Job description

MPI Family Office | Consortium of Wealth/Healthy Vision Institute

We are a dynamic industry disrupter and Family Office that has cracked to code to creating financial freedom and generational wealth, and we are seeking a controller/operations manager .

In our exclusive invite-only "Consortium of Wealth” for HNW families and individuals, we share strategies and deal flow (real estate) to shorten the learning curve to MPI-Massive Passive Income.

After 25 years, investing millions of dollars during 3-4 major market cycles and crashes we turned from traditional money managers to networking with a variety of Family Offices (1st gen, 2nd gen, 3rd gen.)

As a result, we changed our network. We learned how to create long term generational wealth and we changed our Family Office wealth and tax team.

We invite you to join our team and work alongside the principals of the family office and with dozens of other family offices. We are creative thinkers who share ideas.

The success candidate has in-depth experience in:

**We Prefer the candidate to be familiar and Proficient using AI Technology including Chat GPT and its numerous plug ins. As well as AI agents and how we can use them into our accounting and Financial Platform

**Utilization of AI Technology including Advanced Chat GPT and plug ins plus AI agents

** Real estate underwriting, ownership, financial analysis

** Single Family Office experience

** Management staff systems skills

** Controller duties

** Wealth building

** Tax planning and prepping

** Entities structuring- Trust, LLC, S-Corps etc.

** Asset protection

** Advanced estate planning

** Financial management and reporting

** Real estate Asset Management experience

** Excellent people skills

** Effective networking experience

** Captive Insurance experience

Our top 5 attitudes are:

1. NEVER EVER GIVE UP!

2. Positive Mental Attitude

3. THINK!

4. A great day... is when you laugh and a cry in same day!

5. Ask yourself...HOW CAN WE GET THIS DONE!

Benefits for you and Your Family

** You will have the opportunity to make a difference and change families lives who join the “Consortium of Wealth”

** Be part of our private invite only "Consortium of Wealth" You will have the opportunity to implement MPI FO 's Wealth and Tax strategies to secure your families’ "Dream Lifestyle" with an abundance of Massive Passive Income and grow your long-term general wealth.

About the Company:

Healthy Vision Institute and its Family Office are leading providers of specialized ophthalmology, optometry, and optical services in Pinellas and Pasco counties. Our Family Office is also deeply involved in commercial real estate, managing a diverse portfolio that includes multifamily properties, conversions, assisted living, and memory care assets. As we continue to grow, we are excited to invite a skilled Controller to join our dynamic team.

Job Summary: The Controller will oversee all general accounting functions, including payroll, purchasing, accounts payable, accounts receivable, and inventory management. This role is pivotal in financial performance analysis and reporting, enabling informed decision-making across the organization. The Controller will manage the daily operations of the accounting department for both the healthcare practice and the family of companies in commercial real estate. Collaboration with the CFO and other team members is essential to ensure the timely and accurate delivery of financial information to stakeholders.

Primary Responsibilities:

**Must be familiar and Proficient using AI Technology including Chat GPT and its numerous plug ins. As well as AI agents and how we can use them into our accounting and Financial Platform

Financial Reporting: Direct the financial reporting process, including the preparation of monthly, quarterly, and annual reports.
Budgeting: Develop and analyze budgets and forecasts to support financial planning.
Compliance: Ensure adherence to corporate and industry regulations, including state and federal compliance and lender requirements.
Accounting Management: Oversee real estate and corporate accounting, including the general ledger and closing entries.
Risk Management: Contribute to risk management initiatives and tax planning strategies.
Financial Closing: Collaborate with staff to ensure a seamless monthly financial closing process.
Asset Management: Support asset management activities as needed.
Underwriting Support: Assist in deal underwriting and financial review.
Accounts Payable: Manage accounts payable processes to ensure timely payments.
Accounts Receivable: Enhance billing and collection processes to optimize cash flow.
Payroll Management: Oversee payroll operations both domestically and internationally.

Qualifications and Skills:

**Must be familiar and Proficient using AI Technology including Chat GPT and its numerous plug ins. As well as AI agents and how we can use them into our accounting and Financial Platform

Bachelor's degree in accounting, finance, or business administration, or equivalent experience.
Minimum of 10 years of progressively responsible accounting experience.
CPA or EA certification preferred, but not required.
Strong understanding of finance, accounting principles (GAAP), tax regulations, and cost control.
Proficient in QuickBooks Cloud and other financial software.
Exceptional organizational and analytical skills.
Knowledge of federal and state financial regulations.
Ability to analyze complex financial data and prepare detailed reports and projections.
High level of discretion with sensitive financial information.
Strong multitasking abilities to manage multiple projects within tight deadlines.
Flexibility to work additional hours as needed.
Experience in healthcare administration and commercial real estate is a plus.

Job Type: Full-time

Pay: $85,000.00 - $125,000.00 per year

Schedule:

Monday to Friday

Supplemental Pay:

Bonus opportunities
Performance bonus
Yearly bonus

People with a criminal record are encouraged to apply

Application Question(s):

Please tell us your experience with AI Technology and uti;izing Chap Gpt and plug ins with your accounting and finance experience?

Also share with us your utilization of AI Agents and Financial reporting in your day to day work

Experience:

Management reporting: 10 years (Required)

Ability to Commute:

New Port Richey, FL 34652 (Required)

Work Location: In person

MPI Family office/Healthy Vision Institute

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