Grassi
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Family Office Controller
role at
Grassi
3 weeks ago Be among the first 25 applicants
This range is provided by Grassi. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $150,000.00/yr - $200,000.00/yr
Position : Family Office Controller
Location : West Palm Beach / Palm Beach Island / Boca Raton / Jupiter, FL (Local candidates only)
Company : ICAM Capital Management (Iovino)
Overview ICAM Capital Management is seeking a seasoned Family Office Controller to oversee and manage the financial operations of a sophisticated family office. This is a unique opportunity for a finance professional with light CFO-level experience and a strong background in family office environments to join a dynamic and growing organization.
Key Responsibilities
Oversee day-to-day accounting and financial reporting for the family office and related entities.
Manage cash flow, budgeting, forecasting, and financial planning.
Coordinate with external advisors including tax professionals, legal counsel, and investment managers.
Ensure compliance with regulatory requirements and internal controls.
Prepare consolidated financial statements and reports for family stakeholders.
Monitor investment performance and assist with portfolio reporting.
Handle trust and estate accounting, philanthropic initiatives, and other family-related financial matters.
Support strategic financial decision-making and long-term planning.
Qualifications
Proven experience in a family office setting, ideally in a Controller or light CFO capacity.
Strong understanding of high-net-worth individual financial structures, including trusts, partnerships, and investment vehicles.
CPA or equivalent preferred.
Exceptional discretion, integrity, and professionalism.
Proficiency in financial software and reporting tools.
Excellent communication and organizational skills.
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Accounting/Auditing and Finance
Referrals increase your chances of interviewing at Grassi by 2x
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Family Office Controller
role at
Grassi
3 weeks ago Be among the first 25 applicants
This range is provided by Grassi. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $150,000.00/yr - $200,000.00/yr
Position : Family Office Controller
Location : West Palm Beach / Palm Beach Island / Boca Raton / Jupiter, FL (Local candidates only)
Company : ICAM Capital Management (Iovino)
Overview ICAM Capital Management is seeking a seasoned Family Office Controller to oversee and manage the financial operations of a sophisticated family office. This is a unique opportunity for a finance professional with light CFO-level experience and a strong background in family office environments to join a dynamic and growing organization.
Key Responsibilities
Oversee day-to-day accounting and financial reporting for the family office and related entities.
Manage cash flow, budgeting, forecasting, and financial planning.
Coordinate with external advisors including tax professionals, legal counsel, and investment managers.
Ensure compliance with regulatory requirements and internal controls.
Prepare consolidated financial statements and reports for family stakeholders.
Monitor investment performance and assist with portfolio reporting.
Handle trust and estate accounting, philanthropic initiatives, and other family-related financial matters.
Support strategic financial decision-making and long-term planning.
Qualifications
Proven experience in a family office setting, ideally in a Controller or light CFO capacity.
Strong understanding of high-net-worth individual financial structures, including trusts, partnerships, and investment vehicles.
CPA or equivalent preferred.
Exceptional discretion, integrity, and professionalism.
Proficiency in financial software and reporting tools.
Excellent communication and organizational skills.
Seniority level:
Mid-Senior level
Employment type:
Full-time
Job function:
Accounting/Auditing and Finance
Referrals increase your chances of interviewing at Grassi by 2x
#J-18808-Ljbffr