CFO / CONTROLLER -- Single Family Office! - Hands On Role!
Trimble & Associates, Inc.

Job Info

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CFO / CONTROLLER

CFO / CONTROLLER -- Single Family Office! - Hands On Role!

This is a hands-on role and an excellent opportunity to join a single family office located in a beautiful Colorado resort location.

This unique role requires a skilled professional. Selected candidate must have a friendly and professional demeanor, significant experience accounting for investments and be willing to be involved in the day to day accounting and tax processes.

This is an ideal position for a CFO or Controller that has worked in a single or multi-family office.

Responsibilities of the Family Office CFO / Controller

• Accurate and timely reporting of the books and records for family investments, purchases and operating expenses.
• Preparation of investment performance reports, net worth reports, budgeting, investment and expense analysis.
• Manage the interactions with banks, fund managers, tax advisors, attorneys and other outside consultants.
• Implement and maintain financial controls.
• Assist with administration of family partnerships and trusts.
• Tax planning, tax spreadsheets and management of tax return preparation by outside tax firm.
• Research and management of major acquisitions and management of large capital Investments (houses, planes, etc.)
• Assist with various planning functions including cash flow management, estate and gift planning, cash flow management, and insurance planning.
• Involved with a variety of human resource functions including recruiting, compensation, benefits, policies and procedures, and determining staffing needs.
• Management of real estate and personal services
• Technology support.
• Other special projects as needed.

Trimble2

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