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9 results for Interim Controller in Oakland, CA

Corporate Controller
  • Fairfield, CA
  • onsite
  • Permanent / Full Time
  • 160000 - 200000 USD / Yearly
  • <p>We are looking for an experienced Corporate Controller to lead the organization’s financial operations and provide strategic guidance that supports long-term business growth. Based in Solano County, California, this role will oversee core accounting and reporting activities while delivering timely insights to executive leadership and the board. The ideal candidate brings strong technical accounting expertise, sound business judgment, and the ability to work effectively with leaders and employees across a range of functions and environments.</p><p><br></p><p>Responsibilities:</p><p>• Direct the company’s financial planning efforts by shaping budgets, forecasts, and long-range strategies that align with business objectives.</p><p>• Manage day-to-day accounting operations, ensuring accurate records, reliable reporting, and well-coordinated month-end, quarter-end, and year-end close activities.</p><p>• Produce and present financial statements and management reports that give leadership clear visibility into performance, trends, and key risks.</p><p>• Oversee liquidity planning by tracking cash position, evaluating capital needs, and maintaining productive relationships with banking partners.</p><p>• Establish and strengthen financial controls, policies, and procedures to protect company assets and support consistent compliance practices.</p><p>• Coordinate external audits, tax-related activities, and advisor relationships while ensuring adherence to applicable federal, state, and local regulations.</p><p>• Evaluate financial results and translate data into practical recommendations that improve efficiency, profitability, and decision-making.</p><p>• Partner with senior leadership on strategic initiatives such as investments, acquisitions, business expansion, and board-level financial presentations.</p><p>• Supervise finance-related administrative functions, which may include payroll, benefits coordination, insurance renewals, risk oversight, and lender reporting obligations.</p><p>• Lead, develop, and mentor accounting and finance team members while building effective working relationships with both executive stakeholders and operational staff.</p>
  • 2026-09-03T00:00:00Z
Assistant Controller
  • Santa Clara, CA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • We are looking for an Assistant Controller to join our team in Santa Clara, California. In this role, you will assist the Controller in managing accounting operations, financial reporting, and internal controls. This position requires strong attention to detail, expertise in construction accounting, and a collaborative approach to working with various departments.<br><br>Responsibilities:<br>• Lead and support monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting.<br>• Prepare and analyze financial statements in compliance with industry standards and organizational requirements.<br>• Manage job cost accounting tasks, including tracking schedules, cost-to-complete calculations, and percentage-of-completion reports.<br>• Perform reconciliations for general ledger accounts and balance sheet items to maintain data accuracy.<br>• Contribute to cash flow forecasting and budgeting to support organizational financial planning.<br>• Oversee revenue recognition and contract accounting processes to ensure compliance with relevant guidelines.<br>• Collaborate with project managers to evaluate job performance, profitability, and variance analysis.<br>• Develop and enhance internal controls, accounting policies, and procedures to improve operational efficiency.<br>• Coordinate audits, tax preparation, and external reporting to meet regulatory and compliance obligations.<br>• Supervise and guide accounting staff, supporting growth and effective team collaboration.
  • 2026-08-11T00:00:00Z
Assistant Controller
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 175000 USD / Yearly
  • <p>We are looking for an experienced Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting in Oakland, California. This role will oversee close activities, maintain the integrity of the general ledger, and support audit readiness across the organization. The ideal candidate brings strong technical accounting knowledge, sound judgment, and a hands-on approach to improving financial accuracy and process discipline.</p><p><br></p><p>Responsibilities:</p><ul><li>Manage month/year-end close, financial reporting, cash flow, and business performance analysis.</li><li>Oversee accounting operations, including GL, AP/AR, reconciliations, fixed assets, accruals, and journal entries.</li><li>Lead and develop accounting staff while ensuring accurate, compliant accounting processes.</li><li>Ensure tax compliance and oversee federal, state, and local filings.</li><li>Administer payroll, employee onboarding/offboarding, and payroll-related compliance.</li><li>Manage 401(k), profit-sharing plans, and retirement plan reporting requirements.</li><li>Coordinate insurance renewals and support risk management activities.</li><li>Provide financial insights, improve controls, and support budgeting, forecasting, and strategic initiatives.</li></ul>
  • 2026-08-26T00:00:00Z
Sr. Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 150000 - 225000 USD / Yearly
  • <p>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 all</p><p>accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management</p><p>and 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.</p><p>Duties:</p><p>• Serves as the primary contact for the CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.</p><p>● 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.</p><p>● Maintains accurate and current books and records for all assigned entities.</p><p>● Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO.</p><p>● Reviews financial information prepared by external accounting partners for accuracy and reasonableness.</p><p>● Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.</p><p>● Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.</p><p>● Maintains accurate and timely records of intercompany transactions.</p><p>● Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions. </p><p>● Prepares annual financial plans in collaboration with estate management.</p><p>● 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 maintains</p><p>effective relationships with partners.</p><p>● 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).</p><p>● 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 of</p><p>claim status.</p><p>● Coordinates with external partners in preparing tax returns for the principals. Ensures tax returns appear accurate and reasonable.</p><p>● Participates in special projects and initiatives as requested by the CEO.</p><p>● 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.</p><p><br></p>
  • 2026-09-01T00:00:00Z
Fund Controller
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 240000 - 300000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p><p> </p><p><strong>Controller | Private Equity Firm | San Francisco | Hybrid</strong></p><p> </p><p>Our client is a <strong>growth-focused private equity firm</strong> 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.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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><p> <strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-28T00:00:00Z
Fund Controller
  • San Mateo, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 250000 USD / Yearly
