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Chief Financial Officer - Real Estate
Ignited Recruiting
Chief finance officer job in San Diego, CA
We are working with a well-respected real estate firm who is looking for a ChiefFinancialOfficer. This position carries full accountability for financial operations, accounting, tax strategy, debt management, legal oversight, insurance, technology infrastructure, financial reporting, and cash flow management. Reporting directly to the CEO and collaborating closely with the COO, the CFO will serve as a trusted strategic advisor in a fast-paced, nimble environment. This is a fully onsite position.
Key Responsibilities
Oversee budgeting, forecasting, cash flow, and cash positions for the corporate entity.
Oversee the debt department, ensuring a sound debt strategy is deployed for each transaction.
Coordinate with the Director of Equity on deal structuring and joint venture agreements to minimize risk and reduce tax liability.
Direct all accounting functions, including financial reporting, compliance, and the application of best-practice accounting policies, procedures, and internal controls.
Manage tax strategy, filings, and relationships with external tax advisors.
Collaborate with the CEO and COO on key technology decisions.
Ideate and collaborate on process improvements to drive platform-wide efficiency and support growth.
Manage, mentor, and retain a lean but highly capable internal team across accounting, debt, legal, and IT functions.
Qualifications & Requirements
15+ years of progressive experience in accounting or finance, including at least 5 years in a management role (e.g., Director of Finance, Director of Accounting, or Controller).
Bachelor's degree in Accounting, Finance, or a related field; CPA or MBA required.
Deep understanding of capital markets, real estate deal structuring, joint venture agreements, and project financing.
Experience in a closely-held firm strongly preferred.
Proven strong leadership, communication, and interpersonal skills.
Ability to thrive in a fast-paced environment with high accountability.
Join a real estate, construction, and investment firm with decades of growth and reinvention, focused on value-add real estate. They emphasize long-term ownership, tax-efficient cash flow, and a vertically integrated approach (in-house construction, design, finance, and asset management) to deliver enduring value. Their culture is built on caring, connection, hard work, humility, and innovation-creating lasting communities where residents thrive and investors see strong returns.
For confidential consideration, please apply here or email us at info@ignitedrecruiting.com.
$116k-210k yearly est. 2d ago
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Director of Accounting & Controller
20/20 Foresight Executive Talent Solutions
Chief finance officer job in Costa Mesa, CA
Company
Our client is a privately held commercial real estate development firm headquartered in Costa Mesa, California, with a primary focus on the development, redevelopment, and repositioning of commercial real estate assets across the Western United States. The firm's portfolio is primarily composed of state-of-the-art industrial properties, along with experiential and grocery-anchored retail assets, representing approximately 1.4 million square feet of developed and repositioned assets under management as well as 870,000 square feet of additional pipeline developments throughout Western U.S. markets.
The firm operates as a vertically integrated developer, managing projects across the full lifecycle-from site acquisition and entitlement through design, construction oversight, leasing, and ongoing asset management. Our client is also an active acquiror of core, core plus and value-add assets. The firm maintains a disciplined investment approach centered on capital efficiency, and risk mitigation. The firm partners closely with its family-office capital provider, institutional lenders, business partners, and third-party consultants to execute projects under conservative leverage structures and clearly defined return and covenant parameters.
Position
Reporting directly to the Senior Vice President of Investment Management, the Director of Accounting & Controller is responsible for directing and managing all financial oversight, accounting, record keeping, budgeting, cost control, and financial reporting and analysis for the company.
This executive provides executive leadership across accounting, reporting, covenant compliance, risk management, and administrative oversight. The successful candidate will have demonstrated experience leading financial operations for complex real estate entities, managing lender and investor reporting, and overseeing financial controls and risk management frameworks.
Strong technology and systems acumen is required, including leadership of the implementation, optimization, and full utilization of Yardi, as well as evaluation and selection of document management, retention, and data systems. This position works closely with the Family Office capital provider, external accountants, tax advisors, lenders, and legal counsel to support investment, development, and operating activities.
Responsibilities
Accounting Operations & Controls:
Oversee accounting systems, processes, and procedures to ensure efficient operation of the financial function.
Ensure accounting records are consistent, accurate, and supported by appropriate controls, checks, and balances.
Maintain up-to-date and accurate records for all financial transactions, including:
Inflows and outflows
Budgets
Investments
Receivables and payables
Vendor contracts
Insurance
Expense reports
Maintain and analyze all general ledger accounts, accounts payable/accounts receivable, and fixed asset activities, ensuring accurate and timely processing of transactions.
Prepare monthly financial close, financial statements, and bank reconciliations for bank and credit accounts.
Tax, External Coordination & Payroll:
Liaise with external accountants to minimize tax liabilities through effective tax structures and/or formation of entities used for investing with minimal tax consequences.
Provide services for payroll and other financial areas.
Coordinate with the family office, including making requests for capital calls.
Financial Reporting & Analysis:
Manage and prepare monthly, quarterly, and annual financial reporting for managed entities, including:
Cash flow projections.
Financial statements
Quarterly covenant tests
Monitoring and reporting of covenant compliance.
Prepare and maintain consolidated financial forecasts and variance analysis versus prior periods and budget.
Provide detailed analysis of all revenue and cost variances.
Participate in special projects and financial analyses as needed, including:
Creation and maintenance of portfolio dashboards and KPIs
Cost basis analysis
Historical and projected cash flows
Valuation analyses
Participate in quarterly financial review meetings.
Budgeting, Forecasting & Systems:
Manage the preparation of the annual budget and forecast cycles the firm and all operating entities.
Manage the continued implementation and full utilization of Yardi to drive operational efficiency, including:
Accounts receivable and accounts payable
Effective and usable reporting
Strong budgeting and forecasting capabilities
Coordinate accounting and compliance for credit and loan agreements, including:
Financial reporting to lenders
Principal and interest payments
Calculation, tracking, and reporting of covenant compliance.
Lead efforts to evaluate and implement alternative record systems to the current Syncplicity file and database management system.
Entity Management & Compensation Support:
Create and maintain ownership and entity organizational charts.
Assist with coordination of new entity formations with outside counsel.
Assist with monitoring and calculation of promote and bonus payments.
Risk Management & Internal Controls
Administer, develop, and monitor internal controls, accounting policies, and procedures.
Perform research on complex accounting and reporting issues as required.
Establish and implement internal controls to protect and preserve assets.
Analyze and implement new accounting standards and reporting requirements to ensure ongoing compliance.
Work with outside accounting firms to conduct periodic risk assessments.
