Assistant Controller or Controller - Careers at Robert Half
Robert Half
Assistant Controller or Controller - Careers at Robert Half
Job Description
About the Role
Robert Half is proud to present an exceptional opportunity for an experienced Assistant Controller or Controller to join a prestigious family office in San Francisco, California. This pivotal role oversees the financial operations of high-net-worth entities, including estates, vineyards, and investment activities. Reporting directly to the CEO, you will ensure financial accuracy, compliance, and strategic insight while maintaining utmost discretion in a confidential environment. Ideal for seasoned finance professionals seeking to make a tangible impact in a dynamic family office setting, this position offers a competitive salary starting at $150,000, with potential for higher based on experience.
The successful candidate will manage comprehensive accounting, reporting, insurance, and risk mitigation, providing proactive financial leadership. This is more than a traditional Controller role—it's a strategic partnership driving the family's financial success across diverse operations like vineyard management and construction projects.
Key Responsibilities
Financial Oversight and Reporting
Serve as the primary financial liaison for the CEO, CFO of Investments, and estate leadership. Maintain impeccable books and records for all entities, generating timely monthly, quarterly, and annual reports. Proactively review these with leadership, scrutinize external accountants' work, and ensure GAAP compliance.
Cash Management and Banking
Monitor cash balances, orchestrate fund movements, and manage banking relationships—from account openings to permissions. Oversee accounts payable, approve invoices (including intercompany), and track transactions with precision.
Strategic Planning and Special Projects
Collaborate on annual financial plans, lead vineyard budgeting, cost analysis, and partner vetting. Monitor construction finances, flagging variances early. Participate in CEO-directed initiatives for holistic financial strategy.
Insurance and Risk Management
Ensure robust, current insurance coverage for estates, entities, and activities. Partner with brokers on policies, claims, and future needs, keeping stakeholders informed.
Process Optimization and Compliance
Design efficient financial systems, internal controls, and user-friendly processes like expense reporting. Coordinate tax preparations, verifying accuracy with external experts.
Required Qualifications
To excel, candidates need a Bachelor's in Accounting or Finance, 8+ years in progressive roles (family office experience preferred), and CPA certification. Proficiency in financial software, advanced Excel, and GAAP is essential. Demonstrated skills in relationship-building, discretion, and process improvement are non-negotiable. Bonus for vineyard/estate or high-net-worth exposure.
Why Join Us
Join Robert Half's network and this elite family office for unparalleled professional growth. Enjoy a $150,000+ salary, comprehensive benefits including 401(k) matching, health coverage, PTO, and bonuses. Work hybrid in vibrant San Francisco, leveraging cutting-edge tools in a collaborative, high-trust environment. This role offers strategic influence, discretion with principals, and long-term stability in California's premier family office landscape. Apply now to elevate your finance career!
Locations
- San Francisco, California, United States
Salary
150,000 - 200,000 USD / yearly
150,000 - 200,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Financial Reportingintermediate
- Accounting Managementintermediate
- Insurance Oversightintermediate
- Tax Coordinationintermediate
- Cash Flow Managementintermediate
- Financial Planningintermediate
- Internal Controlsintermediate
- Banking Relationshipsintermediate
- Process Improvementintermediate
- Risk Managementintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field (experience)
- 8+ years of progressive accounting/finance experience (experience)
- CPA certification preferred (experience)
- Experience in family office or high-net-worth environments (experience)
- Strong knowledge of GAAP and financial regulations (experience)
- Proficiency in financial software (QuickBooks, ERP systems) (experience)
- Excellent relationship management skills (experience)
- Discretion and professionalism in confidential matters (experience)
- Vineyard or estate management financial experience a plus (experience)
- Advanced Excel and data analysis skills (experience)
Responsibilities
- Serve as primary contact for CEO, CFO of Investments, and estate leadership on financial and insurance matters
- Build and maintain relationships with senior management to align on tax and financial strategies
- Maintain accurate books and records for all family office entities
- Generate and review monthly, quarterly, and annual financial reports with CEO
- Review external accounting partners' work for accuracy
- Coordinate banking relationships, transactions, and cash management
- Oversee accounts payable, invoice approvals, and intercompany transactions
- Prepare annual financial plans with estate management
- Manage vineyard financial planning, cost analysis, and external partnerships
- Design and implement financial systems, processes, and internal controls
- Ensure comprehensive insurance coverage and coordinate with brokers
- Assist in tax return preparation with external partners
- Monitor construction project finances and report variances
- Participate in special projects as directed by CEO
Benefits
- general: Competitive salary range of $150,000+ annually
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) matching and retirement savings plan
- general: Generous paid time off and holiday schedule
- general: Professional development and CPA reimbursement
- general: Hybrid work flexibility in San Francisco
- general: Collaborative family office environment
- general: Opportunity for career growth with high-net-worth principals
- general: Discretionary bonuses tied to performance
- general: Access to cutting-edge financial tools and resources
Tags & Categories
Answer 10 quick questions to check your fit for Assistant Controller or Controller - Careers at Robert Half @ Robert Half.
