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
