Chief Financial Officer

Our client in the financial services industry is looking for a Chief Financial Officer to join their team in San Fernando Valley


Job Description:

  • Assess risks, limits and propose enhancements on revenue
  • Help advise CEO on equity events and design proposals
  • Manage acquisition due diligence and negotiate acquisitions
  • Manage cash flow
  • Develop a framework to drive financial acumen
  • Provide analyses and reporting
  • Oversees financial operations
  • Manage and oversee a team of direct reports
  • Manage process for financial forecasting, budgets and financial reporting
  • Responsible for financial controls and audits
  • Help negotiate final audit findings
  • Responsible for reporting financial results
  • Responsible for reporting to joint venture partners
  • Review and suggest improvements to processes, policies and procedures
  • Continuously evaluate and improve internal controls
  • Maintains insurance coverage



  • MBA preferred
  • CPA preferred
  • Public accounting and private industry experience
  • M&A and/or private equity experience
  • Experience in the financial services, or related industries
  • Strong knowledge of GAAP
  • 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 be discreet with confidential/sensitive information
  • Able to work independently and take initiative
  • Detail-oriented
  • A team player
  • Strong work ethic



  • Bachelor’s degree in related field and a minimum of 10 years’ relevant experience

Ref #23430

Alex RealChief Financial Officer