<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>
<p>Our East Bay manufacturing client is seeking a Controller on a Long-term Contract basis. This position will play a central role in strengthening accounting operations, improving financial visibility, and supporting a manufacturing environment through disciplined controls and reliable reporting. The ideal candidate will bring strong NetSuite expertise, sound leadership in corporate accounting, and the ability to guide teams through process improvement while maintaining accuracy and efficiency. The position is on-site (preferred) and is expected to pay $75-85 DOE. </p><p><br></p><p>Responsibilities:</p><p>•Partner with finance, accounting, IT, and operational leaders to complete remaining NetSuite implementation activities and prepare the organization for a successful launch</p><p>•Review and formalize accounting workflows and standard operating procedures within NetSuite to support consistent and accurate transaction processing</p><p>•Train accounting staff on essential NetSuite functions, provide day-to-day guidance, and help resolve issues during adoption and stabilization</p><p>•Verify opening balances, chart of accounts mappings, master records, inventory data, and cost accounting elements before system conversion and go-live</p><p>•Create and validate financial and operational reporting in NetSuite to deliver dependable information for leadership decision-making</p><p>•Build and refine the month-end close structure, including task ownership, deadlines, reconciliations, and control checkpoints in the new environment</p><p>•Lead ongoing close activities after go-live, including journal entries, accruals, account reconciliations, inventory accounting, and preparation of financial statements</p><p>•Assess control, reporting, and process weaknesses, then work with appropriate stakeholders to improve efficiency, compliance, and data accuracy</p><p>•Support budgeting, forecasting, cash flow planning, credit and collections, sales tax compliance, and broader finance operations as needed</p><p>•Drive continuous NetSuite optimization by identifying automation opportunities, improving reporting capabilities, and mentoring accounting team members</p>
<p>We are looking for a detail-oriented Controller to support document-focused operations for a non-profit organization in Berkeley, California. This role is centered on maintaining accurate records, organizing high-volume files, and ensuring important materials are properly scanned, compiled, and controlled. The ideal candidate brings a methodical approach, strong organizational skills, and the ability to handle sensitive documentation with care and precision.</p><p><br></p><p>Responsibilities:</p><ul><li>Oversee accounting operations, including AP/AR, payroll, general ledger, cash management, fixed assets, and purchasing.</li><li>Lead financial reporting, month-end/year-end close, fund accounting, and GAAP-compliant financial statements.</li><li>Manage grant billing, revenue recognition, collections, and compliance with government funding requirements.</li><li>Coordinate audits, tax filings, regulatory reporting, and maintain audit-ready financial records.</li><li>Oversee cost allocation methods, indirect rates, and program cost compliance.</li><li>Strengthen internal controls, financial processes, and system efficiencies to improve reporting and accountability.</li><li>Supervise and develop accounting staff while promoting strong financial stewardship and continuous improvement.</li></ul>
<p>We are looking for a Controller to support document-focused operations in Emeryville, California. This position is well suited for someone who is highly organized, detail-oriented, and comfortable managing high volumes of records with accuracy. The role will play an important part in maintaining orderly documentation practices, ensuring materials are properly scanned, compiled, and controlled for business use.</p><p><br></p><p>Responsibilities:</p><ul><li>Lead accounting operations, financial reporting, close processes, and internal controls.</li><li>Ensure compliance with GAAP, federal grant regulations, and accounting standards.</li><li>Partner across teams to maintain accurate, timely financial and government reporting.</li><li>Oversee system upgrades and process improvements impacting accounting workflows.</li><li>Develop and mentor accounting, revenue, and general ledger staff.</li><li>Build strong relationships with internal stakeholders across locations.</li><li>Manage external auditors, consultants, outsourcing partners, and tax filings.</li><li>Support strategic projects and perform other assigned responsibilities.</li></ul>
We are looking for an experienced Controller to join a fast-growing deep-tech company in Richmond, California. This role offers the chance to shape a scalable accounting organization within a venture-backed environment where finance plays a critical role in supporting growth. The ideal candidate brings strong technical accounting expertise, sound operational judgment, and the ability to establish structure in a dynamic setting.<br><br>Responsibilities:<br>• Lead the day-to-day accounting operation and create a dependable financial foundation that supports the company’s continued expansion.<br>• Develop and strengthen accounting policies, internal controls, and reporting procedures to improve accuracy, consistency, and compliance.<br>• Partner with executive leadership to deliver timely financial insights, support decision-making, and provide visibility into business performance.<br>• Oversee cash activity, short-term liquidity planning, and forecasting processes to help manage resources effectively.<br>• Direct the monthly, quarterly, and annual close cycles and ensure financial statements are prepared in accordance with U.S. GAAP.<br>• Evaluate and enhance systems, workflows, and ERP-related processes to build an efficient and scalable finance infrastructure.<br>• Support audits, investor reporting needs, and other external financial requirements with clear documentation and coordination.<br>• Help define the structure of the accounting team by mentoring staff and identifying future hiring needs as the organization grows.
<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>
We are looking for a detail-oriented Assistant Property Manager to support daily administrative and front-office operations for a property team in Oakland, California. This Long-term Contract position is ideal for someone who enjoys creating a welcoming environment, coordinating office activities, and assisting residents, visitors, and vendors effectively. The role requires strong organization, responsive communication, and the ability to manage multiple tasks while helping the office run efficiently.<br><br>Responsibilities:<br>• Oversee front desk and main office activities to maintain smooth day-to-day operations and a welcoming first point of contact.<br>• Direct incoming digital correspondence, mailed items, and courier shipments to the appropriate recipients, including assisting with outbound package preparation.<br>• Accept and organize deliveries such as office materials and equipment, ensuring items are received and distributed efficiently.<br>• Respond to questions from vendors, guests, and callers while providing helpful information about available housing-related resources and organizational services.<br>• Monitor building access by using the intercom system to verify authorized entry for employees and approved visitors.<br>• Coordinate office hospitality needs, including support for team meal arrangements and replenishment of snacks and refreshments.<br>• Provide administrative assistance for events, office initiatives, and special assignments as needed.<br>• Carry out additional clerical and operational tasks that support property management and office effectiveness.
We are looking for an Assistant Property Manager to support daily property operations and help deliver a positive experience for residents, tenants, and prospective occupants in Berkeley, California. This contract-to-permanent opportunity is ideal for someone who brings a strong background in property administration, leasing support, and organized portfolio coordination across residential, commercial, or affordable housing environments. The position will partner closely with site and operations leadership to maintain occupancy, uphold compliance standards, and keep property records and systems current.<br><br>Responsibilities:<br>• Coordinate day-to-day administrative and operational activities for assigned properties, ensuring records, tenant communications, and site documentation remain accurate and up to date.<br>• Assist with leasing efforts by responding to inquiries, scheduling tours, preparing application materials, and supporting the move-in and renewal process.<br>• Maintain resident and tenant files within Yardi and related systems, including updates to lease data, notices, service requests, and reporting details.<br>• Support rent collection, ledger review, and follow-up communication regarding balances, payment arrangements, and account questions.<br>• Work with vendors, maintenance teams, and internal staff to track work orders, monitor service completion, and help resolve property issues in a timely manner.<br>• Help monitor compliance requirements for HUD and affordable housing programs by organizing documentation and supporting file accuracy and audit readiness.<br>• Prepare routine operational reports, occupancy updates, and administrative summaries for property management leadership.<br>• Provide attentive customer service to residents, applicants, and business tenants while addressing concerns and escalating issues when needed.
<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>
<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>