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  • Vice President Finance and Controller

    Rokos Group

    Chief finance officer job in Newport Beach, CA

    Hoag Hospital Foundation Vice President, Finance and Controller Hoag Hospital Foundation (HHF) serves as the philanthropic arm of Hoag, one of California's leading not-for-profit health systems recognized for delivering exceptional healthcare and innovation. With an unwavering commitment to advancing Hoag's mission, the Foundation partners with donors, physicians, and the community to secure and steward the resources that sustain and expand Hoag's clinical excellence and patient care. The Foundation has played a critical role in Hoag's growth and community impact, having successfully supported major capital campaigns that have transformed facilities, programs, and research. The organization is now nearing the close of its current $300 million campaign and preparing to launch an ambitious new campaign projected to exceed $1 billion-an extraordinary milestone in Hoag's history. Under the leadership of newly appointed President Caroline Pereira, the Foundation is entering a transformative phase focused on modernization, enhanced governance, and expanded impact. This includes elevating financial stewardship, strengthening donor confidence through transparency and compliance, and ensuring Hoag's continued success as a premier healthcare destination in Southern California and beyond. Vice President, Finance and Controller The Vice President, Finance & Controller is a newly created executive leadership position that will report directly to Caroline Pereira, President of Hoag Hospital Foundation, and serve as a key member of the Foundation's leadership cabinet. This pivotal role was established following the retirement of long-tenured Senior Vice President of Finance Geoff McCloskey, as the Foundation strategically bifurcated the position into two new leadership roles-one dedicated to finance and treasury, and another focused on operations. The VP, Finance & Controller will provide financial oversight, strategic leadership, and operational excellence across all Foundation financial functions, including accounting, finance/treasury, fund administration, and gift services. This leader will serve as a trusted advisor to the President and a liaison to the Foundation's Board of Directors, routinely staffing Finance, Audit, and Investment Committees. The ideal candidate is a mission-driven, strategic financial leader who brings deep nonprofit and foundation experience, proven technical expertise, and the ability to engage effectively with C-suite executives, board members, and major donors. This is a high-impact opportunity to shape the future of one of California's most respected healthcare foundations during an exciting period of growth and transformation. Experience/Qualifications Bachelor's degree in Accounting, Finance, or related field required; Master's degree (MBA or Accountancy) strongly preferred. Certified Public Accountant (CPA) required; additional certifications (CMA, CGMA, or CIA) preferred. Minimum of 10 years of progressive accounting and finance experience, including at least 5 years in leadership within a nonprofit or foundation environment; healthcare or hospital foundation experience strongly preferred. Demonstrated success in financial reporting, audit coordination, fund accounting, budgeting, and strategic planning. Deep understanding of donor fund accounting, UPMIFA, GAAP, and nonprofit tax standards. Proven ability to engage confidently with C-suite executives, Board members, and major donors. Experience managing cross-functional teams and fostering a culture of accountability, growth, and collaboration. Strong technology proficiency, including CRM and financial systems relevant to nonprofit foundations. Compensation For the selected candidate, a complete and competitive compensation package will be offered which includes salary target of $267K-$276K dependent upon experience, bonus, long-term incentives, and a full suite of benefits.
    $267k-276k yearly 2d ago
  • Senior Vice President Portfolio Operations

    Endeavor Agency

    Chief finance officer job in Irvine, CA

    Endeavor Agency (************ CRE.com) is a commercial real estate talent agency providing high-touch recruitment services throughout California and major western US cities. Endeavor has engaged with a dynamic, privately held commercial real estate association management company seeking a Senior Vice President to join their team in Irvine, CA. Job Responsibilities: The job duties listed are typical examples of the work performed by positions in this job classification. Not all duties assigned to every position are included, nor is it expected that all positions will be assigned to every duty. People: Engaged executive presence with team in scope of role Build strong relationships of trust with internal (i.e., peers and support teams) team. Maintains a positive, cohesive work environment to attract and retain top level leaders throughout the organization. Build a highly functioning team of leaders through performance management, succession planning, coaching, mentoring, and leading by example. Ability to clearly communicate, motivate and inspire others to reach company vision. Growth and Strategy Positively contribute to sales and EBITDA goals Provide overall executive leadership and strategic direction for the Commercial Management Division. This includes frequent interaction with association managers, business leaders, existing clients, prospective new clients, and company leaders. Responsible for annual business plan - driving financial performance to achieve targeted performance margins as identified in business plan. Provides year-end input to corporate budget and in particular, to those line items within area of responsibility. Maintain client retention goals as outlined in business plan. Develop and implement strategies that promote the organization's mission, core values and global service standards. Identify client opportunities with new and existing clients. In partnership with Business Development and Marketing, support and participate in client presentations that lead to generating new business. Drive business improvement and compliance through new or enhanced technology/processes. Operations: Follows regional and/or national policies and operational protocols. Implement best practices, innovation, creative thinking, and employment of business practices throughout the company. In a growing and evolving culture of change, lead and participate as an Executive Sponsor for Regional or National initiatives. Manage and direct regional leaders (Vice Presidents, Regional Managers, and Support Teams) to ensure the company's operational priorities are aligned with the company policy, legal guidelines and long-term goals of growth. Education & Experience: Must possess a college degree; or equivalent industry experience.• Preferred to possess a licensed California Real Estate Broker; may need to obtain additional licenses for other regions in which MarWest performs third party property management Has a minimum of 5 years' experience in an executive leadership role within commercial property management and preferably within the niche of commercial association management 5+ years of proven leadership skills and ability to lead large teams at an executive level or greater.
    $159k-293k yearly est. 3d ago
  • Vice President/Controller - Expense Management

    Stepstone Group 3.4company rating

    Chief finance officer job in San Diego, CA

    We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Role Overview The Accounts Payable Vice President serves as a bridge between the Corporate Accounting (CA) and Fund Accounting (FA) teams. This hybrid position is responsible for processing invoices that are charged to investment funds, while ensuring that all payments are centralized and managed through the Corporate Accounting accounts payable processes. By operating at the intersection of both teams, the Accounts Payable Vice President streamlines invoice handling, maintains compliance, and supports efficient fund operations through a unified approach to payments and reporting. Essential Job Functions This role requires a proactive mindset, strong organizational skills, and the ability to collaborate across teams in a dynamic, evolving operational landscape. This position requires a detail-oriented professional who thrives in a high-volume, deadline-driven environment. The ideal candidate is comfortable managing multiple priorities, adapting quickly to change, and maintaining accuracy under pressure. This position will manage an AP team comprised of internal and external accountants and will work closely with CA, FA, legal teams, and external vendors both domestic and international. Specific Activities Include: Oversee the FA accounts payable process, including but not limited to: Review the allocation of invoices to funds and legal entities Ensure the proper coding of invoices, including review of limited partnership agreements Ensure the appropriate approval for invoices Review invoices against contracts and engagement letters from outside vendors Report accounts payable activity to third party fund administrators Reconcile open invoices with vendors Resolve questions and issues as they arise Bill funds and entities for AP expense reimbursements Prepare invoice uploads and enter information into accounting software Review and approve new vendor and fund name set-up requests. Review allocation of costs by fund in the Due From Funds (DFF) process. Perform treasury functions, including but not limited to: Ensure completion of verbal confirmation for new vendor bank accounts Review and approve Wire/ACH templates and transactions set up in online banking system Ensure distribution of remittance advice Review bank reconciliations Ensure that vendor payments are processed in a timely manner Review reimbursement received from Funds Ensure the accuracy of application of fund reimbursements to open invoices Provide bi-weekly cash receipts and disbursements projection to the CA team Perform month-end close activities, including but not limited to: Prepare and post journal entries as necessary Review assigned balance sheet account reconciliations prepared by AP accountants Review fund reimbursement invoices produced by AP Accountants and provide to FA Other responsibilities: Continuously evaluate workflow processes for efficiency and improvement. Build reference tools and process documents for AP. Train and develop team members. Standardize reporting to meet both CA and FA team needs. Project management and implementation of technology solutions. Education and/or Work Experience Requirements: Bachelor's Degree in Accounting or Finance with 7-10 years' professional accounting experience. Experience with accounting for private equity partnership, fund of funds and/or Real Estate fund accounting. Strong project management skills and ability to work collaboratively across teams. Solid foundation in accounts payable procedures and strong knowledge of accounting principles. Highly proficient in Excel, Word, and other Microsoft Office programs; PowerBI and process automation experience is a plus. NetSuite experience a plus. Ability to multi-task and manage priorities against fast-paced key deadlines. Must be able to work independently but contribute in a team-oriented environment. Excellent verbal and written communication skills. Strong problem-solving skills and ability to leverage technology. Willingness and flexibility to learn and implement new programs and processes. Experience training and managing junior professionals and reviewing the work of others. Salary Range - $145,000 - $160,000 The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees. #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone
    $145k-160k yearly Auto-Apply 37d ago
  • Fractional CFO

