute payments across personal, investment, and operating accounts; coordinate funding requests and ensure timely settlement of obligations. Investments & Reporting: Track and report on diversified investments (public, private equity, real estate, alternatives); prepare performance reports, funding requests, and capital call coordination; liaise with investment managers and provide concise analyses for principals. Tax, Legal & Compliance: Support external tax advisors with quarterly/annual filings; assist with estate, tax, and financial planning; review contracts and oversee KYC/account-opening requirements. Insurance & Risk: Manage insurance coverage across property, aviation, art, liability, and more; coordinate renewals, claims, and updates with brokers. Leadership & Advisory: Lead and mentor accounting staff; provide confidential financial advice and timely support to principals; respond to ad-hoc projects and strategic requests. Qualifications
10+ years accounting experience; 5+ years in leadership/FP&A. Bachelor’s in Accounting or related field; CPA preferred. Family office, investment management, or financial services background strongly preferred. Public accounting and investment reporting experience required. Skilled in Xero, bill.com, and project management tools. Strong organizational skills, discretion, and ability to manage multiple priorities.
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Alliance Resource Group has partnered with a prominent family office in Santa Monica looking to hire an additional controller to their team due to year over year growth. You will partner directly with the principals and the CFO. This family office is highly philanthropic and mission driven. You will be directly responsible for the accounting function, as well as tax strategy, financial modeling, and treasury management. Key Responsibilities
Accounting & Finance: Oversee accounting for residences, properties, personal assets, and entities; prepare and review financial statements, reconciliations, and variance analyses; manage bank accounts, cash flow, intercompany activity, and expense approvals; ensure strong internal controls, compliance, and accurate reporting. Expense & Payment Management: Monitor and execute payments across personal, investment, and operating accounts; coordinate funding requests and ensure timely settlement of obligations. Investments & Reporting: Track and report on diversified investments (public, private equity, real estate, alternatives); prepare performance reports, funding requests, and capital call coordination; liaise with investment managers and provide concise analyses for principals. Tax, Legal & Compliance: Support external tax advisors with quarterly/annual filings; assist with estate, tax, and financial planning; review contracts and oversee KYC/account-opening requirements. Insurance & Risk: Manage insurance coverage across property, aviation, art, liability, and more; coordinate renewals, claims, and updates with brokers. Leadership & Advisory: Lead and mentor accounting staff; provide confidential financial advice and timely support to principals; respond to ad-hoc projects and strategic requests. Qualifications
10+ years accounting experience; 5+ years in leadership/FP&A. Bachelor’s in Accounting or related field; CPA preferred. Family office, investment management, or financial services background strongly preferred. Public accounting and investment reporting experience required. Skilled in Xero, bill.com, and project management tools. Strong organizational skills, discretion, and ability to manage multiple priorities.
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