Controller - Family Office & Investment Accounting in Lubbock, Tx

Controller – Family Office & Investment Accounting

Location: Lubbock, Texas
Employment Type: Full-Time | On-Site
Compensation: $90,000-150,000 (Competitive salary based on experience)

ABOUT THE OPPORTUNITY

Snelling is seeking an experienced Controller / Senior Accounting Leader for a well-established, privately held investment organization based in Lubbock, Texas. This organization operates a diversified portfolio of investment entities, operating companies, and private holdings.

This role will oversee the financial operations, accounting infrastructure, and reporting functions across multiple entities, ensuring strong internal controls, regulatory compliance, and accurate financial reporting.

The Controller will work closely with executive leadership and ownership to provide financial insight, manage complex accounting structures, and support long-term investment strategies. The ideal candidate combines technical accounting expertise with a hands-on, solutions-oriented approach suited to a dynamic and confidential family office environment.

WHAT YOU WILL DO

Financial Reporting & Accounting

• Oversee monthly, quarterly, and annual financial close processes across multiple entities
• Prepare and review GAAP-compliant financial statements, consolidations, and management reports
• Manage cash flow, capital allocations, and intercompany accounting transactions
• Maintain strong internal accounting policies, procedures, and financial controls
• Oversee payroll accounting and employee benefit administration

Investment & Portfolio Accounting

• Track accounting activity related to investments, capital contributions, distributions, and valuations
• Monitor realized and unrealized gains across investment entities
• Partner with transaction teams to support accounting for acquisitions, dispositions, recapitalizations, and restructurings
• Provide financial reporting and analysis related to portfolio performance

Tax & Regulatory Compliance

• Coordinate with external tax advisors on entity-level and individual tax filings
• Support preparation of K-1s, tax reporting, and strategic tax planning
• Ensure compliance with applicable financial reporting, banking, and regulatory requirements
• Coordinate audits, valuations, and compliance reviews with external auditors

Leadership & Collaboration

• Manage and mentor accounting staff or third-party accounting providers
• Serve as a trusted financial partner to senior leadership and ownership
• Provide strategic insight to support investment decisions and financial planning
• Maintain confidentiality and discretion when managing sensitive financial information

WHAT WE ARE LOOKING FOR

• Bachelor’s degree in Accounting, Finance, or related field
• 5–10+ years of progressive accounting experience in complex or multi-entity environments
• Experience in private equity, family office, investment management, or multi-entity accounting strongly preferred
• Strong knowledge of GAAP, financial consolidations, and investment accounting
• Experience managing cash management, intercompany transactions, and financial reporting
• High level of professional discretion, integrity, and attention to detail
• Strong analytical, organizational, and problem-solving abilities

PREFERRED EXPERIENCE

• Experience working in a family office or private investment platform
• Prior collaboration with external auditors, valuation firms, and tax advisors
• Familiarity with enterprise accounting platforms such as NetSuite, Sage Intacct, or similar systems

KEY ATTRIBUTES

• Highly organized and detail-oriented
• Comfortable operating independently in a lean environment
• Strong judgment and financial decision-making skills
• Ability to manage multiple priorities in a fast-paced, confidential business environment

BENEFITS

• Health, Dental, and Vision Insurance
• Paid Time Off (PTO)
• Retirement Plan
• Additional ancillary benefits

HOW TO APPLY

If you are a highly skilled accounting professional seeking an opportunity to oversee complex financial operations in a private investment environment, we would welcome the opportunity to speak with you.

Submit your resume today for confidential consideration. Qualified applicants will be contacted regarding next steps.

Point of Contact:
Leta Page
Snelling Staffing & Payroll Services
(806) 797-3281

ABOUT SNELLING

Snelling is a locally owned recruiting and staffing firm with more than 200 years of combined staffing experience serving Lubbock and West Texas. We specialize in connecting top administrative, financial, professional, and industrial talent with trusted local employers.

Recognition & Awards:
Forbes Best Professional Search Firms® 2025 • Best of Staffing® Client Satisfaction Diamond Award (2013–2025) • Lubbock Avalanche-Journal Best of Lubbock® – WINNER / Best Employment Agency (2018–2025)