In partnership with the SVP:
Drive overall risk management and insurance functions.
Take initiative to improve controls and processes.
Collaborate with the SVP, internal staff, and external consultants to identify, coordinate, and implement system and process improvements with a focus on efficiency and accuracy.
Qualifications
Bachelor's degree in finance, Accounting, Economics, or a related field; advanced degree or professional certification (CPA, CMA, or MBA) preferred.
Minimum of 7-12 years of progressive financial leadership experience, with demonstrated responsibility for accounting, financial reporting, budgeting, and forecasting.
Prior experience in commercial real estate, with a strong preference for industrial real estate development, investment, or asset management environments.
Proven experience overseeing multi-entity accounting structures, complex ownership arrangements, and project-level financial reporting.
Demonstrated experience managing debt facilities, lender reporting, and covenant compliance.
Hands-on experience with Yardi (or comparable real estate accounting platforms) and a strong working knowledge of financial systems, reporting tools, and document management platforms.
Experience coordinating with family office capital providers, external accountants, tax advisors, legal counsel, and lenders.
Personal Skills & Attributes
Highly effective in nimble, entrepreneurial, and high-velocity environments, with the ability to balance strategic oversight and hands-on execution as needed.
Comfortable operating in organizations with lean teams and evolving processes, where priorities shift and speed, accuracy, and judgment are equally critical.
Demonstrates strong ownership mentality, taking accountability for outcomes rather than narrowly defined responsibilities.
Able to synthesize complex financial data into clear, actionable insights for senior leadership, capital partners, and lenders.
Strong judgment under ambiguity; capable of making sound decisions with incomplete information while managing risk appropriately.
Organized, disciplined, and detail-oriented, while maintaining the ability to see the broader business and investment context.
Effective collaborator who builds credibility with investment, development, and operations teams, as well as external partners.
High degree of professional integrity, discretion, and reliability, particularly when handling confidential financial and investor information.
Comfortable working at pace and under deadline pressure without sacrificing quality or control.
$113k-171k yearly est. 21h ago
Strategic CFO: Scale Profitability & Growth
Wonderist Agency
Chief finance officer job in San Diego, CA
A leading marketing agency in San Diego is seeking a ChiefFinancialOfficer (CFO) to drive financial strategy, forecasting, and reporting. This role involves overseeing daily financial operations, managing a team of financial analysts, and ensuring profitability across service lines. The ideal candidate must have 7+ years of finance leadership experience, strong analytical skills, and be well-versed in budgeting and reporting. Join a dynamic team that values creativity and collaboration in a hybrid work environment.
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$116k-210k yearly est. 3d ago
CFO at Robert Half San Diego, CA
Itlearn360
Chief finance officer job in San Diego, CA
ODAxOU5SeGxMeHRZZGY1ZFBjK2FaaFZ0anc9PQ==Job DescriptionDescription We are looking for an accomplished ChiefFinancialOfficer (CFO) to oversee and enhance the financial strategy and operations of our construction-focused organization in San Diego, California. This pivotal leadership role demands a visionary with strong expertise in financial management, risk evaluation, and growth initiatives to ensure long-term business success. The ideal candidate will collaborate closely with senior leadership to drive key financial decisions and contribute to the achievement of organizational goals.Responsibilities:- Lead the preparation and analysis of financial reports to provide actionable insights for executive decision-making.- Develop and execute financial strategies that align with the company's objectives and long-term vision.- Identify financial risks and implement measures to mitigate potential challenges.- Oversee compliance with tax regulations and manage tax accounting processes to ensure accuracy.- Analyze profit and loss statements to uncover trends and recommend improvements.- Create and maintain detailed financial models to support forecasting and strategic planning.- Collaborate with senior leadership on business development initiatives, including mergers, acquisitions, and partnerships.- Prepare comprehensive financial reports for stakeholders, highlighting key performance metrics and strategic insights.- Drive the annual budgeting process and lead long-range financial planning to support growth and profitability.- Communicate complex financial concepts in a clear and concise manner to both financial and non-financial stakeholders. Requirements - Minimum of 10 years of experience in financial management, including 3 years within the construction industry.- Proficiency in interpreting and producing detailed financial reports, with strong communication skills.- Expertise in risk management and tax accounting practices.- Demonstrated ability to perform profit and loss analyses and identify actionable insights.- Advanced skills in financial modeling to support strategic initiatives.- Proven track record in business development and driving growth strategies.- Strong leadership capabilities to inspire and guide teams toward achieving organizational objectives.- Bachelor's degree in finance, accounting, or a related field; advanced degrees or certifications are highly preferred.Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .Job TagsPermanent employment, Contract work, Temporary work,
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$116k-210k yearly est. 4d ago
Chief Financial Officer
Ami Network 4.5
Chief finance officer job in Imperial Beach, CA
AMI Network is partnered with a profoundly impactful community-based health care organization that has been around for 52 years. We've been tasked to find their next ChiefFinancialOfficer and thought this role would be up your alley.
For over 52 years, this organization has delivered comprehensive medical, dental, behavioral health, and community wellness services to the underserved. They currently have two sites bringing in 13-14 million in revenue, 10,000 patient visits annually, and plans for growth over the next few years!
As CFO, you'll oversee the financial planning and budgeting process and lead financial strategy - ensuring compliance, preparing accurate financial statements, and developing financial policies and procedures to support the organization's growth goals. You'll lead a small but mighty team of 5 FTEs: the accounting manager, Risk Director, and 3 Accounting Specialists.
This is not just another desk job but your chance to be a boots-on-the-ground finance executive with an organization that will look to you to create, implement, and lead by example.
The CEO is looking for a trusted ‘thought' partner to effectively manage board members, shape funding approach, and ensure alignment with strategic goals.
This position comes with a strong comp plan for an FQHC this size in the ballpark of $175k and a comprehensive company paid employee benefits package including 10 paid holidays!
Key Qualities
CFO to understand revenue cycle, understand healthcare from an insurance reimbursement standpoint
Preferably has experience working within a Federally Qualified Health Center (FQHC) or Community Healthcare setting. If no FQHC exp, must have healthcare experience
Compliance and financials
Exp with policies and procedures and implementing those-putting them on paper
Doesn't need grant writing exp but would like someone that knows how to execute them and adhere to audits
Systems exp with Great Plains and/or various
Requirements
Compensation: $150,000.00 - $175,000.00 per year
City/State: Imperial Beach, CA
Required Qualifications:
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$150k-175k yearly 1d ago
VP of Finance & Accounting: Growth & FP&A Leader
Microtransponder 4.0
Chief finance officer job in Newport Beach, CA
A medical technology company in California is seeking a Vice President of Finance & Accounting who will lead the financial operations and accounting function. This senior role requires strategic planning aligned with company growth, oversight of financial reporting in compliance with U.S. GAAP, and management of financial risks. Ideal candidates must possess a Bachelor's degree in a related field, at least 10 years of progressive experience, and strong leadership capabilities. The position offers a comprehensive benefits package and significant influence within the company.
