Controller at Family Office

Robert Half • San Mateo, CA • 59min ago

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions.

Investment Accounting Controller| Family Office| Menlo Park | $180-250k base + Bonus + Fantastic Benefits

Step into high-net-worth investment management with a respected family office managing a diversified portfolio across public equities, private investments, real estate, and alternative assets. Join a collaborative, growing investment accounting team where your expertise drives operational excellence and best practices.

This role offers generous compensation, strong bonus potential, 401(k) matching, wellness benefits, and top-tier healthcare. You'll work in a professional, high-caliber environment with opportunities to influence processes, collaborate on valuations and performance metrics, and contribute to meaningful improvements across the investment accounting function.

Responsibilities

Oversee investment accounting team output for accuracy, consistency, and GAAP compliance

Manage accounting processes for audited and non-audited entities

Act as liaison with auditors during the annual audit

Prepare and review K-1s, reconciliations, and reports

Maintain accounting standards and improve processes and internal controls

Collaborate with investment team on valuations, capital activity, and performance

Ensure proper entries and reconciliations within NetSuite or similar ERP

Partner on special projects, reporting enhancements, and system initiatives

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

Prior experience in a family office, investment firm, or fund accounting required

Strong foundation in investment accounting and GAAP principles

Experience with audited financials, partnership accounting, and K-1 reporting

Proficiency in NetSuite or comparable ERP systems

Detail-oriented, analytical, and collaborative

Bachelor's degree in Accounting or Finance; CPA strongly preferred

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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