Assistant Controller Family Office – Fairfield County, CT

Assistant Controller Family Office – Fairfield County, CT

The Peak Accounting Group, Inc. - Greater New York City Area

Job Description

Our client, a private family office, is seeking an Assistant Controller to join their team in Fairfield County, CT location. 

This person will assist the team that provides financial services and planning to the firm’s shareholders and businesses. 

Responsibilities

• Assisting in all aspects of corporate and personal financial management, including but not limited to, preparation and review of financial statements and projections, oversight and reporting on investments in marketable securities, real estate as well as other investments and initiatives.
• Tracking investments, reviewing and preparing projections for operating businesses and proposed investment opportunities.  
• Meeting with investment managers and evaluating their performance as well as advising on and reviewing preparation of personal, corporate and estate taxes and preparing and reviewing cash flow projections.   
• Various special projects such as assisting in the internal functions of the businesses will be required.
• Prepare and review quarterly cash flow projections.
• Review and oversight of investments and their respective performance.
• Prepare monthly financial statements.
• Review and advise on personal, corporate and estate taxes.
• Analyze and project returns on investment opportunities.
• Coordinate the implementation of accounting control procedures.
• Record investment activity.
• Review annual budgets and assist with monthly variance analyses.
• Handle special projects as needed.

Desired Skills & Experience

• CPA preferred
• 7-10 Years of public accounting or family office experience.
• Strong understanding of the financial markets including equities, bonds, alternative investments, etc.  Be able to work with investment managers hired by the company.  The position will require monitoring investments and attending meetings with the managers to discuss changes and current performance and allocation of assets,
• Understanding of commercial real estate and ability to run projections of investment returns, etc.
• Understanding of corporate, personal and estate taxes a plus,
• Strong IT skills a plus including Power Point, Excel, etc.
• Good communication skills.

 
Salary will commensurate with experience.

Submit resumes to: Michele Rizzo at mrizzo@peakaccountinggroup.com

Company Description

Since 1970, The Peak Organization has been the dominant force in the recruitment of permanent, temporary and consulting staff for the Accounting, Finance & Audit industry in the New York tri-state area.

For each assignment we conduct a comprehensive “needs analysis” which allows us to determine the requirements of the position and learn the company culture. We then undertake a rigorous search and screening process to identify candidates who are not only technically qualified, but whose goals and match those of the business. This approach results in considerable time and cost savings for our clients, as we only present candidates that are qualified, competent and suitable.

The Peak Accounting Group’s diverse client base includes companies of all sizes from a wide range of fields including: Fortune 500 corporations, public accounting firms, and various financial services institutions. Our recruiters are highly educated, experienced and trained in the latest staffing methodologies.