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Senior Portfolio Controller Jobs in Ohio (NOW HIRING)

TQL

Controller

Cincinnati, OH · On-site

Working closely with the Principal, Chief of Staff, and senior leadership, this individual will ... Maintain consolidated financial visibility across the family's portfolio of assets and entities.

Total Quality Logistics

Controller

Cincinnati, OH · On-site

Working closely with the Principal, Chief of Staff, and senior leadership, this individual will ... Maintain consolidated financial visibility across the family's portfolio of assets and entities.

Milacron

Corporate Controller

Batavia, OH · On-site

Prepare executive-level reporting packages for senior leadership, sponsors, and lenders; clearly ... We are the only global company with a full-line product portfolio that includes hot runner systems ...

Upsourced Accounting

Controller

Dayton, OH · On-site +1

The Role A Controller at Upsourced is a financial leader for a portfolio of growing businesses. You ... Review and validate work prepared by Senior Accountants and junior team members * Ensure financial ...

Upsourced Accounting

Controller

Columbus, OH · On-site

The Role A Controller at Upsourced is a financial leader for a portfolio of growing businesses. You ... Review and validate work prepared by Senior Accountants and junior team members * Ensure financial ...

Upsourced Accounting

Controller

Dayton, OH · On-site

The Role A Controller at Upsourced is a financial leader for a portfolio of growing businesses. You ... Review and validate work prepared by Senior Accountants and junior team members * Ensure financial ...

PRP & Associates

Senior Accountant

Cleveland, OH · On-site

$75K - $90K/yr

Senior Accountant (Growth path into Fractional Controller) Location - Mentor, OH Compensation - $75 ... Controller role with PRP. Essential Functions * Own the full accounting cycle for a portfolio of ...

Aampower

Senior Controls Engineer

Wooster, OH

$84K - $111K/yr

Familiar with various Motion Controllers/Actuators (e.g. IAI, Yasakawa). * Experience with ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...

Trak Group

Senior Accountant

Cincinnati, OH · On-site +1

$71K - $89K/yr

This position will serve as the primary advisor for a portfolio of small- to mid-sized business ... controller, or fractional CFO services. Strong experience preparing complex business and individual ...

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Senior Portfolio Controller information

What is the difference between Senior Portfolio Controller vs Portfolio Analyst?

AspectSenior Portfolio ControllerPortfolio Analyst
CredentialsTypically requires CPA, CFA, or similar certificationsOften requires a bachelor's degree in finance or related field; CFA preferred
Work EnvironmentSenior-level finance teams, investment firms, or asset management companiesInvestment firms, banks, or asset management departments
ResponsibilitiesOversees portfolio performance, compliance, and reporting; manages teamsAnalyzes portfolio data, supports decision-making, prepares reports

The main difference is that Senior Portfolio Controllers focus on overseeing portfolio performance, compliance, and team management, while Portfolio Analysts primarily analyze data and support investment decisions. Senior Portfolio Controllers have more strategic and managerial responsibilities, whereas Portfolio Analysts focus on data analysis and reporting.

Is a senior portfolio controller a senior level position?

Yes, a senior portfolio controller is a senior-level position responsible for overseeing the management and reporting of investment portfolios, often requiring extensive experience, advanced financial skills, and certifications such as CFA. The role typically involves strategic decision-making and leadership within finance or asset management teams.

What does a senior portfolio controller do?

A senior portfolio controller manages and oversees the financial performance of a company's investment portfolios, ensuring accurate reporting and compliance with financial regulations. They analyze data, prepare reports, and collaborate with stakeholders to optimize portfolio performance, often using financial software and requiring strong analytical skills. This role typically involves budgeting, risk assessment, and strategic planning within a finance or investment environment.
Senior Portfolio Controller jobs near you

Controller

Cincinnati, OH • On-site

TQL
Trucking • 5 - 10K employees

6.0

Company rating: 6.0 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

326th of 366 rated logistics

Recommended by parents

Respectful managers

Good training

Learn more about TQLexternal

Full-time

Re-posted 12 days ago

Job description

Overview:The Controller will lead the accounting, financial reporting, and operational finance activities for the Family Office. This role will oversee the financial infrastructure supporting the Family Office, including investment entities, operating businesses, partnerships, trusts, and other family-related structures.The Controller will play a critical role in ensuring accurate financial reporting, disciplined financial controls, and seamless coordination across internal teams and external advisors. Working closely with the Principal, Chief of Staff, and senior leadership, this individual will help maintain institutional-quality financial management while supporting the evolving needs of the Family Office.Key Responsibilities:* Oversee all accounting and financial reporting activities across the family office’s entities, including investment partnerships, holding companies, trusts, operating entities, philanthropic entities. * Ensure timely and accurate monthly, quarterly, and annual financial reporting. * Maintain consolidated financial visibility across the family’s portfolio of assets and entities. * Coordinate accounting and reporting for public and private investments. * Work closely with the investment team to ensure accurate financial representation of investment activity. * Establish and maintain strong financial controls, accounting policies, and internal governance processes. * Oversee financial systems, general ledger structure, and accounting workflows. * Evaluate and implement systems that improve financial reporting and entity-level transparency. * Maintain documentation and audit readiness across all entities. * Serve as the primary liaison with external accounting firms, auditors, tax advisors, and administrators. * Support the Director of Tax with information needed for tax compliance and planning. * Coordinate annual financial statement preparation and external reporting as needed. * Monitor cash positions across entities and coordinate liquidity planning with the investment and tax teams. * Manage banking relationships and treasury functions. * Assist with financial structuring and accounting considerations for new investments, entity formations, and transactions. * Build and improve the accounting infrastructure as the family office evolves. * Develop scalable processes that support a growing portfolio of investments and entities. Qualifications:* 10+ years of accounting or finance experience within UHNW family offices, private investment firms, or public accounting firms with complex partnership clients. * Experience managing multi-entity financial structures and partnership accounting. * Strong understanding of partnership accounting, investment accounting, financial reporting and consolidation, multi-entity structures, private investment fund reporting financial controls and governance.* Experience with family office accounting platforms or investment reporting systems. * High integrity and discretion with the ability to operate in a confidential family office environment. * Detail-oriented with strong organizational discipline. * Ability to manage complexity across numerous entities and financial relationships. * Collaborative mindset and strong communication skills. * Comfortable working in an entrepreneurial, evolving organization. * CPA strongly preferred.Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered

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