Tell us who’s got talent, or who's looking for staff, and we’ll repay the favor. Check out our Referral Program!

Refer a Friend

Controller

Boutique asset management firm with offices in New York City and lower Connecticut seeks to hire a Controller for their Management Company and Family Office.The Controller will be responsible for processing and managing various accounting, financial, legal, estate planning and tax aspects of both the family office and management company of this $2BAUM investment management firm.Often working directly with the CEO and COO, the Controller will have excellent visibility and exposure within the firmResponsibilities include, but are not limited to:
  • Review, process and approve invoices, purchase orders, and reimbursements for payment
  • Pay bills via check and on-line tools
  • Manage various special projects including trust and estate planning, real estate and auto purchases, and individual investment decisions
  • Work with outside tax firm regarding tax planning, quarterly tax estimates and final tax returns
  • Post journal entries and prepare month-end reconciliation of all bank accounts
  • Manage and review cash investments
  • Prepare budgets/forecasts of expenses and associated cash flows
  • Your Information

  • Referral Information