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6 results for Managing Directorpartner in Santa Rosa, CA

Director of Fund Operations and Business Management

Larkspur, CA
onsite
Permanent / Full Time
225000 - 325000 USD / Yearly
Please apply here and message me on LinkedIn for best consideration - Jeffrey Abrams Join a growing, employee-owned investment management firm where you'll play a highly visible leadership role overseeing fund operations and business management. This position is ideal for an experienced investment management professional who enjoys wearing multiple hats, influencing firm strategy, and helping build a scalable organization. As a key member of the leadership team, you'll oversee critical operational functions across the firm, including:<ul><li>Lead all aspects of mutual fund administration, including regulatory reporting, board communications, vendor management, fund financial oversight, tax coordination, and product administration.</li><li>Partner with firm leadership on business operations, product launches, strategic initiatives, and service provider relationships.</li><li>Support compliance initiatives, including regulatory filings, policy development, and committee participation.</li><li>Oversee Human Resources, including recruiting, onboarding, performance management, compensation, and employee development.</li><li>Manage technology, cybersecurity, office operations, business continuity planning, and AI initiatives alongside external consultants.</li><li>Help build the infrastructure, processes, and operational excellence needed to support the firm's long-term growth.</li></ul>Compensation & Benefits<ul><li>Competitive and generous Base Salary: </li><li>Annual bonus</li><li>Employee equity participation program</li><li>401(k) with company match</li><li>Comprehensive medical, dental, and vision coverage</li><li>Paid parental leave</li><li>20 days PTO plus market holidays</li><li>Remote work and commuter reimbursement</li><li>Professional education reimbursement</li></ul>This is a rare opportunity to step into a broad executive-level operations role with significant visibility and influence. You'll work directly with senior leadership, oversee the firm's operational strategy, and help shape the future of an employee-owned investment management business. For someone who enjoys solving complex operational challenges while contributing to the growth of a high-performing organization, this role offers exceptional long-term career potential.
2026-08-07T00:00:00Z

Controller / Director of Finance | Elite Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA 💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE)📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services. If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an owner, you'll likely thrive here. 💡 What You'll Do• Own the accounting and finance function across Funds, GP, and Management Company• Partner directly with the Managing Partner on strategic initiatives• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A• Manage treasury, capital calls, distributions, cash forecasting, and liquidity• Oversee outsourced accounting partners while remaining hands-on• Drive process improvements, automation, KPIs, and operational efficiency• Support audits, tax compliance, investment valuations, and investor reporting 🚀 Why This Opportunity Stands Out✅ Report directly to firm leadership with exceptional visibility✅ Play a critical role in scaling a growing private equity platform✅ Broad exposure across Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy✅ Small, entrepreneurial team where your ideas actually get implemented✅ Significant long-term upside through bonus and carry participation✅ High-autonomy environment with no micromanagement
2026-08-17T00:00:00Z

Controller / Director of Finance | Elite Private Equity Firm

San Francisco, CA
onsite
Permanent / Full Time
250000 - 300000 USD / Yearly
🚨 Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA💰 Compensation: $250K–$300K Base (Stretch) + Bonus + Carry (DOE)📍 Location: San Francisco | Hybrid This is not your typical Controller opportunity. If you're looking for another role where you simply close the books every month... this probably isn't it. This is an opportunity to become the financial right hand to the Managing Partner of a rapidly growing private equity firm—and help shape the future of the business. You'll own the finance function, influence strategic decisions, manage relationships with fund administrators, auditors, banks, and advisors, while helping scale a firm that's actively investing in the middle market across Business Services, Technology, and Information Services.If you're the type of finance leader who enjoys building, improving, solving problems, and thinking like an owner, you'll likely thrive here. 💡 What You'll Do• Own the accounting and finance function across Funds, GP, and Management Company• Partner directly with the Managing Partner on strategic initiatives• Lead quarterly closes, financial reporting, budgeting, forecasting, and FP&A• Manage treasury, capital calls, distributions, cash forecasting, and liquidity• Oversee outsourced accounting partners while remaining hands-on• Drive process improvements, automation, KPIs, and operational efficiency• Support audits, tax compliance, investment valuations, and investor reporting 🚀 Why This Opportunity Stands Out✅ Report directly to firm leadership with exceptional visibility✅ Play a critical role in scaling a growing private equity platform✅ Broad exposure across Fund Accounting, GP Accounting, Management Company Finance, FP&A, Treasury, Operations, and Strategy✅ Small, entrepreneurial team where your ideas actually get implemented✅ Significant long-term upside through bonus and carry participation✅ High-autonomy environment with no micromanagement
2026-08-10T00:00:00Z

Director of Operations

San Francisco, CA
onsite
Permanent / Full Time
125000 - 140000 USD / Yearly
Director of Operations | San Francisco Natalie Lue with Robert Half is partnering with an global firm seeking a Director of Operations to lead a blend of Finance, HR, and Facilities Management.Key areas include:• Accounting oversight, budgeting, and reporting• HR operations, payroll, benefits, and recruiting• Facilities, vendor management, and office operations• Leadership of administrative teams across multiple locations Ideal for an operations professional who enjoys driving efficiency, supporting employees, and partnering with leadership across the business.Interested or know someone who may be a solid operations leader? Share or apply today!
2026-08-14T00:00:00Z

Director of Operations- Administrative

Hidden Valley Lake, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
We are seeking an experienced operations leader to support executive leadership in overseeing organizational operations, strategic initiatives, budgeting, policy development, and community services. This role will coordinate operational activities in accordance with established policies, goals, and objectives while supporting long-range planning, personnel initiatives, financial performance, and organizational growth. Please reach out to Robyn Rosemon directly for more information: 707.387.0299 What You'll Do<ul><li>Coordinate operational activities in alignment with organizational goals and objectives.</li><li>Assist with strategic planning, budgeting, and financial oversight.</li><li>Develop, implement, and evaluate policies, procedures, and operational controls.</li><li>Monitor organizational performance and recommend improvements.</li><li>Lead and support department heads and staff.</li><li>Oversee reporting systems, training programs, and process improvements.</li><li>Ensure compliance with local, state, and federal regulations.</li><li>Represent the Association with community stakeholders, agencies, and business partners.</li><li>Assist with Reserve Projects and other organizational initiatives.</li></ul>
2026-08-21T00:00:00Z

Director of Fund Accounting

San Francisco, CA
onsite
Temporary / Contract
118.75 - 137.5 USD / Hourly
We are looking for an experienced Director of Fund Accounting to provide finance and accounting leadership for a private equity real estate investment platform in San Francisco, California. This Long-term Contract opportunity is well suited to a hands-on, detail-oriented individual who can oversee fund and management company accounting while supporting accurate reporting, cash oversight, and close activities. The position will also guide a fund accounting resource and help maintain strong financial operations across the organization. Responsibilities: • Lead the full accounting function for private equity real estate funds and the related management company, ensuring accurate and timely financial operations. • Oversee month-end and period-end close activities, including review of journal entries, reconciliations, and supporting schedules. • Prepare and review financial statements, investor reporting materials, and other fund-level reporting deliverables for completeness and accuracy. • Monitor cash activity, liquidity needs, and capital flows to support informed financial decision-making across the investment platform. • Supervise and mentor the fund accountant, providing direction, quality control, and support for day-to-day accounting work. • Coordinate capital activity processes, including contributions, distributions, and related accounting records. • Partner with leadership and cross-functional stakeholders to strengthen accounting processes, reporting workflows, and business system utilization. • Support audit, tax, and compliance-related requests by organizing documentation and responding to information needs in a timely manner.
2026-08-22T00:00:00Z