    Optimum Holdings 4.2company rating

    Chief finance officer job in San Diego, CA

    Want to work for a Company that puts you first?! At Optima Office our people are the most important asset. Optima Office was voted as a BEST PLACE TO WORK since 2020 by the San Diego Business Journal, as well as fastest growing company by inc 5000 !! Let us show you why! Optima Office is a female owned company that provides Outsourced Accounting, Fractional CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company who continues to add clients and team members at a steady pace. In 2022 we were the 10th fastest growing company in San Diego. Our Vision as a company is to have the highest retention with our clients and employees in the industry. Happy Staff = Happy Clients has been our founder's motto for a decade. Half of the company's profits get paid out as bonuses to the team and for fun company events. We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule. Over half of our 100 employees are working parents who value flexibility and family time. “I love working for Optima! I am super happy with my decision to work for Optima and am thankful for the opportunities they have provided me!” - Robbie W, Client Services Check out some more testimonials and reviews at ***************************************** What to Expect Starting at Optima Office as a STAFF ACCOUNTANT... - Flexibility - you will be paired with clients that allow you to work the hours you prefer. - Work/Life Balance - whether you're spending time with family or enjoying a new hobby, we believe a healthy work/life balance is beneficial for both our consultants and our clients. We believe in optimizing our time at work so that we can spend quality time with our friends and family outside of the office. - You Come First - we are passionate about setting our consultants up for success. We have a career development program along with a robust training platform. - Purpose Driven - we enjoy partnering with like minded clients. Our client's values tend to line up directly with our own, making for a unique partnership with mutual benefits. Optima Office is the place for you if… - You are adaptable - you can adjust on the fly and welcome diverse clients. - You are technically strong - you have experience in accounting, finance or HR and can be relied upon by colleagues and clients for accurate and timely work. A variety of industry and software experience is considered a huge plus, but not required for staff level positions. We certainly welcome subject matter experts at the more senior levels. - You are a pro-active communicator who has a sense of urgency with response time. - You are kind and collaborative - you are a team player who works well with others. - You are a self-starter - you take initiative and are proactive in accomplishing your goals. “What a treat it is to work with several different clients, industries, and team members! It means a lot to work for a company that is genuinely caring and supportive to its employees, and I look forward to being part of the Optima Office family for years to come.” - Sr. Accountant Requirements Minimum Qualifications (Knowledge, Skills and Abilities) Bachelor's degree or master's degree in Accounting, Finance or Business-related field required. CPA a plus. Minimum 15 years progressive experience in a business, accounting, or finance environment. Experience in a senior financial-management role, partnering with executive staff, resulting in the development and implementation of creative financial management strategies Experience working with information technology staff to manage finance and accounting software packages Demonstrated leadership ability, team management, and interpersonal skills Excellent analytical and abstract reasoning skills, plus excellent organization skills The ideal candidate will possess leadership and supervisory capabilities, solid operational and technical accounting skills and works proactively to drive results. This person is a self-starter, flexible, has a high level of integrity and is action and goal-oriented in a fast-paced, team-oriented, collaborative environment. Thorough knowledge of general accounting including application of general accounting theory. Ability to develop and maintain strong client relationships. Demonstrated mentoring, coaching and organizational administrative skills required. Self-managed and ability to work independently while managing multiple projects and deadlines. Experience working in a consulting environment or professional services firm is preferred. Must be PC proficient and able to thrive in a fast -pace setting. Experience with QuickBooks and/or another automated accounting systems a plus. Must have strong experience with Microsoft Excel. Strong verbal and written communication skills. Ability to multi-task, work under pressure and meet deadlines required. Additional Perks and Benefits All positions can be Full Time, Part Time, In Person or hybrid. Our clients do like to see us from time to time, but working remotely most of the time is an option. 401K with company match of up to 50% of the first 6%. Competitive pay with revenue sharing for salaried individuals. Medical, Dental, Vision & Life Insurance. Vacation, Sick and Holiday Pay. Bonusly -Peer to Peer Recognition Program. Mentorship program. Happy hours and much more! Salary Description 110-140/hour
    $129k-217k yearly est. 10d ago
  • KPBS Chief Financial Officer

    California State University System 4.2company rating

    Chief finance officer job in San Diego, CA

    KPBS Public Media is San Diego's trusted PBS and NPR station, bringing award-winning news, in-depth investigations, educational programming, and cultural storytelling to the region for more than 60 years. Anchored on the campus of San Diego State University, KPBS connects, reflects, and serves all of our communities by delivering media that informs, inspires, and drives meaningful dialogue. As a public media leader, KPBS is deeply committed to equity and inclusion while embracing diverse perspectives, nurturing a culture of belonging, and fostering a workplace and content ecosystem in which all voices are heard. With a robust presence across television, radio, digital, and live events, KPBS empowers audiences by offering stories that are not only current and local but also globally relevant. For more information regarding KPBS, click here. Education and Experience * Bachelor's degree in Business, Finance, Accounting, or related field. * Minimum of Eight (8) years of progressive financial management experience, including leadership of accounting or finance teams. * Certified Public Accountant (CPA) is required. Key Qualifications * Proven ability to lead, mentor, and develop teams while fostering collaboration, accountability, and service excellence across departments. * Demonstrated success in financial leadership, including strategic resource planning, budget management, investment strategy, and risk management. * Strong background in strategic planning, with a record of designing, implementing, and achieving measurable organizational results. * Skilled in contract negotiation, grants management, and fiscal oversight within complex or multi-entity organizations. * Exceptional communication and presentation skills, with the ability to translate complex financial data into clear, actionable insights for diverse audiences. * Excellent diplomatic and negotiation abilities, with a focus on problem-solving and representing the station's interests with professionalism and integrity. * Experience with organizational change management and leading process or system improvements across functional teams. * Demonstrated ability to perform effectively in high-pressure, deadline-driven environments, maintaining sound judgment and composure. * History of successful cross-departmental collaboration and team-oriented leadership in dynamic settings. * Experience working in nonprofit, public media, or fundraising environments, with familiarity in membership, underwriting, or development operations. * Experience in unionized or higher education settings preferred. Compensation and Benefits At San Diego State University, we value our team members and offer a competitive salary that reflects your qualifications and experience. But that's just the beginning! Our exceptional benefits package is designed to support your well-being and work-life balance: * Generous Leave Benefits: Enjoy 15 paid holidays, 24 vacation days, and 12 sick days per year. * Retirement Security: Benefit from a CalPERS defined benefit pension plan, with reciprocity with the UC Retirement Plan, plus retiree healthcare benefits. * Comprehensive Health Coverage: Access a variety of health, dental, and vision plans at no or low cost to you. * Educational Opportunities: Take advantage of the California State University system fee reduction program for yourself or a qualified dependent. * Voluntary Benefits: Opt into additional benefits like Auto & Home Insurance, Life and Disability Insurances, a Legal Plan, Pet Insurance, and the ScholarShare 529 Plan for college savings. The expected hiring salary for this position ranges from $165,000 to $200,000 annually. SDSU Values At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion. Principles of Community At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university. SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another. Equal Opportunity and Excellence in Education and Employment All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices. SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all. Supplemental Information Apply by November 30, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled. The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act. A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position. SDSU is a smoke-free campus. For more information, please click here. Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Casie Martinez at ********************. Advertised: Nov 05 2025 Pacific Standard Time Applications close:
    $165k-200k yearly 36d ago
  • Financial Services Managing Director - Financial Advisory Services

    Embarkwithus

    Chief finance officer job in San Diego, CA

    Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! Advisory Managing Director - FAS: Reporting to our Execution Leadership team, you will be a leader within our FAS practice helping drive firm growth and delivering high quality client service in a variety of our practice offerings including technical & complex accounting, financial reporting, accounting clean-up & audit readiness, capital markets transactions, and more. You will work closely with clients, both public and private, across a variety of industries, specifically asset management, financial services, and banking, and sizes providing oversight and development to our team of consultants. To be a good fit for our Managing Director - Financial Advisory Services role you will have: 15+ years of experience in “Big 4”/national public accounting firm/consulting and/or corporate accounting CPA required Expert knowledge of U.S. GAAP Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters Significant experience in areas such as: Revenue recognition across a variety of industries (ASC 606) Business combinations (ASC 805) Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815) Derivatives and hedge accounting (ASC 815) Variable interest entities & consolidations (ASC 810) Income taxes (ASC 740) SEC Regulations S-K and S-X Deep experience in asset management, financial services, and/or banking Industries. Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs across all Embark service offerings and delivering tailored solutions that drive value. Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice. Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts. A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships. Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality Exceptional skills in leading and developing teams of consultants Typical compensation range starting at $250,000+ based on experience, plus bonus potential In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
    $250k yearly Auto-Apply 60d+ ago
  • Confidential: Chief Operating Officer

