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

Finance Controller

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