Chief Financial Officer in Bay Area

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Job Type
Full-Time
  • Bachelor’s degree in Accounting or Finance; CPA and/or MBA preferred.
  • Minimum 6 years of CFO experience in a $30M+ company.
  • 15+ years total experience in finance or accounting.
  • Strong knowledge of GAAP, IFRS, and ASC 842.
  • Background in Big 4 public accounting preferred.
  • Franchise and M&A experience strongly preferred.
  • ERP implementation experience (Microsoft Dynamics 365 preferred).
  • Strong leadership, communication, and analytical skills.
Position Summary

We are seeking an experienced, hands-on Chief Financial Officer to join our executive leadership team. This role is responsible for all aspects of financial strategy, planning, reporting, and risk management. The CFO will play a critical role in guiding the company’s financial direction, optimizing performance, and supporting ongoing growth and operational excellence.

Essential Functions

Strategic Leadership

  • Act as a strategic partner to the CEO and executive team.
  • Drive long-term planning, forecasting, and financial modeling.
  • Define annual financial goals aligned with company strategy.
  • Present financial updates and insights to the Board and leadership team.

Financial Planning & Analysis

  • Lead the budgeting and forecasting process across divisions.
  • Provide timely and accurate financial reports, including P&L, cash flow, and variance analysis.
  • Deliver actionable insights to improve performance and support decision-making.

Accounting & Compliance

  • Oversee all accounting operations, including general ledger, month-end close, and financial reporting.
  • Ensure adherence to GAAP, IFRS, and internal controls.
  • Manage tax compliance and regulatory filings.

Team Leadership

  • Lead and mentor a team of Controllers and accounting staff.
  • Drive process improvements and efficiency across finance operations.
  • Recruit, develop, and retain top financial talent.

Systems & Operations

  • Evaluate and implement financial systems and software (Microsoft Dynamics 365 preferred).
  • Collaborate with IT and other departments on systems integration and automation.
  • Strengthen financial reporting tools and processes.

Treasury & Risk Management

  • Manage cash flow, working capital, and asset allocation.
  • Approve major transactions including large payables, wires, and ACHs.
  • Maintain strong relationships with banks and financial partners.

External Relations

  • Serve as the primary contact for auditors, consultants, and external stakeholders.
  • Lead preparation and support for annual audits.
  • Stay current on financial regulations, compliance, and best practices.
Other Duties

Perform other duties and special projects as assigned by executive management to support organizational goals and evolving business needs.

Physical Demands

This position requires the ability to sit, stand, bend, and occasionally lift up to 50 pounds.

General Information
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Approval

I certify that I have read and understand the applicant note on page one of this form and that the answers given by me to the foregoing questions and the statements made by me are complete and true to the best of my knowledge and belief. I understand that any false information, omissions or misrepresentations of facts called for in this application, whether on this document or not, may result in rejections of my application or discharge at any time during my employment. I authorize the company and / or its agents, to verify any of this information. I authorize all former employers, persons, schools, companies and law enforcement authorities to release any information concerning my background and hereby release any said persons, schools, companies and law enforcement authorities from any liability for any damage whatsoever for issuing this information. I also understand that the use of illegal drugs is prohibited during employment. If company policy requires, I am willing to submit to drug testing to detect the use of illegal drugs prior to and during employment.

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