Controller, Finance & Banking, Financial Manager

Overview

Our client, a private family office supporting two tech entrepreneurs, is seeking a Controller to manage and oversee all aspects of their personal and business financial operations. This is a unique opportunity to work directly with a dynamic, fast-paced family involved in startups, venture capital, and angel investing.

Location: The role is mostly remote; however, candidates should be based in either the San Francisco Bay Area or Los Angeles and be available for in-person meetings every other week.

Job Description: In this role, you will run all financial operations and reporting for the family, oversee portfolio analytics / reporting, and work closely with their operating businesses.

• Manage personal financial operations including budgeting, cash management, reporting, and coordination with external advisors (tax, legal, wealth management).
• Oversee financial operations for a broad investment portfolio including angel investments, venture funds, and alternative assets.
• Support accounting and financial operations for related entities including a VC fund and a family-owned business.
• Coordinate tax filings and legal documentation across multiple entities (LLCs, trusts, etc.).
• Lead special projects such as asset purchases, payroll for household staff, and financial system implementations.

• 8+ years of progressive experience in accounting or finance, ideally with exposure to family office environments or high-net-worth individuals.
• Strong understanding of personal and entity-level tax coordination.
• Exceptional discretion, integrity, and professionalism in handling sensitive financial information.
• Proven ability to manage external vendors and projects independently.
• Based in the Bay Area or Los Angeles, with flexibility for occasional in-person meetings and off-hours communication.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• The individual’s skill sets, experience and training;
• Licensure and certifications;
• Office location and other geographic considerations;
• Other business and organizational needs.

With that said, as required by local law in geographies that require salary range disclosure, Vaco by Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.