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Finance Associate - Thriving Venture Capital Firm

Robert Half Finance & Accounting

San Francisco, CA · HybridJobSeen 1 day agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
San Francisco, CAHybrid
Work Authorization
Not specified

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Job overview

The Finance Associate will join a lean finance team at a venture capital firm, with broad exposure to fund accounting, reporting, valuation, transactions, and operations. The role emphasizes ownership, critical thinking, independent work, and growth within an investment platform, alongside process improvement and exposure to AI and automation. The position is described as hybrid in San Francisco.

Skills & qualifications

RequiredNice to have

Skills

Fund MechanicsAllocationsExcelFinance SystemsCartaCritical ThinkingProblem SolvingAttention to DetailCommunicationAIAutomationProcess ImprovementOwnershipCoachability

Qualifications

2+ Years Fund Finance ExperienceCPA or CPA Track

Benefits

Medical Insurance
Vision Insurance
Dental Insurance
401(k) Match

Full job description

Description

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Finance Associate | $5B+ Venture Capital Firm| San Francisco; Hybrid

Join a highly regarded venture capital firm with a strong track record of backing innovative, technology-driven businesses. This is a high-visibility, high-ownership role within a lean finance team, offering broad exposure across fund accounting, reporting, valuation, transactions, and operations.

Ideal for someone who thinks critically, works independently, and wants meaningful responsibility and growth within a sophisticated investment platform. Strong team culture, process improvement focus, and exposure to AI and automation.

Responsibilities

  • Manage monthly and quarterly close across funds and SPVs

  • Prepare NAV, capital accounts, allocations, and reporting schedules

  • Coordinate with fund administrators, audit, and tax providers

  • Support LP reporting, valuations, and fund performance reporting

  • Prepare transaction wires and supporting documentation

  • Maintain fund, investment, and operational trackers

  • Support regulatory filings and process improvements

  • Identify opportunities for AI and automation

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Requirements

  • 2–5 years of fund accounting, fund administration, audit, VC, or PE finance experience

  • Understanding of fund mechanics and allocations

  • Strong Excel and finance systems skills; Carta a plus

  • Strong critical thinking and problem-solving skills

  • Excellent attention to detail and communication

  • Interest in AI, automation, and process improvement

  • Ownership-minded, coachable, and eager to grow

  • CPA or CPA-track a plus

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

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