We are looking for an accomplished Controller to join a family office and private investment environment in Carmel, Indiana. This position is suited for a finance leader who brings strong command of U.S. accounting standards, sound business judgment, and the ability to support both financial oversight and operational decision-making. The ideal candidate combines technical accounting expertise with experience in private wealth or private equity settings and can help strengthen financial reporting, controls, and management processes.
Responsibilities:
• Lead the organization’s accounting operations, ensuring accurate records, timely close cycles, and dependable financial reporting.
• Prepare and review financial statements in accordance with U.S. GAAP while maintaining consistency, accuracy, and transparency across reporting activities.
• Oversee general ledger activity, account reconciliations, and month-end and year-end procedures to support strong financial governance.
• Partner with leadership on budgeting, cash flow planning, and broader business management matters that affect financial performance.
• Develop and maintain internal controls, accounting policies, and reporting practices that support compliance and operational efficiency.
• Support investment-related and wealth management financial activities by providing analysis, reporting insight, and accounting guidance as needed.
• Manage accounting systems and related process improvements, including effective use of platforms such as Xero.
• Coordinate with external advisors, including auditors, tax professionals, and other financial partners, to ensure smooth year-round reporting and compliance.• CPA designation required.
• Strong knowledge of U.S. GAAP and its application in complex accounting environments.
• Background in private wealth management, private equity, family office, or a closely related financial setting.
• Demonstrated experience leading general accounting and financial reporting functions.
• Proficiency with Xero or comparable accounting systems.
• MBA preferred.
• Strong business management capabilities with the ability to translate financial information into practical guidance.
• Excellent analytical, organizational, and communication skills.