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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

Description

CHIEF FINANCIAL OFFICER

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

LocationSan Francisco, CA

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