Job Information
Robert Half Director of Finance - PrivateEquity in San Francisco, California
Description
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations.
This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth.
The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.
If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration.
Key Responsibilities
Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash
Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections
Lead the annual budgeting process, including ongoing updates and financial planning support
Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency
Develop and monitor key financial metrics, management reporting, and investor reporting materials
Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners
Support tax compliance activities, including federal and state income taxes and sales tax requirements
Partner with firm leadership to implement operational improvements and financial best practices
Requirements
CPA, MBA, or equivalent professional qualification preferred
Bachelor’s degree in Accounting or Finance
8+ years of experience with at least 3–5 years in a senior accounting leadership role
Strong technical accounting knowledge with a solid understanding of U.S. GAAP and ability to research and implement new standards
Advanced proficiency in Microsoft Office and data analytics tools
Experience developing financial dashboards, KPIs, and management reporting
Strong FP& A capabilities, including budgeting and cash flow forecasting
Experience with tax compliance and financial oversight within investment management or professional services environments
Proven ability to operate in a hands-on, fast-paced environment while partnering with senior leadership
If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation.
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