Fund Controller

Job Description

Job Description

Fund Controller

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.

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.

• 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

• 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

• $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

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 .

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.