Job Description

Controller, Shareholder Services Office – ICBD
Downtown Fort Lauderdale, FL HQ - In-Office  

About ICBD

ICBD is a robust single-family office focused on private investment and business development, supporting exceptional companies in healthcare, technology, and beyond.

We own and operate a growing portfolio of high-performance businesses united by a shared commitment to people, operational excellence, and long-term value creation. But we’re not just building businesses—we’re building a legacy of leadership, innovation, and purpose.

Joining ICBD means you'll be part of the team behind some of the fastest-growing companies in healthcare, technology, and business services. We are proudly self-funded, committed to sustainable growth, and led by visionary thought leaders—including our CEO and Founder, the 2024 Ernst & Young U.S. Entrepreneur Of The Year® National Overall Award winner.

Our most visible success is ABA Centers, a revolutionary leader in autism care and diagnostics, ranked #5 on the 2024 Inc. 5000 list of fastest-growing private companies in the U.S.

The ICBD portfolio includes these dynamic organizations united by strategic vision, operational expertise, and unwavering commitment to excellence:

• ABA Centers – The leading provider of autism care in the U.S., with 13 regional brands and 70+ operating areas
• GateHouse Treatment – A comprehensive network of substance use disorder programs that address the full spectrum of recovery needs from medical treatment to supportive housing and respite services
• Marquis MD – A concierge medicine concept redefining healthcare by prioritizing convenience, connection, and care powered by advanced technology
• Exact Billing Solutions – Innovative revenue cycle management and advanced billing support systems for healthcare providers
• Curative AI – A next-generation platform using AI to disrupt and transform the healthcare system by providing new solutions for revenue cycle management, scheduling, medical documentation, clinical and diagnostic support, and more
• The Christopher M. Barnett Family Foundation – The philanthropic heart of ICBD, advancing programs that address autism care, food insecurity, homelessness, women’s empowerment, and underserved children

About the Role  

The Shareholder Services Office Controller position is a key role for our growing family office. You will oversee all family office accounting, prepare financial statements, and assist with various tax functions. Since ICBD is a dynamic, entrepreneurial, and expanding business, you will have the opportunity to work closely with leaders across the underlying businesses and consistently be exposed to new lines of business and learning opportunities. This is a perfect opportunity for an individual who is detail-oriented, communicates effectively, technically capable, intellectually curious and holds a deep desire to solve problems, and efficiently delivers a quality work product in a fast-paced, dynamic environment.

Key Responsibilities

• Complete month, quarter and year-end closing processes, including preparation and input of journal entries, balance sheet reconciliations, bank reconciliations, and revenue summaries
• Compile and distribute monthly personal and office financial statements in a proactive and timely manner.
• Research and resolve balance sheet and income statement discrepancies, respond to ad-hoc requests, and assist president and CFO with research for potential investments 
• Aggregate all financial information required to generate month-end balance sheets and income statements for the family office
• Serve as the initial point of contact for inquiries, problems and exceptions related to the review of account reconciliations and financial reporting
• Assist in the development, implementation and monitoring of internal accounting systems and policies and procedures to ensure operations remain in compliance with regulations and reporting requirements
• Prepare various management reports to use in financial statements and schedules that may be deemed for auditors
• Review, monitor, and manage a significant number of bank accounts, credit cards, and expense reimbursements that include funding and transfers, for the closely held family office entities
• Implement, improve, and maintain scalable processes and controls suitable for a high-growth, multi-entity environment
• Demonstrate a high degree of professionalism, communication, and leadership that coincides with the high-level quality of work for daily, monthly, and annual accounting operations, including monthly close and financial reporting between consolidated companies
• Partner with executive leadership to ensure and support various strategic initiatives, including quarterly budgeting and financial planning for upcoming investments and projects
• Evaluate current software and processes to identify opportunities for automation or optimization

Requirements

• CPA with a degree in accounting or finance; (MBA a plus)
• 5+ years of accounting experience (public and private) with exposure to individual, trust, LLC, partnership, corporate, fund, investment and private equity accounting 
• Previous experience in a family office with varied businesses and investments preferred 
• Strong knowledge of Microsoft Excel/Word/Power Point and accounting software (Netsuite, QuickBooks, etc.) 
• Experience in a startup or high-growth environment strongly preferred
• On-site presence required in our downtown Fort Lauderdale headquarters

Technical & Operational Expertise

• Strong working knowledge of GAAP, multi-entity consolidations, and intercompany accounting
• Familiarity with family office reporting
• Experience with ERP systems (NetSuite preferred) and reporting tools
• Knowledge of transfer pricing and multi-jurisdictional accounting a plus

Attributes for Success

• Strong communication and executive presence
• Operates with urgency and discipline
• Strategic thinker
• Natural collaborator with business partners across departments
• High degree of ownership and accountability

Benefits

Outstanding Benefits

• 21 paid days off (15 days of PTO, which increases with tenure, plus 6 holidays)
• Flexible Spending Account (FSA) and Health Savings Account (HSA) options
• Medical, dental, vision, long-term disability, and life insurance
• Generous 401(k) with up to 6% employer match

At ICBD, we believe leadership, innovation, and purpose go hand in hand. Be part of a team where your work drives lasting impact and your career reaches new heights.

ICBD participates in the U.S. Department of Homeland Security E-Verify program.

Recruiter ID: #LI-JW1

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