Job Description

Controller needed 

Location: New city, NY Multi-Strategy Office

We are seeking a highly organized, energetic and detail-oriented Controller to oversee the financial operations of our diverse portfolio of companies. This role requires developing and managing comprehensive financial strategies, ensuring accurate reporting, and optimizing the financial performance of each entity under our ownership and management. You will report directly to the owners on all of the companies. In many cases the bookkeepers for each company will report to you. 

Key Responsibilities

Financial Planning & Oversight

1. Financial Plans for Each Entity:

• Maintain and update a list of regular monthly bills.

• Track and manage one-off bills.

• Develop and oversee entity-specific budgets.

2. Reporting and Analysis:

• Establish a reporting plan and format for each entity.

• Conduct regular financial analysis to support decision-making.

• Prepare daily cash management reports.

• Create monthly reports for all business activities.

3. Tax Planning & Compliance:

• Manage tax planning and ensure proper filing for each entity.

• Evaluate current filing responsibilities and determine future plans (including Roth options).

4. Audit Preparation:

• Oversee external audit preparation where applicable.

• Develop and execute a plan for internal audits.

5. Investor Reporting:

• Generate clear and timely monthly reports for investors.

Expense Tracking & Oversight

• Implement and manage Expensify or similar tools to ensure effective expense tracking and reimbursement processes.

• Oversee expense management across all companies to maintain transparency and control.

Requirements

• Proven experience in financial planning, analysis, and reporting.

• Strong understanding of tax planning and compliance.

• Experience managing audits and preparing investor reports.

• Proficiency in financial software, tools like Expensify, and daily cash management reporting.

• Ability to manage multiple entities and maintain meticulous organization.

Experience Required

1-2 years