Buckingham Companies · 15 hours ago
Director of Finance/Controller, Family Office
Indianapolis, IN
Full-time
Onsite
Director/Executive
8+ years expBuckingham Companies is a family-owned company seeking a Director of Finance/Controller for their family office. This role is responsible for overseeing financial operations, ensuring accuracy and transparency in financial reporting, and managing relationships with external advisors while supporting senior leadership with reliable financial data.
Real Estate
Hiring Manager
Emily Davis
Responsibilities
Lead all general ledger accounting and financial reporting across all family-related entities
Prepare monthly, quarterly, and annual financial statements
Oversee and execute all bill payment activities including invoice intake, review, coding, approval, and disbursement
Establish and maintain bill pay controls, approval workflows, and documentation standards
Manage personal, household, trust, and operating company expenses with professionalism and confidentiality
Manage cash balances, cash flow forecasting, and liquidity planning
Oversee banking relationships and treasury processes
Reconcile all bank accounts, brokerage accounts, credit cards, and loan accounts monthly
Coordinate with external tax advisors to ensure timely and accurate filings
Maintain internal controls, accounting policies, and procedures
Manage budgets, expense tracking, and financial planning processes
Maintain complete and accurate books and records
Maintain accurate investment records including capital calls, contributions, distributions, fees, and valuations
Reconcile investment activity between custodians, managers, and accounting records
Review fund statements, K-1s, and quarterly investment reports
Prepare consolidated investment and net worth reporting
Coordinate capital calls and distributions with cash flow and bill payment planning
Serve as liaison with external investment advisors for reporting and information flow
Serve as primary accounting and financial operations contact for principals, advisors, and vendors
Support trust administration, estate planning coordination, and insurance tracking
Prepare materials for periodic financial reviews
Maintain reporting templates, schedules, and financial calendars
Ensure appropriate separation and controls between personal, trust, and operating company finances
Maintain financial systems and reporting tools
Continuously improve processes, controls, and efficiency
Perform other duties as assigned
Qualification
Required
CPA required
Bachelor's degree in Accounting, Finance or related field
Advanced degree a plus (MBA, MS Accounting/Finance)
8-12+ years of progressive experience in family office, closely held or family-owned business, or public accounting environment
Demonstrated experience serving as a Controller or senior accounting professional with end-to-end responsibility for financial operations
Deep GAAP expertise and experience managing multi-entity accounting structures including trusts, partnerships, LLCs, operating companies
Hands-on experience managing bill pay, expense approvals, cash disbursements, and banking activities
Strong investment literacy, including monitoring, reconciliation, and reporting of investment activity
Experience reviewing K-1s, investment statements, and coordinating with external advisors
Highly organized, detail-oriented, and process-driven
Strong judgment, discretion, and integrity
Ability to work independently, manage recurring deadlines, and maintain strict confidentiality
Company
Buckingham Companies
Buckingham Companies is a real estate firm specializing in property development, investment, and management services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bradley B. Chambers
Founder, President and CEO
Kristie Arnst
Executive Vice President
Recent News
Inside INdiana Business
2025-10-20
Rochester Business Journal
2025-03-26
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