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Management Company Controller | Asset Management Clients
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Robert Half
Walnut Creek, CA (In Person)
Full-Time
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Job Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Controller, Management Company| Asset Management | San Francisco; Hybrid; •2 days Per Month A growing financial services organization is seeking an experienced Controller to lead accounting operations for a portfolio of management company clients within the venture capital and private equity industry. This position offers the opportunity to work closely with sophisticated investment firms while managing client relationships, accounting processes, and a team of accounting professionals. Key ResponsibilitiesOversee accounting operations for multiple management company entities and client engagements.
Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.
Manage, mentor, and develop accounting staff, including senior and junior team members.
Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.
Oversee accounts payable, expense management, payroll processing, and related reporting activities.
Prepare and deliver monthly and quarterly financial reports to management and stakeholders.
Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.
Support budgeting, forecasting, and financial planning initiatives.
Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.
Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.
Respond to ad hoc financial, operational, and reporting requests from clients and leadership.
Lead the onboarding of new clients, including implementation of accounting systems, workflows, and best practices.
Manage, mentor, and develop accounting staff, including senior and junior team members.
Review financial transactions, journal entries, account reconciliations, and supporting schedules for accuracy and completeness.
Oversee accounts payable, expense management, payroll processing, and related reporting activities.
Prepare and deliver monthly and quarterly financial reports to management and stakeholders.
Coordinate 1099 reporting and assist with federal, state, and local tax compliance requirements.
Support budgeting, forecasting, and financial planning initiatives.
Serve as the primary contact for client relationships, ensuring timely communication and exceptional service.
Partner with internal teams to reconcile intercompany transactions and resolve accounting discrepancies.
Respond to ad hoc financial, operational, and reporting requests from clients and leadership.