30 days old

Controller, Cox Family Office

Atlanta, GA 30303
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*Primary Location: *6205 Peachtree Dunwoody Rd NE, Atlanta, GA, USA
*Division: *Cox Enterprises
*Job Level: *Director/Senior Director
*Travel: *Yes, 25 % of the Time
*Schedule: *Full-time
*Shift: *Day Job
*Requisition Number: *208133
The Controller reports to the Family Office Chief
Financial Officer. This dedicated Financial Services Team professional is based
in Atlanta and responsible for all aspects of financial activities and internal
financial controls including the design, review, implementation, and monitoring
of accounting, tax, fiduciary/trust reporting and financial general ledger
systems operations. Critical to the role is the ability to review, understand
and analyze each balance sheet, income statement, budget and forecast for each
Family Member, Family Entity, Family Trust, and Family Office and Private Trust
Company. There are over 100 private trusts to manage therefore a high
level of complexity.





**


*Roles & Responsibilities*



* Creates and oversees compliance with policies and
procedures for the Family Office Financial Services platform including
financial management, treasury and cash management, investment process and
oversight, fiduciary and financial reporting.
* Responsible for Family Office and Private Trust Company
budgeting, forecasting, fee and billing modeling, operating forecasting and
analysis.
* Directs internal controls for management of cash and
securities, including procedures for settlement, reconciliation and
administration of investments within individual ownership, trusts, partnerships
and family entities.
* Manage and oversee technology integration and
reconciliation between key custodian, financial advisory and trust
administration partners/vendors.
* Reviews financial reports and presents findings and
recommendations for trusts, individuals and entities, as well as all
consolidated holdings by family member and family branch.
* Monitors and maintains internal financial controls to
ensure integrity and compliance with applicable regulatory requirements under
the Family Office exemption and state-chartered private trust company
requirements.
* Report to Board and Family status of Private Trust
entities in a consumable way














Qualifications:
* Bachelors Degree Required
* CPA Required
* Masters Degree in Accounting Preferred
* 15 years of relevant experience with an emphasis on
Family Office and Trust
* Archway Platform SEI Family Office Services software experience highly
preferred
* Demonstrated experience leading a team of accounting,
finance and financial services professionals.
* Demonstrated skills and experience in providing quality
financial management, and accounting for individuals, trusts, partnerships,
foundations and other entities.
* Solid foundation in Family Office and Private Trust
Company billing, fees, expense allocation and related services agreements.
* Solid foundation in trust and fiduciary accounting in a
complex environment
* Solid foundation in reporting for individuals, trusts,
and entities held by trusts
* Solid foundation in individual, partnership, and trust
income tax and estate planning
* Strong understanding of investment and performance
reporting for individuals, trusts and partnerships.
* Prior experience working with and advising
multi-generational families of significant concentrated wealth.
* Strong problem solving, critical thinking and analytical
skills.
* Exceptional reputation, character, ethics and strong
value alignment with the Cox Family.
* Ability to summarize large volumes of information to
communicate key takeaways to the Senior Leadership team and Family Members.

































Who We Are
*About Cox *
We are the Cox family of businesses. Weve been making our mark since 1898 by building and evolving world-class businesses, staying true to our values, and encouraging top talent to always look for growth and impact while building a career with us. Our primary divisions Cox Communications and Cox Automotive are driving a new wave of innovation, powering smart cities with powerhouse broadband communications and pioneering greener, more progressive transportation alternatives for individuals and fleet operators. Were also expanding into new spaces like cleantech and healthcare to rev up our momentum toward building a better future for the next generation. Were looking for the talent today who will be our leaders tomorrow. Sound intriguing? Learn more about where we are today, where we hope youll be going with us, and the common purpose that unites us at coxenterprises.com.

Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individuals age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law.
Statement to ALL Third-Party Agencies and Similar Organizations: Cox accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox employees, Cox hiring manager, or send to any Cox facility. Cox is not responsible for any fees or charges associated with unsolicited resumes.

Industry

  • Computers Software and Hardware
Posted: 2021-02-04 Expires: 2021-04-05
Sponsored by:
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Controller, Cox Family Office

Cox Enterprises
Atlanta, GA 30303

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