Position Summary:

The Controller oversees all financial operations, general ledgers, treasury functions, and reporting packages for the family office, holding companies, real estate entities, trusts, and philanthropic foundations. This hands-on financial leader ensures institutional-grade accounting rigor, maintains strict confidentiality, and acts as a primary liaison to external tax, investment and legal advisors.

Key Responsibilities:

1. Accounting & Financial Reporting

• Own the full general ledger and accounting cycle across complex multi-entity, partnership, and trust structures.
• Prepare accurate monthly, quarterly, and annual financial statements, balance sheets, and income statements.
• Oversee project accounting and financial tracking for real estate holdings, construction projects, and lifestyle assets.
• Deliver clean, organized financial packages and summaries for family governance meetings and strategic planning sessions.

2. Treasury & Investment Management

• Monitor, manage, and reconcile of bank and custodial accounts across multiple financial institutions.
• Oversee cash flow planning, liquidity management, and capital call fulfillment for alternative investments (private equity, venture capital, hedge funds).
• Work with investment managers and oversee family investments for performance reporting, risk management and allocation.

3. Tax Coordination & Compliance

• Coordinate with external CPAs and tax advisors to facilitate annual tax planning, compliance filings, and K-1 reviews for individuals, trusts, and corporate entities.
• Track and manage timely payments for property taxes, estimated income taxes, and gift/estate tax schedules.
• Ensure proper documentation and compliance tracking (such as W-9s and 1099 filings).

4. Internal Controls & Risk Management

• Design, implement, and maintain robust internal controls and segregation of duties for capital transfers and wire approvals.
• Manage insurance programs: property, liability, health and life.
• Mitigate risks related to investments, legal exposures and compliance matters.
• Maintain records and document management

5. Family Office Support

• Property management for family real estate and investment properties
• Support family office governance process: family meetings, education and event planning.
• Support family philanthropic program and giving

Qualifications & Requirements:

• Education: Bachelor’s degree in Accounting, Finance, or a related field.
• Credentials: Certified Public Accountant (CPA) license strongly preferred.
• Experience:
  • 8 to 10+ years of progressive accounting and financial management experience.
  • Prior experience working in public accounting (with a mix of tax and audit exposure) or managing finances within a single/multi-family office, private equity, or high-net-worth wealth management practice.
• Technical Skills: Advanced proficiency in Excel, SharePoint, financial reporting tools, and modern ERP/accounting platforms
• Soft Skills: Uncompromising personal integrity, absolute discretion with sensitive family and financial data, and strong communication skills to present complex concepts clearly to principals.

Sunrock is an Equal Opportunity Employer and makes all employment decisions without regard to race, color, sex, sexual orientation, gender identity, gender expression, national origin, religion, age, disability, genetic information, veteran status, marital status, citizen status, or any other legally protected status under local, state, or federal law.

Sunrock Industries is not accepting unsolicited resumes from third-party recruiting firms. If you are an agency or search firm representative, please contact Sunrock Industries Talent Acquisition at HRteam@thesunrockgroup.com for consideration prior to submitting candidates. Sunrock Industries and its affiliates will not be responsible for any fees arising from the use of resumes and online response forms submitted through this source. In addition, Sunrock Industries and its affiliates will not be responsible for any fees associated with unsolicited resumes submitted to any employee, hiring manager, or member of the Sunrock Industries team. Sunrock Industries maintains an approved vendor list for recruiting services and will only consider candidate submissions from approved firms when Sunrock has specifically engaged the firm to assist with a search for designated roles. Unsolicited resumes or candidate submissions from firms not engaged by Sunrock do not create any obligation on the part of Sunrock Industries to pay placement fees.