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$119k-173k yearly est. 5d ago
VP, Model Validation and Validation COE
Synchrony Financial 4.4
Chief finance officer job in Costa Mesa, CA
Role Summary/Purpose: The VP, Fraud/GEN AI Validation COE is responsible for performing model validation for all the fraud models, and ensure they are meeting the related MRM policies, standards, procedures as well as regulations (SR 11-7). In addition, this role will establish and maintain a validation center of excellence to support the model governance team in designing the quality assurance process and leading the execution across all validations, act as an incubation center to test and run innovation, provide standardized training and staff development, and support the improvement of the model risk professional practice to improve the model stakeholder experience.
This role requires high level of expertise with minimal technical supervision to serve as project lead as well as being accountable for validation results. The COE will closely partner with the model governance lead as well as other validation leads to drive tangible improvements to the model risk practice.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Candidate will be responsible for work related to model validation and validation COE, both of which are outlined below:
Model Validation COE - The candidate is expected to draw experience from validation to establish a validation center of excellence and support the model governance lead to drive best practice, specifically the objectives of the COE are:
GEN AI Model Risk Management: Lead the creation and implementation of a comprehensive, end-to-end governance framework for Generative AI models, establishing clear standards, procedures, documentation templates, and process to effectively manage model risks such as hallucination, accuracy, and bias. This framework will enable the organization to consistently monitor and control these critical aspects throughout the model lifecycle, ensuring reliable and trustworthy AI outputs with disciplined and transparent oversight.
Quality assurance and Capacity Planning: Establish and maintain a quality assurance process to thoroughly review and assess validation practices. Proactively challenge the status quo to identify gaps or improvement opportunities in validation efforts. Provide guidance on best practices, support capacity planning, and collaborate with the Model Governance team to recommend and implement enhancements that strengthen the overall validation framework.
Strategy & Innovation: Serve as an incubation center to explore, test, and implement innovative approaches-leveraging Generative AI capabilities-to accelerate and improve the speed, efficiency, and quality of model validation processes.
Professional Practice: Support the Model Governance team to improve 1LOD model owner experience and bring value focused validation practice.
Model Validation:
Accountable for all fraud model risk management and drive the timeline and completion of the projects with minimal guidance.
Supervisory role working with junior reviewers in validation projects.
Handle escalation of issues and dispute with model owner level independently. See through the issues remediation, root cause analysis, and potential risk acceptance.
Support regulatory examinations and internal audits of the modeling process and selected models samples.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
5+ years of experience in acquisition/transaction fraud model development or model validation in financial services, with experience in CI/CD frameworks preferred.
Experience in generative AI model validation, framework development, or complex use case development.
Proven experience automating validation processes and reducing cycle times using AutoML, generative AI, and related tools, including the ability to design and build necessary supporting infrastructure
Master's degree in Statistics, Mathematics, Data Science, or a related quantitative field; or 9+ years of equivalent experience in model development/validation within financial services, banking, or retail.
4+ years hands-on experience with data science and statistical tools such as Python, SPARK, Data Lake, AWS SageMaker, H2O, and SAS.
4+ years of machine learning experience, including handling large datasets and trend analysis.
4+ years applying US regulatory requirements for Model Risk Management.
Ability and flexibility to travel for business as required
Desired Characteristics:
Strong knowledge of Model Risk Management regulatory requirements with a proven track record of compliance delivery.
Experience in people and project management, including developing actionable plans, executing effectively, and meeting deadline-driven objectives.
Familiarity with credit card and consumer finance products and business models.
Knowledge of Credit Card/Consumer Finance products and business model.
Excellent written and oral communication and presentation skills.
Grade/Level: 12
The salary range for this position is 135,000.00 - 230,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$143k-205k yearly est. 1d ago
Project Finance Director
Pacific Asset Management, LLC
Chief finance officer job in Newport Beach, CA
Project Finance Director page is loaded## Project Finance Directorlocations: Newport Beach CA-700time type: Full timeposted on: Posted Yesterdayjob requisition id: R16131**Job Description:**We're actively seeking a talented Project Finance Director to join our Infrastructure Investment Team in Newport Beach, CA.The Project Finance Director role is responsible for working in conjunction with other members of the Infrastructure Investment team to identify, source, evaluate, underwrite, recommend and manage privately placed project finance opportunities for inclusion in the Pacific Life's General Account. The Infrastructure Investment team manages a Project Finance/Infrastructure portfolio of approximately $4B within a private placement portfolio of over $21B. You will fill a new role on the Infrastructure Investment Team, which currently consists of seven investment professionals within the broader Private Assets division of the Pacific Life Investments (PLI) department. Your colleagues will include seasoned Infrastructure and Project Finance professionals investing in both fixed income and equity opportunities, and you will interact with other private placement investment analysts and portfolio managers.**How you'll help move us forward:*** Lead fundamental credit research and analysis for new investment grade and high yield project finance/infrastructure investment opportunities* Analyze financial models and help conduct sensitivity analysis* Actively monitor existing portfolio investments and assets* Develop and maintain relationships with external parties including investment banks, project sponsors, third party asset managers, other investors and rating agencies* Mentor junior analysts in the same skills to develop future leaders in PLI Private Assets* Collaborate with other team members across PLI to enhance portfolio performance and achieve financial objectives**The experience you bring:*** 8+ years investment experience and fundamental credit analysis, preferably in project finance or private placements* Ability to successfully manage multiple assignments simultaneously with high attention to detail* Possession of strong presentation and writing skills**What makes you stand out:*** CFA, MBA and/or other advanced degrees* Passion for career in investments and intellectual curiosity to delve into industry topics* Risk appetite in alignment with the Team's philosophy* Big-picture thinker, team player, and excel working independently and managing through ambiguity* High energy, positive attitude, collaborative and team-oriented**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
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$180.2k-220.2k yearly 1d ago
Director, Finance - Hugel Aesthetics
Integratedcooling
Chief finance officer job in Newport Beach, CA
About Hugel America
Hugel America is the U.S. affiliate of Hugel, Inc., a global leader in medical aesthetics headquartered in South Korea. As part of Hugel's global expansion strategy, Hugel America oversees regional subsidiaries, including Hugel Canada and Hugel Australia, expanding Hugel's presence and compliance footprint across North America and Oceania. Hugel America is focused on introducing and growing its innovative portfolio of botulinum toxin, dermal fillers, and other aesthetic portfolio in key global markets.
