Fund Controller
Job Description
**Fund Controller**
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Petaluma, CA (On-Site with some remote flexibility)
A growing **real estate investment firm in Sonoma County** is adding a **Fund Controller** to take ownership of fund-level accounting and reporting across a multi-entity portfolio.
This role is less about maintaining the status quo—and more about **bringing structure, consistency, and long-term scalability** to an already successful platform.
**About the Role**
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You’ll be stepping into a position with strong fundamentals already in place, with the opportunity to **tighten reporting, refine processes, and create a more streamlined financial environment** across the organization.
The role requires someone comfortable operating both **in the details and at a higher strategic level** , with direct exposure to leadership and visibility across the business.
**What You’ll Be Responsible For**
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- Leading **fund-level accounting and financial reporting** across multiple real estate investments
- Managing and reviewing **consolidations and fund rollups** across entities
- Overseeing **capital activity** , including investor contributions, distributions, and allocations
- Producing and enhancing **investor reporting**
- Ensuring consistency and accuracy across all financial data
- Identifying opportunities to **improve reporting workflows and internal processes**
- Coordinating audits and working alongside external tax partners
- Overseeing property-level accounting functions (internal and/or third-party)
- Managing and optimizing **Yardi** and related systems
- Supporting and mentoring accounting staff, as needed
**What You Bring**
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- Demonstrated experience in **real estate fund accounting**
- Strong background in **fund rollups and multi-entity consolidations**
- Proficiency with **Yardi**
- Solid understanding of partnership structures and investor allocations
- Ability to assess current processes and implement improvements
- Strong communication skills with the ability to interact across teams and leadership
**What’s In It for You**
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- **$145K – $185K base + bonus**
- Comprehensive benefits package (medical, dental, vision)
- 401(k) with company contribution
- Generous PTO
- A stable platform with long-term growth potential
- A leadership team that values thoughtful, well-executed work
**Why This Role**
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This is a strong fit for someone who enjoys **bringing clarity to complexity** —someone who sees where things can be better and takes pride in building processes that last.
You won’t be walking into chaos—but you will have the opportunity to **elevate what’s already working into something even stronger and more scalable** .
**Apply Now**
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If you’re looking for a role where your work has visibility, impact, and long-term value, this is worth exploring.
If you bring **fund-level experience, a process-oriented mindset, and the ability to lead from within the details** , we’d welcome a conversation.
**All inquiries will be handled with complete confidentiality.**
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