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About the Role
Join a financial services organization as its second finance hire, working directly with the Head of Finance across multiple investment funds. You will own core fund finance operations while implementing an AI-enabled fund administration platform and building more efficient workflows.
Responsibilities
- Manage fund accounting, LP reporting, and capital account statements across multiple funds.
- Lead implementation and calibration of an AI-enabled fund administration platform.
- Automate repetitive finance workflows using tools and systems suited to the work.
- Maintain accurate investment data, valuations, and portfolio company records.
- Support strategic projects with the Head of Finance, including office acquisitions and cross-portfolio work.
Requirements
- Three to six years of experience in fund accounting, fund administration, fund operations, investment fund audit, or VC/PE finance.
- Practical experience rebuilding or automating finance workflows with tools such as Excel macros, Power Query, SQL, Python, Airtable, or AI tools.
- Experience producing LP reporting, including quarterly reports and capital account statements.
- Strong understanding of capital calls, distributions, NAV, management fees, and fund financial statements.
- A bachelor's degree in accounting, finance, or a related field.
- Interest in deep technology, science, or impact-driven work.
Skills
- Excel macros
- Power Query
- SQL
- Python
- Airtable
- AI tools
Location
- San Francisco, California
Work Type
- On-site
Experience Level
- 3-6 years
Education Level
- Bachelor's degree in accounting, finance, or a related field
Salary/Compensations
- $133,000 to $160,000
Benefits
- Visa sponsorship