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Robert Half Controller - Part time - Boutique investment bank in Burlingame, California


This company is actively interviewing and will not be hiring for long!

For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume.

Our client is a boutique investment banking firm in Burlingame, CA. They are looking for a part-time controller to join the tight-knit team and report directly to the CFO.

Some Responsibilities will include:

  • Maintain financial statements using QBO and provide monthly updates to the Partners

  • Manage payments to vendors, payroll, employee expenses and reimbursement

  • Oversee client billings and collections

  • Maintain records for shareholders and manage profit sharing and tax distributions

  • Oversee investment portfolio and distributions to employee investors

  • Oversee discretionary spending requests by employees for charitable giving, employee outings, purchases of office equipment

  • Oversee 401-k program and HSA and Manage health insurance plans, annual review of alternatives

  • Assist with financial aspects of FINRA compliance, such as working with Series 27 FinOp on Focus reports, SIPC 6 and 7 calculations, distributions and net cap calculations


Key Requirements include:

  • 5+ years of financial services experience

  • As this is a small company and standalone role, they need someone who is confident, flexible, would jump in on issues

  • Organized, self-sufficient, resourceful (if don't know something, she'd find experts within or outside the company to get answers)

For details on salary and benefits, please view my LinkedIn under Charlie O'Brien and email me your resume

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 puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more.

Questions? Call your local office at 1.888.490.5461. 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.

© 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use ( .