Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you're just curious about the market. ✨ Assistant Controller📍 Menlo Park, CA (Hybrid)🏢 Family Office

+ Alternative Investments💰 Competitive Base

+ Bonus

+ Great Benefits The OpportunityJoin a sophisticated investment organization as an Assistant Controller, supporting both investment and real estate accounting. This highly visible role offers broad exposure across private investments, property operations, financial reporting, and process improvement, with a strong focus on automation and accounting excellence.

Key areas of responsibility include:

Investment and partnership accountingReal estate and property accountingFinancial reporting and consolidationsMonth-end close and cash planningProcess improvement, automation, and AI initiativesKey ResponsibilitiesOversee accounting and reporting for private investments, including capital activity, valuations, reconciliations, and K-1 reporting.

Manage property and real estate accounting, including budgets, operating expenditures, capital projects, and entity consolidations.

Support monthly and annual close activities, financial reporting, cash forecasting, and tax-related filings.

Partner with investment, finance, and operational teams to drive reporting accuracy and business insights.

Strengthen internal controls, improve accounting processes, and leverage technology and AI tools to enhance efficiency and scalability.

For fastest consideration, reach out to Anisa Henry via email or LinkedIn.