Controller at Sage Hill Investors, LLC Controller at Sage Hill Investors, LLC in Chattanooga, Tennessee Posted in 8 days ago.

Type:

full-time

Job Description:

CONTROLLERReports To:

CFO | Full-Time, Exempt | Chattanooga, TN (In-Office only)PURPOSEThe Controller serves as the accounting heartbeat of the firm, partnering directly with the CFO to help drive all functions across a dynamic multi-asset portfolio. This role is at the intersection of finance, operations, and investment analysis where your precision and ownership relieves senior leadership to focus on strategy. The Controller owns the close schedule, stewards cash flow, and brings financial rigor to investment due diligence.

WHAT SUCCESS LOOKS

LIKEFinancial Reporting Excellence:

You ensure the family office has accurate, timely, and well-organized financial statements and general ledger records, providing leadership with the clarity and confidence needed to make informed decisions.

Investment Accounting Mastery:

You serve as a reliable steward of the portfolio, maintaining precise investment schedules, performance reporting, and capital activity records while collaborating with the Investment Committee to support sound investment decisions.

Tax Compliance & Planning:

You protect the family's financial interests by proactively coordinating with external advisors, ensuring all federal and state obligations are met on time, and contributing meaningful analysis that supports strategic tax planning.

Operational Integrity:

You build and maintain efficient, well-documented financial processes, internal controls, and recordkeeping systems that reduce risk, ensure compliance, and create a seamless operational experience across payroll, real estate, insurance, and charitable activities.

Trusted Advisor to

Leadership:

You will guide the executive team by delivering accurate data, anticipating needs, communicating proactively, and consistently finding ways to improve systems and reporting making you an indispensable partner in managing the complexity of a sophisticated family office.

WHAT YOU

BRINGExperience & Technical Skills7+ years of progressive accounting or finance experience in private wealth or public accounting; private family office work highly desiredTechnical degree required; advanced degree preferred, CPA designation strongly preferredDemonstrated exposure to investment accounting and alternative asset reportingPrior tax compliance and/or planning experience highly valuedStrong technical accounting knowledge (GAAP); familiarity with family office or investment fund accounting a plusPersonal AttributesSomeone who takes ownership of their work and manages themselves well. You know what matters, you stay organized, and you follow through.

A person of high integrity. This role involves access to sensitive financial and family information, and we are looking for someone who handles that with the care and discretion it deserves.

Detail-oriented and dependable. You build clean systems, keep them current, and manage competing priorities without things slipping.

A clear communicator and a good collaborator. You come prepared, engage directly, and make the people around you better.

WHAT WE OFFERVery competitive pay to match industryAnnual bonus based on portfolio performanceHealth, dental, and vision benefits401k + company matchFringe benefits through Joon.io Free season tickets to Chattanoogafc.com Flexible PTOBest new office in Chattanooga, TN. At SHI, you will thrive in a high-trust, development-focused environment where your work is taken seriously and your professional growth matters. This position description is intended to convey information essential to understanding the scope of the role. It is not exhaustive and may be subject to change. recblid 1tr26wvvv5yq3cmm09kv4od10hdztr