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10 results for Cfo Single Family Office in Mill Valley, CA

Fund Controller - CFO Track

San Francisco, CA
onsite
Permanent / Full Time
225000 - 290000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Fund Controller | Private Equity Firm| San Francisco | Hybrid Our client is a growth-focused private equity firm investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence. This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations. Responsibilities<ul><li>Oversee treasury operations including capital calls, distributions, and cash management</li><li>Manage cash flow forecasting and the annual budgeting process</li><li>Lead monthly closes and financial reporting for funds and GP entities</li><li>Oversee outsourced accounting operations and expense approvals</li><li>Manage fund administrator relationships and investment cash flow tracking</li><li>Prepare quarterly financial reporting and investment performance summaries</li><li>Lead annual audit and tax processes</li></ul> For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Family Office Senior Accountant

San Francisco, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Accountant | Real Estate Investment & Family Office | SF Bay Area Our client is a San Francisco-based real estate investment and development firm focused on transforming underutilized assets into high-performing properties. With a strong presence in build-for-rent and industrial, they’re known for an entrepreneurial approach and strong investment results. Join a high-growth, collaborative team with direct exposure to leadership, hands-on experience, and clear advancement opportunities. Strong benefits and a strong remote setup. Key Responsibilities:<ul><li>Lead full-cycle month-end close </li><li>Oversee accounting across acquisitions, dispositions, and operations </li><li>Manage and develop a team </li><li>Support fund accounting, capital activity, and reporting </li><li>Analyze property performance and support financial planning </li><li>Partner with internal teams and external advisors (audit, tax, legal) </li><li>Drive process improvements and special projects </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Director of Finance | CFO Track!

San Francisco, CA
onsite
Permanent / Full Time
200000 - 300000 USD / Yearly
Director of Finance| Private Equity | San Francisco | 4 days onsite Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm’s financial operations.This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm’s continued growth. The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm’s collaborative culture.If you are interested in learning more about the firm, please message Jennifer Fukumae with Robert Half on LinkedIn for quickest consideration. Key Responsibilities<ul><li>Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash</li><li>Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections</li><li>Lead the annual budgeting process, including ongoing updates and financial planning support</li><li>Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency</li><li>Develop and monitor key financial metrics, management reporting, and investor reporting materials</li><li>Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners</li><li>Support tax compliance activities, including federal and state income taxes and sales tax requirements</li><li>Partner with firm leadership to implement operational improvements and financial best practices</li></ul>
2026-04-18T00:00:00Z

Financial Advisor - CFP

San Carlos, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Mateo Our client is a well-established, independent wealth advisory firm serving high-net-worth clients across the Bay Area and nationwide. With decades of experience navigating evolving markets, they’re known for delivering personalized, fiduciary-driven financial planning and investment management—focused entirely on what’s best for the client. This is an opportunity to join a top-tier, fast-growing practice (ranked in the top ~1% of its national network) with strong leadership, deep mentorship, and real upside. The team supports long-term career growth while also valuing work-life balance. Responsibilities<ul><li>Act as the lead advisor for a portfolio of high-net-worth clients </li><li>Lead client meetings, portfolio reviews, and deliver tailored planning strategies </li><li>Advise on retirement, investments, insurance, and major financial decisions </li><li>Strengthen and expand client relationships through proactive planning </li><li>Partner with senior advisors on complex cases </li><li>Support onboarding and development of new client relationships </li><li>Maintain accurate planning and CRM documentation </li><li>Stay current on markets and evolving planning strategies </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T00:00:00Z

Fund Accountant - Top Investment Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Private Equity Firm | San Francisco Bay Area | HybridComp: Base + Bonus + Profit Sharing + Equity + 100% Paid Benefits This role has competitive compensation including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits for employees and dependents, and a dedication to employee development within a family-centric culture. Join us and shape your career while contributing to our industry-leading success. Some Responsibilities:<ul><li>Manage Fund and GP general ledgers, recording quarterly expenses, accruals, intercompany payments, investment transactions, and limited partner allocations.</li><li>Produce quarterly and annual financial statements.</li><li>Aid in annual audits and tax filings.</li><li>Monitor cash positions for designated Funds.</li><li>Handle calculations, recording, and processing of Fund and Investment capital calls and distributions.</li><li>Liaise with Investor Relations to address limited partner inquiries.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Fund Accountant - Leading Private Investment Firm - Hybrid

