Controller

Controller Overview

• The Controller role offers a unique opportunity to contribute to the financial management of a prestigious endowment portfolio.
• Collaborate within a small, dynamic team to oversee accounting and financial reporting activities for endowment-related entities.
• Support audit and tax matters, ensuring compliance with U.S. GAAP and organizational policies.
• Engage in governance processes, including stakeholder meetings and preparation of deliverables and materials.
• Contribute to the continuous improvement of financial processes and controls, fostering operational excellence.
• Opportunity to work in a hybrid environment, combining in-office and remote work flexibility.
• Develop professional networks and industry contacts to enhance expertise and collaboration.
• Engage in special projects, providing innovative solutions and strategic insights.

Controller Key Responsibilities & Duties

• Manage day-to-day accounting and financial reporting activities for the endowment portfolio and related entities.
• Prepare and review financial statements, journal entries, reconciliations, and expense payment processes.
• Coordinate annual audits and tax activities with third-party accounting firms.
• Identify financial reporting risks and propose mitigation strategies to ensure compliance.
• Support governance processes, including scheduling and preparation of stakeholder meeting materials.
• Draft and maintain policy documentation for critical activities and controls.
• Manage vendor relationships and oversee operational tasks within the team.
• Participate in special projects, providing analytical and strategic support.

Controller Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field with a strong academic record.
• Minimum of 5 years of relevant experience, with 7 years preferred.
• CPA certification strongly preferred, demonstrating advanced accounting expertise.
• Proficiency in Microsoft Office Suite, particularly Excel, and familiarity with financial systems.
• Knowledge of asset allocation principles and alternative investment strategies is advantageous.
• Strong analytical, quantitative, and communication skills with attention to detail.
• Ability to manage multiple priorities and projects effectively in a collaborative environment.
• Commitment to ethical standards and professional integrity.