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Description

Please apply here & ping me on LinkedIn for most immediate consideration - Jeffrey Abrams

Our client is a dynamic, global asset manager with a focus on B2B software companies. With ~$1B in AUM and additional raises on the horizon, the firm is poised to capitalize on the growing fintech landscape in the US and x-border (working hours are normal US hours). They are passionate about partnering with their entrepreneurs and cultivating differentiated products with a global mindset.

Key Responsibilities:

+ Analyze financial and operational data from portfolio companies to support investment decisions and ongoing valuation processes.

+ Create dashboards and reports to monitor key performance indicators and deliver actionable insights to internal stakeholders.

+ Conduct ad-hoc financial analyses and communicate findings to investment, operations, and leadership teams.

+ Coordinate with third-party service providers on fund operations, including capital activity, fund administration, and periodic investor reporting.

+ Maintain cash flow forecasts, manage capital planning, and organize investment-related documentation.

+ Support audit, tax, and regulatory compliance processes in collaboration with internal teams and external advisors.

+ Assist with investor relations, including the preparation of fundraising materials and responses to due diligence requests.

+ Monitor overall fund performance and expenses, ensure data accuracy, and contribute to the improvement of internal processes and controls.

Requirements

• At least of 7+ years of combined public accounting and VC/PE experience and a personality type of taking initiative and having ownership of your work.

• Degree in Accounting, Finance, Economics, or a related field.

• Strong understanding of GAAP and financial reporting. CPA is preferred but not required.

• Advanced Excel skills, including experience with pivot tables, macros, and data visualization tools.

• Experience with SQL or other database query languages is a plus.

• Excellent communication and presentation skills, both written and verbal.

Benefits are very generous at this company:

+ Cell phone $150 a month stipend

+ Gym $300 a month stipend

+ Commute $25 per day stipend

+ Mental Health – Sessions covered by the firm if elected

+ Unlimited PTO plan

+ 2nd half of August the firm is CLOSED.

+ Christmas week and the 1st week of January the firm is CLOSED.

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) .