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Controller Private Equity

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Institute of Management Accountants, Inc.
Full Time position
Listed on 2026-10-04
Job specializations:
  • Management
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 180000 - 240000 USD Yearly USD 180000.00 240000.00 YEAR
Job Description & How to Apply Below

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Controller Private Equity

Overview
In this Controller role, you will lead the firm's financial operations within a private equity environment. You'll partner with the Managing Partner to drive growth through robust treasury, forecasting, budgeting, and investor reporting. You'll manage a small outsourced accounting team while upholding strong financial controls and strategic initiatives. Your hands-on leadership will shape operational improvements and best practices in a collaborative, entrepreneurial culture.

Responsibilities
  • Oversee treasury management, fund wires, capital calls and distributions, and investment of excess cash
  • Produce 13-week rolling cash flow forecasts and annual cash flow projections
  • Lead annual budgeting and ongoing financial planning
  • Manage outsourced accounting team and ensure accurate reporting 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 tax compliance for federal/state income and sales tax requirements
  • Partner with leadership to implement operational improvements and financial best practices
Key requirements
  • proactive
  • solutions-oriented
  • collaborative
  • treasury management
  • cash flow forecasting
  • budgeting
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