Chief Financial Officer

Our client in the financial services industry is looking for a Chief Financial Officer to join their team in Walnut Creek


Job Description:

  • Assist executive management
  • Manage banking relationships
  • Prepare budgets by establishing schedules; collecting, analyzing, and consolidating financial data
  • Provide status of financial condition by collecting, interpreting, and reporting financial data
  • Manage outsourced functions
  • Oversee the accounting operations, control systems, and transaction-processing operations
  • Prepare special reports by collecting, analyzing, and summarizing information and trends
  • Help process payroll
  • Help maintain the chart of accounts
  • Maintain an orderly accounting filing system
  • Maintain a system of controls over accounting transactions
  • Manage the production of the annual budget and forecasts



  • CPA or CMA license
  • 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
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Able to adapt to changing priorities
  • Detail-oriented
  • A team player
  • Strong work ethic



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

Ref #24284

Dora DangChief Financial Officer