Controller

Job description

Position Overview Our client is seeking a Controller to lead accounting and financial operations across a portfolio of related entities. This individual will be responsible for maintaining accurate financial records, ensuring compliance, and supporting leadership with timely reporting and analysis. The role is well-suited for someone who thrives in complex, multi-entity environments and enjoys building structure, process, and visibility across organizations. Key Responsibilities Entity Oversight • Manage the setup and ongoing maintenance of legal entities, including formation documents and compliance records • Ensure organizational records are accurate, complete, and up to date Banking & Treasury Operations • Establish and administer bank accounts across multiple entities • Maintain relationships with financial institutions • Oversee intercompany cash movement between operating and investment entities Cash Management & Reconciliations • Perform monthly bank reconciliations for all entities • Monitor cash balances and ensure accurate reporting and timely transfers Accounts Payable & Receivable • Coordinate accounts payable and receivable activity across entities • Prepare payment packages for executive approval and communicate with vendors • Run scheduled A/P cycles and handle time-sensitive or one-off payments • Execute payments via check, wire, ACH, and other methods Accounting & Financial Reporting • Maintain both cash-basis and accrual-basis records where required • Prepare and review financial statements with senior leadership • Produce detailed monthly reporting packages for management review Payroll, Benefits & Compliance • Oversee payroll processing and 1099 reporting • Coordinate benefits administration and manage the relationship with the PEO • Serve as point of contact for external accountants and support tax filings Budgeting & Forecasting • Develop quarterly budgets, forecasts, and cash flow projections at the entity and consolidated levels Ownership & Structure Tracking • Track ownership interests across entities, including multi-tier and pass-through structures Systems & Process Improvement • Maintain and enhance accounting systems, including QuickBooks across multiple entities Office Support (as applicable) • Coordinate office pantry supplies and refreshments • Arrange occasional team lunches or in-office meals Qualifications • Bachelor’s degree in Accounting, Finance, or a related discipline; CPA a plus • 4+ years of progressive accounting experience, including responsibility for multiple entities • Strong understanding of GAAP and financial reporting • Advanced proficiency in QuickBooks and Excel • Highly organized with strong communication skills • Background in real estate or investment-oriented accounting environments