Controller at Private Equity Firm

Robert Half • San Francisco, CA • 1h ago

Description

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.

Requirements

8-15+ years of accounting and finance experience in investment management

Ideally PE, VC, RE PE, HF experience

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.

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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