    Integrateup

    Chief finance officer job in San Diego, CA

    Hiring: Chief Operating Officer (COO) Company: Confidential Health & Wellness Organization Reports to: CEO Status: Full-Time, W2 Do you thrive in fast-paced environments where strategy meets execution? Are you energized by leading remote teams, optimizing systems, and driving financial performance? Do you believe in holistic care, digital innovation, and building scalable infrastructure? This role might be your next big move. We're a rapidly growing health and wellness company with multiple business units, including a direct-to-consumer eCommerce platform, digital education, virtual care services, and a flagship clinic in Southern California. Projected to reach $8-10M in revenue this year, we're seeking a Chief Operating Officer to partner with our CEO in scaling operations, refining systems, and building a high-performing team. You're the ideal candidate if you love translating vision into action, managing cross-functional teams, and building infrastructure that supports growth and expansion. You're decisive, emotionally intelligent, and comfortable navigating ambiguity. You know how to lead with clarity, foster collaboration, and drive results, without micromanaging. If you're passionate about wellness, systems, and scaling impact, we'd love to meet you. Responsibilities Operational Leadership Own daily operations across eCommerce, digital courses, telehealth, and clinic functions Lead product launch execution across creative, technical, inventory, billing, and customer care Align cross-functional teams (marketing, fulfillment, customer care, product) on launches and campaigns Team Management & Culture Hire, coach, and manage department heads and direct reports Scale and support remote teams with clear accountability and collaboration Foster a culture of innovation, transparency, and continuous improvement Strategic & Financial Oversight Partner with the CEO to define and execute the company's strategy Translate vision into operational plans with measurable KPIs Lead budgeting, forecasting, payroll optimization, and cost control Conduct P&L reviews and CAC/LTV analysis Build dashboards and reporting frameworks for executive visibility Systems, Process & Compliance Implement and optimize core tools, integrations, and QA processes Create and maintain SOPs, runbooks, and training materials to reduce rework and increase velocity Manage contracts, vendor relationships, and operational risk Own operational dashboards and KPI tracking (e.g., CAC, RPV, churn, retention) Automation & Innovation Develop AI literacy across operations Implement internal automations to improve efficiency and scalability Requirements Experience & Background 7+ years in senior operations leadership, ideally within DTC, ecommerce, subscription, or wellness industries Proven success managing large remote teams (15-50+ headcount) Strong background in supply chain, digital platforms, and customer lifecycle optimization Demonstrated success scaling businesses through systems design, automation, and process improvement Hands-on experience with Shopify Plus and subscription platforms (e.g., Loop, Recharge) Track record of running product launches and optimizing subscription flows with measurable results Technical & Financial Skills Strong financial acumen: P&L management, forecasting, cost control, and departmental budgeting Skilled in project management and process design (ClickUp preferred) Experience integrating and governing tools such as Simplero, GoHighLevel, Klaviyo, QuickBooks, and BI dashboards Leadership & Traits Calm under pressure, decisive, and proactive problem solver Able to transform messy processes into scalable, organized workflows Exceptional communication, leadership, and change management skills Passionate about wellness, consumer empowerment, and digital innovation Comfortable with quarterly travel to California and overlapping Pacific time hours Alignment with holistic medicine and openness to supporting vaccine-injured and non-pharmaceutical approaches Work Environment & Availability Ability to travel 5-6 times a year Flexible work schedule availability to support a multi-time zone team Access to a computer Reliable internet connection Reliable and distraction-free work environment First Projects Lead financial restructuring and departmental budgeting to reduce payroll and improve margins. Implement forecasting tools for CAC, revenue, and subscription health. Transition new corporate contracts and optimize payroll. Document SOPs for launch and subscription operations; introduce QA and acceptance criteria. Drive AI adoption for internal workflows and automation opportunities. Traits & Mindset Startup DNA required: hands‑on, adaptable, and comfortable with ambiguity. Non‑territorial leader who delegates well and builds strong feedback loops. Perseverance, a long‑term mindset to dig in and get it done. Emotionally intelligent, constructive in conflict, and aligned with our mission to help people outside conventional Western medicine. Must be supportive of holistic, naturopathic, and data‑driven integrative care. Not the right fit if … You have a series of short job tenures that suggest stepping‑stone behavior. You have a strong allopathic‑only medical orientation or dismissal of holistic approaches. You have a territorial behavior that undermines founder authority or cross‑functional collaboration. You need micromanagement, or you're not able to operate independently. You lack demonstrable success in cost control or scaling remote teams. You lack availability outside of hours to assist the extended team in other time zones, when necessary. Software Utilized by Company ClickUp, Simplero, Shopify (Shopify Plus), GoHighLevel, WordPress, QuickBooks, Slack, Google Drive, Klaviyo, Loop/Recharge, AfterSell, Looker/Triple Whale (BI dashboards), and various feed/ERP and multi‑market plugins. Compensation & Benefits Pay $130,000-$140,000 plus performance‑based bonus (structure TBD). Healthcare stipend available. Vacation - 2 weeks per year (after 90‑day probation). Federal holidays observed; company shutdown around July 4 and Christmas (on‑call expectations). Perks - free access to courses, employee pricing on supplements and clinic treatments, and select clinical service access. Company Values Integrity, Transparency, Empowerment, Innovation, Process Improvement Interview Process To apply, please fill out an application at: ****************************** To better allow you to display your skills and to help us determine the best candidates, our recruiting process is approximately four to five weeks and takes place in four rounds: Initial Application Skills Application Live interview with our recruiting agency, IntegrateUp Final interview with CEO or manager If selected, you will be invited by email to progress to the next round.
    $113k-208k yearly est. Auto-Apply 19d ago
  • Chief Operating Officer (COO)

    San Diego Cardiac Center Medical Group Inc.

    Chief finance officer job in San Diego, CA

    Job Description About Us: San Diego Cardiac Center is a physician-owned, single-specialty cardiology practice with three locations serving central, eastern, and southern San Diego County. With over 50 years of community presence, we provide high-quality, patient-centered care. Our MSO organization includes 120+ employees, 16 physicians, and a strong leadership team. Position Summary: We are seeking a strategic and collaborative COO to lead daily operations, drive growth, oversee financial reporting and ensure regulatory compliance. You'll work closely with our physician-led Executive Committee to promote our mission and vision. Key Responsibilities: Strategic planning and financial oversight Clinical and operational leadership Revenue cycle and vendor management Staff development and recruitment Regulatory compliance and quality improvement Qualifications: Bachelor's degree required; Master's preferred (MBA, MHA, MPH, CMPE, FACHE) 10+ years in healthcare operations, ideally in physician-owned practices Strong leadership, communication, and analytical skills Proficiency in electronic health records, Outlook, SharePoint, Teams Why Join Us? Be part of a mission-driven team committed to excellence in cardiology care. Lead with autonomy and make a meaningful impact in the San Diego community.
    $113k-208k yearly est. 26d ago
  • Director of Finance & Accounting

    Together for Talent

    Chief finance officer job in Carlsbad, CA

    Job DescriptionHeadquartered in beautiful San Diego county, we are an award-winning general contractor focusing on multifamily projects. Due to growth and demand for our services, we are urgently looking for an experienced Finance & Accounting Director to join our team. The Director is responsible for the overall financial management of the company. This includes overseeing the accounting department, preparing financial reports, and analyzing job cost to make informed business decisions. The ideal candidate will have a strong understanding of accounting and FP&A principles, preferably in construction environments. They will also be able to effectively manage a team and work independently to meet deadlines. WHAT YOU'LL BE DOING Lead and manage accounting staff Financial reporting and analysis Monitor and control project costs Ensure compliance with financial regulations Oversee accounts payable and receivable Manage cash flow WHAT YOU NEED FOR THE JOB Bachelor's degree in Accounting or a related field 5+ years of experience in corporate accounting and financial analysis in compliance with GAAP principles Strong experience in construction environments including job cost accounting, work in progress reports, and cost to complete analysis Technical proficiency with tools like Sage, Procore, hh2, etc. Excellent analytical and problem-solving skills Strong communication and interpersonal skills Experience managing direct reports preferred BENEFITS Competitive base salary Comprehensive benefits package (Medical, Dental, Vision) 401k with company matching PTO Life Insurance options Tuition reimbursement Well-established company with excellent clients Professional and fun company culture If you are interested in this position, please apply today! Thank you for your time and consideration.
    $113k-168k yearly est. 17d ago
  • Chief Operating Officer

