• Assistant Controller or Controller

    Robert Half Finance & Accounting (San Francisco, CA)


    Description

    The Controller (or Assistant Controller DOE) is responsible for the effective and efficient financial operations of the family office. This role is accountable for ensuring the accuracy, compliance, and timeliness of all accounting and reporting functions. This role involves managing the financial activities of the family office’s entities while providing strategic financial insights, proactive risk management and mitigation. Ensures the insurance programs are current and appropriate to cover all needed coverages for the estates, entities and activities of the Principals. Maintains the highest level of discretion and professionalism.

    Duties:

    Serves as the primary contact for the Principals, CEO, CFO of Investments, and estate leadership on all family office financial and insurance matters.

     

    Builds and maintains strong, collaborative relationships with senior management peers, working closely with the CFO of Investments to address and align on tax requirements and financial strategies.

     

    Maintains accurate and current books and records for all assigned entities.

     

    Generates and distributes monthly, quarterly, and annual financial reports. Proactively reviews financial reporting with CEO, CFO of Investments, and when applicable, other Apollo leaders, such as estate leadership.

     

    Reviews financial information prepared by external accounting partners for accuracy and reasonableness.

     

    Coordinates with banking teams for financial transactions and effectively manages banking relationships, including opening accounts and maintaining user permissions.

     

    Monitors and manages cash balances, ensuring the appropriate movement of funds to support cash flow needs.

     

    Maintains accurate and timely records of intercompany transactions.

     

    Oversees accounts payable processes, ensuring payments are accurate and appropriate. Approves invoices, including intercompany billing, and ensures timely payment of those transactions.

     

    Partners with Human Resources and Administration to monitor bill payments and track cost savings in coordination with estate managers.

     

    Prepares annual financial plans in collaboration with estate management.

     

    Oversees vineyard financial planning and financial management, including planning preparation, cost analysis, and resource allocation. Leads the process for vetting external partners for vineyard financial expertise and maintains effective relationships with partners.

     

    Designs, implements, and manages financial systems, processes, and internal controls to ensure operational efficiency. Proactively improves financial processes, procedures and systems which ensure accuracy, efficiency, and where applicable, ease of use for others (e.g., expense reporting).

     

    Ensures insurance coverage is current and adequate for all family office needs. Proactively plans for future coverages based on family office plans and strategies. Coordinates with insurance brokers to manage policies and report claims and ensures internal parties (e.g., CEO, estate leadership) are aware of claim status.

     

    Assist in managing fleet operations to ensure regulatory compliance and adherence to company policies. Serves as the liaison between the Fleet Manager and CEO.

     

    Coordinates with external partners in preparing tax returns for the principals.Ensures tax returns appear accurate and reasonable.

    Requirements

    Education & Experience

     

    Bachelor’s degree in a finance-related field; Tax focused CPA certification is preferred.

     

    Minimum 7 years of experience in a fast-paced, high volume environment.

     

    Experience in General Ledger, Account Reconciliation, Balance Sheet Reconciliation, Bank Relations, Financial Planning, Financial Statement preparation, Annual Income Tax Provision, Complex Tax Return, Estate Tax, Federal Income Tax, Income Tax Provision, Individual Tax Return, Partnership Tax,

     

    Sage Intacct REQUIRED, Microsoft Excel, bill.com, Expensify

     

    For immediate consideration, please call Amanda Howell at 707-578-3355

     

    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) .