Cardone Training Technologies, Inc. Verified
Professional Training & Coaching
Fund Controller
Aventura, Florida, United StatesOnsiteFull TimePosted 7 days ago
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Sign up to see compensation estimateMain Responsibilities
- Oversee the financial operations, including accounting, budgeting, forecasting, and financial reporting
- Oversee fund accounting operations, including monthly investor distributions, annual financial statement preparation, and investor reporting
- Manage the company's cash flow, ensuring adequate liquidity for operations and investments
- Develop and implement cash management strategies to optimize the company's financial position
- Coordinate with external CPA firm to deliver annual K-1 and 1099 filings
- Provide ongoing training and development opportunities to enhance team capabilities
- Coordinate with external auditors to ensure smooth and efficient audit processes
- Ensure compliance with all relevant accounting standards and regulatory requirements
- Contribute to the development and execution of the company's strategic plans
- Provide financial insights and analysis to support decision-making at the executive level
- Collaborate with external counsel to manage regulation A SEC reporting and audits
Requirements
- Minimum of 5 years of experience in tax accounting within a public accounting firm, preferably at a managerial level
- CPA designation a plus
- Experience in private credit, private equity, or real estate preferred
- Management experience with proven ability to lead teams and consistently deliver results
- Mastery of QuickBooks Office Pro, Excel, Word
- Sharp attention to detail with the ability to develop processes
- Bachelor's degree required, finance and accounting concentrations preferred
