Fund Controller; CFO Track

Position: Fund Controller (CFO Track)
Reach out to Michelle Espejo via email or Linked In for additional information or questions regarding this listing. Controller (CFO Track) | Private Equity Firm | San Francisco;
Hybrid | Base + Bonus + Carry!

Our client is a growth-focused private equity firm investing in middle-market companies across business services, technology, and information sectors. Known for its collaborative and entrepreneurial culture, the firm partners closely with management teams to drive long-term growth and operational excellence.

This is a high-visibility leadership role with significant autonomy. You’ll oversee the firm’s finance function, partner directly with senior leadership, and play a key role in financial strategy and operations.

Responsibilities Oversee treasury operations including capital calls, distributions, and cash management

Manage cash flow forecasting and the annual budgeting process

Lead monthly closes and financial reporting for funds and GP entities

Oversee outsourced accounting operations and expense approvals

Manage fund administrator relationships and investment cash flow tracking

Prepare quarterly financial reporting and investment performance summaries

Lead annual audit and tax processes

For fastest consideration, reach out to Michelle Espejo via email or Linked In.