Results for Assistant Controller Jobs in Santa Rosa, CA

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Sr. 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.
2026-10-02T00:00:00Z

Controller

San Francisco, CA
onsite
Permanent / Full Time
110000 - 140000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Controller📍 San Francisco, CA (Hybrid)🏢 Premier Global Asset Firm💰 Base + Bonus A specialized financial services firm providing outsourced CFO, accounting, operations, compliance, and advisory solutions to alternative investment managers is seeking a Controller to join its growing team. This role offers the opportunity to work directly with hedge funds and other alternative investment vehicles, serving as a strategic accounting and operations partner to sophisticated investment managers. The position provides broad exposure across fund accounting, operations, investor reporting, compliance, audits, tax coordination, and client management. The RoleThe Controller will support a portfolio of alternative investment clients, acting as an extension of their internal finance function. This individual will oversee accounting operations, financial reporting, fund administration oversight, investor reporting, audits, tax support, and operational workflows while partnering closely with clients and external service providers. The ideal candidate combines strong technical fund accounting expertise with excellent communication skills and a client-service mindset. Key Responsibilities<ul><li>Oversee fund accounting and operational activities for alternative investment clients.</li><li>Review monthly and quarterly financial reporting packages, including NAV reviews, expense schedules, investor statements, and supporting workpapers.</li><li>Partner with fund administrators on book shadowing, month-end close processes, portfolio valuations, and financial statement preparation.</li><li>Coordinate annual audits, tax reporting, and investor tax document preparation.</li><li>Manage investor-related requests, operational due diligence meetings, and ongoing client communications.</li><li>Review capital call activity, distributions, fund expenses, and budgeting processes.</li><li>Monitor portfolio reconciliations and trading activity while coordinating with custodians, brokers, and other service providers.</li><li>Assist with management company accounting, budgeting, vendor oversight, and financial analysis.</li><li>Support regulatory filings and compliance-related initiatives.</li><li>Mentor and supervise accounting staff, providing technical guidance and performance coaching.</li><li>Participate in operational improvement initiatives and special projects.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-05T00:00:00Z

Controller

Emeryville, CA
onsite
Permanent / Full Time
180000 - 200000 USD / Yearly
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. Responsibilities:<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>
2026-09-30T00:00:00Z

Assistant Property Manager

Oakland, CA
onsite
Temporary / Contract
26.6 - 30.8 USD / Hourly
We are looking for an Assistant Property Manager to support daily administrative and front office operations for a property management team. This is a Contract position suited for someone who can balance receptionist duties, office coordination, and tenant-facing support in a detail-oriented environment. The ideal candidate will help maintain organized workflows, provide responsive service to visitors and vendors, and assist with a range of operational tasks that keep the office running smoothly. Responsibilities: • Oversee front desk activities and help maintain efficient day-to-day operations within the main office. • Direct incoming digital and physical correspondence to the appropriate recipients, including support with outbound courier shipments. • Accept and organize deliveries such as office materials and equipment, ensuring items are received and distributed properly. • Serve as a point of contact for vendors, guests, and callers by answering questions, offering guidance, and connecting individuals with appropriate housing-related resources. • Monitor building access by using the intercom system to screen visitors and admit authorized employees or guests. • Coordinate occasional office meal arrangements and replenish shared snack and beverage supplies as needed. • Provide clerical and logistical assistance for projects, meetings, and special events. • Carry out other administrative and operational tasks assigned to support the team.
2026-10-08T00:00:00Z

Family Office Controller

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 | Family Office | San Francisco | Base + Bonus + Great Perks! 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.
2026-10-02T00:00:00Z

5 results for Assistant Controller in Santa Rosa, CA