Job Description

The Chief Financial Officer (CFO) is a strategic leader responsible for overseeing the financial health and sustainability of the organization. The CFO directs all aspects of financial planning and analysis, budgeting, accounting, reporting, risk management, investor relations, and funding strategies. This role works closely with the CEO and executive team to support strategic initiatives and ensure the organization meets its financial and operational goals.

Key Responsibilities :

• Develop and execute the organization’s financial strategy aligned with long-term goals.
• Lead the annual budgeting process and long-range financial planning.
• Provide financial insights and recommendations to the CEO and board to guide decision-making.
• Oversee accounting, auditing, and financial reporting functions.
• Ensure accurate and timely monthly, quarterly, and year-end financial reports.
• Monitor key financial metrics, forecasts, and performance indicators.

Cash Flow & Risk Management

• Manage the company’s cash flow, liquidity, and capital structure.
• Assess and mitigate financial and operational risks.
• Ensure compliance with all financial, tax, and regulatory requirements.
• Manage relationships with investors, banks, and financial institutions.
• Evaluate and support funding strategies, mergers / acquisitions, and capital raising efforts.
• Oversee investment portfolios and asset management.
• Lead and develop the finance and accounting teams.
• Foster a high-performance culture of integrity, accountability, and excellence.

Operational Support

• Collaborate with other departments (e.g., HR, IT, Operations) to drive efficiencies and support business goals.
• Evaluate and implement financial systems and technologies to streamline processes.

Qualifications :

• Bachelor’s degree in Finance, Accounting, Economics, or related field (required)
• CPA, CMA, or MBA strongly preferred
• Minimum 10+ years of progressive finance experience, including senior leadership roles
• Proven experience in strategic planning, financial analysis, and team leadership
• Deep knowledge of GAAP, tax laws, and financial regulations
• Experience with financial reporting systems and ERP tools (e.g., SAP, NetSuite, QuickBooks)
• Strategic thinking and financial acumen
• Excellent leadership, communication, and interpersonal skills
• High ethical standards and commitment to transparency
• Strong problem-solving and decision-making abilities
• Ability to manage complexity in a fast-paced environment

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Chief Financial Officer Cfo • Santa Ana, CA, US

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