Role Title: Family Office Financial Controller
(salary range $150,000.00 - $200,000.00 annually)
Location: San Francisco Bay Area, California (Hybrid Position)
Fair Labor Standards Act Classification: Exempt
Reports to: Chief Executive Officer
Role:
The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.
Duties:
Serves as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.
Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CFO of Investments to address and align on tax requirements and financial strategies.
Maintains accurate and current books and records for all assigned entities.
Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo leaders, such as estate leadership.
Reviews financial information prepared by external accounting partners for accuracy and reasonableness.
Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.
Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.
Maintains accurate and timely records of intercompany transactions.
Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. Partners with Human Resources and Administration to monitor bill payments and track cost savings in coordination with estate managers.
Prepares annual financial plans in collaboration with estate management.
Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners.
Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).
Ensures insurance coverage is current and adequate for all family office needs.
Proactively plans for future coverages based on family office plans and strategies.
Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status.
Assist in managing fleet operations to ensure regulatory compliance and adherence to company policies. Serves as the liaison between the Fleet Manager and CEO.
Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.
Participates in special projects and initiatives as requested by the CEO, CFO of Investments or estate leadership.
Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.
When onsite, may provide estate team support by running errands, assisting with hospitality, and handling special requests on behalf of the Estate Manager.
Education & Experience
Bachelor’s degree in a finance-related field; CPA certification is preferred.
Minimum 5 years of experience in a fast-paced, demanding environment.
Notary public certification in the state of California is required or must be obtained within a specified timeframe.
Strong technical accounting expertise.
Advanced proficiency in Google Workspace, Microsoft Excel, and Sage Intacct Accounting systems.
Exceptional ability to manage multiple tasks, prioritize effectively, and meet deadlines.
Highly detail-oriented with strong analytical and problem-solving skills.
Demonstrated ability to handle sensitive information with discretion and maintain confidentiality.
Proven ability to work collaboratively as part of a team with a high level of accountability.
Excellent written and verbal communication skills.
Demonstrated experience in working with quick deadlines and ability to provide multiple accurate reports in a short time frame.