We are looking for an accomplished Controller to join a family office and private investment environment in Carmel, Indiana. This position is suited for a finance leader who brings strong command of U.S. accounting standards, sound business judgment, and the ability to support both financial oversight and operational decision-making. The ideal candidate combines technical accounting expertise with experience in private wealth or private equity settings and can help strengthen financial reporting, controls, and management processes.<br><br>Responsibilities:<br>• Lead the organization’s accounting operations, ensuring accurate records, timely close cycles, and dependable financial reporting.<br>• Prepare and review financial statements in accordance with U.S. GAAP while maintaining consistency, accuracy, and transparency across reporting activities.<br>• Oversee general ledger activity, account reconciliations, and month-end and year-end procedures to support strong financial governance.<br>• Partner with leadership on budgeting, cash flow planning, and broader business management matters that affect financial performance.<br>• Develop and maintain internal controls, accounting policies, and reporting practices that support compliance and operational efficiency.<br>• Support investment-related and wealth management financial activities by providing analysis, reporting insight, and accounting guidance as needed.<br>• Manage accounting systems and related process improvements, including effective use of platforms such as Xero.<br>• Coordinate with external advisors, including auditors, tax professionals, and other financial partners, to ensure smooth year-round reporting and compliance.

• CPA designation required.<br>• Strong knowledge of U.S. GAAP and its application in complex accounting environments.<br>• Background in private wealth management, private equity, family office, or a closely related financial setting.<br>• Demonstrated experience leading general accounting and financial reporting functions.<br>• Proficiency with Xero or comparable accounting systems.<br>• MBA preferred.<br>• Strong business management capabilities with the ability to translate financial information into practical guidance.<br>• Excellent analytical, organizational, and communication skills.

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