Corporate Controller and Financial Analyst

About this role

THE OPPORTUNITY

The Corporate Controller and Financial Analyst will oversee and manage the Family Office’s daily financial operations, ensuring accuracy, compliance, and efficiency across all accounting and reporting activities. This hands-on role requires a detail-oriented and proactive professional who can manage financial reporting, budgeting, cash flow, and internal controls while maintaining a strong command of day-to-day accounting processes. The ideal candidate will also provide strategic and analytical support to the CFO and Owner in connection with ongoing and future investment and growth initiatives.

Working closely with the CFO and Owner, the Corporate Controller and Financial Analyst will ensure the timely and accurate preparation of financial statements, optimize accounting and reporting processes, and uphold rigorous financial controls. The successful candidate will be comfortable handling both high-level financial oversight and transactional accounting, ensuring adherence to regulatory and tax requirements while supporting the overall financial health and efficiency of the Family Office. In addition, the Corporate Controller and Financial Analyst collaborate with various stakeholders and departments, providing relevant reporting and insights to support informed decision-making.

*KEY RESPONSIBILITIES*

• Support the CFO in preparing financial statements, performance reports, and other documentation for each entity that provides insights into the family’s financial position.
• Assist in the preparation of all year-end reports, manage the audit process, and oversee the relationship with external auditors.
• Complete monthly reporting and financial statement analysis.
• Assist in the preparation of yearly budgets and forecasts to ensure discrepancies are identified and investigated monthly.
• Ensure the effectiveness of cash management/treasury activities, and prepare monthly reports.
• Prepare individual business sector reports for the divisio...