Hillsborough, CA

Go Get a Promotion - RIA looking for Assistant Controller

Ref ID: 00412-9503429457

Classification: Accounting Manager

Compensation: DOE

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text

(415)225.7226
.

Assistant Controller

(full time in office for onboarding open to 3 days hybrid long term)

Competitive Base + 20-30% target bonus

Company

Our client provides growth financing to owner-operated and family-owned businesses which are navigating through discontinuous growth events. The companies we work with on average generate over 50+ million in revenues per year.

Responsibilities will include:

  • Assisting with financials for both investment funds and management company
  • Collaborating on analytical projects including valuations, public comparable analyses, and liquidation waterfalls
  • Monitor collection of data from portfolio companies
  • Working with LPs/supporting the investor relations team
  • Assisting with automating processes


Keys:

  • 7+ years of public accounting (audit or accounting), fund admin, or other asset manager experience, with exposure in private equity, venture capital or various alternative investment firms.
  • A keen interest in growing your technical expertise in the industry
  • CPA (active or inactive) is good to have, but not a requirement.

Sells:

  • 100% medical, Dental, Vision for employee AND family.
  • 401k dollar for dollar match up to 25% of annual salary! Can be fully maxed out!
  • FSA and Dependent care contributions and pre-tax deferral allowances
  • Paid cell phone plan
  • Stipend for home office set up
  • Exposure to hedge funds, private equity and pooled investment vehicles, you will not be siloed off to one product or investment strategy.
  • Kind, collaborative, and down to earth team

If you are interested in this role, please send over your updated resume and the best time to speak for 5-10 mins today.

If you are not interested in the position, I would greatly appreciate it if you can pass the goodwill forward and share this with friends in the industry, who may not have access to these roles otherwise.

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn or text

(415)225.7226
.

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