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CFO/ Sr. Controller/Chief Compliance Officer – Asset Management 9060K

PeopleConnect Staffing San Francisco, CA
  • Expired: over a month ago. Applications are no longer accepted.

Can work from any large city such as: Chicago, IL, Dallas, TX, Denver, CO, Houston, TX, Seattle, WA, Salt Lake City, UT, San Francisco, CA, Boston, MA, etc.

Our client has an exciting opportunity for an experienced Fund Administration Professional to join a growing Asset Management Firm as their CFO/CCO in a strategic leadership role.

Provide leadership role firm-wide, including organizational, administrative and business development initiatives, taking on other C suite duties which could include CCO responsibilities, manage in house finance team and vendor relationships, strategic planning and budgeting, be the sounding board for Partners. Member of the Operating and Valuation Committees, lead onboarding of new funds, client and SPVs, and provide oversight of cash planning and cash management. Bridge the gap between the finance function and the investment team.

The right candidate will be:

  • Achievement-oriented -- enjoys taking on challenges, even if they might fail
  • High stress tolerant -- thrives in a high-pressure environment

Qualification to be considered:

  • Must have 5+ years fund accounting and operational experience as a CFO
  • Must have exposure to many types of (tax) structures and varied project based and management experience
  • Must have a good mix of fund accounting and SEC reporting experience
  • Requires leadership skills to unite and run an excellent internal accounting staff and work with fund administrators
  • Oversight of LP and GP accounting experience
  • Experienced in coordinating with tax and audit providers


  • Define, implement and maintain processes and procedures for servicing SMA, SPV, and multi-manager funds
  • Work in close partnership with product and technology teams to enhance and automate key operational processes, and to develop and enhance product, management, and other reporting, targeting both efficiency and scale.
  • Provide oversight of fund administrators and other service providers, such as auditors, tax service providers, and custodians
  • Manage all fund accounting and financial reporting to investors
  • Follow and adhere to procedures for all subscriptions / redemptions / capital calls / distributions
  • Oversee quarterly and annual reporting to investors

To be considered please send your resume with your LinkedIn profile included to

Client is offering full-time employment with a base salary, bonuses, Health, Dental and Vision insurance.

PeopleConnect Staffing

PeopleConnect's Contingency Plus placement service is for full-time salaried positions. It offers the thorough research, expert leadership and personal attention of a retained search, without requiring you to pay in advance. Unlike retained firms, we're old fashioned enough to believe our job is to deliver quality people to you before asking to be compensated. Our recruiters and researchers have years of experience, and use tried-and-true headhunting techniques to identify top candidates. We’re confident in our ability to find the person you need. It’s risk-free for you, because you pay us after we produce results.


San Francisco, CA