Overview In this Controller role for a San Francisco private equity firm, you lead financial operations and act as a hands-on, strategic partner to the Managing Partner. You oversee treasury, reporting, and capital activity while driving operational improvements in a growth-focused environment. You will manage a remote/ outsourced accounting setup and ensure accurate, timely financials for internal stakeholders and investors. This position offers visible leadership and a chance to shape financial best practices in a collaborative culture.
Responsibilities- Oversee treasury management, fund wires, capital calls and distributions, and investment of excess cash
- Produce and maintain 13-week cash flow forecasts and annual cash flow projections
- Lead the annual budgeting process and updates
- Manage outsourced accounting team and ensure reporting accuracy and efficiency
- Develop and monitor financial metrics, management reporting, and investor reporting materials
- Maintain relationships with banks, auditors, tax advisors, insurance providers, and IT partners
- Support federal/state income tax and sales tax compliance
- Partner with leadership to implement operating improvements and financial best practices
Key requirements- Controller or senior financial leadership experience
- Experience overseeing treasury, cash flow forecasting, budgeting, and reporting
- Proven ability to manage outsourced accounting and external relationships (banks, auditors, tax advisors)
- Strategic and hands-on mindset with collaborative leadership
- proactive
- solutions-oriented
- collaborative
- treasury management
- cash flow forecasting
- annual budgeting
