Buttonwood Capital Management · 2 days ago
Controller
Buttonwood Capital Management is a sophisticated, multi-entity family office seeking a Controller to oversee financial and investment administration and treasury management. The role involves managing day-to-day financial functions, ensuring accuracy and compliance, while acting as a strategic partner to senior management and clients.
Responsibilities
Develop expertise in the Company’s general ledger, and integrated reporting systems to ensure integrity of transactions and data in a multi-layered ownership environment
Monitor existing internal controls and develop new internal controls as needed
Will have both an active and supervisory role in the following functions: General ledger maintenance; Preparation of general ledger postings and reconciliations; Approval of daily cash management activities; Operating account disbursements; Credit card program management; Regular reconciliation of investment accounts
Prepare and analyze standard financial and investment reports for multiple entities, including: Client net worth reports; Financial statements and cash flow projections for all Clients; Financial statements and annual budgets for BCM; Financial statements for key operating entities; IRR; Trust accounting reports, including coordination of tax manager review; Aircraft usage reports; Ad hoc financial and investment reports
Assist in coordinating processes for personal asset management, including: Ensuring up-to-date and appropriate insurance for all personal assets; Assisting with asset sale/purchase transactions; Maintaining accurate and meticulous records for all personal assets
Identify and assist in process improvement and efficiency initiatives
Lead and/or assist with additional projects, initiatives, and duties as assigned
Qualification
Required
Bachelor's degree in Accounting or Finance required; CPA preferred
Minimum of 5+ years accounting experience; tax experience a plus
Working knowledge of accounting systems, relational database concepts and applications, along with other database reporting tools such as advanced Excel skills and Power BI
Experience in leveraging and maximizing technology solutions to create a highly efficient operational environment
Superior judgment and comfort level working with confidential, sensitive, and proprietary information, as well as an uncompromised commitment to the highest level of integrity and confidentiality
Ability to sit, stand and complete work at a computer for prolonged periods of time
Preferred
CPA preferred
Company
Buttonwood Capital Management
Buttonwood Capital Management is a family office dedicated to stewarding the resources of its founding family and their descendants by providing personalized financial, investment, and administrative services.