    Calprivate Bank

    Chief finance officer job in Newport Beach, CA

    Job Description The Chief Operating Officer (COO) at CalPrivate Bank serves as a cornerstone of executive leadership, responsible for driving operational excellence, strategic execution, and organizational cohesion across all lines of business. This role ensures the seamless integration of client experience, operational rigor, technology enablement, and regulatory compliance within a growing bank recognized for its high-touch, relationship-driven approach to banking. Reporting directly to the Chief Executive Officer and collaborating closely with the Chief Banking Officer, Chief Technology Officer, Chief Information Officer, and other members of the Executive Leadership Team, the COO is entrusted with translating the Bank's strategic vision into operational results that strengthen profitability, service quality and institutional resilience. As a key architect of the Bank's growth strategy, the COO will oversee the optimization of operational and technology infrastructure to support scaling to $5 billion in assets and beyond. Emphasizing innovation, the COO will champion AI-driven automation, digital transformation, and data analytics to deliver faster, smarter, and more secure banking experiences while maintaining CalPrivate's signature personalized service. By leading through influence, the COO fosters a culture of collaboration, accountability, and service excellence across the organization. They will be instrumental in implementing disciplined process improvement initiatives, ensuring the operational structures evolve in step with the Bank's client-centric growth model and the dynamic regulatory environment. The ideal candidate will bridge strategic foresight with pragmatic execution, embrace technology as a means of quality and scale, translating corporate goals into measurable outcomes and operational sustainability. The COO ensures the integrity and efficiency of the Bank's day-to-day operations, balancing innovation with risk management. This includes the evaluation and enhancement of systems, workflows, and performance metrics to ensure operational scalability, speed and accuracy. A deep understanding of banking operations from commercial lending to cash management and client onboarding is critical. The COO will champion technology-enabled efficiencies while maintaining the human element that defines CalPrivate's client experience. They will also lead efforts to streamline operations to support the Bank's expanding footprint and diverse portfolio of clients, ensuring that growth is supported by sound infrastructure, automation, and operational readiness and resilience. Oversight of enterprise risk management, vendor governance, and business continuity planning will fall within this executive's purview, reinforcing the Bank's culture of safety, soundness, and compliance. Directly overseeing the AML/CFT, Bank Secrecy Act, Fraud Management and Risk Management departments, the COO ensures all operational practices uphold rigorous standards for regulatory compliance, data integrity, and internal governance. The role requires balancing innovation with prudent risk management, ensuring that growth initiatives are grounded in sound operational controls and fiduciary responsibility. The COO is a key driver of technological advancements within the Bank, promoting the integration of automation, data analytics, and digital tools that enhance efficiency and client engagement. This includes overseeing system implementations, vendor partnerships, and process modernization that enables the Bank to deliver faster, smarter, and more secure banking experiences. The COO will serve as both a strategist and people-leader developing and inspiring a high-performing team of department heads and managers who embody the Bank's values of integrity, accountability, and exceptional service, utilizing Key Performance and Key Risk Indicators. A strong emphasis will be placed on leadership development, talent succession, and the cultivation of a unified operational culture that promotes efficiency and embraces technology without sacrificing personalized service. Through transparent communication and data-driven decision-making, the COO will ensure that all operational areas are aligned with the Bank's short- and long-term objectives. The successful candidate will be an approachable and empowering leader, capable of fostering engagement across levels, instilling pride in performance and modeling the “One Team” ethos that defines CalPrivate' Culture. Mission Critical Objectives | Year 1 Conduct a 90-day operational assessment covering all major areas (deposits and branch operations, lending, treasury management, digital banking, risk operations, IT, vendor management, and service delivery). Develop a growth roadmap integrating relationship-driven service with innovative operations, identifying and pursuing at least one major scalable initiative (e.g., market expansion, strategic partnership, or tech upgrade) to boost revenue or customer acquisition. Define an operating model that connects growth goals to scalable, efficient processes and measurable outcomes. Identify high-impact opportunities for process automation, digital adoption, and data integration (e.g., loan origination, account opening, workflow management). Launch at least one flagship initiative that delivers cost reduction and measurable service improvement (e.g., 20%+ faster turnaround or 15% fewer manual touches). Align technology investments with business outcomes in partnership with IT and other units. Improve documentation and auditability of core operational processes. THE INDIVIDUALThe successful candidate is a banking operations expert, leader and motivator of people who understands business with a hardwired desire to grow an institution and continually exceed expectations. This individual must be entrepreneurial and innovative, with an ability to engage and influence internal stakeholders at all levels as well as external constituents including shareholders, stakeholders and regulators. Most importantly, the candidate must have a positive attitude and a strong work ethic, a proactive approach, be team-centric, display high integrity, and strong moral and ethical compass, as well as reasoned and thoughtful judgment, a sense of urgency and passion for the business, and a balance between strategic and tactical skills. This individual must be curious and have a competitive desire to succeed. We are looking for someone who wants to make a difference and isn't afraid of getting into the details to develop a deep understanding of the strengths, weaknesses, threats and opportunities for the Bank and the Team. Professional Experience + Qualifications Minimum of 15 years of progressive senior leadership in operations within complex financial institutions (e.g., regional or national banks), with diverse experience in commercial banking, digital transformation, and scalable growth. Proven track record of technology-led scaling, including implementations that reduce costs by 20%+ while improving service in regulated environments. Deep expertise in risk management framework and regulatory compliance within financial services, with hand-on experience developing documented, auditable processes that integrate technology for enhanced security and efficiency. Experience thriving in community banking, blending high-touch service with innovative, cost-effective operations. Strong skills in goal setting, budgeting, KPIs, personnel management, and committee leadership. Excellent interpersonal, communication and collaboration skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of the organization. Strong strategic business outlook and analytical and decision-making skills. Experience serving and leading various committees. Current knowledge of banking-related Federal and State laws, rules, and regulations; and national and local economic and competitive trends and conditions. Client Service and a winning attitude must be part of your DNA. Leadership Style + Characteristics Leading by Example: Demonstrate urgency, accountability, servant leadership, client focus, and sound decision-making. Inspirational: Encouraging and inspiring colleagues and subordinates to stretch beyond what they thought they could accomplish. Business Acumen: Knowledge of the competitive landscape, current and emerging practices, products, and services within the industry. Professionalism: Display a level of professionalism that inspires confidence in team members and clients/prospects. Vision and Purpose: Embrace and communicate CalPrivate's vision, its goals and its business needs; dedicated to success; inspires and motivates. Adaptability: Effectively lead through change and embrace innovation. Conflict Management: Make conflicts opportunities for improvement; strives for win/win resolutions. Client Focus: Dedicated to meeting the expectations of customers by applying first-hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests. Ethics and Values: Adheres to code of conduct; and rewards right behaviors. Entrepreneurial Mindset: Innovative, proactive, team-centric, with high integrity, curiosity, and a competitive drive to succeed and make a difference. Education + Certifications Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred. Relevant certifications (e.g., in risk management, compliance, or technology) are a plus.
    $114k-212k yearly est. 8d ago
  • Chief Operating Officer