Related Books and Jobs
Assistant Controller or Controller - Careers at Robert Half
Robert Half
Assistant Controller or Controller - Careers at Robert Half
Job Description
About the Role
Robert Half is proud to present an exceptional opportunity for an experienced Assistant Controller or Controller to join a prestigious family office in San Francisco, California. This pivotal role oversees the financial operations of high-net-worth entities, including estates, vineyards, and investment activities. Reporting directly to the CEO, you will ensure financial accuracy, compliance, and strategic insight while maintaining utmost discretion in a confidential environment. Ideal for seasoned finance professionals seeking to make a tangible impact in a dynamic family office setting, this position offers a competitive salary starting at $150,000, with potential for higher based on experience.
The successful candidate will manage comprehensive accounting, reporting, insurance, and risk mitigation, providing proactive financial leadership. This is more than a traditional Controller role—it's a strategic partnership driving the family's financial success across diverse operations like vineyard management and construction projects.
Key Responsibilities
Financial Oversight and Reporting
Serve as the primary financial liaison for the CEO, CFO of Investments, and estate leadership. Maintain impeccable books and records for all entities, generating timely monthly, quarterly, and annual reports. Proactively review these with leadership, scrutinize external accountants' work, and ensure GAAP compliance.
Cash Management and Banking
Monitor cash balances, orchestrate fund movements, and manage banking relationships—from account openings to permissions. Oversee accounts payable, approve invoices (including intercompany), and track transactions with precision.
Strategic Planning and Special Projects
Collaborate on annual financial plans, lead vineyard budgeting, cost analysis, and partner vetting. Monitor construction finances, flagging variances early. Participate in CEO-directed initiatives for holistic financial strategy.
Insurance and Risk Management
Ensure robust, current insurance coverage for estates, entities, and activities. Partner with brokers on policies, claims, and future needs, keeping stakeholders informed.
Process Optimization and Compliance
Design efficient financial systems, internal controls, and user-friendly processes like expense reporting. Coordinate tax preparations, verifying accuracy with external experts.
Required Qualifications
To excel, candidates need a Bachelor's in Accounting or Finance, 8+ years in progressive roles (family office experience preferred), and CPA certification. Proficiency in financial software, advanced Excel, and GAAP is essential. Demonstrated skills in relationship-building, discretion, and process improvement are non-negotiable. Bonus for vineyard/estate or high-net-worth exposure.
Why Join Us
Join Robert Half's network and this elite family office for unparalleled professional growth. Enjoy a $150,000+ salary, comprehensive benefits including 401(k) matching, health coverage, PTO, and bonuses. Work hybrid in vibrant San Francisco, leveraging cutting-edge tools in a collaborative, high-trust environment. This role offers strategic influence, discretion with principals, and long-term stability in California's premier family office landscape. Apply now to elevate your finance career!
Locations
- San Francisco, California, United States
Salary
150,000 - 200,000 USD / yearly
150,000 - 200,000 USD / yearly
* This is an estimated range based on market data and may vary based on experience and qualifications.
Skills Required
- Financial Reportingintermediate
- Accounting Managementintermediate
- Insurance Oversightintermediate
- Tax Coordinationintermediate
- Cash Flow Managementintermediate
- Financial Planningintermediate
- Internal Controlsintermediate
- Banking Relationshipsintermediate
- Process Improvementintermediate
- Risk Managementintermediate
Required Qualifications
- Bachelor's degree in Accounting, Finance, or related field (experience)
- 8+ years of progressive accounting/finance experience (experience)
- CPA certification preferred (experience)
- Experience in family office or high-net-worth environments (experience)
- Strong knowledge of GAAP and financial regulations (experience)
- Proficiency in financial software (QuickBooks, ERP systems) (experience)
- Excellent relationship management skills (experience)
- Discretion and professionalism in confidential matters (experience)
- Vineyard or estate management financial experience a plus (experience)
- Advanced Excel and data analysis skills (experience)
Responsibilities
- Serve as primary contact for CEO, CFO of Investments, and estate leadership on financial and insurance matters
- Build and maintain relationships with senior management to align on tax and financial strategies
- Maintain accurate books and records for all family office entities
- Generate and review monthly, quarterly, and annual financial reports with CEO
- Review external accounting partners' work for accuracy
- Coordinate banking relationships, transactions, and cash management
- Oversee accounts payable, invoice approvals, and intercompany transactions
- Prepare annual financial plans with estate management
- Manage vineyard financial planning, cost analysis, and external partnerships
- Design and implement financial systems, processes, and internal controls
- Ensure comprehensive insurance coverage and coordinate with brokers
- Assist in tax return preparation with external partners
- Monitor construction project finances and report variances
- Participate in special projects as directed by CEO
Benefits
- general: Competitive salary range of $150,000+ annually
- general: Comprehensive health, dental, and vision insurance
- general: 401(k) matching and retirement savings plan
- general: Generous paid time off and holiday schedule
- general: Professional development and CPA reimbursement
- general: Hybrid work flexibility in San Francisco
- general: Collaborative family office environment
- general: Opportunity for career growth with high-net-worth principals
- general: Discretionary bonuses tied to performance
- general: Access to cutting-edge financial tools and resources
Tags & Categories
Answer 10 quick questions to check your fit for Assistant Controller or Controller - Careers at Robert Half @ Robert Half.
Related Books and Jobs