Family Office Controller

apartmentRobert Half placeToronto calendar_month 

We are searching for a Family Office Controller for our client located in central Toronto. Reporting to a CFO the Family Office Controller will handle the accounting processes for a portfolio of family-owned businesses, liaison with auditors, and generate various reports and investment summaries.

Responsibilities:

  • Manage full-cycle accounting for family-owned businesses, ensuring accuracy and compliance
  • Collaborate with auditors as needed to facilitate smooth auditing processes
  • Monitor off-balance sheet investments and generate regular reports for the same
  • Prepare financial statements, year-end working paper files, and draft tax returns for holding companies
  • Generate reports in line with Trust accounting standards and procedures
  • Assist in the creation of management reports and analysis for review by the Board of Trustees
  • Work alongside accounting firms to identify and address accounting and tax issues
  • Develop centralized investment schedules and summaries for easy reference
  • Aid in the creation and maintenance of financial models for multi-currency cash flow projections and actual to budget analysis
  • Undertake ad hoc projects as required, including investment analysis and deal analysis.
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