Controller, Finance & Banking, Financial Manager

Base pay range

$/yr - $/yr

Our client is open to candidates interested in relocating to the Seattle area

The Controller will be responsible for overseeing financial planning, cash management, financial reporting, accounting, tax compliance, and risk management for the family office.

• Work with leadership to establish and achieve short and long term operational goals.
• Present issues, outcomes and solutions to principals.
• Develop strategic plans that drive long-term security and stability of assets and ventures.
• Demonstrate honesty, discretion, responsibility, integrity, and fulfillment of commitments.
• Ensure timely, consistent, and accurate preparation and analysis of deliverables, including budgets, financial reports, and financial trends.
• Continuously improve the budgeting process through implementation of operational strategy.
• On a regular basis, assess cost structures to determine and achieve efficiencies.
• Manage treasury platform as well as banking and lender relationships.
• Maintain daily liquidity needs while maximizing yields on liquid assets.
• Prepare and maintain cash forecasting models.
• Oversee cash movements and funding obligations.
• Provide general finance and accounting (non-investment) oversight.
• Manage preparation and compilation of quarterly and annual financial reporting.
• Manage and oversee annual tax compliance; coordinate filings with third-party service providers.
• Provide support for preparation and filing of tax returns and facilitating quarterly tax payments.
• Act as liaison with external accountants, tax advisors, attorneys, and other consultants or contractors.
• Drive efficient income and estate tax planning by partnering with tax advisors and estate attorneys.
• Establish strong financial governance and develop detailed policies and procedures.
• Review and ensure application of appropriate internal controls, compliance and financial procedures and employ systems that will improve the overall operation and effectiveness.
• Optimize risk management strategies, including asset protection and insurance oversight.

• Bachelor's Degree in Accounting, Finance, or a related field
• 8+ years of relevant financial industry and/or family office experience
• Public accounting experience and/or CPA is a plus
• Proficiency in MS Office Suite; advanced Excel skills
• Experience with general ledger software;
  Sage Intacct experience is a plus
• Familiarity with client reporting platforms;
  Addepar experience is a plus
• Strong interpersonal and communication skills
• Knowledge of all finance, financial planning, accounting and tax areas of the business
• Experience setting personal and team benchmarks, regularly measuring success against goals, and being accountable for outcomes
• Track record of collegial, collaborative work style with a record of success in building consensus and support
• High degree of professionalism and integrity
• Reliable, dependable, and able to maintain confidentiality
• Strong analytical and creative problem-solving skills
• Strong attention to detail
• Self-motivated and pro-active with the ability to work independently to meet tight deadlines while managing multiple priorities
• Team player
• Familiarity with residential “Estate” real estate a plus

• Mid-Senior level

• Full-time

• Accounting/Auditing

• Individual and Family Services