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29 results for Controller in Concord, CA

Assistant Controller

San Francisco, CA
onsite
Permanent / Full Time
140000 - 190000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Assistant Controller | Real Estate, Private Equity | San Francisco| Hybrid, Very flexible A well-regarded global real estate investment firm is seeking an Accounting Manager to join its finance team and support fund accounting across a complex investment platform. This role offers strong exposure to day-to-day fund operations, process improvements, and scalable reporting infrastructure within a collaborative, fast-paced environment. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Assistant Controller or Controller

San Francisco, CA
onsite
Permanent / Full Time
150000 - 225000 USD / Yearly
The Controller is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of allaccounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk managementand mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.Duties:• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.● Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CEO to address and align on tax requirements and financial strategies.● Maintains accurate and current books and records for all assigned entities.● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.● Maintains accurate and timely records of intercompany transactions.● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. ● Prepares annual financial plans in collaboration with estate management.● Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintainseffective relationships with partners.● Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).● Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware ofclaim status.● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.● Participates in special projects and initiatives as requested by the CEO.● Monitors and oversees construction project financial plans, ensuring timely completion and adherence to financial targets. Reports any unplanned expense adjustments and concerns to the CEO.
2026-06-12T00:00:00Z

Controller at Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Real Estate, Private Equity | San Francisco Bay Area | Hybrid, Very flexible A highly regarded global real estate investment firm is seeking a senior finance leader to oversee fund accounting across a sophisticated investment platform. This is a high-impact opportunity to join a collaborative, entrepreneurial team, drive operational improvements, and help build scalable infrastructure with a clear path to CFO. Competitive compensation package included. Responsibilities<ul><li>Lead fund and corporate accounting across multiple entities</li><li>Oversee quarterly financials, audits, technical accounting, and reporting under GAAP and IFRS</li><li>Manage cash operations, capital activity, debt compliance, and waterfall calculations</li><li>Partner closely with investment, asset management, and investor relations teams</li><li>Oversee outsourced accounting teams and improve processes, controls, and scalability</li><li>Support acquisitions, financings, valuations, and other complex transactions</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T00:00:00Z

Family Office Controller

San Francisco, CA
onsite
Permanent / Full Time
190000 - 250000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Controller | Family Office | San Francisco | Base + Bonus + Great Perks! Our client is a well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued. This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment. Responsibilities<ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T00:00:00Z