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Physician / Connecticut / Locum or Permanent / C

Company: The Execu Search Group.
Location: Greenwich
Posted on: August 4, 2022

Job Description:

A Connecticut-based family office is actively seeking a driven and experienced professional to join their staff as their new -Controller / Assistant Controller. In this role, the -Controller / Assistant Controller will be responsible for all accounting activities pertaining to personal, investment, and business entities.ResponsibilitiesThe -Controller / Assistant Controller will:

  • Maintain general ledgers for tax and financial reporting purposes
  • Perform cash management functions across all legal entities
  • Prepare monthly statements of current cash position and short-term and long-term cash forecasts
  • Consolidate information across various -investment reports (investment performance, capital commitments, interest/dividend income, alternative/fixed income securities, etc.) -
  • Maintain Inter-entity and third party loan schedules, including principal and interest payment dates
  • Own key accounting and financial projects and processes, suggesting and implementing solutions to improve efficiency
  • Serve as principal contact for day-to-day banking activity with the family office's primary banking provider
  • Enter cash activity into GL modules, prepare journal entries for approval/subsequent entry into GL system
  • Manage and oversee the accounts payable function
  • Prepare annual personal and family office budget, including monthly reporting of budget to actuals with variance analysis
  • Oversee investment positions, including performance reporting and capital commitment schedules
  • Prepare ad-hoc financial reporting such as trust summaries and ongoing loan covenant complianceQualifications
    • Bachelor's degree
    • 6+ years of experience in a family office environment
    • Proficiency with computer platforms and applications
    • Ability to multitask
    • Excellent communication skills
    • Highly organized
    • Strong interpersonal skillsDesired skills
      • SFO experience

Keywords: The Execu Search Group., Greenwich , Physician / Connecticut / Locum or Permanent / C, Accounting, Auditing , Greenwich, Connecticut

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