About this opportunity
CFS lists this Assistant Controller - Family Office opportunity in houston, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Assistant Controller – Ownership Accounting
Salary:
$125K–$140K + 20% Bonus
Why This Opportunity Stands Out:
Rare opportunity to step into a leadership role within a sophisticated private family office and work closely with senior leadership.
Oversee accounting and financial operations across a diverse portfolio of entities, trusts, real estate, and private investments.
Broader scope than a traditional Assistant Controller role with exposure to investment operations, treasury, liquidity planning, tax, and strategic financial analysis.
High-visibility position with the opportunity to provide meaningful financial insight supporting investment and long-term planning decisions.
Join a highly established, privately held organization with a long-term ownership mindset and strong opportunities for professional growth.
Assistant Controller – Key Responsibilities:
Lead accounting and financial reporting across multiple entities, trusts, partnerships, LLCs, and investment structures.
Prepare and review financial reporting and analysis for senior leadership while overseeing annual reporting processes.
Manage treasury and liquidity planning, including cash forecasting, capital funding, debt servicing, and other significant transactions.
Oversee accounting and reporting for marketable securities, private equity, real estate, and alternative investments.
Partner with internal teams and external advisors while mentoring accounting staff and driving process and reporting improvements.
Assistant Controller – Qualifications:
7–10+ years of progressive accounting/finance experience with strong multi-entity, investment, and financial reporting experience; family office exposure is highly valued.
CPA required with strong treasury/cash forecasting and advanced Excel/financial analysis capabilities.
Prior experience leading people, projects, and/or external advisor relationships with the executive presence to work directly with senior stakeholders.
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Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.