Years of experience: 13

Financial AnalystAccountantCFOFinanceTax Professional

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Michael's Career Path
Multi Family Office ControllerDec. 2024 -
Present
Cane Family OfficeMulti Family Office Controller
Skokie, Illinois, United StatesManage day-to-day accounting and financial reporting systems to provide operational and financial management support for group of family office investors for affiliate companies Cane Investment Partners and Cascade Capital Group located in Skokie, Illinois. -Implement Sage Intacct accounting system for each family and deliver consolidated monthly, quarterly, and annual complex financial repor...
Private Family Office ControllerOct. 2023 -
Oct. 2024
Private Family OfficePrivate Family Office Controller
California, United StatesController for Single Family Office of Ultra-High-Net-Worth-Individual and Family located in Los Angeles, CA. Duties Include: ● Invoices - Processing of invoices for payment for various entities ● Payments - Signing checks (signer on one operating account) based on written approvals ● Banking - Send wires, reconciliation of various bank accounts ● Expense Approvals - approving and securing ap...
Private Family Office ControllerJul. 2020 -
Jun. 2023
Private Family OfficePrivate Family Office Controller
Chicago, Illinois, United StatesController for Single Family Office of Ultra-High-Net-Worth-Individual and Family located in Chicago, IL.

Michael's Posts

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    About

    Key Skills & Achievements: - 8+ years in UHNW family accounting - Multi-entity bookkeeping & reconciliations - Custom investment dashboards & reports - Expertise in Sage Intacct, QuickBooks - Tailored reporting systems for visibility

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    Cases & Experiences

    Case Studies: - 10+ family offices transformed - Single & Multi-Family Offices served - Enhanced financial clarity for UHNW families - Strategic financial solutions tailored to client needs

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    Work Order

    Service Benefits: - Streamlined financial reporting & analysis - Modernized cloud-based dashboards - Efficient bookkeeping for complex structures - Customized templates for transparency & oversight

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    How to contact

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