FAMILY OFFICE CONTROLLER

The Breeden Company, Inc.•Virginia Beach, VA

1d•$0 - $135,000•Onsite

About The Position

The Family Office Controller oversees all accounting, financial reporting, insurance, and cash management functions for the family's personal, trust, investment, and entity-level affairs. This role leads a small accounting team, manages the full financial reporting cycle across multiple entities and investment structures, and serves as the principal point of financial oversight and control for the family's holdings—including liquid investments, fixed income/bond portfolios, trust accounts, charitable vehicles, real estate, and other personal assets. The Controller works closely with outside investment managers, custodians, trustees, tax advisors, insurance brokers, and legal counsel, translating complex financial activity into clear, accurate, and timely reporting for the family and principal.

Requirements

Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred
Minimum 7–10 years of progressive accounting experience, including prior supervisory/management experience
Prior experience in a family office, private wealth, or high-net-worth environment strongly preferred
Strong working knowledge of investment accounting, including brokerage statements, fixed income instruments, and portfolio reconciliation
Experience with trust accounting and fiduciary reporting concepts
Deep understanding of GAAP and multi-entity consolidated reporting
Advanced proficiency in Excel; experience with accounting platforms (QuickBooks, Sage Intacct, or similar) and portfolio/investment reporting tools
Familiarity with trust and entity structures (LLCs, partnerships, trusts) and related operating/governance documents
Strong understanding of personal, entity, and trust tax concepts and ability to work effectively with outside tax preparers and counsel
Exceptional discretion and confidentiality given access to sensitive personal and financial information
Strong communication skills, comfortable interfacing directly with principals, advisors, trustees, brokers, and institutions
Ability to manage competing priorities in a fast-paced, high-touch environment

Responsibilities

Manage and mentor a team of two (Staff Accountant and AP Clerk), reviewing and approving their work product
Establish workflows, internal controls, and review processes to ensure accuracy and accountability across the team
Serve as the escalation point for complex transactions, discrepancies, and vendor/institutional issues
Oversee maintenance of general ledgers across multiple entities (personal, trusts, LLCs, investment vehicles, foundations)
Prepare and review consolidated financial statements (balance sheet, income statement, cash flow) for the family and related entities
Ensure timely month-end and year-end close processes
Reconcile and oversee reconciliation of all bank, brokerage, and credit card accounts
Track and reconcile investment activity across brokerage accounts, including equities, fixed income/bond holdings, and alternative investments
Monitor cash positions and liquidity across entities; coordinate cash transfers and funding needs
Liaise with external investment managers, custodians, and financial advisors to reconcile statements and verify reported positions
Support performance reporting and assist principal/CFO with investment-related financial analysis
Track bond maturities, interest income, and reinvestment activity
Maintain accounting records for family trusts, including principal and income allocations
Prepare trust-level financial statements and support trustee reporting requirements
Coordinate with trustees, trust counsel, and outside administrators on distributions, funding, and compliance matters
Track intercompany and inter-trust transactions, loans, and transfers, ensuring proper documentation
Support fiduciary accounting requirements specific to each trust instrument
Coordinate with external tax preparers and CPA firms for personal, entity, trust tax filings, 1099s.
Track and organize records relevant to estate and gift tax filings in coordination with outside counsel
Track grant distributions, pledges, and charitable contribution documentation
Administer insurance policies and related contracts covering the family's residences, farm, construction projects, automobiles, boats, aircraft, and other high-value assets, including management of Certificates of Insurance (COIs)
Serve as the primary point of contact with the family's insurance broker regarding liability, property, umbrella, and other coverage, including renewals, endorsements, changes in assets, and coverage requirements
Coordinate insurance claims and related documentation with brokers, carriers, contractors, vendors, and other parties
Prepare and manage budgets across multiple properties, entities, and lines of business
Provide variance analysis and financial forecasting to support family/principal decision-making
Support capital call tracking and funding schedules for private investments, where applicable
Maintain organized, audit-ready financial records and supporting documentation across all entities
Support external audits (KPMG)
Present financial summaries directly to the principal and/or family office leadership as needed
Adherence to all company policies, mission and values.
Any other duty as assigned by direct supervisor