Director of Finance - Path to CFO Job in Concord, CA

Director Of Finance

Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a private equity firm in San Francisco seeking an experienced Controller to lead the firm's financial operations.

This is a highly visible leadership role for a hands-on accounting professional who thrives in an entrepreneurial environment. The Controller will oversee all core accounting, treasury, and financial management functions while partnering closely with the Managing Partner on key initiatives that support the firm's continued growth.

The ideal candidate is a proactive, solutions-oriented leader who can operate both strategically and tactically while helping to foster the firm's collaborative culture.

Key Responsibilities

• Oversee all financial operations, including treasury management, fund wires (inbound and outbound), capital call and distribution calculations, and investment of excess cash
• Produce and maintain 13-week rolling cash flow forecasts and annual cash flow projections
• Lead the annual budgeting process, including ongoing updates and financial planning support
• Manage and oversee the outsourced accounting team, ensuring accurate reporting and operational efficiency
• Develop and monitor key financial metrics, management reporting, and investor reporting materials
• Maintain oversight of relationships with banks, auditors, tax advisors, insurance providers, and IT partners
• Support tax compliance activities, including federal and state income taxes and sales tax requirements
• Partner with firm leadership to implement operational improvements and financial best practices