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Robert Half Accounting Analyst - Family Office - Worth a look in San Francisco, California

Description

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

Exciting Opportunity! Accounting Analyst, Finance

Location: Menlo Park (full-time office)

Salary: $85-$100K (potential for more) + 10% bonus + excellent benefits and growth

Company Overview:

Join a leading private investment management firm, specializing in alternative and multi-asset investment solutions. With nearly $6 billion in assets under management, we invest globally in a comprehensive endowment-style approach across five significant asset classes: fixed income, absolute return, equities (long-only and long/short), private equity (venture capital, distressed, and buy-out), and real assets (real estate and natural resources).

Role Overview - Accounting Analyst, Finance:

Successful candidates will become part of the firm's Finance Team, handling fund accounting for a range of the firm's funds. This role extends to active participation in establishing accounting and finance controls, as well as advancing best practices for the firm's partnerships and business operations.

Essential Duties and Responsibilities:

  • Manage daily accounting processes for selected firm's funds

  • Coordinate and review quarterly administration accounting packages, partner capital, and financial statements, as well as calls/distributions to partners

  • Calculate, report, and maintain fund analytics

  • Coordinate year-end audit work with auditors

  • Assist in preparing tax estimates and tax returns for the funds

  • Ensure consistent practices and controls with larger finance team

  • Establish and maintain accounting policies and procedures aligned with industry best practices

  • Assist in assigned special projects.

    Requirements

Skills and Experience:

  • 1-3 years of professional experience preferred, ideally with a Big4 audit or tax background or industry exposure

  • Strong quantitative and proficiency in Word, Excel, and PowerPoint

  • Excellent communicative skills

  • Flexibility and meticulousness, with the ability to take the initiative and manage multiple projects in a team environment

Plan to Placement:

1st Round: Video call with 1-3 team members

2nd Round: Video call with 1 or 2 managing directors

3rd Round: Meeting with firm's owner

Final: Job Offer

Benefits:

  • Tremendous mentoring opportunities, with senior management's strong commitment to feedback and regular check-ins

  • A fully stocked kitchen with regular catered lunches

  • An intimate and prestigious corporate culture

  • Access to high-profile industry advisors, with weekly visits from former Apple Retail head and the creator of the Black-Sholes model

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

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.

© 2024 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) .

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