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a premier private investment firm seeking a Fund Accountant to join its San Francisco-based team. This is a critical hire supporting the firm’s continued growth and excellence in fund operations and financial reporting. In this role, you’ll work closely with internal teams and external partners to ensure accurate, timely financial reporting and fund-level accounting for complex investment structures. You’ll have a unique opportunity to contribute to process enhancements and modernization initiatives, while gaining exposure to a wide variety of private equity and credit strategies. Please message Jennifer Fukumae on LinkedIn for quickest consideration. Key Responsibilities:<ul><li>Oversee the preparation of financial reports and investor statements, including annual and quarterly financials, ensuring alignment with relevant fund documentation and accounting standards.</li><li>Support the calculation and allocation of capital activity such as investor contributions, distributions, and performance metrics.</li><li>Coordinate and review internal and third-party fund accounting data, ensuring accuracy of all portfolio transactions, including private investments, fund expenses, and investment-related accruals.</li><li>Partner with investor relations, legal, operations, and administrators to respond to client requests, audit inquiries, and ad hoc reporting needs.</li><li>Assist in valuation processes by reviewing models and inputs for private equity and debt investments alongside investment professionals and third-party valuation providers.</li><li>Help drive improvements in accounting systems and reporting tools, participating in ongoing efforts to streamline workflows and enhance operational efficiency.</li></ul>
2026-04-21T00:00:00Z

Fund Accountant - Global Multi-Strat Fund

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Please apply here and ping me on LinkedIn for most immediate consideration - Jeffrey Abrams Join a high-performing investment platform managing tens of billions across private equity, credit, real estate, and public markets. This is a high-impact role offering direct exposure to complex strategies, senior stakeholders, and the opportunity to help shape fund accounting processes. What You’ll Do<ul><li>Own fund and entity financial reporting (audited & unaudited)</li><li>Manage investor allocations, capital activity, and performance reporting</li><li>Review complex transactions, accruals, and reconciliations</li><li>Partner cross-functionally with investment, operations, and valuation teams</li><li>Interface with auditors, investors, and third-party providers</li><li>Drive process improvements and system enhancements</li></ul>
2026-04-02T00:00:00Z

Fund Accountant - Hedge Fund focus

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Accountant| Outsourced CFO Services Provider | San Francisco| Hybrid; 1 day in office Join a fast-growing outsourced finance firm partnering with investment managers. This is an excellent opportunity to gain real, hands-on fund accounting experience while working closely with sophisticated clients and building deep expertise in the alternative investment space. The role offers a highly flexible hybrid schedule plus over five weeks of PTO. It’s a team that values strong performance, collaboration, and long-term growth. Responsibilities<ul><li>Record and reconcile equity, options, FX, and derivative activity</li><li>Partner directly with PMs and counterparties to ensure timely trade settlement</li><li>Support capital calls, deal closings, and treasury for closed-end vehicles</li><li>Review NAVs, investor allocations, waterfalls, and capital statements</li><li>Prepare performance and risk reports for clients and investors</li><li>Research corporate actions and reconcile with prime brokers</li><li>Assist with valuations, expense policies, and vendor payments</li><li>Support audits, tax deliverables, and internal initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-03T00:00:00Z

Finance Manager Venture Capital

Menlo Park, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Finance Manager – Venture Capital | Bay Area (Hybrid) Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a top-tier venture capital firm in the Bay Area to hire a Finance Manager. This is a highly visible role sitting at the intersection of fund accounting, finance, and investor relations, with direct exposure to senior leadership and LPs.You will partner closely with the Head of Investor Relations on strategic and ad hoc initiatives, while playing a key role in fund reporting, investor communications, and portfolio insights. Please send a message to Jennifer Fukumae on LinkedIn for quickest consideration! Key Responsibilities<ul><li>Own and review quarterly and annual fund financial reporting </li><li>Serve as a key point of contact for LPs, managing communications and responding to investor requests </li><li>Prepare fund performance reporting, investment analyses, and quarterly investor materials </li><li>Develop investor-facing content including letters, presentations, and marketing materials </li><li>Coordinate due diligence processes, including data room management and document delivery </li><li>Oversee portfolio data collection and support valuation processes </li><li>Drive ad hoc projects and cross-functional initiatives across finance and IR </li></ul>
2026-04-17T00:00:00Z

Vice President Finance and Accounting

Santa Clara, CA
onsite
Permanent / Full Time
200000 - 250000 USD / Yearly
We are looking for an experienced Vice President of Finance and Accounting to lead and manage the financial operations of our organization in Santa Clara, California. This role is pivotal in driving strategic financial planning, ensuring compliance with reporting standards, and fostering a culture of continuous improvement. The ideal candidate will possess strong leadership skills and a proven track record in managing complex financial environments. Responsibilities: • Develop and oversee the organization’s budgeting, forecasting, and long-term financial planning strategies. • Provide detailed financial analysis and insights to support executive decision-making processes. • Implement pricing strategies, margin improvement initiatives, and cost control measures to optimize financial performance. • Manage multi-entity financial reporting processes, ensuring accuracy and compliance with regulatory requirements. • Strengthen internal controls and ensure audit readiness while addressing any audit findings. • Oversee working capital management, including receivables and inventory, to maintain liquidity. • Partner with operational leaders to enhance financial performance and develop efficient reporting tools. • Lead and mentor accounting, accounts payable, and accounts receivable teams to foster growth and achieve organizational goals. • Drive process improvements, including automation and system enhancements, to increase operational efficiency. • Support acquisition analysis, integration planning, and capital allocation to align with organizational objectives.
2026-04-15T00:00:00Z