About the Controller Role at Thriving Family Office

Are you a seasoned accounting professional seeking a pivotal leadership role in a dynamic family office environment? Robert Half is proud to present an exceptional opportunity for a Controller at a prestigious family office based in San Mateo, California. This thriving organization manages a highly diversified investment portfolio spanning public equities, private investments, real estate, and alternative assets. As Controller, you will lead a collaborative, growing accounting team, driving operational excellence, implementing best practices, and ensuring seamless financial operations that support strategic investment decisions.

This is more than just a job—it's a chance to shape the financial backbone of a high-caliber family office. Located in the heart of Silicon Valley's innovation hub, you'll thrive in a professional atmosphere that values expertise, innovation, and teamwork. With generous compensation including a base salary starting at $175,000, substantial bonus potential, 401(k) matching, wellness programs, and premium healthcare, this position offers both financial rewards and long-term stability. If you're passionate about investment accounting, GAAP compliance, and process optimization in a family office setting, this role is your next career milestone.

Why This Family Office Controller Position Stands Out

Join a respected family office where your contributions directly impact portfolio performance and operational efficiency. You'll influence key processes, from valuations and capital calls to performance metrics, while collaborating with top-tier investment professionals. The role emphasizes leadership in a supportive team environment, with ample opportunities for special projects and system enhancements using tools like NetSuite ERP. Perfect for CPA-certified leaders with family office or hedge fund experience, this position in San Mateo, CA, combines intellectual challenge with work-life balance.

Key Responsibilities

As Controller, your leadership will ensure the accounting function operates at peak efficiency. Key duties include:

• Overseeing the investment accounting team's output to maintain accuracy, consistency, and full GAAP compliance across all asset classes.
• Managing end-to-end accounting processes for both audited and non-audited entities, including complex investment structures.
• Serving as the primary liaison with external auditors during annual audit preparations and fieldwork.
• Preparing and meticulously reviewing K-1s, bank reconciliations, investment reconciliations, and bespoke financial reports.
• Upholding and elevating accounting standards through continuous process improvements and robust internal controls.
• Partnering closely with the investment team on asset valuations, capital activity tracking, and performance attribution analysis.
• Ensuring accurate journal entries, accruals, and reconciliations within NetSuite or comparable ERP platforms.
• Leading special projects such as reporting system upgrades, automation initiatives, and ad-hoc financial modeling.

Required Qualifications

To excel in this Controller role, candidates must bring a proven track record in investment-focused accounting. Essential qualifications include:

• Bachelor's degree in Accounting, Finance, or a related discipline; Master's or MBA preferred.
• Active CPA certification or equivalent (strongly preferred).
• 8+ years of progressive accounting experience, including at least 3-5 years in a family office, hedge fund, or private equity environment.
• Expert-level knowledge of GAAP, investment accounting principles, and alternative asset reporting.
• Demonstrated success in managing full audit cycles and building strong auditor relationships.
• Advanced proficiency in ERP systems like NetSuite, Yardi, or Advent, with hands-on reconciliation experience.
• Exceptional analytical abilities for complex valuations, NAV calculations, and performance reporting.
• Leadership experience managing accounting teams, with a focus on mentorship and process innovation.
• Superior communication skills for cross-functional collaboration with investments, operations, and executives.

Ideal candidates are detail-oriented problem-solvers who thrive in fast-paced, high-stakes settings and are committed to delivering actionable insights.

Why Join Us? Benefits and Career Growth

Robert Half places your career and well-being first. This Controller position offers a competitive $175,000 base salary with uncapped bonus potential tied to performance and firm success. Enjoy comprehensive benefits including generous 401(k) matching, wellness stipends, top-tier medical, dental, and vision coverage, plus flexible PTO. Work in a collaborative Menlo Park/San Mateo office with hybrid options, surrounded by high-caliber professionals who value work-life integration.

Grow your career by influencing strategic initiatives, gaining exposure to diverse investments, and advancing in a stable family office. For fastest consideration, connect with Michelle Espejo via email or LinkedIn. Apply today through Robert Half and elevate your finance career in Silicon Valley!