  • <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing private equity investment firm with approximately $1B in AUM is seeking a <strong>Fund Controller</strong> to join its lean, entrepreneurial team. With the opportunity to support a growing investment platform and its next fund launch, this role offers significant ownership and visibility across the firm’s fund accounting and finance operations. It’s an ideal opportunity for someone ready to step into a true Controller-level position, broaden their technical expertise, and take on greater responsibility as the firm continues to scale.</p><p><strong>The Opportunity</strong></p><p>Reporting to the CFO, the Fund Controller will oversee fund and management company accounting while partnering closely with senior leadership, Legal, Investor Relations, and other internal teams. This is a highly visible role with broad exposure across the platform and significant opportunity to shape processes as the firm continues to grow.</p><p><strong>Key Responsibilities</strong></p><ul><li>Oversee fund and management company accounting, financial reporting, and related operations</li><li>Partner with the CFO and senior leadership on accounting, valuation, and financial matters</li><li>Support investor reporting, LP inquiries, and operational due diligence</li><li>Research complex accounting issues and develop practical solutions</li><li>Collaborate with the front office and gain exposure to the valuation process</li><li>Mentor and eventually manage the Accounting Manager and Senior Accountant</li><li>Help enhance processes and controls as the firm launches its next fund</li></ul><p> </p>
  • 2026-09-04T00:00:00Z
Document Controller
  • Milpitas, CA
  • onsite
  • Temporary to Hire
  • 39.5865 - 45.837 USD / Hourly
  • We are looking for an experienced Document Controller to support product documentation, data governance, and change management within a manufacturing setting in California. This contract opportunity with permanent potential is ideal for someone who can bring structure to controlled records, maintain accuracy across product data, and collaborate with engineering, manufacturing, and quality teams. The role will play a central part in managing documentation systems, supporting change activity, and improving document control practices throughout the product lifecycle.<br><br>Responsibilities:<br>• Administer the organization’s product documentation platform, including user access, workflow settings, system configuration, and supporting reference materials.<br>• Maintain controlled records such as part data, bills of materials, engineering drawings, specifications, test results, work instructions, and quality documentation.<br>• Monitor revision status, document accuracy, and traceability to help ensure product records remain compliant and up to date.<br>• Coordinate engineering and manufacturing change activities by routing updates, tracking approvals, and supporting timely release and implementation.<br>• Lead or support cross-functional review meetings to keep change requests moving efficiently through evaluation and approval stages.<br>• Perform routine audits of product data and controlled documents to identify gaps, correct discrepancies, and strengthen governance practices.<br>• Partner with internal teams to support connections between document control processes and related business systems, including manufacturing and quality platforms.<br>• Manage supplier and regulatory documentation, including materials compliance records and other required product-related certifications.<br>• Create performance reporting, process instructions, and user training resources while driving ongoing improvements in document control and change management.<br>• Support document intake, organization, scanning, and compilation activities as needed to maintain complete and accessible records.
  • 2026-09-03T00:00:00Z
Director of Accounting Services (Controller)
  • Stockton, CA
  • onsite
  • Permanent / Full Time
  • 120000 - 170000 USD / Yearly
  • Key Responsibilities<br>• Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts.<br>• Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close.<br>• Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations.<br>• Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients.<br>• Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts.<br>• Develop and monitor client-specific accounting policies, procedures, and internal controls.<br>• Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations.<br>• Review work performed by staff/accounting specialists, providing direction, training, and performance feedback.<br>• Coordinate with tax and assurance teams to support year-end engagements and information requests.<br>• Identify process improvement opportunities and implement technology and workflow enhancements for clients.<br>• Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup.<br>• Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management.<br>Qualifications<br>• Bachelor’s degree in accounting, finance, or related field required.<br>• CPA license preferred but not required.<br>• Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities.<br>• Prior experience in a CPA firm or client accounting services environment strongly preferred.<br>• Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations.<br>• Strong understanding of U.S. GAAP for small to mid-sized businesses.<br>• Experience with non-profit organizations and various reporting requirements related to non-profits.<br>• Proven ability to manage multiple client relationships and competing priorities.<br>• Demonstrated leadership skills, including staff supervision, coaching, and delegation.<br>• High level of comfort working in cloud-based and paperless environments.<br>• Excellent communication and client service skills.<br>• Strong organizational skills, attention to detail, and ability to meet deadlines.
  • 2026-09-04T00:00:00Z
Controller - Leading Hedge Fund
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 400000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Controller | Hedge Fund | San Francisco | Strong Compensation Package</strong></p><p> </p><p>Join a <strong>fast-growing investment firm </strong>focused on opportunities driven by the evolution of artificial intelligence. Known for its <strong>research-driven approach and sophisticated investment strategy</strong>, the firm has quickly built a strong reputation in the market.</p><p> </p><p>This is a newly created,<strong> high-visibility role with real ownership and impact</strong>. You’ll help build and scale institutional-grade fund accounting and reporting infrastructure within a <strong>collaborative, high-performing environment</strong>. The role offers <strong>strong compensation, long-term growth potential, and direct exposure to leadership</strong>.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Own fund accounting and financial reporting across investment vehicles</li><li>Review NAVs, investor allocations, fees, capital activity, and partnership accounting</li><li>Manage fund administrator deliverables</li><li>Ensure accurate monthly, quarterly, and annual reporting</li><li>Support complex portfolios (derivatives, options, long/short strategies)</li><li>Oversee valuations, reconciliations, and controls</li><li>Coordinate audits and support tax reporting with external advisors</li><li>Support regulatory and compliance reporting</li><li>Drive process improvements, automation, and reporting efficiency</li><li>Help build scalable systems and AI-enabled tools</li><li>Partner with senior leadership on fund oversight and special projects</li><li>Support new fund launches and infrastructure buildout</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-08-28T00:00:00Z