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Family Office Controller

Mezrah Consulting Tampa, FL

  • Posted: over a month ago
  • $75,000 to $90,000 Yearly
  • Full-Time
  • Benefits: life insurance, medical, vision, 401k, dental,
Job Description

Position Description:            We are looking for an ambitious and self-motivated Controller to assist with managing family office. These responsibilities will Include overseeing accounting practices for multiple entities, assist with financial strategies, financial reporting as well as planning and forecasting.  Ideally, the Controller should have strong analytical, technology, communication and organizational skills.  This position will report directly to the CFO.

 

Company Values:

  • Fun:  At the core of everything we do
  • Honesty:  Open and honest communication is paramount and valued
  • Integrity:  We stand behind our commitment to our employees and clients alike
  • Innovation:  We embrace change and are always thinking with a vision toward the future, creating new ideas to minimize complexity
  • Our Culture:  Is focused on Growing People

 

Responsibilities:

 

Personal Finance

·         Investment management/Monthly Reporting

·         Investment evaluation and diligence, including but not limited to:

o   Current investment monitoring

o   New investment opportunities

o   Create or review various financial modeling for opportunities

o   Management of investment advisors

o   Life insurance policies analysis and audits

o   Asset allocation review and recommendations

o   Tracking and maintenance of liquid assets

·         Performance evaluation of total assets

·         Credit analysis

·         Cash flow management and projections

·         Tax liaison with outside accountants.  Review and assist in preparations of:

o   Tax returns

o   Basis Schedules

o   Estimated tax payments

·         Charitable contributions and Donor Advised Fund

·         Personal cost analysis (other assets)

·         Management of banking relationships

·         Management of debt/credit facility

·         Trust and Estate management

o   Review and track basis for estate assets

o   Maintain entities and overall estate structure

o   Maintain and project estate cash flow

o   Update model for estate planning purposes

 

Entity Accounting

·         Financial analysis of opportunities

·         Cash flow management

·         Accounts payable and receivable

·         Management of banking relationship

·         Monthly reconciliation of accounts at the deal level

 

Qualifications:

 

EDUCATION AND EXPERIENCE:

·         5+ years experience in related position

·         Bachelor’s degree in Finance, Accounting, or Business

·         CPA preferred

 

SKILLS:

·         Excellent analytical and organizational skills

·         Excellent verbal and written communication skills

·         Ability to work autonomously and perform well under pressure

·         High-level attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines

·         Ability to deal with sensitive and confidential information

·         Ability to work in an entrepreneurial environment

·         Strong negotiation and decision-making skills

·         Up to date knowledge of current financial and accounting practices

·         Proficiency in Microsoft Office suite of products

·         Strong Excel skills are a must

·         Experience with QuickBooks and Salesforce.com is a plus

 

Company Description
Company Values:
• Fun: At the core of everything we do
• Honesty: Open and honest communication is paramount and valued
• Integrity: We stand behind our commitment to our employees and clients alike
• Innovation: We embrace change and are always thinking with a vision toward the future, creating new ideas to minimize complexity
• Our Culture: Is focused on Growing People
To learn more check out our website: www.mezrahconsulting.com

Mezrah Consulting

Why Work Here?
Come join our expanding dynamic team! Fun place to work where the culture is focused on growing people! No layoffs during the pandemic.

Company Values: • Fun: At the core of everything we do • Honesty: Open and honest communication is paramount and valued • Integrity: We stand behind our commitment to our employees and clients alike • Innovation: We embrace change and are always thinking with a vision toward the future, creating new ideas to minimize complexity • Our Culture: Is focused on Growing People To learn more check out our website: www.mezrahconsulting.com

Address

5690 W Cypress St Suite A

Tampa, FL
USA

Industry

Finance and Insurance

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