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  • Accountant for Innovate Family Office

    Robert Half Finance & Accounting (San Francisco, CA)



    Apply Now

    Description

    Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Financial Reporting Manager at a Family Office. This is a full-time permanent role based in San Francisco with a Hybrid schedule.

     

    Our client is a mission-driven private investment office with a long-standing presence in the Bay Area. They manage a diverse portfolio that includes trusts, partnerships, and philanthropic initiatives. Known for their collaborative culture and experienced team, they offer a dynamic environment where meaningful financial work intersects with long-term purpose.

     

    This senior role will have a direct impact on financial strategy and process improvement across multiple entities. You’ll work closely with a supportive team that values independence, innovation, and continuous growth. The firm offers exceptional benefits, including 100% employer-paid health coverage for you and your family, 401(k) contributions, generous PTO, and wellness perks like a gym membership.

    Responsibilities:

    + Build and improve financial models, dashboards, and reports using Power BI

    + Oversee cash flow reporting and implement forecasting tools

    + Prepare fair market value reports, financial analyses, and executive summaries

    + Work with IT to streamline reporting tools and integrate with Microsoft Business Central

    + Lead and mentor a Financial Reporting Manager

    + Act as a key internal resource for financial reporting and insights

    *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.

    Requirements

    + 10+ years of experience in complex accounting or finance roles, ideally across multiple entities

    + MUST have family office experience - NO EXCEPTIONS

    + Strong background in financial reporting, analysis, and cash flow planning

    + Advanced Power BI skills; experience with Microsoft Dynamics Business Central is a plus

    + Proven leadership skills and a passion for mentoring others

    + CPA preferred;

    + Familiarity with HNW family structures and tax considerations is a bonus

    + Excellent communication skills with the ability to simplify complex ideas

    + Highly organized, proactive, and detail-oriented

     

    Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what’s out there.

     

    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.

     

    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) .

     


    Apply Now



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