Join a respected professional services organization at a pivotal point in its evolution. This is a high-impact CFO role for a strategic, grounded leader who wants a meaningful voice in enterprise growth, executive decision-making, and long-term value creation.
Why This Role Stands Out
Direct partnership with the CEO, executive leadership team, and Board on the organization's most important strategic and financial decisions.
A genuine opportunity to shape the next chapter of a growing, employee-owned enterprise - not simply maintain the status quo.
Broad influence across growth planning, ownership strategy, acquisitions, and organizational development.
A collaborative, low-ego culture and a thoughtful transition period that supports knowledge transfer and relationship building.
What You Will Lead
Set long-range financial strategy and translate data into clear decisions that improve growth, profitability, and enterprise performance.
Lead finance, accounting, budgeting, forecasting, treasury, reporting, controls, tax, audit, and valuation activities.
Support acquisitions, integration, ownership transition, and organizational planning.
Develop a high-performing finance team and trusted external partnerships.
What You Bring
Senior financial leadership experience in a project-based professional services or related environment.
A record of serving as a strategic partner to a CEO, executive team, and Board, with the confidence to challenge constructively and the humility to collaborate.
Depth in planning, forecasting, cash flow, reporting, controls, and team leadership within a multi-office or distributed organization.
Acquisition and employee-ownership experience are highly valuable, along with a practical style that builds trust before change.
Numbers & Facts
Location
San Francisco, CA
Skills
Acquisition Integrationunmatched
Acquisition Strategyunmatched
Cash Flowunmatched
Channel Strategiesunmatched
Financeunmatched
Financial Strategyunmatched
Forecastingunmatched
Head of Financeunmatched
Knowledge Transferunmatched
Leadershipunmatched
Organizational Development/Managementunmatched
Professional Servicesunmatched
Profit & Lossunmatched
Team Lead/Managerunmatched
Team Playerunmatched
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