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Robert Half Great Senior Accountant Opportunity for a PE firm in San Mateo, California


Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.

Exciting opportunity to join an established investment firm serving some of the world’s most influential families and organizations. Providing financial advisory and family office services with a focus on technology, growth equity, venture capital and real estate.

The Senior accountant will report directly to the Merchant Bank Assistant Controller, while working closely with the private equity team and merchant bank.

Key responsibilities include:

• Working with the assistant controller & external fund administrator to process capital calls, distributions, wire transfers, and investor updates.

• Provide review and oversight to work completed by the fund administrator.

• Support the merchant bank and private equity teams in deal funding operations.

• Support the merchant bank and private equity teams in data maintenance for portfolio investments.

• Support Merchant Bank team with special projects including preparing portfolio decks, maintaining dashboards, and providing ad-hoc reporting.

• Assist with review of quarterly private company investment valuations prepared by Private Equity, Real Estate, and Merchant Bank teams.


This is a great opportunity to join an established firm with a great executive team and mentorship. The ideal candidate should have:

• BA/BS degree with focus in accounting or finance; CPA preferred

• 2+ years of experience in public accounting or currently working for a fund. Open to straight out of public (preferably in VC/PE/ Alternative asset space, but will take other industries too as long as it’s audit)

• Excellent Excel and PowerPoint skills

· Superior communication skills, oral and written.

• Strong work ethic, initiative and attention to details.

Perks mean so much to this company and they are very committed to providing amazing benefits for employees and families, encouraging professional development, great 401K plan, and fantastic PTO policy. For details on salary and benefits

Please reach out to Mahmoud Adam, CPA via LinkedIn with your updated resume or call (408) 455-2675 to be considered for this opportunity.

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.

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