Finance Controller

About Fisch Group

Fisch Group is a boutique advisory firm providing fractional CFO and accounting to founders, family offices, and private businesses. We work closely with entrepreneurs and principals across a range of industries, including real estate, consumer brands, hospitality, and professional services. Our work is highly hands-on, detail-oriented, and relationship-driven, with a strong emphasis on building clean financial systems and acting as long-term strategic partners to our clients.

Role Overview

We are seeking an experienced Family Office Controller to lead the accounting function across a group of related personal, investment, and operating entities. This role will oversee all bookkeeping, accounting, and financial reporting, while managing a small team of bookkeepers and serving as the primary financial point of contact for the family office.

This role functions as the financial backbone of the organization — responsible for clean books, strong controls, high-quality reporting, and seamless coordination with external advisors. The ideal candidate is highly organized, discreet, judgment-oriented, and comfortable operating in a multi-entity, high-trust environment.

This is a hands-on leadership role: you will both do and review the work.

Key Responsibilities

Accounting Leadership & Team Management

• Own the accounting function across all family office entities
• Manage and oversee bookkeepers
• Assign work, set standards, and review outputs for quality and accuracy
• Ensure consistent accounting policies and documentation across entities

Accounting & Bookkeeping Oversight

• Oversee day-to-day bookkeeping across multiple entities (LLCs, holding companies, trusts, SPVs, personal entities)
• Review general ledgers and ensure transactions are properly recorded and classified
• Maintain clean, accurate books in QuickBooks (or similar systems)
• Serve as escalation point for complex or judgment-based accounting issues

Cash Management & Controls

• Track and reconcile cash across numerous bank and credit card accounts
• Manage intercompany transactions, loans, reimbursements, capital contributions, and distributions
• Implement and maintain strong cash controls and approval processes
• Proactively monitor balances and flag anomalies

Month-End Close & Reporting

• Lead month-end close across all entities
• Prepare and review financial reporting, including:
• Balance sheets and income statements
• Cash flow and liquidity summaries
• Consolidated and roll-up views
• Net worth reporting (as needed)
• Ensure accuracy, consistency, and comparability over time

Trusts, Estates & Advisor Coordination

• Oversee accounting and reporting for trust and estate-related entities
• Coordinate with CPAs, tax preparers, estate attorneys, and wealth managers
• Prepare schedules and supporting documentation for tax filings
• Act as primary internal point of contact for financial data requests

Systems & Process Development

• Design and maintain accounting infrastructure and workflows
• Improve documentation, internal controls, and reporting processes
• Help scale systems as the family office grows

Ideal Candidate Profile

Experience

• 7+ years of experience in accounting or Controller-level roles
• Prior experience managing bookkeepers or accounting teams
• Family office, private investment, real estate, or founder-led experience strongly preferred
• Familiarity with trusts and estate structures highly desirable

Skills & Attributes

• Deep technical accounting knowledge and strong QuickBooks experience
• Excellent reviewer mindset — spots errors, inconsistencies, and risks quickly
• Highly organized, detail-oriented, and systems-focused
• High level of discretion and professionalism
• Strong judgment and comfort operating with ambiguity

Comfortable owning outcomes, not just executing tasks