Controller
Cox Consulting Network has been exclusively retained by a large,
successful private investment group in its search for a Controller. This in-office
role is based in Houston, TX, near the Galleria.
OPPORTUNITY
The Controller is a senior leader in the Finance &
Accounting department, reporting to the Chief Financial Officer. This role
oversees the integrity of financial operations, including accounting,
consolidations, tax compliance, and technology vendor management. The ideal
candidate combines strong technology acumen with a proactive approach to process
improvement, leveraging AI-driven tools, automation, and data analytics to enhance
accounting operations. The Controller will lead a high-performing accounting
team and serve as a key strategic partner to the CFO.
This is an excellent opportunity for a candidate seeking a
strong organization with work-life balance and long-term potential to advance
into a CFO role.
KEY RESPONSIBILITIES
- Lead, mentor, and develop
the day-to-day accounting team, setting clear performance expectations and
fostering a culture of accountability and continuous improvement
- Partner with the CFO to
identify staffing needs and support hiring, onboarding, and professional
development of accounting personnel
- Maintain and improve
internal controls to ensure accuracy, integrity, and compliance across all
financial activities
- Develop, document,
and enforce accounting policies and procedures aligned with best practices and
regulatory requirements
- Ensure compliance
with tax, audit, and reporting requirements in coordination with external
advisors
- Manage and oversee the
consolidation of financial statements across trusts and related entities
- Ensure accuracy and
completeness of intercompany eliminations, allocation methodologies, and
consolidating adjustments
- Serve as primary point of
contact for external auditors, coordinating all audit requests, documentation,
and responses
- Maintain full
accountability for the general ledger and financial records across all entities, including LLCs, partnerships, trusts, holding companies, and a
private foundation
- Ensure timely and accurate
monthly, quarterly, and annual close processes for each entity
- Oversee relationships with
external tax preparers across all entity types, including trusts, partnerships,
LLCs, and private foundations
- Serve as the internal point
of contact for the family office's IT managed service provider, ensuring
technology infrastructure supports the needs of the family office
Requirements
- Bachelor’s degree in Accounting,
Finance, or related field required; advanced degree (MSA, MBA) a plus
- Certified Public Accountant
(CPA) license required — active and in good standing
- Minimum 10 years of
progressive accounting and finance experience
- Public accounting
experience required; audit or tax background strongly preferred
- Prior experience in a
family office, private wealth, or multi-entity investment environment highly
desirable
- Demonstrated experience
managing and developing accounting teams
- Experience with trust and
estate accounting, partnership accounting, and real estate accounting strongly
preferred
- Experience with accounting
for various types of financial assets preferred
- Deep technical knowledge of
GAAP, consolidation accounting, and multi-entity financial reporting
- Strong review, analytical,
and organizational skills with high attention to detail
- Effective communicator —
able to present complex financial information clearly to the CFO and family
principals
Benefits
- Competitive salary
- Bonus plan
- Major medical
insurance
- Dental and vision insurance
- 401(k) retirement plan
- Negotiable PTO plan
and flexible work schedule