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Robert Half International Assistant Controller – Family Office in San Mateo, California

Description

Please message your updated resume to Ren Friedman via LinkedIn or call (415) 434-1900 extension 21262 to be considered for the opportunity.

Our client is a privately held investment firm that advises and invests on behalf of select families and organizations.

The daily tasks for the Assistant Controller includes but not limited to:

l Partner with the existing Assistant Controller to manage all day to day aspects of operations of our funds, co-investments, and special purpose vehicles. Including review of workpapers.

l Work with the team to drive capital planning for our funds including activities such as: management of line of credit facilities, capital call planning, and distribution planning.

l Review of quarterly GAAP financial statements and Limited Partner reporting packages prepared by fund administrator.

l Assist team in review and management of all year-end deliverables including audit, and tax, and compliance filings.

l Assist with the day to day oversight for key vendor relationships, including vendor management duties to ensure a high level of service to our investors. (Fund administrator, Custodian, Audit & Tax service providers).

l Partner with the existing team and Head of Data to design and implement a data strategy, and support exploration, validation, and implementation exercises for a complex data strategy that will involve centralization and ownership of data within our Datawarehouse (Snowflake), and reporting layer (Tableau) to enhance and automate internal capabilities on reporting and data reconciliation.

l Partner with the existing team to improve and enhance team policies and procedures framework and documentation of controls.

l Support the team on special projects including preparing fundraising materials, slide decks, maintaining dashboards, and providing regular and ad-hoc reporting to senior team.

Requirements

The ideal candidate’s QUALIFICATIONS:

  • 7+ years of experience in any of the 3 categories:

  • Working for a PE/VC/real estate investment fund

  • Working for a fund admin

  • Straight out of public Audit

  • Strong work ethic, initiative, and attention to detail.

  • Superior communication skills, oral and written.

  • Desire to work in a fast-paced, entrepreneurial environment.

  • Highly motivated, self-driven, solution and detail oriented.

  • Bachelor’s degree with concentration in business/accounting/economics/finance.

  • Plus:

  • CPA

  • Data management, system/process improvement experience

Why work here:

  • There's a lot of career growth – Controller wants to groom this person into a manager and hire their own staffs

  • You will work cross functionally with other teams so lots of exposure to different sides of the company

  • Great benefits - 20 days of PTO

  • Follow stock market holidays, 9 holidays

  • Half day before the holidays

  • Medical/dental/benefit - 100% employee

  • 401k there's a match 4%

Please message your updated resume to Ren Friedman via LinkedIn or call (415) 434-1900 extension 21262 to be considered for the opportunity.

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. 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.

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