The Opportunity
The Director of Finance will oversee the financial operations of Hugel America, ensuring financial health and regulatory compliance, while supporting strategic growth objectives. This person should have deep experience in financial planning and analytics and accounts receivables. The role requires close collaboration with the global CEO based in Newport Beach, CA and the finance team at Hugel Inc, which is based in Korea.
Key ResponsibilitiesFinancial Strategy, Planning, and Reporting
Lead forecasting, budgeting and planning process for short and long term
Oversee preparation of accurate and timely financial statements and reports
Monitor performance, identify trends, and provide insights to executive leadership
Create KPI dashboards for regular updates
Maximizing investments
Develop ROI methodology to guide investment strategies and optimize resource allocation
Identify opportunities for operational efficiencies and cost reductions, while maximizing revenue and profit
Regulatory Compliance
Ensure compliance with all financial regulations and industry standards, including healthcare specific requirements
Partner with legal and compliance to manage audits and financial reviews
Collaboration with Stakeholders
Work closely with CEO and CFO; prepare materials for ELT and Board of Directors
Partnership with Sales, Marketing, Distributors to support business initiatives
Qualifications
Bachelors Degree in Finance, Accounting, Business Administration, or a related field. CPA, CFA or MBA preferred
Minimum 10 years experience in finance or accounting
Experience with financial software and ERP systems
Excellent collaboration and communication skills (fluent Korean is a plus)
Ability to travel to Korea quarterly if needed
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$107k-169k yearly est. 5d ago
Director of Graduate Financial Support - 137938
University of California San Diego 4.6
Chief finance officer job in San Diego, CA
Payroll Title: FINANCIAL SVC ANL 4 CX
Department: SOM GRADUATE PROGRAMS
Hiring Pay Scale: $90,400-$112, köt
Worksite: La Jolla
Appointment Type: Career
Appointment Percent: 100%
Union: CX Contract
Total Openings: 1
Work Schedule: Days, 8 hrs/day, Monday-Friday
#137938 Director of Graduate Financial Support Filing Deadline: Tue 1/27/2026
UC San Diego values and welcomes people from all backgrounds. If you are interested in being part of our team, possess the needed licensure and certifications, and feel that you have most of the qualifications and/or transferable skills for a job opening, we strongly encourage you to apply.
UCSD Layoff from Career Appointment: Apply by 1/16/26 for consideration with preference for rehire. All layoff applicants should contact their Employment Advisor.
Reassignment Applicants desired.
DESCRIPTION
Under the direction of the Assistant Dean of the Division of Graduate Education, the Director of Graduate Financial Support is responsible for coordinating and implementing financial support for 350+ graduate students for graduate programs in Health.execution within the Som Graduate Programs. The Biomedical Sciences Graduate Program (BMS) is the largest graduate program in Health Sciences with approximately 200 students. As an umbrella program, instruction and research occurs atાની sites with nearly 300 faculty members taken from shuffle 30 university departments and 10 external institutions, such as Sanford Burnham Prebys Medical Discovery Institute, the Salk Institute, the Scripps Research Institute, La Jolla Institute for Immunology, and the Craig J. Venter Institute.
The Neurosc cobra vent Sciences Graduate Program (NGP) has approximately 100 students and 180 faculty members also brought together from many campus departments including UCSD School of Medicine, approximately 20 general campus departments and a number of affiliated institutes. The Neurosciences Graduate Program is an interdisciplinary program that provides coursework and research training leading to a degree of Doctor of Philosophy ang all areas related to the development and function of the nervous system.
The Medical Scientist Training Program (MSTP) is an MD‑PhD program and has approximately 40 medical students and 50 PhD students. The MSTP is an inter‑institutional collaboration that combines clinical training under the auspices of the UCSD School of Medicine with research training from a number of world‑renowned research institutions.
The Director serves as primary advisor and resource to students, faculty, and staff regarding graduate student support. Develop policies and procedures and resolve complex problems pertaining to graduate student support from a variety of fund sources (i.e., fellowships, training grants, GSR appointments, and TA positions). Develop and analyze budgets for financial expenditures in the BMS and NGP programs. Provide policy interpretation, historical data, and other data analysis reports. Uses professional financial services concepts. Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Collaborates in maintaining systems/methods for tracking student appointments, financial expenditures and data collection and implementation of support according to both academic and financial policy guidelines. Serves as primary financial support advisor to faculty, staff and students regarding student support expenditures and policies and procedures (University, funding source, union, etc.). Incumbent will work directly with the Academic Resource Center (ARC) to implement all Biomedical Sciences and Neurosciences graduate student academic appointments in UCPath including Graduate Student Researchers (GSRs) and GSR Trainees and Fellows including new hires and rehires, salary, effort and title changes, funding changes, and appointment notification. Incumbent will serve as the primary liaison to departments and the Academic Resource Center to serve as a resource on salary and appointment issues under the auspices of the SOM Division of Graduate Education.
The Director will provide highly complex post‑award financial administration and management for complex education, training and fellowship awards and sponsored project funds within the SOMGP, in accordance with organization policy and agency requirements. Provides financial reporting and continuous analysis of revenue and expenditures. Provides forecasting for short and long term financial planning. Identifies problem areas, formulates alternative solutions and makes recommendations for a wide variety of financial and administrative issues. Utilizes standardized procedures and automated systems to create a variety of internal reports and validation of data for management use.
The incumbent uses advanced financial services and accounting concepts and organizational objectives to resolve highly complex issues. Regularly works on highly complex issues where analysis of situations or data requires an in‑depth evaluation of variable factors. Exercises judgment in selecting methods, techniques and evaluation criteria for obtaining results. Performs other duties as assigned.
MINIMUM QUALIFICATIONS
Nine years of related experience, education/training, OR a Bachelor's degree in related area plus five years of related experience/training.
Advanced knowledge of financial or accounting concepts, policies and procedures, as well as related accounting and regulatory compliance requirements.
Advanced knowledge of organization and systemwide financial processes and procedures.
Advanced skills in the use of spreadsheet and database software. система.
May require analytical skills sufficient to develop and implement financial data management and reporting systems.
Strong interpersonal skills and ability to work effectively across the organization at all levels.
May require skills in project management, leadership, and process re‑design.
Advanced knowledge and understanding of internal control practices and their impact on protecting University resources.
Advanced leadership skills to provide guidance, coaching and mentoring to professional and support staff.
Skills include service orientation, ability to multi‑task effectively in a varied, high volume environment; uses sound judgment and decision making, critical thinking, creative problem solving, and effective verbal and written communication skills.
In‑depth knowledge of graduate education aims and program structures in a university environment_FROMIO, with extensive knowledge of, and experience with, the educational process, institutional policies and procedures, and organizational goals and objectives. In‑depth knowledge of complex graduate student financial support matters.
Demonstrated management and supervisory skills to hire, train, and direct professional and support fills to complete a high volume workload, successfully handle conflict resolution, initiate performance evaluation, and foster a cooperative working environment.
Ability to recommend and implement new approaches and innovative solutions to complex graduate student employment situations, and make decisions having department‑wide impact.
Strong knowledge of ASE/UAW union regulations related to graduate student academic appointments.
Proven knowledge of accounting principles with strong mathematical skills and demonstrated experience analyzing financial data and payroll transactions, performing statistical summaries and calculations, determining and implementing appropriate actions. Sound knowledge of and experience with UC accounting policies and procedures.
Extensive knowledge of program administration guidelines of Federal and non‑Federal sponsors supporting research and educational activities, preferably in a university environment. Maintains knowledge of and ability to interpret and apply sponsor, institutional and departmental policies.
PREFERRED QUALIFICATIONS
Seven or more years of relevant experience.
Knowledge of and experience with UC graduate student financial support policies and procedures and merit‑based financial support including federal sponsored fellowships and training grants.
Knowledge of the UAW GSR contract and related policies and procedures.
Experience/working knowledge of the following applications: UCPath, Financial Support Request Tool (FSRTёй, Oracle, Microsoft Office suite.
Relevant experience within the University of California system.
SPECIAL CONDITIONS
Employment is subject to a criminal background check.
Occasional evenings and weekends may be required.
Pay Transparency Act
Annual Full Pay Range: Unclassified - No data available (will be pror[sub] if the appointment percentage is less than 100%)
Hourly Equivalent: Unclassified - No data available
Factors in determining the appropriate compensation for a role include experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. The Hiring Pay Scale referenced in the job posting is the budgeted salary or hourly range that the University reasonably expects to pay for this position. The Annual Full Pay Range may be broader than what the University anticipates to pay for this position, based on internal equity, budget, and collective bargaining agreements (when applicable).
UC San Diego Health Sciences is comprised of our School of Medicine, Skaggs School of Pharmacy and Pharmaceutical Sciences, The Herbert Wertheim School of Public Health and Human Longevity Science, and our Student Health and Well‑Being Department. We have long been at the forefront of translational - or "bench‑to‑bedside" - research, transforming patient care through discovery and innovation leading to new drugs and technologies. Translational research is carried out every day in the hundreds of clinical trials of promising new therapies offered through UC San Diego Health, and in the drive of our researchers and clinician‑scientists who are committed to having a significant impact on patient care. We invite you to join our team!
Applications/Resumes are accepted for current job openings only. For full consideration on any job, applications must be received prior to the initial closing date. If a job has an extended deadline, applications/resumes will be considered during the extension period; however, a job may be filled before the extended date is reached.
To foster the best possible working and learning environment, UC San Diego strives to cultivate a rich and diverse environment, inclusive and supportive of all students, faculty, staff and visitors.
For more information, please visit UC San Diego Principles of Community.
The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, nationality, disability, age, protected veteran status, or other protected status under state or federal law.
For the University of California's Anti‑Discrimination Policy, please visit *******************************************************
UC San Diego is a smoke and tobacco free environment. Please visit smokefree.ucsd.edu for more information.
UC San Diego Health maintains a marijuana and drug free environment. Employees may be subject to drug screening.
Misconduct Disclosure Requirement: As a condition of employment, the final candidate who accepts an offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; or have filed an appeal of a finding of substantiated misconduct with a previous employer.
a. "Misconduct" means any violation of the policies governing employee conduct at the applicant's previous place of employment, including, but not limited to, violations of policies prohibiting sexual harassment, sexual assault, or other forms of harassment, or discrimination, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct:
UC Sexual Violence and Sexual Harassment Policy
UC Anti-Discrimination Policy
Abusive Conduct in the Workplace
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$90.4k-112k yearly 1d ago
Director of Finance
Futurestitch
Chief finance officer job in Oceanside, CA
FutureStitch is a fully vertical sock and apparel manufacturer that believes business should be a force for good. We are the creators behind the world's most beloved sock and circular-knit products, including collaborations with Stance, New Balance, NBA, MLB, Vuori, and FootJoy. What sets us apart is our commitment to innovation-from our research lab at MIT to our state-of-the-art Oceanside, CA factory that employs second-chance hires. Recognized as one of the world's most advanced knitting manufacturers, we operate through our core values of Mastery, Adaptability, Gratitude, Inclusivity, and Curiosity (MAGIC).
We are a global leader in the sock and apparel industry, operating three distinct but integrated divisions:
Brand Licensee: Designs, develops, produces, and globally distributes socks and apparel under a licensed brand model
Full-Service Manufacturing Partner: Executes design, development, sourcing, procurement, supply chain management, logistics, and delivery for multiple sock and apparel industry clients of varying sizes.
In-House Manufacturing: Vertical operation with expertise in sock knitting, boarding, packaging, embroidery, and sublimation.
Together, our divisions drive operational excellence and innovation for our global partners.
Position Summary
We are seeking a visionary Director of Finance to lead financial strategy and transformation across all divisions. In this key leadership role, you will oversee all core finance functions, including cost accounting, general ledger, accounts payable, accounts receivable, FP&A, budgeting, forecasting, cash flow management, and credit/collections. You will champion organization-wide digital transformation and drive the implementation of automation and AI tools to create a best-in-class, scalable financial platform.
In conjunction with the CEO, you will report directly to the COO to build a standardized, shared services back office that ensures sustainable growth, cost efficiency, profitability, and enhanced financial visibility as well as managing all Finance related activities for all 3 entities.
Responsibilities
Oversee all accounting operations including cost accounting, GL, accounts payable/receivable, and credit/collections.
Lead FP&A, budgeting, forecasting, and cash flow management to support strategic goals.
Consolidate reporting across divisions; ensure accuracy and compliance with financial standards.
Drive digital transformation initiatives, leveraging automation and AI to improve processes and analytics.
Develop and implement standardized financial policies, procedures, and metrics across all divisions.
Partner with executive leadership to support growth, cost savings, and best-in-class performance.
Build, mentor, and manage a high-performing finance team in a shared services environment.
Qualifications
Bachelor's degree in accounting, Finance, or related field (CPA or MBA highly preferred).
Minimum 10 years in finance leadership, ideally in manufacturing, apparel, or consumer products.
Experience in multi-division, multi-entity financial management and shared service platforms.
Strong background in ERP / EPM systems, automation, and digital transformation.
Excellent analytical, communication, and leadership skills.
What We Offer
Opportunity to build a world-class financial platform from the ground up.
Collaborative leadership culture that is focused on innovation and operational excellence.
Competitive salary and comprehensive benefits.
A leading global investment firm is seeking a Vice President for its opportunistic credit team in Newport Beach. The role involves identifying and managing special situation investments in corporate debt and equity. The ideal candidate has over 4 years of investment banking experience, excels in credit analysis, and is a strong communicator. The position offers a comprehensive benefits package and a competitive salary range of $205,000 to $240,000.
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$205k-240k yearly 5d ago
Vice President, Opportunistic Credit
LGBT Great
Chief finance officer job in Newport Beach, CA
# **Vice President, Opportunistic Credit**## at### **Description**PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO's growing $178 billion alternative complex invests in a wide range of asset types and geographies. PIMCO's opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. PIMCO is seeking a Vice President to join this opportunistic credit team, to be based in our Newport Beach office. You will be directly involved in identifying, evaluating, underwriting, and managing opportunistic credit and special situations investments. You will also interact across our investment organization; including Portfolio Management professionals within our alternatives platform, as well as across the firm's corporate research group. RESPONSIBILITIES Assist in identifying and evaluating public and private corporate debt and equity investments (both long and short), and special situation opportunities Partner with PIMCO Alternatives deal teams on diligence, underwriting, and management of selective investments Perform deep-dive research on industry sectors and individual companies, including detailed financial modeling and credit documentation review Communicate and present investment ideas and analysis to senior team members, portfolio managers, and investment committees REQUIREMENTS 4+ years of meaningful investment banking, credit research, and/or credit investing experience Strong experience in credit analysis and financial modeling, restructuring/distressed experience is a plus Outstanding academic credentials and demonstrated leadership capabilities Strong work ethic and integrity; you should be a team player who is proactive and self-motivated Experience managing tasks with minimal direction and an ability to make preliminary decisions in a short time frame Good communicator, strong written and oral presentation abilities; needs to be persuasive and credible Ability to work effectively on multiple projects simultaneously BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 205,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO's culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.##PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed-income investing.In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. As active investors, our goal is not just tofind opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.Active ManagementWe take an active approach to fixed income investing - one in which we express high convictionviews without allowing any single risk to dominate returns. Over our 50 year history, we have found this helps us to deliver positive outcomes for investors and avoid outsized risks that maybe inherent in passive approaches.Tested ProcessWe have a proven ability to help investors navigate shifting investment conditions - including times of market stress. Honed over decades, our process has helped millions of investorsmanage risks and pursue returns over meaningful time periods.Culture of InnovationFinancial markets are changing rapidly and it is crucial for investors to adapt. That is why innovation is part of the fabric of our culture. Importantly, we develop solutions based on investors' needs and investing opportunities - not on near-term asset-raising potential. And we invest in top technology, tools and resources to help them succeed.
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$205k-240k yearly 3d ago
Vice President, Clinical Data & Analytics
Medimpact Healthcare Systems, Inc. 4.8
Chief finance officer job in San Diego, CA
**Summary**The Vice President, Clinical Data & Analytics is an enterprise leader responsible for defining and executing MedImpact's clinical analytics vision: Proactive, Individualized, Whole-Person, and Sustainable/Scalable Care. Reporting directly to the Chief Medical Officer, this role leads the strategy, infrastructure, and delivery of advanced analytics that power MedImpact's clinical programs, client reporting, and enterprise differentiation. The Vice President will drive analytic insights that improve PMPM performance, reduce total cost of care, elevate HEDIS and CAHPS measures, and articulate MedImpact's clinical value proposition in client partnerships and RFPs. This role is foundational to enabling evidence-based, data-driven decisions across the enterprise, integrating PBM, specialty pharmacy, and medical data to achieve measurable clinical and financial impact.**Essential Duties and Responsibilities** include the following. Other duties may be assigned.**Clinical Analytics Strategy & Value Creation*** Lead development of an enterprise clinical analytics roadmap that unifies PBM, pharmacy, and medical data assets into a cohesive intelligence platform.\* Design and implement analytics frameworks that directly measure and improve PMPM savings, total cost of care, and member health outcomes.* Partner with the Chief Medical Officer and executive leadership to quantify and communicate MedImpact's value to clients through advanced outcomes reporting and HEOR analyses. Build predictive and prescriptive models to identify high-value interventions, optimize medication use, and support population health management.* Use data-driven insights to shape clinical program innovation, targeting key quality levers including HEDIS, Star Ratings, and CAHPS performance.**Client & Market Differentiation*** Develop robust, client-facing reporting and analytics packages that articulate MedImpact's clinical and economic impact.* Provide sales and marketing teams with data narratives and dashboards that strengthen the clinical sales proposition and enhance RFP competitiveness.* Represent Clinical Data & Analytics in client engagements, showcasing MedImpact's ability to deliver measurable outcomes and financial value.* Leverage benchmarking and comparative analytics to position MedImpact as a top-performing, outcomes-driven PBM partner. **Health Economics & Outcomes Research (HEOR)*** Lead all HEOR initiatives within the Clinical Division, demonstrating the value of MedImpact programs in improving adherence, reducing utilization, and optimizing total cost of care.* Develop and publish outcomes studies that support client retention and industry thought leadership.* Partner with Product and Innovation teams to incorporate HEOR findings into program design and ROI measurement. **Data Integration & Enterprise Enablement*** Create a unified, scalable data infrastructure that supports real-time analytics, predictive modeling, and clinical decision intelligence across the MedImpact enterprise.* Champion data interoperability, governance, and automation to improve analytic efficiency and reliability.* Integrate data sources across MedImpact, Birdi, and Aspen Health to enable a whole-person, enterprise-level understanding of clinical impact. **Leadership & Collaboration*** Build and lead a high-performing analytics team that blends expertise in clinical informatics, biostatistics, data science, and visualization.* Foster collaboration across Clinical Operations, Product, and Sales to ensure analytics are actionable, strategic, and aligned with enterprise objectives.* Serve as a thought partner to senior executives**Supervisory Responsibilities** Manages assigned staff in the segment area. Responsible for the overall direction, coordination, and evaluation of the unit. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Supports and enforces all company policies and procedures in a fair and consistent manner, taking corrective action whenever necessary. **Client Responsibilities**This is an internal and external client facing position that requires excellent customer service skills and interpersonal communication skills (listening/verbal/written). One must be able to; manage difficult or emotional client situations; Respond promptly to client needs; Solicit client feedback to improve service; Respond to requests for service and assistance from clients; Meet commitments to clients.**Qualifications**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.**Education*** Bachelor's degree in Health Informatics, Epidemiology, Biostatistics, Data Science, Public Health, or related field or equivalent required; Master's preferred; plus 15 years' related experience; 15 years of SME in respective area(s); (or equivalent combination of education and experience); and 12 years supervisory experience; Supervisory experience may be substituted with 12 years of MedImpact experience plus an appropriate external leadership training program and internal mentorship with a seasoned leader at the Vice President level or above that must be completed within 12 months in new position.* PhD, MD, PharmD, or equivalent advanced degree strongly preferred**Experience*** 10+ years of experience in healthcare analytics, population health, managed care, PBM, or payer environments.* Proven success in leading enterprise analytics or HEOR functions with measurable impact on cost of care, quality, and client outcomes.* Deep understanding of pharmacy and medical data integration, predictive modeling, and advanced statistical methods.* Experience supporting commercial teams with data-driven insights for RFPs, renewals, and client value storytelling,**Computer Skills*** Expertise in total cost of care analytics, PMPM modeling, and performance benchmarking.* Proficiency in visualization and analytic platforms (Power BI, Tableau, SQL, Python, R)* Exceptional communication skills with the ability to translate complex data into compelling strategic narratives.* Demonstrated ability to lead and inspire cross-functional teams in a matrixed environment.**Certificates, Licenses, Registrations**None required.**Other Skills and Abilities*** Demonstrated ability to lead and inspire cross-functional teams in a collaborative environment* Demonstrated improvement in PMPM savings and total cost of care reduction.* Advancement of MedImpact's HEDIS, CAHPS, and outcomes-based quality metrics.* Growth in client retention and RFP win rates tied to analytic differentiation.* Successful integration of analytics capabilities across MedImpact's enterprise entities.Strength of data-driven culture and analytic maturity across the Clinical Division.**Reasoning Ability** * Ability to deal with nonverbal symbolism (formulas, scientific equations, graphs, musical notes, etc.,) in its most difficult phases. Ability to deal with a variety of abstract and concrete variables.* Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems.**Mathematical Skills** * Ability to work with concepts such as limits, rings, quadratic and differential equations, and proofs of theorems.* Ability to comprehend and apply principles of advanced calculus, modern algebra, and advanced
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$152k-217k yearly est. 4d ago
VP of Commercial Leasing
Renowned Recruitment Group
Chief finance officer job in Newport Beach, CA
Class A Leasing Agent - Commercial & Retail (Investment Firm)
Location: Onsite | Newport Beach, CA Full-Time
Education Requirement: Bachelor's Degree (Required)
A well-capitalized real estate investment firm is seeking a senior level Class A Leasing leader with proven commercial and retail leasing experience to support and drive leasing activity across a high-quality portfolio in Newport Beach, California. This onsite role requires a seasoned, client-facing professional who understands institutional ownership standards, works effectively with brokerage partners, and contributes directly to asset performance and value creation.
Key Responsibilities
Act as the onsite leasing representative for Class A commercial and retail assets owned by the firm
Lead and support leasing transactions from initial inquiry through execution, including:
Property tours for prospective tenants and broker partners
Preparation of proposals, LOIs, and coordination of lease documentation
Maintain strong working relationships with commercial brokerage firms, retail tenants, and ownership stakeholders
Collaborate closely with asset management and property management to align leasing strategy with investment objectives
Support leasing velocity, tenant mix strategy, and market positioning of the assets
Track and report leasing pipeline activity, market feedback, and competitive intelligence
Assist with property marketing initiatives, broker events, and tenant-facing activations
Ensure a high level of professionalism and responsiveness consistent with institutional ownership standards
Qualifications
Bachelor's degree required
8+ years of experience in commercial office and/or retail leasing, with exposure to Class A assets
Prior experience working with or representing investment firms, institutional owners, or top-tier developers strongly preferred
Solid understanding of:
Commercial lease structures and negotiation support
Retail tenant requirements and site selection considerations
Broker-driven leasing environments
Strong executive presence and ability to interface with senior brokers, asset managers, and ownership groups
Highly organized with strong analytical and communication skills
Proficiency in Microsoft Office; CRM or property management systems experience a plus
Must be able to work fully onsite in Costa Mesa, CA
Why Join This Firm
Competitive base salary aligned with mid-to-senior experience
Opportunity to work directly for a real estate investment firm with high-quality assets
High-visibility role with direct impact on leasing performance and asset value
Professional, performance-driven environment with long-term growth potential
$136k-220k yearly est. 1d ago
Chief Philanthropy Officer
Neighbor 4.3
Chief finance officer job in San Diego, CA
Father Joe's Villages is pleased to be working with Blair Search Partners to find a Chief Philanthropy Officer to join our team. Since our founding over 75 years ago, we have focused passionately on our mission of preventing and ending homelessness, one life at a time.
As Southern California's largest homeless services provider, Father Joe's Villages is a beacon of hope and a steadfast presence in the lives of those facing homelessness in San Diego.
With a dedicated team of 500 staff and an annual operating budget of $76.
7M, our programs positively impact the lives of over 15,000 individuals annually, including the 2,000 clients we house nightly through our network of shelters and housing programs.
Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.
Job Title: Director, Financial Services Cloud - Salesforce
As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals.
This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers.
This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement.
The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts.
Responsibilities:
Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle.
* Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders
* Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients
* Determines sales strategy inclusive of win themes in partnership with regional market sales leadership
* Manage an overall team utilization target of 76%
* Supports development of proposal and statement of work
* Drives decision making on deal structure in partnership with sales solution leads
* Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates)
* Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market
* Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress
* Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership
Business development:
Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts
* Responsible for $15-20M+ annually within the Financial Services Cloud Capability
* Proactively thinks beyond the project and product to continue to expand our engagements with our clients
* Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities
* Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships
Client Engagement Management:
Builds and cultivates relationships with senior clients (project sponsor, director level and above)
* Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership
* Identifies opportunities for Slalom to continue to help our clients achieve business objectives
* Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria
Delivery & Delivery Excellence:
Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings
* Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement
* Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program
* Provides oversight and project delivery governance best practices, and oversees project delivery quality
Industry & Platform Expertise:
* 10+ years' experience in the Financial Services industry
* 10+ years' consulting experience
* 3+ years' leading Financial Services Cloud programs
* Maintains awareness of industry best practices (working with Industry leaders)
* Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders)
Qualifications:
* Minimum 3-5 years of account/delivery management experience
* Experience working with banking customers and experience in a large consulting environment
* 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem
* Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role
* Prior experience meeting and exceeding sales targets of a similar size
* Skilled at leading teams through complex technology solution sales
* Passionate about financial services, and technology
* Proven track record in selling through exceptional client delivery
* Experienced in building relationships with customers (director level and above)
* Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business
* Strong customer service and interpersonal skills
* Budget and project management experience
* Excellent verbal and written communication skills
* Able to travel up to 30%
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges:
East Bay, San Francisco, Silicon Valley:
Director: $249,000-$307,000
San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester:
Director: $228,000-$281,000
All other locations:
Director: $209,000-$258,000
In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We will accept applicants until January 30, 2026, or until the position is filled.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
$249k-307k yearly Easy Apply 36d ago
Assistant Financial Controller
Consultative Search Group
Chief finance officer job in Newport Beach, CA
Job Description
Fast growing law firm seeks an Assistant Financial Controller to join their dynamic team. This role will play a pivotal role in overseeing the day-to-day accounting operations under the direction of the Financial Controller, ensuring accuracy, compliance, and efficiency across all accounting functions.
Responsibilities
The Assistant Financial Controller will primarily oversee all aspects of client trust accounting and financial transactions related to personal injury settlements, disbursements, and case expenses. This role maintains detailed records and supervises the day-to-day activities of the trust accounting team. The ideal candidate will have a solid accounting background, excellent attention to detail, and experience within a law firm environment - preferably in personal injury or contingency fee practices.
Trust Accounting: 60%
Supervise the daily operations of the trust accounting department, including managing staff, workflows, and deadlines.
Oversee and review all client trust account transactions, including deposits, disbursements, and wire transfers.
Ensure timely and accurate disbursement of settlement proceeds, attorney fees, lien payments, and client refunds.
Maintain strict compliance with applicable State Bar trust accounting rules, ethical guidelines, and internal policies.
Perform monthly three-way trust account reconciliations and promptly resolve any discrepancies.
Review settlement statements and disbursement ledgers for accuracy prior to release.
Manage trust account audits, reporting, and inquiries from regulatory authorities.
Implement, document, and improve trust accounting procedures and internal controls.
Coordinate closely with attorneys, case managers, and lien resolution teams regarding case financials.
Train, mentor, and evaluate trust accounting staff, fostering a culture of accountability and precision.
Financial Reporting & Analysis: 25%
Assist with the preparation and distribution of financial statements (Income Statement, Balance Sheet and Cashflow) in compliance with GAAP standards.
Provide timely and accurate financial and KPI reports to senior management and stakeholders.
Ensure transparency and integrity in financial reporting practices and internal controls
Assist & Oversee account reconciliations (including bank reconciliations, audit schedules, tax filing with 3rd party, etc.)
Prepare and post journal entries to accurately reflect financial transactions.
Manage accounts payable (AP), accounts receivable (AR) cycles, including invoice processing, vendor management, collections, and revenue recognition.
Other: 15%
Lead ad hoc projects and tasks assigned by CFO
Assist in preparing budgets and forecasts
Own the bi weekly payroll processing
Own/ assist the Financial Controller with quarterly commissions calculations
Generate Salesforce reports to support KPI reporting
Own the wire transfers and ACH distributions
Qualifications:
Bachelor's degree in Accounting, Finance, or related field
10+ years of accounting experience within a law firm, preferably personal injury or contingency fee-based.
CPA (Active/ Inactive)
2+ years of supervisory or leadership experience.
Strong understanding of trust accounting rules
Exceptional attention to detail, organizational, and problem-solving skills.
Proficient in accounting software (QuickBooks) and/or NetSuite
Excellent skills in MS EXCEL
Strong interpersonal and communication skills for working across legal and administrative teams.
Ability to thrive in a fast-paced, deadline-driven environment.
Preferred Skills:
Experience managing multi-jurisdictional trust accounts.
Familiarity with personal injury settlements, lien resolution processes, and case costs accounting.
Prior involvement in trust account audits or regulatory reviews.
Compensation & Benefits:
Competitive salary commensurate with experience
Performance-based discretionary bonus
Health, dental, and vision insurance
401(k) with employer matching
Paid time off and holidays + various company perks throughout the year
Professional development opportunities
Onsite at Newport Beach, CA Head office
Many of our job openings can be viewed at **********************************************
A leading investment management firm is seeking an experienced Project Finance Director to join their Infrastructure Investment Team in Newport Beach, CA. This role involves leading credit research for investment opportunities, conducting financial analysis, and mentoring junior team members. The ideal candidate has over 8 years of experience in investment analysis, preferably in project finance. The position offers a competitive salary range of $180,180 to $220,220 and a comprehensive benefits package including medical, dental, and generous paid time off.
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$180.2k-220.2k yearly 1d ago
Global Finance Director: Strategy, Analysis & Compliance
Integratedcooling
Chief finance officer job in Newport Beach, CA
A leading company in medical aesthetics is seeking a Director of Finance to oversee financial operations in Newport Beach, California. This role requires deep experience in financial planning and compliance, with responsibilities including forecasting, budgeting, and ensuring regulatory compliance. The ideal candidate will have a Bachelor's degree in Finance or a related field and at least 10 years of relevant experience, along with excellent collaboration skills. Fluency in Korean is a plus. The position offers an opportunity to work closely with executives globally.
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How much does a chief finance officer earn in Carlsbad, CA?
The average chief finance officer in Carlsbad, CA earns between $90,000 and $274,000 annually. This compares to the national average chief finance officer range of $80,000 to $257,000.
Average chief finance officer salary in Carlsbad, CA
$157,000
What are the biggest employers of Chief Finance Officers in Carlsbad, CA?
The biggest employers of Chief Finance Officers in Carlsbad, CA are: