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KBKG 3.9
Chief finance officer job in Pasadena, CA
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Reports to: Chief Executive Officer (CEO)
Company: KBKG LLC (Specialized tax services: Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC-DISC, and related software)
About KBKG
KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs, including Cost Segregation, Research & Development (R&D) Tax Credits, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, and employee retention credit services. We also offer proprietary calculators and software tools that support these services.
Our headquarters is in Pasadena, California, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas/Fort Worth, TX; Houston, TX.
Scale: ~$50M annual revenue; ~140 employees.
Leadership: CEO Jason Melillo. The CFO reports directly to the CEO.
The Opportunity
The CFO will be a strategic partner to the CEO, responsible for stewarding KBKG's financial health and scaling infrastructure across a multi-office, consultative services business. The CFO will also provide hands‑on leadership across select operational/shared‑services functions to ensure disciplined execution and data‑driven decision‑making nationwide.
Key Responsibilities Strategic Finance & Leadership
Serve as a core member of the executive team, shaping strategy, OKRs, and long‑range planning for a ~$50M, ~140‑person professional services organization.
Lead annual operating planning, multi‑year financial modeling, scenario planning, and capital allocation (organic growth, software initiatives, partnerships).
Partner with Practice Leaders (e.g., Cost Segregation, R&D, Energy Incentives, Transfer Pricing/IC‑DISC) to develop service‑line P&Ls, utilization targets, pricing strategies, and margin improvement playbooks.
Drive board/owner reporting packages and KPI dashboards; present insights and recommendations to executive leadership.
Accounting, Reporting & Controls
Oversee the Accounting function (GL, AP/AR, payroll, revenue recognition, close cadence) and ensure timely, accurate monthly/quarterly closes.
Own external audit/tax relationships; ensure GAAP compliance, robust internal controls, and risk management across multiple states and entities.
Implement and refine policies for revenue recognition on consulting engagements, WIP, labor capitalization, and project profitability tracking.
FP&A, Pricing & Performance Management
Build a high‑impact FP&A organization; improve forecasting accuracy, pipeline‑to‑revenue conversion visibility, and capacity planning (billable utilization, realization, and collection cycles).
Lead pricing/packaging analysis for core services and software offerings; support new product investments and go‑to‑market economics.
Create a unified KPI framework (e.g., bookings, backlog, realization %, DSO, cash conversion, gross margin by service line, contribution margin by office).
Operations Enablement (No COO in 2026)
Provide operational oversight of selected shared services (e.g., Finance/Accounting, FP&A, Procurement, possibly IT/Business Systems and Facilities) to ensure cross‑office execution and scalable processes.
Drive systems roadmap (ERP, PSA/engagement management, CRM, BI) and data governance; champion automation and standardization across offices.
Establish and facilitate a drumbeat of operational reviews to align executives, practice leaders, and office leaders.
Treasury, Compliance, & Risk
Manage cash, working capital, banking relationships, and debt facilities; optimize cash flow for growth investments and seasonality.
Ensure federal/state compliance, multi‑state nexus considerations, and insurance programs (E&O, cyber, general).
Recruit, develop, and retain a high‑performing finance team; foster a culture of accountability, partnership, and continuous improvement.
Mentor emerging leaders across finance and adjacent operations functions.
Candidate Profile Experience
12+ years total experience with 5+ years in senior finance leadership (CFO, VP Finance, Corporate Controller, or Head of FP&A) at professional services firms (preferred: tax, accounting, consulting, or adjacent B2B services/software).
Demonstrated success building FP&A, KPI systems, and scalable processes in multi‑office organizations.
Hands‑on experience with project‑based revenue, utilization/realization metrics, and DSO/collections improvement.
M&A integration and/or systems implementation (ERP/PSA/CRM/BI) experience strongly preferred.
Public accounting foundation and/or CPA a plus.
Skills & Attributes
Strategic operator comfortable toggling between the board deck and the build: modeling, systems, and process rigor.
Exceptional business partnering with practice leaders; strong pricing, margin analysis, and cash‑flow management skills.
Data‑driven mindset; fluency with dashboards and analytics to guide decisions.
High integrity, sound judgment, and a coaching‑oriented leadership style.
Excellent written and verbal communication skills.
Success Metrics (First 12-18 Months)
Reliable monthly close (=5 business days) and accurate quarterly forecasts (variance =5-7%).
Unified KPI dashboard deployed across service lines and offices; clear accountability for utilization, realization, margin, and DSO.
Improved cash conversion cycle and working‑capital discipline (targeted DSO reduction).
Streamlined pricing/packaging guidance for major offerings with measurable margin lift.
Systems roadmap executed (e.g., ERP/PSA or major upgrades) and measurable automation wins.
Smooth operational cadence in the absence of a COO, with efficient cross‑office coordination.
Work Location & Travel
Primary workplace is Pasadena, CA (HQ) with periodic travel to New York, Atlanta, Chicago, Dallas/Fort Worth, and Houston for leadership meetings and operational reviews. 10‑15% travel.
California competitive base salary range of $250,000 to $350,000, performance‑based bonus, and comprehensive benefits. Equity/long‑term incentives commensurate with experience and impact.
Apply
Please submit your resume and a brief note on relevant experience optimizing finance/operations for multi‑office professional services organizations.
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$250k-350k yearly 5d ago
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CFO
Addison Group 4.6
Chief finance officer job in Riverside, CA
ChiefFinancialOfficer - Hybrid $275-$300k plus Bonus
We're looking for a powerhouse financial leader who sits at the intersection of Real Estate, Mortgage, and Public Accounting-a strategic CFO who can scale, innovate, and drive performance across a multi-entity platform.
If you've walked both sides of the real estate & mortgage world, understand how deals actually move, and bring the discipline of a CPA + public accounting pedigree, this is your stage.
What You'll Own
Partner directly with the CEO on strategy, execution, and long-range vision
Oversee financial operations across multiple entities (budgeting, forecasting, cash flow & audit)
Direct GAAP reporting, tax, and compliance with precision
Shape annual budgeting to match growth objectives
Influence business development and evaluate new partnerships
Lead finance, accounting, and cross-functional collaboration (Ops, HR, IT)
Manage investor, banking, and external auditor relationships
You Bring
Deep experience in Real Estate + Mortgage finance
CPA required; MBA or public accounting experience strongly preferred
10+ years in executive finance leadership (CFO, EVP Finance, etc.)
Mastery of US GAAP, financial modeling, and strategic planning
High-integrity leadership, crisp communication, and the ability to influence outcomes
This role is ideal for a strategic operator who wants to shape the future of a high-trust, growth-minded company-while staying close enough to the numbers to keep performance sharp.
If that sounds like you, let's talk. ***************************
Benefits
Medical
Dental
FSA/HSA
Life Ins
Dental Ins
401k
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$139k-226k yearly est. 4d ago
Strategic CFO for Education Mission Impact
ACG Cares
Chief finance officer job in Anaheim, CA
A prominent educational organization in California is seeking a ChiefFinancialOfficer (CFO) to provide strategic financial leadership and operational excellence. The ideal candidate will have a proven track record in financial management and at least 7 years of progressive leadership experience in a non-profit or educational setting. This full-time role includes a competitive salary and the opportunity to shape the organization's financial strategies to align with its mission.
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$118k-211k yearly est. 5d ago
Vice President, Finance and Accounting
Microtransponder 4.0
Chief finance officer job in Newport Beach, CA
MicroTransponder, Inc. is dedicated to transforming the lives of stroke survivors through its innovative neurostimulation technology. The company's flagship product, the FDA-approved Vivistim Paired VNSâ„¢ System, enhances stroke rehabilitation by pairing vagus nerve stimulation (VNS) with physical and occupational therapy. This approach leverages the brain's neuroplasticity to improve upper limb function, offering new hope to those with chronic arm and hand impairments following an ischemic stroke.
By integrating this therapy into rehabilitation programs, MicroTransponder aims to help stroke survivors regain independence in daily activities and enhance their quality of life. The company's commitment to advancing stroke recovery is evident in its ongoing research and collaboration with healthcare providers to make this therapy accessible to more patients.
About the role
The Vice President of Finance & Accounting is a senior leader responsible for directing MicroTransponder's accounting, finance, and information technology functions. Reporting directly to the ChiefFinancialOfficer (CFO), this role partners closely with executive leadership and the Board of Directors to ensure the integrity, transparency, and scalability of the Company's financial operations.
The VP of Finance & Accounting oversees core accounting and financial activities, including general and operational accounting, internal controls, tax compliance and planning, treasury, equity administration, risk management, financial planning and analysis (FP&A), and external reporting. This role leads the preparation of financial statements in accordance with U.S. GAAP and supports the Company's strategic growth, operational efficiency, and regulatory compliance.
What you'll do
Develop and execute financial and accounting strategies that align with MicroTransponder's mission, growth objectives, and long-term strategic plan.
Partner with the CFO on capital planning initiatives, including debt management, equity financing, and investor-related financial support.
Ensure the timely and accurate preparation and submission of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP.
Implement and maintain strong internal controls, policies, and procedures to ensure the reliability of financial
Oversee cash management, working capital optimization, treasury activities, and financial risk management.
Direct tax planning and compliance activities, including income and sales tax filings, credits, and regulatory compliance across federal, state, and local jurisdictions.
Lead financial planning, budgeting, forecasting, and variance analysis; provide actionable insights to executive leadership.
Prepare and present financial reports and analyses to the Leadership Team and Board of Directors.
Oversee the administration and accounting for corporate insurance programs.
Manage relationships with external partners, including auditors, banks, tax advisors, and other financial service providers.
Lead and develop the accounting and finance team, fostering a high-performance, collaborative culture.
Oversee the IT organization to ensure systems, infrastructure, and solutions effectively support business operations and strategic goals.
Ensure appropriate cybersecurity controls are in place to protect Company data and systems, coordinating monitoring and response efforts as needed.
Qualifications
Bachelor's degree in Accounting, Finance, Economics, or a related field required.
Master's degree (MBA or equivalent) preferred.
Minimum of 10-15 years of progressive finance and accounting experience, including senior leadership responsibility and Public company reporting.
At least 10 years of experience managing and developing finance and/or accounting teams.
Experience in a regulated environment (medical device, life sciences, or technology preferred).
Prior experience partnering closely with executive leadership and interacting with Boards of Directors.
Ability to operate effectively in a fast-paced, growth-oriented environment.
Strong knowledge of U.S. GAAP, internal controls, and financial reporting best practices.
Experience with financial systems and ERP platforms (e.g., Netsuite, Excel, QAD, or similar).
Demonstrated ability to lead, mentor, and scale high-performing teams.
CPA or CMA designation preferred.
Excellent written, verbal, and presentation skills with the ability to communicate complex financial information clearly.
Strong analytical, problem-solving, and decision-making capabilities
Equal Opportunity Employer
MicroTransponder, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.
MicroTransponder provides a comprehensive benefits program to employees. It includes medical, dental and vision plans along with an FSA. Employees may participate in the company 401(k) plan with company matching. The company offers an unlimited Paid Time Off (PTO) program and approximately 15 paid company holidays per year.
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A leading investment management firm is seeking an experienced Project Finance Director to join their Infrastructure Investment Team in Newport Beach, CA. This role involves leading credit research for investment opportunities, conducting financial analysis, and mentoring junior team members. The ideal candidate has over 8 years of experience in investment analysis, preferably in project finance. The position offers a competitive salary range of $180,180 to $220,220 and a comprehensive benefits package including medical, dental, and generous paid time off.
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$180.2k-220.2k yearly 1d ago
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 3d ago
Global Finance Director: Strategy, Analysis & Compliance
Integratedcooling
Chief finance officer job in Newport Beach, CA
A leading company in medical aesthetics is seeking a Director of Finance to oversee financial operations in Newport Beach, California. This role requires deep experience in financial planning and compliance, with responsibilities including forecasting, budgeting, and ensuring regulatory compliance. The ideal candidate will have a Bachelor's degree in Finance or a related field and at least 10 years of relevant experience, along with excellent collaboration skills. Fluency in Korean is a plus. The position offers an opportunity to work closely with executives globally.
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$107k-169k yearly est. 5d ago
Vice President of Acquisitions - LIHTC Syndication
Specialty Consultants Inc. 3.9
Chief finance officer job in Irvine, CA
SCI has been retained by one of the largest national syndicators, fund managers, owners and developers of affordable housing in the nation, to recruit a Vice President of Acquisitions. Our client is a privately-held organization with a track record of investing in over 100k+ units and transacting on $10bil.+ in RE.
This role focuses on driving and closing deals brought in by originations, including underwriting, structuring, negotiating and closing equity investments on Low Income Housing Tax Credits (LIHTC) affordable housing communities throughout the nation for a recognized leader in the field.
Position Responsibilities:
Analyze projects to determine feasibility and run and manage projections that ensure project's yield is maintained at closing
Assess market conditions, review and analyze all third party data (e.g. market studies, construction plan and cost reviews, Phase ones, appraisal, etc.); and other DD provided for underwriting guidelines
Underwrite transactions by addressing strengths/weaknesses of a transaction, including identifying how risks are managed
Oversee Underwriters who provide support in the closing of the LIHTC equity investment;
Prepare investment package and present for Investment Committee approval
Work closely with legal counsel and Acquisitions to negotiate partnership agreements with developers
Work closely with Investor Relations team to place deal in an investment fund
Manage expectations and relationships with developer clients throughout the underwriting and closing process
Qualifications:
Bachelor's in Business, Economics, Finance, Real Estate or related field (Master's Degree preferred);
6-15 years of execution of LIHTC deals from syndication or developer side.
Proficient in Word, Excel and financial modeling;
Highly motivated self-starter, attention to detail and ability to manage multiple tasks/projects simultaneously.
Well-developed analytical and problem solving skills;
Some travel required
$141k-212k yearly est. 4d ago
Director of Finance
Hyatt 4.6
Chief finance officer job in Palm Springs, CA
Thompson Palm Springs
Thompson Palm Springs is seeking an experienced Director of Finance to join our hotel Leadership Committee. Thompson Palm Springs has quickly become the desert's most exciting destination since opening in 2024. Perched in the heart of downtown boasting an iconic midcentury modern design, this chic urban resort offers bungalow-inspired guest rooms and suites available to locals and visitors alike. Lola Rose brings a bold, modern approach to Eastern Mediterranean dining, inspired by the spice markets of Istanbul and the seasonal bounty of California. Bar Issi, a breezy and elevated coastal Italian restaurant brings a blend of relaxed luxury and culinary sophistication to the desert. Two outdoor pool venues with immersive mountain views, an on-site HALL Napa Valley Tasting Room and over 35,000 square feet of retail and restaurant spaces anchor the resort.
As a member of the Leadership Committee, the Director of Finance is a highly visible role with exposure to Senior and Corporate leadership. This position reports directly to the hotel's Managing Director.
The Director of Finance plans, organizes, directs, and controls the accounting and control function of the division, reports operational results, and provides financial oversight of property operations. This highly collaborative leadership position is a role model in the hotel for Hyatt financial processes and communications.
Duties include, but not limited to:
· Responsible for short- and long-term planning and the management of the accounting function
· Participate in total hotel management as a member of the Hotel Executive Committee
· Manage and lead hotel on-site accounting functions to ensure proper fiscal management, timely and accurate reporting and analysis for the hotel. This responsibility also includes hotel financial planning, budgeting, accounting and cash management.
· Assist in nurturing the important relationship with the owners. Be responsible for supervising and coordinating owner reporting as required. Provide custom reports, respond quickly to questions or requests and attend meetings
· Manage SOX compliance
· Complete the year-end audit process. Review and approve all reconciliations and audit work papers. Coordinate external auditor's visits, respond to auditor requests, approve any and all adjustments, reconcile the audit numbers to the property numbers and approve the final audit
· Prepare and review all monthly and annual financial statements. Investigate, review and analyze the variance explanations, involving the department managers in this process. Take initiative to manage trouble shooting for respective cost controls and revenue enhancement
· Aid in the preparation and final review of the annual business plans
· Supervise the Information Technology function. Additionally, have a sound understanding of the hotel operational and back-office systems as well as Microsoft Office products
· Have a sound understanding of the forecasting system and the tools from Revenue Management. Review monthly and quarterly property financial forecasts. Assure that the forecast is attainable
· Coach and counsel employees to reflect Hyatt service standards and procedures
This is an exempt (salaried) role. The salary range for this position is $116,400 - $180,500. This is the pay range for this position that Thompson Palm Springs reasonably expects to pay. Decisions regarding individual salaries will be based on a number of factors including experience and education.
Qualifications
· 6 years or more of hotel Finance experience
· Previous experience as Hotel Director of Finance required
· Exceptional communication and presentation skills
· Demonstrated ability to effectively interact with people of diverse socioeconomic, cultural, disability, and ethnic backgrounds
· Proven track record of finance department leadership success
· Understands Hyatt systems and SOPs
· Results driven, energetic, and focused
· Service oriented style with professional presentations skills
· Finance degree an asset
· Must possess the following strengths: high energy, entrepreneurial spirit, motivational leader, proven track record in high volume concept, effective communicator, effective in providing thoughtful leadership and ability to improve the bottom line
· Clear concise written and verbal communication skills in English
· Must be proficient in Microsoft Office products
Why work for Thompson Palm Springs?
Health, Dental, Vision Insurance eligibility after 30 days of employment
Paid Time Off (PTO)
Compassionate Leave
Life Insurance
Paid Holidays
401k Retirement Savings Plan & Company Match
Paid Parental Leave & Adoption Assistance Program
Free & Discounted Hotel Rooms at Hyatt Hotels around the World!
Our Vales: Empathy | Integrity | Respect | Inclusion | Experimentation | Wellbeing
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.
$116.4k-180.5k yearly 2d ago
Vice President for University Advancement
Case 4.1
Chief finance officer job in Fullerton, CA
Classification: Administrator IV
Department: Vice President, University Advancement
Salary Range: $22,900 - $28,500 per month
Appointment Type: At Will
Time Base: Full Time
Work Schedule: Monday - Friday, 8:00 AM - 5:00 PM
About CSUF: Standing on 241 acres in the heart of Southern California, Cal State Fullerton was founded in 1957 and has grown to serve more than 43,000 students. As a leading campus of the California State University system, the University serves as both an intellectual and cultural hub for the region and a driving force in workforce and economic development.
We are dedicated to student success through innovative, high-impact educational experiences and robust support programs. Equally, we invest in the growth of our staff, faculty, and administrators through orientations, training opportunities, and ongoing professional development.
As a member of the Titan Community, you'll have access to a wide range of campus resources and experiences-including the Grand Central Art Center in Santa Ana, the Arboretum and Botanical Garden, cultural performances at the Clayes Performing Arts Center, Titan Athletics events, the Titan Recreation Center, and our Employee Wellness Program.
Job Summary:
It is an exciting time to join Cal State Fullerton as we are an in demand comprehensive University that is driven to shape the future of education and foster a vibrant community of diverse students, faculty, staff, and administrators who uphold values of inclusive excellence, free speech, and an environment free from discrimination.
About the Position:
CSU Fullerton invites applications and nominations for the position of Vice President for University Advancement. The Vice President for University Advancement provides executive level leadership for all aspects of the University's comprehensive fundraising program, alumni relations program, government and community relations, several premier university events, advancement operations and oversight of the University's endowment through the Cal State Fullerton Philanthropic Foundation.
The ideal candidate in this role should have a positive attitude, an active, energetic mind, and a leadership style that is characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness.
Reporting directly to the President, the Vice President for University Advancement serves as a member of the President's Cabinet and President's Advisory Board and participates in all aspects of institution-wide planning in support of the mission and goals of the University.
The Division of University Advancement provides leadership in strategic relationship-building with - and stewardship of - alumni, businesses, foundations, emeriti, faculty, staff, parents and other important constituencies in order to generate essential private financial support.
Essential Qualifications:
At least ten years of significant experience in development as a sophisticated, seasoned professional; additional experience in a leadership role in a major capital campaign would be highly advantageous.
Demonstrated success in designing and leading a comprehensive development, advancement and alumni relations program, preferably in a higher education environment.
Demonstrated ability to garner internal and external support for annual giving, planned giving, corporate and foundation relations, and major gift fundraising.
Ability to select, train, supervise, inspire and lead a professional advancement team in a large complex organization.
Solid track record of cultivating, soliciting and closing major gifts and the ability to match the needs and objectives of prospective donors with the fundraising goals of the University.
