Controller Private Equity

Institute of Management Accountants, Inc.; San Francisco (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Institute of Management Accountants, Inc. is seeking a Controller Private Equity to lead our financial operations within a private equity environment. You will partner with the Managing Partner to drive growth through treasury, forecasting, budgeting, and investor reporting.

In this hands-on leadership role, you will manage a small outsourced accounting team, uphold strong financial controls, and spearhead operational improvements and best practices in a collaborative, entrepreneurial culture.

Qualifications

• Experience in treasury management and cash flow forecasting.
• Proactive and solutions-oriented mindset.
• Collaborative approach within a small outsourced accounting team.
• Ability to lead budgeting processes and investor reporting.

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 financial metrics, management 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.

Skills

Treasury management

Cash flow forecasting

Budgeting

Proactive

Solutions-oriented

Collaborative

Job description

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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 efficiencyDevelop 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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