Director of Finance & Assistant Controller
A publicly traded investment firm is looking for a Director of Finance & Assistant Controller to join its team. This high-impact role oversees SEC reporting, valuation ($5B+ portfolio), FP&A, and technical accounting, with a clear path to VP Finance/Controller within 12-18 months.
? $250K base + 50% bonus + equity
? Ideal for a Controller at a smaller investment firm or an Assistant Controller at a larger firm
? Must have SEC reporting & valuation experience
location: Palo Alto, California
job type: Permanent
salary: $230,000 - 250,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 10 Years
responsibilities:
Director of Finance & Assistant Controller
A well-established publicly traded investment firm is seeking a Director of Finance & Assistant Controller to join its team.
Key Highlights:
- Seeking a well-rounded finance leader with SEC reporting and valuation experience.
- Ideal candidates will have been a Controller at a smaller investment firm with public company exposure or an Assistant Controller at a mid-size to large firm.
- Strong succession potential-this role is positioned to step into the VP Finance/Corporate Controller position within 12-18 months.
This role will oversee external SEC reporting, internal management reporting, valuation oversight ($5B+ portfolio), FP&A, and technical accounting. It involves leading a team across FP&A, SEC reporting, and valuation functions, collaborating with treasury, tax, investor relations, and general ledger accounting teams.
Key Responsibilities:
- Lead SEC and regulatory reporting (10-Qs, 10-Ks, 8-Ks, etc.).
- Participate in the Valuation Committee, reviewing valuations for a $5B+ portfolio.
- Oversee financial reporting for Audit Committee & Board meetings.
- Manage FP&A functions, including budgeting, forecasting, business analytics, and valuation models.
- Drive technical accounting research for strategic initiatives.
- Guide teams in SOX compliance and regulatory audits.
qualifications:
Qualifications:
- CPA required; Master's degree preferred.
- 10+ years of experience in accounting/finance, preferably with direct lending or credit strategies.
- Big 4 experience with SEC-registered clients OR experience in a publicly traded financial services institution.
- Expertise in ASC 820, public reporting requirements, and investment company accounting principles.
- Team leadership experience and ability to thrive in a fast-paced environment.
skills: Financial Reporting - SEC
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.
Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.
Qualified applicants in the unincorporated areas of Los Angeles County with criminal histories will be considered for employment in accordance with the Los Angeles County's Fair Chance Ordinance for Employers.
We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
