Director of Finance Private Equity

Robert Half San Francisco, CA Closed
Robert Half is looking for Director of Finance Private Equity in San Francisco, CA.
This local job opportunity with ID 3864249617 is live since 2026-10-02 17:16:57.
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
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Required Skills

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