Consultant - Controller (Fractional/Contract Role)

Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape.     Join Arootah’s Network of Business Advisors serving Arootah’s clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry.     Our Services Include:  Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development, due diligence, human resources, and compliance   Providing fractional expert advisors in key operational areas for emerging and established investment firms  Offering executive, life, health, and career coaching for individuals  Delivering talent acquisition and leadership development solutions  Developing SaaS applications for enterprise and consumer use     Visit us at https://arootah.com/advisory for more information.    WHO WE NEED:    Arootah is searching for experienced Controllers to consult to our highly prestigious client base.  As a consultant, you will work with our Alternative Asset Firm and Family Office clients to provide expert advice. Having previously served in this leadership role, you have specific, hands-on experience supporting the Chief Financial Officer (CFO) in managing the day-to-day accounting and finance functions for a leading Alternative Asset Firm or Family Office.   What You'll Do

Best practice reviews.  

Developing realistic and effective action plans. 

Breaking apart goals into actionable steps.  

Advising on vendor selection and oversight.   

Creating and implementing policies, procedures, and control measures.  

Evaluating each client’s advancement toward goal actualization through key performance indicators (KPIs) and scoring matrices.  

Special projects or other areas of need.   

Maintain the financial records of the firm, through collaboration with and management of the firm’s external accounting company and the CFO through the preparation of financial statements, including income statements, balance sheets, shareholder reports, tax returns and regulatory agency reports.     

Control and review the payroll processing system to ensure timely and accurate processing of payroll transactions including salaries, benefits, garnishments, taxes, and other deductions 

Manage the month-end close process, which includes collaborating with the CFO, external accountants, and other teams across the firm. 

Enhance the operational efficiency, timeliness, and quality of the firm’s financial reporting through the collection, consolidation, and analysis of financial data.   

Manage accounts receivables and payables including the timely collection of receivables and payment of invoices. 

Provide senior leadership with information vital to decision-making processes including budget versus actual reporting, cash balances and forecasted liquidity, and other KPIs such as variances, trends, and deficiencies.   

Based on historical trends and analyses, build pro forma financial models to help predict the impact of potential decisions. 

Help to ensure the fiscal integrity of the company’s business through the enhancement and management of accounting systems, a strong control environment and checks and balances to minimize risk.   

Lead the audit and tax processes by working closely with the external auditors and tax accountants and responding to requests as needed.   

Assist with quarterly and annual SEC and regulatory reporting/filings as it relates to providing all financial and accounting data.   

Qualifications

A Bachelor’s Degree in Accounting, Economics, Finance, Mathematics, Business Administration, or a related field. 

CPA designation or advanced degree (MBA, etc.) is a plus.   

6+ years of prior work experience, specifically as a Controller for an Alternative Asset Firm or Family Office.   

4+ years of proven experience in a financial or accounting capacity with an Alternative Asset Firm, Family Office, or Big 4 accounting firm.   

Have extensive experience with cash and working capital management and forecasting, as well as strong technical accounting skills, GAAP accounting, and management reporting experience. 

Strong technical skills, particularly with Microsoft applications (Word and Excel), and a proven proficiency in accounting software or financial applications (QuickBooks, etc.)   

In-depth understanding of various financial instruments, investment types, vehicle structures, asset classes, tax regulations and financial covenants.      

Highly organized, strong attention to detail and able to prioritize with excellent management and supervisory skills. 

Job Status

Contractor

Hours are based on the needs of the assigned client (0-40 hours per week).