Assistant Controller or Controller

Description The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family officeu2019s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism. Duties: u2022 Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters. u25cf Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies. u25cf Maintains accurate and current books and records for all assigned entities. u25cf Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO. u25cf Reviews financial information prepared by external accounting partners for accuracy and reasonableness. u25cf Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions. u25cf Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs. u25cf Maintains accurate and timely records of intercompany transactions. u25cf Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. u25cf Prepares annual financial plans in collaboration with estate management. u25cf Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners. u25cf Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting). u25cf Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status. u25cf Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable. u25cf Participates in special projects and initiatives as requested by the CEO. u25cf Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO. Requirements Education & Experience u25cf Bacheloru2019s degree in a finance-related field; Tax focused CPA certification is preferred. u25cf Minimum 7 years of experience in a fast-paced, high volume family office environment. u25cf Sage Intacct, Microsoft Excel, , Expensify required For immediate consideration, please call Amanda Howell at 707-578-3355. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-12-03