Director of Finance | CFO Track!

Robert Half • San Francisco, CA • 2h ago

Description

Director of Finance| Private Equity | San Francisco | 4 days onsite

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

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.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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