CLIENT
Our client is headquartered in San Francisco and is a well-established single-family office.
The family’s wealth is the result of highly successful businesses, as well as a significant diverse portfolio of investment and business holdings.
The family encompasses three generations with the G1 parents working actively with their G2 adult children to empower and encourage G2’s continued involvement in all phases of the FO leadership.
From investment management and oversight to tax and estate planning to accounting and financial planning to philanthropy and charitable giving to supporting the individual business and investment initiatives of family members to lifestyle management and wealth education this family office is methodically and deliberately preparing for the eventual family succession realities, both in terms of wealth transfer and family office leadership.
A largely in-house model, the family office provides the investment, financial management, and operational oversight for a large, highly complex multi-entity and investment structure including trusts (domestic and foreign) and business entities (primarily limited liability companies).
In addition, the family office provides financial services to three separate private family foundations, the missions of which support innovative social change and social justice globally.
The family office is collaborative, highly functioning, efficient and well organized, and is comprised of a team of 28 employees across the following functional / service delivery areas :
Accounting and reporting
Tax planning and reporting
Finance, financial analysis and reporting
Trust and estate planning, reporting, compliance and administration
Foundation planning, reporting, compliance and administration
Investment structuring, planning, reporting and management
Legal and risk management
Technology
The family also utilizes a broad array of external resources including trust and estate attorneys, investment advisors, tax CPAs, and foundation and human resources consultants.
OPPORTUNITY
The Controller will report to the Director of Finance and be responsible for overseeing the accounting and financial reporting functions, ensuring the accuracy and integrity of financial information, and supporting the overall financial strategy of the family office.
This will include supporting the efforts of the Director of Finance, as well as having direct responsibility and / or oversight across the following areas :
- Accounting operations and financial management
- Financial reporting, budgeting, forecasting, and analysis
- Risk management and insurance
- Trust and estate administration / planning
- Internal controls and best practices
- Systems and technology
- Strategic planning, modelling, analytics
- Team leadership and development
In addition, as a key thought partner for the Director of Finance, the Controller will provide strategic insights and contribute to the development and implementation of financial strategies that align with the family office’s goals as well as support improvements in the overall service delivery level of the Family Office.
Finally, in additional to technical skills and experience, our Client is seeking a family office professional who fits the office culture and aligns with their core values including respect, compassion, integrity, honesty, loyalty, hard work, transparency, and inclusiveness.
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