Description Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Our client is a cutting-edge single family office in San Francisco. This team excels in a wide range of areas, from investing and portfolio management to startup incubation, estate planning, and overseeing a billion-dollar family office. As VP or Finance and Advisor to the principal, you'll manage both internal and external finance functions. With the family office's fast-paced and evolving needs, you'll spearhead exciting new initiatives and projects, ensuring your role remains both challenging and stimulating. Additionally, enjoy a competitive compensation, HYBRID work flexibility and fantastic benefits. Responsibilities: + Shape and manage investment, portfolio creation, and finance strategies. + Collaborate closely with the principal on financial planning. + Lead a lean internal team and coordinate with top-tier external vendors for back office, tax, legal, estate planning, and charitable organization compliance. + Oversee all investments, liquidity needs, cash flows, financial reporting, and tax accounting. + Direct estate planning efforts and charitable activities. + Maintain comprehensive investment reporting processes. Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Requirements + 8+ years of financial services experience specifically in family office. + CPA, CFA, CFP, or MBA. + Exceptional skills in investing, accounting, risk management, and financial planning. + Value entrepreneurship, creativity, honesty, integrity, and dedication. + Tech-savvy with knowledge of current and evolving technology trends. + Thrives in high volume environment. + Hands-on and proactive. + MUST LIVE IN THE BAY AREA - this is a HYBRID role. + Undergraduate degree from a top school. Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. 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. 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) .