Chief Financial Officer

Our client in the service company industry is looking for a Chief Financial Officer to join their team in Los Angels County


Job Description:

  • Manage the development and implementation of annual revenue and expense budgets
  • Assist with tax strategy and advise on any reporting requirements
  • Implement and maintain internal financial and operational controls
  • Help ensure accurate and timely billing
  • Oversee the administration of conflicts of interest screening and review
  • Serve as primary liaison with outside CPA
  • Ensure compliance with all legal and regulatory financial/tax requirements and reporting
  • Estimate and pay taxes to appropriate agencies on a timely basis
  • Direct cash flow management
  • Oversee and monitor collections activities
  • Monitor and track all firm assets
  • Establish and maintain all banking relationships
  • Review risk management strategy and insurance coverage limits
  • Set-up and ensure business licenses for each office are current and posted
  • Oversee administration of cash balance and 401(k) pension plans
  • Oversee and direct treasury activities including the firm’s electronic receipts and payments; institute and ensure appropriate controls and fraud detection policies are in place
  • Assist with the implementation and optimization of financial and billing systems
  • Oversee reporting of all relevant financial and billing data



  • MBA preferred
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Strong analytical, problem-solving and organization skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate with professionals at all levels
  • Able to communicate complex information to a variety of audiences
  • Able to be discreet with confidential/sensitive information
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in business, accounting, finance or related field and a minimum of 10 years’ relevant experience

Ref #23503

Elizabeth ValadezChief Financial Officer