<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Controller </strong>at an Innovative Investment Firm. After a two-month onboarding period in the Peninsula/South Bay, the role is <strong>fully remote</strong>.</p><p> </p><p>They are hiring their first finance leader to build and oversee financial operations as it scales. The firm, which focuses on private equity-style investments, is preparing to launch its fourth fund this year, adding significant new capital under management. With strong growth ahead and a culture of collaboration, humility, and entrepreneurial spirit, this is an excellent opportunity for a strategic finance professional to grow with the team.</p><p> </p><p>In this role, you’ll establish and lead the finance function while stepping beyond traditional accounting into strategic finance. With mentorship from seasoned investors and a clear path to CFO, you’ll have direct impact on the firm’s success. The team values flexibility, family-friendly dynamics, and a low-ego environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage treasury: capital calls, distributions, cash flow, and investments.</li><li>Lead budgeting, forecasting, and cash flow projections.</li><li>Oversee outsourced accounting teams and monthly close.</li><li>Ensure accurate financial statements and quarterly fund reporting.</li><li>Partner with administrators, auditors, and tax teams.</li><li>Track investment performance and fund metrics.</li><li>Improve processes to scale finance operations.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>

<ul><li><strong>MUST LIVE IN THE BAY AREA</strong></li><li>CPA, MBA, or equivalent</li><li>8+ years of experience, with public/private mix (Big 4 preferred).</li><li><strong>Must be working at another fund (PE/VC/FOF/HF).</strong></li><li>Strong US GAAP knowledge and adaptability.</li><li>Proven FP& A skills with forecasting and KPI development.</li><li>Tax compliance experience (federal, state, sales tax).</li><li>Proficiency in Microsoft Office and analytics tools.</li><li>Proactive, entrepreneurial mindset with strong communication skills.</li></ul><p><strong>Interested or even just curious? Reach out to <u>Michelle Espejo via LinkedIn or email</u> for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.</strong></p>

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