Head of Finance and Accounting for Investment Firm
Occupations:
Accountants and AuditorsFinancial ManagersTreasurers and ControllersFinancial Specialists, All OtherBookkeeping, Accounting, and Auditing ClerksIndustries:
Accounting, Tax Preparation, Bookkeeping, and Payroll ServicesInsurance and Employee Benefit FundsOther Investment Pools and FundsOther Financial Investment ActivitiesNondepository Credit IntermediationDescriptionReach out to Jennifer Fukumae on LinkedIn for quickest consideration.A growing private equity real estate investment firm is seeking a strategic and hands-on Head of Finance & Accounting to lead the firm's financial operations, reporting infrastructure, and fund accounting function.This leadership role will oversee accounting, financial reporting, treasury, compliance, investor reporting, and operational finance across multiple real estate funds and affiliated entities. The position offers high visibility with ownership and broad exposure across fund operations, corporate finance, and investment activity.Responsibilities+ Lead accounting and financial operations for multiple private equity real estate funds and the management company+ Oversee fund accounting, capital calls, distributions, waterfalls, and investor allocations+ Manage quarterly and annual investor reporting+ Coordinate audits, tax processes, and external service providers+ Oversee treasury management, cash flow forecasting, banking relationships, and compliance+ Build and improve scalable processes, workflows, and internal controls+ Partner with investment and asset management teams on acquisitions, refinancing, and strategic initiatives+ Manage and mentor a small accounting team while remaining highly hands-onRequirements+ 10+ years of accounting and finance experience within private equity real estate, real estate investment management, or alternative asset management+ Strong knowledge of partnership accounting, fund structures, waterfalls, and investor reporting+ Experience managing audits, tax processes, and fund operations+ Proven leadership experience within lean, fast-paced environments+ CPA strongly preferred+ Advanced Excel skills and experience with systems such as Yardi, Juniper Square, Investran, or similar platformsIdeal Profile+ Entrepreneurial and solutions-oriented+ Comfortable building and refining processes+ Able to balance strategic leadership with day-to-day execution+ Strong communication skills with the ability to interface directly with executives, investors, lenders, and external partnersThis is an opportunity to join an expanding investment platform in a highly visible leadership role with long-term growth potential.Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .