CEO-In-Training, Executive Director
Chief finance officer job in San Diego, CA
Pinnacle, part of The Pennant Group family, is currently seeking entrepreneurial leaders with proven results in building and leading exceptional teams and has a passion for the senior living industry. Join us in making an impact and shaping the future of senior care!
About the Opportunity:
The CEO-in-Training (CIT) Program is designed to prepare outstanding leaders for an opportunity to run one of our assisted living, independent living, or memory care communities. This salaried, full-time training program typically lasts 3-6 months, depending on your background and experience. CITs may advance to lead one of our thriving communities or future acquisition, with continued mentorship and operational support from experienced partners.
As a CIT, you will gain hands-on practical experience in operations, clinical care, and business management under the guidance of an experienced Executive Director/CEO. The program offers mentorship, cross-functional training, and real responsibility in a dynamic environment. You'll learn to drive results, cultivate a strong team culture, and develop a deep understanding of the unique business models that power Pennant's success.
Key Responsibilities:
Engage in immersive, on-the-job training across operational, care, and administrative functions
Shadow department heads and front-line staff to understand the day-to-day rhythm of community life
Take the lead on real-time projects and contribute to meaningful improvements within your host community
Study relevant state regulations and best practices in senior living operations
Align leadership and interpersonal skills with Pinnacle's core values and mission
Qualifications:
Minimum Requirements:
3-5 years of leadership experience in any industry
Proven success in building and leading high-performing teams
Ability to inspire, set vision, and deliver measurable results
Must obtain any required state licensing during their CIT program (varies by state)
Open to relocation based on available opportunities
Preferred Qualifications:
Bachelor's degree (MBA, MHA, or related field a plus)
Experience in operations, financial management or business development
Entrepreneurial mindset and a heart for service
About Us:
Pinnacle Senior Living, a portfolio company of The Pennant Group (NASDAQ: PNTG), is redefining the senior living experience with a commitment to personalized care, vibrant communities, and empowered local leadership. As part of the Pennant family-a growing national network with over 180 affiliated locations across 14 states spanning home health, hospice, and senior living-we operate with the independence and flexibility that allow our local leaders to truly make a difference. Pennant Services provides robust clinical, legal, accounting, IT and HR support, enabling our teams to focus on delivering exceptional service and care.
We are guided by the core values that shape Pennant's unique culture:
Customer Second
Accountability
Passion for Learning
Love One Another
Intelligent Risk Taking
Celebrate
Ownership
These principles drive us to create communities where residents and employees alike can grow, thrive, and feel at home.
Learn More and Connect with Us:
Careers: *********************************
Become a CEO: *****************************
LinkedIn: ****************************************************
Facebook: ***************************************************
Director of Finance
Chief finance officer job in Oceanside, CA
FutureStitch is a fully vertical sock and apparel manufacturer that believes business should be a force for good. We are the creators behind the world's most beloved sock and circular-knit products, including collaborations with Stance, New Balance, NBA, MLB, Vuori, and FootJoy. What sets us apart is our commitment to innovation-from our research lab at MIT to our state-of-the-art Oceanside, CA factory that employs second-chance hires. Recognized as one of the world's most advanced knitting manufacturers, we operate through our core values of Mastery, Adaptability, Gratitude, Inclusivity, and Curiosity (MAGIC).
We are a global leader in the sock and apparel industry, operating three distinct but integrated divisions:
Brand Licensee: Designs, develops, produces, and globally distributes socks and apparel under a licensed brand model
Full-Service Manufacturing Partner: Executes design, development, sourcing, procurement, supply chain management, logistics, and delivery for multiple sock and apparel industry clients of varying sizes.
In-House Manufacturing: Vertical operation with expertise in sock knitting, boarding, packaging, embroidery, and sublimation.
Together, our divisions drive operational excellence and innovation for our global partners.
Position Summary
We are seeking a visionary Director of Finance to lead financial strategy and transformation across all divisions. In this key leadership role, you will oversee all core finance functions, including cost accounting, general ledger, accounts payable, accounts receivable, FP&A, budgeting, forecasting, cash flow management, and credit/collections. You will champion organization-wide digital transformation and drive the implementation of automation and AI tools to create a best-in-class, scalable financial platform.
In conjunction with the CEO, you will report directly to the COO to build a standardized, shared services back office that ensures sustainable growth, cost efficiency, profitability, and enhanced financial visibility as well as managing all Finance related activities for all 3 entities.
Responsibilities
Oversee all accounting operations including cost accounting, GL, accounts payable/receivable, and credit/collections.
Lead FP&A, budgeting, forecasting, and cash flow management to support strategic goals.
Consolidate reporting across divisions; ensure accuracy and compliance with financial standards.
Drive digital transformation initiatives, leveraging automation and AI to improve processes and analytics.
Develop and implement standardized financial policies, procedures, and metrics across all divisions.
Partner with executive leadership to support growth, cost savings, and best-in-class performance.
Build, mentor, and manage a high-performing finance team in a shared services environment.
Qualifications
Bachelor's degree in accounting, Finance, or related field (CPA or MBA highly preferred).
Minimum 10 years in finance leadership, ideally in manufacturing, apparel, or consumer products.
Experience in multi-division, multi-entity financial management and shared service platforms.
Strong background in ERP / EPM systems, automation, and digital transformation.
Excellent analytical, communication, and leadership skills.
What We Offer
Opportunity to build a world-class financial platform from the ground up.
Collaborative leadership culture that is focused on innovation and operational excellence.
Competitive salary and comprehensive benefits.
VP, Financial Consultant- Del Mar, CA (Hiring Immediately)
Chief finance officer job in San Diego, CA
Regular
Your opportunity
At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Vice President of Revenue Cycle- FQHC required
Chief finance officer job in San Marcos, CA
About the Company
We're a mission-driven healthcare organization committed to making quality care accessible for everyone.
About the Role
As Vice President of Revenue Cycle, you'll lead financial strategy and operations across TrueCare's multi-site health system. Reporting to the CFO, you'll ensure billing and finance are aligned to support long-term sustainability, compliance, and growth. You'll advise executive leadership, mentor a high-performing team, and drive initiatives that improve cash flow and operational efficiency.
Responsibilities
Lead financial strategy that directly impacts community health
Collaborate with visionary leaders and a supportive team
Drive innovation and continuous improvement in revenue cycle operations
Qualifications
BA in business, accounting, or public administration
10-15 years of experience in financial operations in
nonprofit healthcare including deep knowledge of FQHCs and payor contract management
At least 5 years of leadership experience
Expertise in Medicare/Medi-Cal cost reporting and California rate setting
Proven success in change management and strategic planning
Experience with EPIC or similar EHR systems
Bonus: MBA, CPA, or CMA; passion for serving underserved communities
Required Skills
Expertise in financial operations
Leadership experience
Knowledge of Medicare/Medi-Cal cost reporting
Experience with EHR systems
Preferred Skills
MBA, CPA, or CMA
Passion for serving underserved communities
Pay range and compensation package
The pay range for this role is $175,561 to $280,898 on an annual basis.
Equal Opportunity Statement
Join us in building a healthier future for our communities!
Vice President/Controller - Expense Management
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.
Candidates must be at least 18 years old to apply.
Developing People at StepStone
Auto-ApplyChief Philanthropy Officer
Chief finance officer job in San Diego, CA
Father Joe's Villages is pleased to be working with Blair Search Partners to find a Chief Philanthropy Officer to join our team. Since our founding over 75 years ago, we have focused passionately on our mission of preventing and ending homelessness, one life at a time.
As Southern California's largest homeless services provider, Father Joe's Villages is a beacon of hope and a steadfast presence in the lives of those facing homelessness in San Diego.
With a dedicated team of 500 staff and an annual operating budget of $76.
7M, our programs positively impact the lives of over 15,000 individuals annually, including the 2,000 clients we house nightly through our network of shelters and housing programs.
Auto-ApplyFractional CFO
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
Chief Financial Officer
Chief finance officer job in Carlsbad, CA
Chief Financial Officer - OnSite - Northern San Diego - $350-425k plus bonus Our client is a truly global company with diverse operations throughtout the world including India, Dubai, Asia and Europe. We have been retained by executive leadership in their search for their Chief Financial Officer due to a pending retirement. This position will report to the CEO and will have intimate contact with the organization's Board of Governors.
CLIENT PROFILE & HISTORY POSITION SUMMARY & REQUIREMENTS
Our client is seeking a Senior Vice President and Chief Financial Officer (“CFO”) to lead its global financial strategy and operations. This executive role involves overseeing finance functions across multiple international locations, supporting both non-profit and for-profit entities, and ensuring compliance with legal and tax requirements. The CFO also oversees Global Procurement, Real Estate, and Facilities.
Role and Reporting: The CFO reports directly to the President and CEO. The role is an officer position with significant interaction with its Board of Governors. The CFO will have a day-to-day, ongoing impact on company operations, helping to analyze, strategize, and grow the company's financial position and operations.
Key Responsibilities: Responsibilities include overseeing all finance functions including Financial Reporting, Accounting and Control, Investments and Treasury, Financial Planning and Analysis, Budgeting, Tax, Insurance; and international finance operations. The role is also responsible globally for Real Estate, Facilities, Security and Procurement.
International Scope: International finance experience is critical to the role. The CFO advises on finance and accounting of its affiliates, manages multi-country audits, tax matters, including multi-currency transactions, including dividends and royalties. The position oversees finance staff in multiple countries.
Financial Reporting, Planning and Analysis: The role includes responsibility for financial reporting internal control, audit oversight, tax reporting, and maintaining relationships with external auditors, financial institutions (banks and investments) and tax advisors.
The role monitors and evaluates the progress of the organization toward meeting its financial goals; and adjusts objectives, work plans, schedules, and commitment of resources and prepares detailed reports for board meetings and management team.
Oversees oversight all financial reporting including Board financial reports, annual audit results and US and foreign tax reports. Provides monthly financial information to management teams and the Board of Governors.
Monitor business performance with tracking tools, establish corrective measures as needed,
Oversees and directs the preparation and issuance of the corporation's annual financial reports. Ensures business activities are financially managed so as to be prudent, effective, efficient, and legally compliant with non-profit regulations as well as ensuring that the organization's for profit entities that are compliant with all appropriate tax and other statutory requirements.
Coordinates development of annual operating, capital, and program budgets, as well as reporting for the same. Collaborate with senior managers to efficiently develop budget proposals, provide access to project finance information.
Develops and implements the best practices and tools to ensure a well-controlled yet flexible organization that has strong fiscal management, project coordination, cross-team communications, and workflows.
Ensure compliance with national and local financial requirements by studying existing and new legislation and tax laws and taking appropriate action.
Financing, Treasury Management, and Investments: The CFO manages the investment funds of the organization, its investment policies, oversees its retirement plans, insurance and banking relationships. The role:
Manage investment of surplus funds, preservation of Institute assets and oversees 401(k) and 457(b) retirement plans.
Oversees and maintains responsibility for the administration of the Institute's retirement, insurance, and risk management programs.
Directs the treasury function in activities such as custodian of funds, securities, and assets of the organization.
Establishes and maintains contacts with financial institutions that manage the institute's investments and cash.
Ensuring cash flow is compatible with operations.
Performs risk management through analysis of company liabilities and investments and evaluating and managing capital and reserve structures.
Support Business Growth and Cost Structure: Supports analysis of new revenue and business partnering opportunities, economic trends, analyze internal operations, and identify areas for cost reduction and process enhancement.
Procurement: Oversees the Director, Global Procurement which actively manages all external contracts with third party vendors, including working with IT and other functions. Spend encompasses direct and indirect expenditures, operational and capital, at both domestic and international levels.
Global Real Estate and Facilities: Oversees all global real estate and faclities with Vice President responsible for these areas reporting to the CFO. Projects include, among others, lease renegotiations, construction of new facilities and other property projects.
Supervisory Role: The CFO directly manages six direct reports and approximately 40 U.S. based finance employees, plus international finance staff and others in procurement, facilities, and security, through either direct or matrix management, with authority over hiring and performance management.
Qualifications, Skills, and Attributes: Candidates should have experience in financial reporting, international tax knowledge, working with boards, managing insurance programs and investments, polished presentation skills, and be willing to travel. The following key attributes are important to the role:
CPA or equivalent; Prefer “Big four” training / experience.
Minimum ten years' experience outside the accounting profession working in mid-market organizations; including working with operations on business and corporate development initiatives.
Ideally not-for-profit experience as well as for-profit experience.
Significant international experience; ideally to include India.
Financial reporting experience.
International tax knowledge and ability to understand complex tax challenges, interaction of corporate taxes and withholding taxes; and different financial operating models. Be able to use such knowledge for tax planning.
Experience of working with and presenting to a Board.
Experience of managing investments; banking; insurance; cash management; foreign currency.
Exceptional verbal, written, and visual communication skills. Be a “polished presenter” and experience of presenting on multiple topics and projects.
Excellent leadership skills, with steadfast resolve and personal integrity
OTHER REQUIREMENTS
Travel: International and domestic travel will be required for this role.
Financial Services Managing Director - Financial Advisory Services
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.
Auto-ApplyConfidential: Chief Operating Officer
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.
Auto-ApplyChief Operating Officer (COO)
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.
Director of Finance & Accounting
Chief finance officer job in Carlsbad, CA
Headquartered 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.
Director of Accounting & Finance - Growing Biotech
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
Sr. Financial Controller
Chief finance officer job in Carlsbad, CA
Job DescriptionSalary:
Who We Are
At PolyNovo, we are committed to improving the outcomes of patients through the development and provision of the best surgical solutions possible. PolyNovo develops innovative medical devices utilizing the patented bioabsorbable polymer technology NovoSorb. Our lifesaving and life-changing products have revolutionized the treatment of burns and major trauma, and have multiple emerging indications. With 130 employees in the U.S. and over 300 worldwide, PolyNovo has positively impacted the lives of more than 65,000 patients globally.
About The Role
The Senior Financial controller leads Finance and Accounting for North America. In this role you will manage financial planning, budgeting, forecasting, and reporting, while also contributing to strategic decision-making and long-term financial plans.Responsibilities include leading the finance team including the FP&A partner, ensuring regulatory compliance, business partnering, maintaining strong relationships with third party financial institutions and service providers, as well as playing a crucial role in identifying areas for improvement, implementing strategies, driving profitability, and ensuring that the organization operates as efficiently as possible.
Responsibilities
Lead Regional Finance Operations: Oversee accounting, FP&A, financial reporting, audits, and compliance with statutory and corporate requirements.
Strategic Financial Leadership: Drive P&L performance, budgeting, forecasting, and business reviews; ensure alignment of financial strategy with organizational goals.
Reporting & Analytics: Manage preparation and delivery of accurate monthly, quarterly, and annual reports; interpret financial results, investigate variances, and implement recovery plans.
Stakeholder Partnership: Collaborate with leadership teams, state managers, and operational stakeholders to support decision-making and accountability for financial targets.
Process Improvement & Efficiency: Identify opportunities for operational and financial improvements; implement best practices across finance and operations.
Cash Flow & Tax Management: Oversee cash flow reporting and statutory taxation obligations.
Strategic Projects & Initiatives: Participate in key projects and work closely with Finance HQ to ensure alignment with company objectives.
Lead and inspire the team by setting a clear vision, fostering collaboration, and modeling company values of integrity, fairness, and compliance.
Build strong relationships with stakeholders, manage performance through clear goals, KPIs, feedback, and coaching, and address non-performance promptly.
Attract, develop, and engage diverse talent to meet business needs while ensuring adherence to legal, policy, and financial requirements, including managing external relationships.
Qualifications
Bachelor's degree in business/finance/accounting/economics or related area.
MBA or CPA preferred but not required.
10-15+ years of experience in finance and accounting.
5+ years in a senior finance position managing a team.
3-5+ years in medical device or healthcare related field.
Strong interpersonal skills and demonstrated ability to establish and maintain effective working relationships with co-workers, customers, and other stakeholders.
Proven ability to take accountability for the quality and timeliness of work outputs while maintaining high personal and professional standards.
Demonstrated ability to work autonomously and within small team environments, self-starter with proactive problem-solving skills and strong personal initiative.
Benefits
Total compensation package consisting of base salary, bonus, and incentive plans
401k plan with company match
Comprehensive medical, dental, and vision insurance for employees and their families
Generous paid time off, 12 company holidays, and two paid Nurture days per year
Parental leave for primary and secondary caregivers
The salary range for this position is $165,000 - $185,000.
PolyNovo fosters an environment that promotes equity, diversity, and inclusion. We recognize and value that it is the sum of our parts our combined backgrounds, experiences and perspectives that allow us to succeed. PolyNovo is an equal opportunity employer and provides equal employment opportunities to all applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Financial Controller
Chief finance officer job in Carlsbad, CA
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: ***********************
Salary Description $145,000 - $180,000 (Depending on Experience)
Salesforce Financial Services Cloud Director, Enterprise
Chief finance officer job in San Diego, CA
Who You'll Work With In our Salesforce business, we help our clients bring the most impactful customer experiences to life and we do that in a way that makes our clients the hero of their transformation story. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways. Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. As the 3rd largest Salesforce partner globally and in North America, we are committed to growing and developing our Salesforce talent, offering continued growth opportunities, and exposing our people to meaningful work that aligns to their personal and professional goals.
Job Title: Director, Financial Services Cloud - Salesforce
As a Director in our Global Salesforce Financial Services Cloud capability practice, you'll lead and drive sales pursuits, expand our Financial Services Cloud and Financial Services footprint through exceptional client delivery, and develop and cultivate client relationships within the Financial Services industry, and its sub verticals.
This is an exciting opportunity for a results-driven leader with client management, sales, and client delivery experience working with financial services customers.
This role requires deep industry expertise and the ability to interface with senior level client executives. With this deep expertise comes the ability to help clients think strategically about their investments in the Salesforce platform and the required services to implement.
The ideal candidate has experience leading and driving complex Financial Services Cloud pursuits and has a passion for both sales and delivery. In this role, you will focus on supporting sales pursuits, providing subject matter leadership, client management, client delivery, and leading the Salesforce account strategy in partnership with regional market leadership for an account and/or set of accounts.
Responsibilities:
Support sales pursuits; serve as a global leader that encourages Pursuit Excellence throughout the deal cycle.
* Supports sales pursuits and sales process in partnership with local market leadership and global industry and capability leaders
* Proactively engages capability leadership; partners with go to market leaders, regional leaders to help solution the engagement approach and scope for our clients
* Determines sales strategy inclusive of win themes in partnership with regional market sales leadership
* Manage an overall team utilization target of 76%
* Supports development of proposal and statement of work
* Drives decision making on deal structure in partnership with sales solution leads
* Ensures deal due diligence (staffing, financials, legal, risk management, contract approval gates)
* Work closely with Slalom's Talent Acquisition team to attract the best Salesforce talent in the market
* Identifies pursuit close plans, identifies blockers and risks, and escalates any issues impacting pursuit progress
* Actively participates in driving pursuits to closure and supports contracting process in partnership with regional and local sales leadership
Business development:
Focuses on increasing our Financial Services Cloud footprint across Banking, Insurance and Wealth and Asset Management accounts
* Responsible for $15-20M+ annually within the Financial Services Cloud Capability
* Proactively thinks beyond the project and product to continue to expand our engagements with our clients
* Serves as a bridge between pursuit and delivery teams; focuses on identifying opportunities to expand our footprint on accounts to bring more to our customers in partnership with Salesforce and other capabilities
* Leverages relationships across the ecosystem to nurture leads, opportunities, and existing partnerships
Client Engagement Management:
Builds and cultivates relationships with senior clients (project sponsor, director level and above)
* Shares industry and product thought leadership in partnership with Slalom Industry and Salesforce Industry Capability leadership
* Identifies opportunities for Slalom to continue to help our clients achieve business objectives
* Partners with in-market Accountable Executives and Client Partners to ensure customer success and satisfaction, using Slalom's "Customer Love" survey criteria
Delivery & Delivery Excellence:
Exceptional client delivery; responsible for ≥60% individual utilization delivering industry specific solutions and offerings
* Engages as part of client project teams ranging from 2-15+ consultants, and brings industry perspective and expertise to the overall project engagement
* Keeps a pulse on industry trends through client engagement and delivery and provides feedback and insights to industry leadership to inform our solution program
* Provides oversight and project delivery governance best practices, and oversees project delivery quality
Industry & Platform Expertise:
* 10+ years' experience in the Financial Services industry
* 10+ years' consulting experience
* 3+ years' leading Financial Services Cloud programs
* Maintains awareness of industry best practices (working with Industry leaders)
* Broad understanding of Salesforce and the Financial Services ecosystem and offerings (working with Capability leaders)
Qualifications:
* Minimum 3-5 years of account/delivery management experience
* Experience working with banking customers and experience in a large consulting environment
* 3-5 years' experience selling and delivering within the Salesforce Financial Services ecosystem
* Previous sales and consulting experience, as well as experience working in an account leadership and/or customer success role
* Prior experience meeting and exceeding sales targets of a similar size
* Skilled at leading teams through complex technology solution sales
* Passionate about financial services, and technology
* Proven track record in selling through exceptional client delivery
* Experienced in building relationships with customers (director level and above)
* Able to partner with clients to understand their organizational needs and recommend solutions that add value to their business
* Strong customer service and interpersonal skills
* Budget and project management experience
* Excellent verbal and written communication skills
* Able to travel up to 30%
About Us
Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all.
Compensation and Benefits
Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance.
Slalom is committed to fair and equitable compensation practices. For this role, we are hiring at the following levels and targeted base pay salary ranges:
East Bay, San Francisco, Silicon Valley:
Director: $192,000-$307,000
San Diego, Los Angeles, Orange County, Seattle, Boston, Houston, New Jersey, New York City, Washington DC, Westchester:
Director: $175,000-$281,000
All other locations:
Director: $161,000-$258,000
In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time.
We will accept applicants until January 30, 2026, or until the position is filled.
We are committed to pay transparency and compliance with applicable laws. If you have questions or concerns about the pay range or other compensation information in this posting, please contact us at: ********************.
EEO and Accommodations
Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team or contact ****************************** if you require accommodations during the interview process.
Easy ApplyComplex Director of Finance - Select-Service
Chief finance officer job in Del Mar, CA
Job Title: Complex Director of Finance
Employment Type: Full Time
Hotel Type(s): Select-Service Hotels
Company: Rebel Hotel Company
About Rebel Hotel Company: Rebel Hotel Company is one of the fastest-growing third-party hotel management companies in the United States, recognized for delivering bold results, operational excellence, and distinctive guest experiences. We operate a diverse portfolio of full-service, lifestyle, and branded hotels across major metropolitan and resort markets. We are building a culture of leadership, innovation, and accountability-and we're just getting started.
Position Summary: Rebel Hotel Company is seeking a driven and strategic Complex Director of Finance to oversee financial operations for a group of select-service hotels across the West Coast. This role is perfect for a hands-on financial leader who thrives in a fast-paced, multi-property environment and enjoys partnering closely with hotel teams to elevate performance, streamline processes, and drive profitability.
You'll work alongside General Managers, property leaders, and our corporate office to ensure accurate reporting, consistent accounting practices, strong controls, and smart financial decision-making across the portfolio.
Brand experience is strongly preferred, especially within select-service or branded hotel environments.
Key Responsibilities:
Oversee all core finance functions across assigned hotels, ensuring accurate daily reporting, payroll, AP/AR, income audit, and cash management.
Lead and support property finance leaders through monthly close, journal entries, accruals, tax reporting, and balance sheet reconciliations.
Partner with GMs to develop and achieve property-level financial goals.
Support annual operating plans, budgeting cycles, and monthly forecasting with clear tools, insights, and guidance.
Ensure property P&Ls accurately reflect financial performance; analyze variances and portfolio trends to identify opportunities.
Promote consistent labor practices and operational controls that maximize productivity and profitability.
Facilitate monthly P&L reviews with hotel teams and coach leaders toward stronger financial acumen and accountability.
Manage capital budgets, oversee audits, and ensure adherence to all tax and compliance requirements.
Build strong, collaborative relationships with hotel leadership and provide ongoing training, mentorship, and professional development.
Crosstrain property finance teams to increase bench strength and support Rebel's high-performance, sales-driven culture.
Required Skills, Experience and Knowledge:
Bachelor's degree in finance/accounting and at least seven years of progressive finance leadership, including multi-property hospitality oversight.
Brand experience is strongly preferred, ideally within select-service or branded hotel portfolios.
Proven ability in budgeting, forecasting, P&L management, and financial analysis.
Strong leadership and coaching skills with experience developing multi-property finance teams.
Excellent communication and presentation skills; able to simplify complex financial topics.
Advanced Excel skills and proficiency with PMS/POS systems and multi-property reporting tools.
Highly organized and detail-oriented, capable of managing multiple priorities across dispersed properties.
Flexible to travel regularly throughout West Coast markets and occasionally to East Coast hotels.
A leadership style grounded in integrity, collaboration, and accountability.
What We Offer:
Competitive base salary and performance-based bonus
Medical, dental, and vision insurance
401(k) plan with company match
Paid time off and holidays
Career advancement opportunities within a rapidly growing company
A chance to be part of the Rebel movement redefining hospitality leadership
Salary Range: $125,000 - $140,000 annually
At Rebel Hotel Company, we don't manage hotels the old way-we challenge the status quo. If you're ready to lead with vision, act with ownership, and make your mark in the hospitality world, we want to meet you.
Chief Operating Officer / San Diego / Full Time (568)
Chief finance officer job in San Diego, CA
at San Diego Cardiac Center
Chief Operating Officer
Salary: $100,000 - $120,000
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. 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
Benefits:
Medical , Dental, Vision
FSA
401K
Eligible for Bonus Program
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.
San Diego Cardiac Center is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, marital status, status as a protected veteran, or status as a qualified individual with disability.
Auto-ApplyKPBS Chief Technology Officer
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 engineering, telecommunications, digital engineering, or a related technical discipline.
* Minimum of 10 years of experience managing mission-critical technical infrastructure, including management of technical teams.
* Experience in modernizing broadcast or media production and distribution workflows.
* Understanding of FCC regulations and relevant industry standards.
Key Qualifications
* Proven ability to lead complex technology organizations in fast-changing environments.
* Strong understanding of broadcast engineering, IT systems, cybersecurity, and digital media platforms.
* Experience integrating systems across the full media lifecycle, from production through distribution.
* Exceptional communication skills, with the ability to translate complex technical concepts into clear, actionable insights.
* Demonstrated success in project, change, and vendor management.
* Strategic thinker with strong analytical, problem-solving, and decision-making skills.
* Commitment to accessibility, inclusive design, and public service values.
* Ability to manage confidential information with discretion and sound judgment.
Licenses and Certifications Required
Valid California Driver's License and ability to travel locally for station business.
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 $185,000 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 January 11, 2026, 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: Dec 19 2025 Pacific Standard Time
Applications close:
Director of Finance & Accounting
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.