    The Elizabeth Hospice 3.8company rating

    Chief finance officer job in Escondido, CA

    The Elizabeth Hospice is San Diego's oldest non-profit hospice of 45 years. We are growing and looking for talented individuals to join our high performing team and support our mission. We serve all of San Diego county and south Riverside county with multiple hospice office locations. Our Mission: To enhance the quality of life for those nearing the end of life's journey and for those who grieve. The Elizabeth Hospice Chief Operating Officer is responsible for enhancing the organization's internal processes and infrastructure that will allow the hospice to continue to grow and fulfill its mission. Supports the work of the CEO focusing on the establishment and optimization of day-to-day operations. Review on an ongoing basis services being offered; and develop new programs as needs emerge. Salary: $225,000 -$250,000. Subject to experience and qualifications. Work Schedule: Monday thru Friday, start time is between 7am-8am. 9/9/80 AWW schedule available after successful completion of 90-day introductory period; allows 1 workday off every 2-weeks. Work Location: Escondido, CA Degree of Travel: Travel is required to various office locations, including Mission Valley, Carlsbad, Temecula. Responsibilities Ensure that all program activities operate consistently and ethically within the mission and values of the agency. Provide effective and inspiring leadership, as well as stewardship, by being actively involved in all programs and services. Promote regular and ongoing opportunities for all staff to give feedback on program operations. Lead a high performing team of department directors to the next level by further developing and implementing recruitment, training, and retention strategies. Partner with the CEO to represent the agency with external constituency groups, including community, governmental, and private organization Oversee the creation and implementation of risk management and legal activities: letters of agreement, contracts, leases, and other legal documents and agreements. Advise the leadership team on key strategic issues and make recommendations on important business decisions. Establish and oversee operational processes/process improvement. Ensure that all departments' management staff are fully informed on operational objectives. Set operational and/or performance goals for each department which are aggressive, achievable, and tied to long-term goals. Establish and monitor performance reporting systems. Monitor department performance against performance goals to ensure that progress is being made. Conduct regular meetings with department directors to ensure that priorities are clear, and coordination is good. Ensure services and activities comply with all federal, state, funding, and city regulations, certifications, and licensing requirements. Facilitate resolution of issues between departments. Take charge in high-priority crises. Manage strategy implementation, regarding budgets, timelines, and resource allocation. Consult with department directors on operational and capital budget planning; manage effectively within this budget, and report accurately on progress made and challenges encountered. Ensure the continued financial viability of the agency's programs and services through sound fiscal management. Approve expenditures of direct reports. Hire and administer an effective senior leadership team with provision for succession. Implement appropriate leadership development that ensures qualified human resources necessary for the achievement of the agency's mission, goals, and objectives. Ensure the administration of board-approved personnel policies. Oversee disciplinary actions of direct reports and downstream staff Qualifications MBA, MHA, or similar advanced degree required. MSN, required. Six Sigma certification, preferred. Minimum of 10 years of professional experience overall with experience supervising seasoned staff operating multiple programs, or equivalent combination of education and experience. Strong relationship builder and communicator with experience leading diverse work teams, developing an organization-wide strategy for program excellence, and partnering with the CEO. Demonstrated ability in fiscal and business management preferable in health care and/or not-for-profit setting. Demonstrated knowledge of healthcare policies and reimbursement practices. Demonstrated excellence in both written and oral communications. Current California driver's license with proof of insurance preferred. We place a high importance on our employees and reward staff in several ways such as: Competitive hospice industry compensation Benefits package with multiple plan offerings and generous employer contribution 401(k) Retirement plan with employer match Supportive work culture which encourages work life balance Vacation, Sick, paid holidays & floating holiday Employee development program managed by in-house education department to support individualized orientation and professional growth needs. Tuition Reimbursement program Monthly mileage reimbursement Employee Referral Program "The Elizabeth Hospice is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.”
    $225k-250k yearly Auto-Apply 60d+ ago
  • Director of Accounting & Finance - Growing Biotech

    Next Level Resources 4.1company rating

    Chief finance officer job in San Diego, CA

    Job DescriptionA dynamic and growth-focused biotech that is a leader in its field is seeking an experienced Director of Accounting & Finance. This is a hands-on role with three direct reports and will be responsible for maintaining GAAP compliant monthly financial statements, budgets & forecasts, as well as processes and controls that allow for future growth. The company has a strong revenue stream and is projecting significant growth. The successful candidate should have biotech industry experience and be a highly motivated and self-directed. This is a high-impact position with visibility across senior leadership and the opportunity to shape the financial future of a scaling business. Salary: $150K-$170K + Bonus + Stock & Strong Benefits Key Responsibilities: - Oversee and manage the accuracy of the general ledger - Prepare and review GAAP compliant accrual-based monthly financial statements (P&L, Balance Sheet, Cash Flow) for internal and external reporting - Month-end close reconciliations and journal entries - Revenue recognition (ASC 606) - Cost accounting functions, including WIP, COGS, and inventory controls - Coordinate with external auditors to ensure the timely completion of audits, providing necessary documentation and responding to audit queries - Preparation of budgets, forecasts and 5-year plan, adjusting for market shifts and business evolution - Variance analysis - Gross margin analysis - Cash flow management - Supervise the payroll function to ensure accurate and timely processing - Manage and develop a team - Continuously review and refine accounting processes to drive efficiencies, particularly as the company grows - Manage financial systems that support both control and scalability - Cross-Functional Collaboration working closely with other departments (operations, sales, and HR) to align financial strategies with company goals - Participate in initiatives that support business transformation and strategic growth efforts - Special projects Requirements: - Bachelor's degree in Accounting, Finance or Business, MBA or CPA a plus - Biotech industry required - 10+ years of progressive accounting & finance experience, including general ledger management, financial reporting, and budgeting - Strong understanding of GAAP and ability to interpret accounting standards - Strong Excel skills required (pivot tables, VLOOKUP, complex formulas) - Cost Accounting experience - Experience supporting external audits and implementing audit recommendations - Excellent verbal and written communication skills - Strong attention to detail and accuracy, with the ability to manage multiple priorities in a fast-paced environment - A proactive, self-driven approach with a collaborative and innovative mindset If this position is of interest please apply, alternatively if you would like to discuss your job search and other Accounting & Finance opportunities please email your resume to Paul Gould, Managing Partner: paul.gould@nextlevelresources.net Next Level Resources, Inc. is a professional staffing firm dedicated to finding exceptional Accounting and Finance talent on a permanent and consultant/interim basis for clients throughout San Diego County. IND123
    $133k-185k yearly est. 17d ago
  • Director of Finance

    Alliance Resource Group 4.5company rating

    Chief finance officer job in San Clemente, CA

    Director of Finance reporting directly to CFO in South Orange County - fast growing middle market consumer products company - ~170-200k+ + strong bonus The Director of Financial Planning and Analysis is a new position due to growth. This position will serve as an “individual contributor” role but will ultimately lead a staff of one to three analysts as the company grows and builds its infrastructure. The Director of Financial Planning and Analysis will be responsible for the development and execution of the financial analysis function for the company. The role develops and maintains financial models driven by KPIs to support existing forecasting, internal and external financial reports, product initiative analysis, pricing quotations and M&A analysis ESSENTIAL DUTIES AND RESPONSIBILITIES Lead the development of annual and long-term financial plans, budgets, and forecasts. Develop and manage key performance indicators (KPIs) to monitor the financial health and progress of the company. Conduct M&A analysis and provide strategic recommendations to the executive team. Oversee the management of capital expenses and ensure alignment with the company's financial goals. Prepare and present detailed sales reports to the executive team and stakeholders. Develop strategic financial plans to support the company's growth and profitability objectives. Collaborate with cross-functional teams to drive financial efficiency and effectiveness. Participate in special projects, providing financial insights and recommendations. Implement and maintain financial planning and analysis systems and tools to support effective decision-making. EDUCATION, SKILLS AND EXPERIENCE Bachelors Degree in Finance or Accounting from an accredited university. CPA, MBA or CMA highly preferred. 10 to 15 years of experience in finance / accounting; 5+ years in a management/self-directed role Consumer goods industry experience required, manufacturing experience highly desired High level of proficiency in Excel and PowerPoint - demonstrated ability to leverage business management and analysis software for decision making purposes Experience in M&A analysis and capital expense management Experience working in a leading role with a company $100-500 million in revenue Must have high energy, excellent communication skills and possess a very strong sense of urgency Strong project management skills Must be comfortable working in a fast paced, high-performance environment - ability to multitask Must have demonstrated ability of building systems and processes from scratch - but not only be a fixer but a builder Demonstrated leadership skills High level of initiative
    $99k-141k yearly est. 60d+ ago
  • Director, Revenue Cycle - Patient Financial Services

    Scripps Health 4.3company rating

    Chief finance officer job in San Diego, CA

    Scripps Health Administrative Services supports our five hospital campuses, 31 outpatient centers, clinics, emergency rooms, urgent care sites, along with our 17,000 employees, more than 3,000 affiliated physicians and 2,000 volunteers. Located in San Diego and requires local residence. Eligible to participate in the Director Incentive Plan and Eligible for New Hire Incentives. Elevate your career with Scripps Health, where Compassion Meets Excellence. Why join Scripps Health? AWARD-WINNING WORKPLACE: At Scripps Health, your ambition is empowered, and your abilities are appreciated: * Nearly a quarter of our employees have been with Scripps Health for over 10 years. * Scripps is a Great Place to Work Certified company for 2025. * Scripps Health has been consistently ranked as a top employer for women, millennials, diversity, and as an overall workplace by various national publications. * Beckers Healthcare ranked Scripps Health on its 2024 list of 150 top places to work in health care. * We have transitional and professional development programs to create a learning environment that enables you to thrive in your specific field as well as in your overall career. * Our specialties have been nationally recognized for quality in areas such as cardiovascular care, oncology, orthopedics, geriatrics, obstetrics and gynecology, and gastroenterology. Join a nationally respected health system driving the next generation of technology-enabled revenue cycle operations. In 2024 Scripps Health received the Kodiak Revenue Cycle Performance Award reflecting our commitment to operational excellence, financial stewardship, and patient-centered care. The Director, Revenue Cycle - Patient Financial Services (PFS) is a strategic leader who blends operational excellence with data-driven innovation. This role oversees payment posting, EDI, and automation while leading our Revenue Cycle Informatics team to advance analytics, efficiency, and performance. Key Responsibilities of the role: * Lead all signed revenue cycle operations with a focus on transactional excellence, automation, and digital enablement to drive measurable improvements in cash acceleration, accuracy, and efficiency, * Oversee transactional operational including payment postings, EDI workflows, automation initiatives, and vendor integrations, ensuring process standardization and system integrity across all sites. * Lead and mentor direct reports and staff beneath them in a manner that inspires them to lead and execute their duties and responsibilities in line with Scripps's vision and mission. Culture an environment where growth and learning are demonstrated, leading to an ever-increasing improvement in efficiency and excellence. * Direct supervision of vendor contract, including Timely, accurate and consistent fulfillment of negotiated deliverables; Scheduled performance review and reporting; Invoice monitoring and payment; contract updates as needed; Regular meeting / updates on vendor results; Review of services at term breaks to determine best options between continuation or solicitations to stay current with best practices * Partner across cross functional team to advance technology-driven initiatives such as robotic process automation (RPA), API integration, and data visualization for real-time decision support. * Build and lead a high-performing, analytically fluent team that leverages Epic, automation tools, and data insights to optimize performance and proactively solve complex operational challenges, as well as proposing process improvements to keep Scripps on the cutting edge. Cultivate collaborative relationships with internal stakeholders and payer partners to identify trends, resolve systemic barriers, and enhance digital transaction quality and payer connectivity. * Ensure compliance with all applicable regulations and stay current on industry trends and best practices. * Serve as a strategic architect for future state end-to-end revenue cycle design, incorporating AI readiness, predictive analytics, and automation scalability into long-term plans. #LI-EE1 Requirements: * Bachelors of Science or Arts, Finance or Business. * 5 years of healthcare admitting registration/finance/patient accounting plus 5 years of progressive level of multi-hospital system management responsibility including operations redesign and project management. * Knowledge of Federal/State/County/Commercial Insurance Payers requirements. Preferred Education/Experience/Specialized Skills/Certification: * Masters in Business, Healthcare Administration, and Finance preferred. * HFMA Certified Patient Accounting Manager (CPAM), NAHAM Certified Healthcare Access Manager (CHAM), Certified Healthcare Financial Professional (CHFP) or HFMA Fellow (FHFMA) preferred. * Extensive billing knowledge and experience with revenue integrity. * Expertise in Epic Revenue Cycle, payer connectivity, and RPA or workflow automation tools. * Experience dealing with commercial payers, governmental entities and financial institutions EDI processes. * Proven ability to lead cross-functional teams integrating operations, informatics, and EDI. * Demonstrated experience driving digital transformation, data-driven decision making, and AI enablement within revenue cycle operations. At Scripps Health, you will experience the pride, support and respect of an organization that has been repeatedly recognized as one of the nation's Top 100 Places to Work. You'll be surrounded by people committed to making a difference in the lives of their patients and their teammates. So if you're open to change, go ahead and unlock your potential. Position Pay Range: $59.81-$86.71/hour
    $59.8-86.7 hourly 28d ago
  • Financial Controller

    Raken Inc.

    Chief finance officer job in Carlsbad, CA

    Job DescriptionDescription: Raken is a cloud-based, mobile, collaboration platform for the construction industry - we empower the people who build the world! Our goal is to transform the way the world builds by introducing technology to a 7,000 year old industry. To achieve this, we aim to attract unique, passionate people to the cause. We believe that faster, better reporting will improve the working lives of nearly 10% of the US labor force-the percentage of people currently working in construction. Helping turn the worst part of their day into the easiest (and fastest) is why we do what we do! We work with Commercial, Residential, and Specialty Contractors of all shapes and sizes; including many of the largest construction companies in the world. We are seeking a highly skilled and detail-oriented Financial Controller to lead our accounting operations while supporting key financial planning and analysis (FP&A) initiatives. This hybrid role blends hands-on accounting leadership with forward-looking financial strategy, ensuring accuracy in reporting while driving insights that shape business decisions. Seeking candidates near San Diego, CA for a hybrid role. Why Join Raken? Raken is a fast-growing SaaS company based in Carlsbad, California, serving thousands of customers worldwide. We have received numerous awards, including recognition on Forbes' America's Best Startup Employers, the Inc. 5000 List of Fastest Growing U.S. Companies, and Top Workplaces in California. We have continued to be recognized as a proud winner of the Best and Brightest Companies to Work For awards in both Southern California and the Nation since 2021. Raken is consistently rated a High Performer for construction management solutions on leading review platforms such as G2, Capterra, and Software Advice, and we are recognized by G2 year after year. Our culture is a top priority. We have a hardworking team that strives to make a meaningful impact and enjoys having fun along the way. Our core values guide everything we do: Take Ownership, Keep Evolving, Stay Balanced, Elevate Others, and Let's Go! If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you. If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you. Role Responsibilities Accounting & Controls: Manage month-end and year-end close processes to ensure timely and accurate financial statements. Maintain internal controls and ensure compliance with GAAP, SaaS accounting best practices, and corporate policies. Understanding of revenue recognition under ASC 606, including deferred revenue, contract assets, and multi-element arrangements. Support annual audits and tax filings with external partners. Prepare and review journal entries, reconciliations, and financial schedules. Implement process improvements and automation to increase finance & accounting efficiency and accuracy. Financial Planning & Analysis: Partner with the VP, Finance and department leaders to maintain and enhance budgets, forecasts, and variance analyses. Analyze financial performance and provide actionable insights to support decision-making. Assist with board/bank reporting, management presentations, and KPI tracking. Support long-range planning, cost optimization, and strategic financial initiatives. Requirements: Skills & Qualifications: Bachelor's degree in Accounting, Finance, or related field (CPA preferred). 6+ years of progressive experience in accounting and/or finance, including supervisory experience (SaaS experience preferred). Strong understanding of GAAP and financial reporting requirements. Proven experience with budgeting, forecasting, and financial modeling. Proficiency with ERP/accounting systems (e.g., NetSuite, QuickBooks Enterprise, or similar). Advanced Excel skills; familiarity with BI tools (e.g., Power BI, Tableau, or Looker) a plus. Excellent analytical, organizational, and communication skills. Attributes for Success: Hands-on and detail-oriented, but able to think strategically. Strong business acumen and ability to translate numbers into insights. Collaborative leader with a continuous improvement mindset. Comfortable working in a dynamic, fast-paced environment. Benefits: Medical, dental and vision with generous employer contribution HSA/FSA Life/LTD Generous PTO 12 Paid Holidays 401k + Match Continuing education with reimbursement opportunities Free on-site gym Company Social Events Excellent company culture Modern office with Ocean view and amenities Diversity and Inclusion We are committed to cultivating and preserving a culture of inclusion and connectedness. We are able to grow and learn better together with a diverse team of employees. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture but is a key contributor to our success. We welcome the unique contributions that you can bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs. Want to learn more about us? Visit: ***********************
    $83k-127k yearly est. 11d ago
  • Director, In-Production Program Finance

    Rivian 4.1company rating

    Chief finance officer job in Irvine, CA

    About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what's possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and operate comfortably in areas that are unknown. Our backgrounds are diverse, but our team shares a love of the outdoors and a desire to protect it for future generations. Role Summary We are seeking a results-oriented and highly strategic Director of In-Production Program Finance to lead all financial operations related to Rivian's in-production vehicles-including our flagship R1 consumer platform and Amazon's EDV commercial fleet. This senior leader will oversee margin enhancement strategies, cost optimization programs, and cross-functional investment planning for these cornerstone platforms. The ideal candidate combines rigorous financial acumen with deep product finance experience and proven executive collaboration.Why This Role Matters: Drive Profitability at Scale: Champion strategic cost-down programs and deliver insights that directly improve Rivian's gross margin on key production programs. Be a Cross-Functional Leader: Engage with executive stakeholders across Product, Engineering, Strategy, and Operations to align on investment decisions and cost objectives. Lead High-Impact Teams: Manage, develop, and mentor a small but growing team of finance professionals with specialized BOM and product cost expertise. Build Long-Term Tools and Processes: Design scalable forecasting and financial performance models that support ongoing product iteration and roadmap planning. Responsibilities Serve as the senior-most finance leader for Rivian's R1 and EDV in-production platforms. Lead development and execution of the financial strategy around change management, BOM reductions, and production efficiencies. Oversee all aspects of monthly and quarterly BOM forecasting, reconciliation to actuals, and variance reporting. Lead financial modeling and reporting for capital investment and product roadmap scenarios across R1 and EDV. Drive alignment with Procurement, Engineering, and Program leadership to influence design-to-cost decisions. Own month-end financial close activities related to in-production vehicles and partner closely with Corporate Accounting and FP&A teams. Deliver insightful reporting and decision-making support to senior leadership, including dashboards and investment trade-off analysis. Continuously refine tools and processes that improve forecasting accuracy, cost transparency, and financial agility. Qualifications 10+ years of increasing responsibility in product finance, manufacturing finance, or cost engineering-ideally within the automotive or EV sector. Proven leadership experience managing teams and delivering cross-functional impact. Strong command of BOM structure, cost modeling, investment forecasting, and financial storytelling. Bachelor's degree in Finance, Accounting, Engineering, or a related discipline. MBA or CPA strongly preferred. Highly analytical and systems-oriented; experience with ERP tools like Oracle and reporting platforms such as Tableau or Power BI. Ability to thrive in a fast-paced, high-growth, and highly collaborative environment. Pay Disclosure Salary Range for Irvine, CA based applicants: $201,300 - $287,500 annually (Actual compensation will be determined based on experience, location and other factors permitted by law). Equal Opportunity Rivian is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender, gender expression, gender identity, genetic information or characteristics, physical or mental disability, marital/domestic partner status, age, military/veteran status, medical condition, or any other characteristic protected by law. Rivian is committed to ensuring that our hiring process is accessible for persons with disabilities. If you have a disability or limitation, such as those covered by the Americans with Disabilities Act, that requires accommodations to assist you in the search and application process, please email us at candidateaccommodations@rivian.com. Candidate Data Privacy Rivian may collect, use and disclose your personal information or personal data (within the meaning of the applicable data protection laws) when you apply for employment and/or participate in our recruitment processes ("Candidate Personal Data"). This data includes contact, demographic, communications, educational, professional, employment, social media/website, network/device, recruiting system usage/interaction, security and preference information. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services. Rivian may transfer or store internationally your Candidate Personal Data, including to or in the United States, Canada, the United Kingdom, and the European Union and in the cloud, and this data may be subject to the laws and accessible to the courts, law enforcement and national security authorities of such jurisdictions. Please note that we are currently not accepting applications from third party application services. 10+ years of increasing responsibility in product finance, manufacturing finance, or cost engineering-ideally within the automotive or EV sector. Proven leadership experience managing teams and delivering cross-functional impact. Strong command of BOM structure, cost modeling, investment forecasting, and financial storytelling. Bachelor's degree in Finance, Accounting, Engineering, or a related discipline. MBA or CPA strongly preferred. Highly analytical and systems-oriented; experience with ERP tools like Oracle and reporting platforms such as Tableau or Power BI. Ability to thrive in a fast-paced, high-growth, and highly collaborative environment. Serve as the senior-most finance leader for Rivian's R1 and EDV in-production platforms. Lead development and execution of the financial strategy around change management, BOM reductions, and production efficiencies. Oversee all aspects of monthly and quarterly BOM forecasting, reconciliation to actuals, and variance reporting. Lead financial modeling and reporting for capital investment and product roadmap scenarios across R1 and EDV. Drive alignment with Procurement, Engineering, and Program leadership to influence design-to-cost decisions. Own month-end financial close activities related to in-production vehicles and partner closely with Corporate Accounting and FP&A teams. Deliver insightful reporting and decision-making support to senior leadership, including dashboards and investment trade-off analysis. Continuously refine tools and processes that improve forecasting accuracy, cost transparency, and financial agility.
    $201.3k-287.5k yearly Auto-Apply 20d ago
  • Senior Director, Transactions | Data and Technology Transformation | Corporate Finance and Restructuring

    FTI Consulting, Inc. 4.8company rating

    Chief finance officer job in Irvine, CA

    Who We Are FTI Consulting is the world's leading expert-driven consulting firm. Over the last 40 years, FTI Consulting experts have served as the trusted advisor to Fortune 500 companies and the world's leading law and private equity firms when they are facing their greatest opportunities and challenges. Our strong performance and continued success are a direct reflection of the ambition, energy and commitment of our talented professionals across the globe to make a positive impact for our clients and communities. At FTI Consulting, you'll work side-by side with leaders who have shaped history, helping solve the biggest challenges making headlines today. From day one, you'll be an integral part of a focused team where you can make a real impact. You'll be surrounded by an open, collaborative culture that embraces diversity, recognition, professional development and, most importantly, you. Are you ready to make your impact? About the Role Our Data and Technology Transformation Practice helps corporates, private equity firms and other constituencies build long term competitive advantage, accelerate revenue growth and drive investment valuations while optimizing cost. We bring together lean, fast moving teams of expert technologists, digital specialists, and data scientists to advise our clients on their digital transformation agendas and transaction needs. Our transactions advisory works with clients to understand the impact of rapidly-evolving digital paradigms and emerging technologies on the future of their business, translating that into an executable strategy and blueprint that combines business model innovation, customer experience strategy, modern technology and data architectures with a rigorous focus on planning and execution. Our transactions advisory works with clients on their high stakes transactions needs ranging from acquisition and divestment strategy to technology and digital due diligence, merger and acquisition (M&A) integration planning and carve-outs. What You'll Do * Work closely with our M&A clients to plan for and execute any one of several projects, including M&A Transaction related technology due diligence, merger integration, buy-side carve-outs, sell-side carve-outs, and technology transformations (re-platforming, outsourcing, modernization, optimization, automation, digitization, etc.). * Collaborate with Transactions Architects from other areas of business during M&A deals, and analyze existing technology systems, software applications, and business processes Evaluate underlying technology landscape within enterprise organizations to make recommendations * Establish the relationship between business strategy and technology (and vice versa) to deliver impactful results * Formulate strategic investment summaries, prioritized risk mitigation analyses, and long-term technology-based strategy for both pre-close and post-close projects * Prepare draft written analyses and other reports for third parties, as necessary, on the project scope, findings and/or results of activities * Prepare presentations and quantitative exhibits for clients and third parties, as necessary, on the project scope, findings and/or results of activities * Stay abreast of technology trends and their potential application, and help clients understand the 'art of the possible' with innovative and disruptive technology solutions * Execute on longer term integration and carve out execution projects helping clients' transition to new technology solutions that will enable scale and support future acquisitions. Work will include key workstream leadership, developing requirements for new applications and/or infrastructure, software or hardware vendor selection, development of a transition service agreement (TSA) and/or assistance with program management office (PMO) activities * Help build and maintain key project and business development related artifacts to support project delivery and business development pursuits * Participate in business development activities for new and existing clients by working with other FTI professionals to identifying unique opportunities and development and presentation of proposals and related materials How You'll Grow This is an excellent opportunity to enhance and expand your technical and operational experiences within an award-winning company experiencing organic growth. You will partner with our diverse clients and internal cross industry teams to build future proof businesses. You'll have direct access to high level leadership and craft a long-term career plan that works for you. The Data and Technology Transformation Practice supports practitioners earning certifications, and other training, to support professional development. Opportunities exist to become certified in key technologies. What You Will Need To Succeed Basic Qualifications * Bachelor's degree in business administration, Management, Finance, Engineering, Computer Science, Data Analytics, Mathematics, Statistics, or a related field * 8+ years of combined post-graduate professional experience * Consulting or professional services experience * Ability to travel to clients and FTI office(s) as needed * Applicants must be currently authorized to work in the United States on a full-time basis; this position does not provide visa sponsorship Preferred Qualifications * Experience with information technology due diligence engagements from either the buy-side or sell-side perspective * Experience with technical engagements including writing proposals, estimation, and project management (e.g., time tracking, budgeting, status reporting, etc.) * Knowledgeable in IT infrastructure, cybersecurity, back office applications * Proven experience in working with senior business and technology representatives on digital and technology matters * Demonstrated experience in leading business development, writing proposals, and presenting at orals * Excellent problem-solving skills, client engagement and consulting skills * Masters or MBA Total Wellbeing Our goal is to support the wellbeing of you and your families-physically, emotionally, and financially. We offer comprehensive benefits such as the following: * Competitive total compensation, including bonus earning potential * Full package of benefits plans, including medical, dental, and vision coverage along with life and disability insurance * Generous paid time off and holidays * Company matched 401(k) retirement savings plan * Potential for flexible work arrangements * Generous paid parental leave with available planning tools, virtual expert coaching services and flex return support. * Family care benefits, including back-up child/elder care * Employee wellness platform * Employee recognition programs * Paid time off for volunteering in your community * Corporate matching for charitable donations most important to you * Make an impact in our communities through company sponsored pro bono work * Professional development and certification programs * Free in-office snacks and drinks * Free smartphone and cellular plan (if applicable) * FTI Perks & Discounts at retailers and businesses * Upscale offices close to public transportation About FTI Consulting FTI Consulting, Inc. is the leading global expert firm for organizations facing crisis and transformation, with more than 7,900 employees located in 32 countries and territories. Our broad and diverse bench of award-winning experts advise their clients when they are facing their most significant opportunities and challenges. The Company generated $3.49 billion in revenues during fiscal year 2023. In certain jurisdictions, FTI Consulting's services are provided through distinct legal entities that are separately capitalized and independently managed. FTI Consulting is publicly traded on the New York Stock Exchange. For more information, visit ********************* and connect with us on Instagram and LinkedIn. FTI Consulting is an equal opportunity employer and does not discriminate on the basis of race, color, national origin, ancestry, citizenship status, protected veteran status, religion, physical or mental disability, marital status, sex, sexual orientation, gender identity or expression, age, or any other basis protected by law, ordinance, or regulation. Compensation Disclosure: Actual compensation is determined based on a wide array of relevant factors including market considerations, business needs, and an individual's location, skills, level of experience, and qualifications. Additional Information * Job Family/Level: Op Level 4 - Sr Director * Citizenship Status Accepted: Not Applicable * Exempt or Non-Exempt?: Exempt Compensation * Minimum Pay: 155500 * Maximum Pay: 374000
    $130k-188k yearly est. 2d 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 **********************************************
    $84k-129k yearly est. 8d ago
  • Financial Controller for growing national injury law firm

    Vertical Careers

    Chief finance officer job in Newport Beach, CA

    A fast-growing law firm seeks a Financial Controller to join their dynamic team. The Financial Controller will hold a pivotal leadership position within Finance & Accounting Department, overseeing both Trust Accounting and Financial Accounting functions. Reporting directly to the CFO, this role ensures the accuracy, integrity, and regulatory compliance of all financial records, including the firm's critical client trust accounts in accordance with State Bar trust accounting requirements. This position will manage a growing accounting team, coordinate financial reporting, oversee cash flow reporting and forecasting, and implement effective internal controls while ensuring the highest ethical and professional standards are met in handling client funds and firm finances. Responsibilities: Financial Accounting & Reporting (40%) Manage daily financial operations, including accounts payable, accounts receivable, payroll, general ledger, and monthly closing processes. Prepare timely (within 7 business days), accurate, and insightful financial statements and operational reports for internal management, external stakeholders, and regulatory bodies. Partner with the CFO to develop budgets, forecasts, and cash flow projections to support firm growth and financial health. Ensure compliance with GAAP, federal and state tax laws, and internal financial policies. Oversee financial audits, tax filings, and periodic regulatory reviews. Design, implement, and maintain effective internal controls and accounting procedures to safeguard firm assets and financial data integrity. Partner with 3rd party CPA firms by accurate data for timely tax filings Manage biweekly payroll processing by partnering with HR Trust Accounting & Settlement Management (50%) Oversee all client trust accounts in strict adherence to State Bar Rules (Safekeeping Funds and Property of Clients and Other Persons). Ensure timely, compliant handling of settlement funds, lien payments, client disbursements, and third-party payments. Monitor daily trust account balances and transactions to prevent co-mingling, overdrafts, or misallocations. Manage monthly reconciliation of all trust ledgers, identifying and resolving discrepancies promptly. Work closely with case managers, attorneys, and settlement coordinators to manage financial disbursements and ensure proper documentation of all transactions. Maintain detailed trust accounting records, ledgers, and audit-ready files for every client matter. Financial Operations Leadership (10%) Supervise and mentor the accounting and finance team, providing leadership, training, performance feedback, and professional development opportunities. Collaborate with firm leadership, case management, and operations teams to streamline financial workflows, improve settlement processes, and enhance financial reporting. Evaluate and implement financial systems, internal controls and accounting technologies to improve efficiency, accuracy, and compliance. Develop and enforce financial and operational policies and procedures to support business growth and legal industry best practices. Assist the CFO in preparing and reporting companywide KPI dashboard Support CFO with FP&A and adhoc projects Qualifications: Bachelor's degree in Accounting, Finance, or related field. CPA license (Active/ Inactive) Minimum 12+ years of progressive accounting experience, including financial statement preparation and trust accounting. Minimum of 3 years of accounting leadership experience within a law firm, personal injury firm, or contingency-based business model. Strong knowledge of trust accounting rules and requirements for law firms. Hands-on experience managing client trust accounts, disbursements, and settlements. Proficiency in financial systems (e.g., QuickBooks,) and advanced Microsoft Excel skills. Exceptional organizational skills, attention to detail, and ability to manage multiple priorities in a high-volume, deadline-driven environment. Strong interpersonal, leadership, and written/verbal communication skills.
    $84k-129k yearly est. 60d+ ago
  • SEI - SGA Chief Operations Officer

    Vanguard University of So Cal 3.6company rating

    Chief finance officer job in Costa Mesa, CA

    The SGA Chief Operations Officer is responsible for all operational responsibilities of the SGA Executive Board. As well as overseeing and providing operational support to the Student Clubs and Organizations (SCOs) program. ESSENTIAL FUNCTIONS: Be responsible for student life operations and administrative duties of the SGA. Support the SGA in the resourcing and administration of student clubs and organizations. Regarding students' groups and organizations, the Chief Operations Office shall: Maintain a roster of active student groups and organizations. Maintain and update the Student Clubs and Organizations Manual accordingly. Consult with prospective student clubs on the requirements and responsibilities an active student clubs or organization must maintain. This includes assisting and answering questions regarding the application process, and the details of an active club or organization membership. Train the group and organization presidents as determined in conjunction with the SGA Advisor. Plan, prepare, and recruit all active clubs for the semesterly club fair. One will be during Welcome Weekend in the Fall, the other will be in the first two weeks of Spring semester. Oversee all aspects of the Student Clubs and Organizations budget allocations to student groups. Additionally, as an Executive Board member you share the responsibilities of: Represent the interests of the student body in front of the University administration, and cooperate with them in the students' best interests Hold weekly SGA meetings to discuss current issues and events of the student body, and internal affairs of the SGA Ensure all entities of the SGA are consistent with this constitution Hold official SGA meetings at least one (1) time a month that are open to the student body discussing current affairs of the traditional undergraduate student body and plans of action REQUIRED DATES: SP2025 DATES: All 2025-2026 Student Leaders: Monday, March 31 - Welcome Celebration (10:00am-10:50am) Friday, April 4 - SCORR Conference (All Day) Saturday, April 5 - CERT Training (All Day) Monday, April 7 - Leadership Training (10:00am-10:50am) Monday, April 14 - Leadership Training (10:00am-10:50am) Monday, April 21 - Leadership Training (10:00am-10:50am) FA2025 DATES: Fall Return Date: Leads and WFP: Wednesday, August 6 All other positions: Thursday, August 7 Fall Leadership Retreat: August 8-11, 2025 Fall Training Week: August 13-20, 2025 Welcome Week: August 21-24, 2025 SP2026 DATES: Spring Return Date: Wednesday, January 7 Spring Leadership Training: January 7-8, 2026 Spring Welcome Weekend: January 9-11, 2026 ON A SEMESTER BASIS: Enrolling in the Leadership Practicum (PLST 460) course requirement each semester - one (1) unit Mondays 10:00-10:50am *All dates are subject to change based on University and department needs/policies.? ACADEMIC & CITIZENSHIP STANDARDS: Be an openly committed Christian and have an active faith in Jesus Christ. Maintain at least a 2.5 cumulative GPA. Be in good financial standing with the university. May not be on disciplinary, academic, or chapel probation (must exhibit consistency in required chapel attendance). Prioritize student leadership position over extracurricular activities in consultation with your supervisor. Understand, accept and support the assumptions, goals and objectives of Vanguard University as outlines in the Undergraduate Student Handbook. COMPENSATION: This position is 12 hours per week and paid a $3,255.00 total stipend that will be divided evenly between 16 total pay periods (eight in the fall and eight in spring).
    $67k-74k yearly est. 60d+ ago

Learn more about chief finance officer jobs

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:
  1. Danaher
  2. Gia Enterprises Inc
  3. Alliance Resource Partners
  4. Skilled Wound Care
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