Assistant Controller

Anisa Henry is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

✨ Assistant Controller 📍 Menlo Park, CA (Hybrid) 🏢 Family Office + Alternative Investments 💰 Competitive Base + Bonus + Great Benefits

The Opportunity Join a sophisticated investment organization as an Assistant Controller, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence.

Key areas of responsibility include:

• Investment and partnership accounting
• Real estate and property accounting
• Financial reporting and consolidations
• Month-end close and cash planning
• Process improvement, automation, and AI initiatives

Key Responsibilities

• Oversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.
• Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.
• Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.
• Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.
• Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.

What We're Looking For

• Bachelor's degree in Accounting, Finance, or related field
• CPA strongly preferred
• 10+ years of progressive accounting experience
• Strong knowledge of GAAP and financial reporting
• Experience with partnership accounting, investment accounting, or alternative assets
• Real estate, property accounting, or entity consolidation experience
• Background preparing and reviewing consolidated financial statements
• Advanced Excel and ERP system proficiency
• Strong analytical, organizational, and project management skills
• Experience within a family office, investment management, private investment, fund accounting, or real estate environment highly preferred
• Interest in leveraging AI and automation tools to improve accounting operations

Why Candidates Are Excited About This Opportunity ✅ Broad exposure across investments, real estate, and alternative assets ✅ High-visibility role with direct access to senior leadership ✅ Opportunity to influence process improvements and technology initiatives ✅ Collaborative, relationship-driven culture with long-term stability ✅ Significant ownership and autonomy within a sophisticated investment environment ✅ Competitive compensation, bonus potential, and comprehensive benefits package

Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.