Archived listing. The details below describe a past opening.
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Controller (CFO Track) | Private Equity Firm | San Francisco; Hybrid | Base + Bonus + Carry!
Our client is a growth-focused private equity firm investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence.
This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations.
Responsibilities
- Oversee treasury operations including capital calls, distributions, and cash management
- Manage cash flow forecasting and the annual budgeting process
- Lead monthly closes and financial reporting for funds and GP entities
- Oversee outsourced accounting operations and expense approvals
- Manage fund administrator relationships and investment cash flow tracking
- Prepare quarterly financial reporting and investment performance summaries
- Lead annual audit and tax processes
For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
- 8-15+ years of accounting and finance experience in investment management
- CPA, MBA, or similar qualification preferred
- Strong knowledge of U.S. GAAP and financial reporting
- Experience with FP&A, investor reporting, and fund operations
- Advanced Excel and strong analytical skills
- Ability to operate independently in a fast-paced environment
Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.
Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.