Personal Controller / CFO Location Remote Position Summary A General Partner of a Boca Raton area private equity firm is seeking an experienced Personal Controller/CFO to oversee the full scope of his/her personal financial affairs.

This is a dedicated, single-principal role (family-office style) responsible for personal bookkeeping and financial statements, cash flow and liquidity management, coordination of tax and estate matters with outside advisors, insurance program oversight, trust administration support, and personal financing and banking relationships.

Personal Financial Planning & Reporting
- Develop and maintain a comprehensive personal financial plan covering liquidity needs, capital calls, distributions, and long-term wealth objectives.
- Model net worth, cash flow projections, and liquidity scenarios tied to fund capital calls, carried interest timing, and co-investment commitments.
- Prepare periodic personal financial statements (balance sheet, cash flow, income summary) for the principal's review and for lenders, insurers, or advisors as needed.




- Track performance and valuation of personal investments, including PE fund interests, co-investments, real estate, and other holdings.

Bookkeeping & Financial Statement Preparation
- Maintain accurate, up-to-date books of record for all personal accounts, entities, and household expenses using QuickBooks or a comparable platform.
- Reconcile bank, brokerage, and credit accounts monthly; manage bill pay and household/family office disbursements.
- Produce clean, audit-ready personal financial statements and supporting schedules on a recurring basis.
- Maintain organized records for personal holding entities, LLCs, and investment vehicles used for estate and tax planning.

Tax Coordination
- Coordinate with outside CPAs and tax counsel on personal, entity-level, and trust tax filings, estimated payments, and planning strategies.
- Track K-1s, carried interest allocations, and other PE-related tax items; m

📌 Personal Controller (Argentina)
🏢 Black Dragon Capital
📍 Argentina