Pacific Executive Search provided pay range
This range is provided by Pacific Executive Search. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
175,000.00 / yr - $325,000.00 / yr
Pacific Executive Search has been engaged on a search for a Family Office Controller / CFO. In this role, you will take on new responsibilities overseeing financial operations for a diverse portfolio, including multifamily real estate and a historic hotel, while working in a vibrant location. You can expect opportunities for career growth as you implement strategic financial insights and develop internal controls in a stable, hands-on environment.
Responsibilities :
- Engage directly in the daily financial activities of the hotel, aiding in decision-making and the establishment of controls and safeguards.
- Analyze and prepare financial data to provide insights to leadership regarding operational efficiency and internal controls.
- Develop and review proposals aimed at enhancing operational efficiencies, incorporating real-time financial analytics and metrics.
- Lead the development and preparation of budgeting and forecasting processes.
- Establish and maintain accounting and purchasing policies and procedures to ensure robust internal controls over financial reporting.
- Oversee and assist with period-end inventory reporting and the implementation of internal controls.
- Design and monitor internal controls to protect company assets and ensure accurate financial reporting across revenue, expenses, assets, and liabilities.
- Generate financial reports for over 70 entities, primarily focused on real estate-centric LLCs, partnerships, S corporations, and various family trusts, including the preparation of annual budgets and monthly actual-to-budget reports.
- Collaborate with an external CPA firm to produce annual reviewed financial statements, tax returns for all entities, and semi-annual compiled financial statements for ownership.
- Supervise and assist in all journal entries and monthly reconciliations related to the various brokerage and bank accounts held by the family and operating entities.
- Prepare monthly liquid asset reports for lenders and a summarized weekly version for ownership.
- Oversee daily accounting operations, including accounts payable, payroll, accounts receivable, inventory, and general ledger management.
- Manage monthly activities related to apartment holdings, including calculating partner distributions, invoicing management fees, and processing distribution checks, along with reviewing journal entries regarding income / loss for various entities.
- Act as the primary liaison with financial institutions concerning operational matters.
- Assist in onboarding new corporate office hires, ensuring timely enrollment in healthcare benefits.
- Process semi-monthly payroll for corporate staff, including quarterly analysis and calculation of intercompany overhead allocations from the corporate group to various corporations and related entities.
Qualifications :
Bachelor’s degree in accounting or finance; CPA certification is mandatory.Proficient in accounting software systems, including Microsoft Excel and QuickBooks.A minimum of ten years of relevant experience, encompassing public accounting and GAAP.Extensive understanding of GAAP and the ability to research FASB accounting standards.In-depth knowledge of tax laws and regulations.Self-motivated individual with exceptional integrity, work ethic, and follow-through.Strong multitasking abilities and keen attention to detail.Excellent collaboration and communication skills.Detail-oriented with strong technological and analytical capabilities.Willingness to take on tasks beyond formal responsibilities as needed.Strong organizational skills, capable of working independently and meeting deadlines.Adept at identifying issues, resolving problems, and making well-researched recommendations.Seniority level
Seniority level
Executive
Employment type
Employment type
Full-time
Job function
Job function
Accounting / Auditing and Finance
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Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Disability insurance
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