High-level communication skills to express the University's mission and advancement objectives to varied audiences, including potential donors, community members, alumni and campus constituency.
Demonstrated skill to work as a member of a senior institutional management team with strong capabilities in planning, organizing and managing.
Ability to work collaboratively with colleagues within the University leadership and with external partners at the individual and organizational level.
Demonstrated ability and a commitment to working with senior University leaders at an institution where shared governance is highly valued.
Ability to organize and motivate faculty, staff and key volunteers to participate effectively in fundraising and alumni related activities. Demonstrated understanding of the use of information technology to achieve advancement goals.
Well developed sense of the importance of alumni relations to the University and the role an alumni relations department plays in overall advancement.
A demonstrated understanding of the role of University Advancement in the context of California.
Cal State Fullerton is an equal opportunity employer that prohibits discrimination based on regardless of race, sex, color, ethnicity, national origin, or any other protected status.
California State University, Fullerton is committed to fostering an environment where students, staff, administrators, and faculty thrive.
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$22.9k-28.5k monthly 5d ago
Vice President, Acquisitions
MacDonald & Company 4.1
Chief finance officer job in Orange, CA
Macdonald & Company has partnered with a privately held real estate investment manager to appoint a Vice President of Acquisitions. The firm is an established owner-operator with discretionary capital, significant dry powder, and actively growing its portfolio through acquisitions across the United States.
This role will work closely with the firm's principals and play a hands-on role in sourcing, underwriting, and executing new investments nationwide. The firm is open to a generalist background, with a preference for experience across office, retail, and medical office assets.
Responsibilities
Source and evaluate acquisition opportunities across U.S. markets
Underwrite transactions and build detailed financial models, including cash flow projections and return analyses
Lead transaction execution from initial review through closing, including LOIs, due diligence, and deal structuring
Coordinate with internal capital markets and asset management teams throughout the investment process
Maintain broker and owner relationships to support ongoing deal flow
Prepare investment materials and present opportunities to senior leadership and investment committee
Qualifications
7+ years of experience in real estate acquisitions
Experience across office, retail, and/or medical office assets preferred
Strong underwriting and financial modeling skills
Demonstrated ability to manage transactions from sourcing through closing
Experience within an owner-operator investment platform
$135k-202k yearly est. 1d ago
Vice President University Advancement
Join Our Team of Difference Makers
Chief finance officer job in Azusa, CA
APU seeks employees who desire to contribute to our thriving culture by cultivating community through professional interactions, demonstrating a posture of lifelong learning, and modeling Christ-like character. Working together, employees at APU commit to establishing a university atmosphere that is edifying to God and one another.
The Vice President for University Advancement is responsible for providing cohesive vision, leadership, and strategic direction to a successful university advancement strategy, with primary focus on Comprehensive Campaigns, Major Gifts, Foundations, Annual Giving, Planned Giving, and Development Research. This position is also responsible for our university-wide strategy surrounding Alumni Engagement. The Vice President provides leadership to a team of approximately 25 Development and Alumni professionals and ensures appropriately vetted policies and procedures are in place to meet legal and CASE requirements. The position provides leadership to build a fundraising strategy and team aligned with APU's strategic plan/vision, to identify the resources necessary to successfully implement the plan, and promote team performance by delegating tasks and motivating employees to accomplish set fundraising goals.
The Vice President for University Advancement is responsible for leading APU's current comprehensive campaign, a $125M effort focused primarily on scholarships, academics, and capital improvements. Furthermore, it is expected that APU will utilize volunteer campaign leadership, and the Vice President will be charged with recruiting and leading this team. The Vice President will leverage the effective use of the President's time in the donor community and collaborate with the Cabinet for the implementation of campaign strategy. This position reports to the President and serves as a member of the President's Cabinet.
Required Education
Master's degree or equivalent education and experience.
Required Experience
The successful candidate will possess at least seven years of increased experience as a leader and a proven track record of success in Advancement, preferably in higher education.
Primary Duties/Essential Functions
Develop and implement a strategic alumni and donor engagement plan that balances immediate fundraising needs with long-term development of the donor base.
Manage a portfolio of major donors (and prospects) and lead the division in annual fundraising production.
Develop a strategic plan for fundraising growth, including alumni and parent relations, annual giving, major and planned giving, comprehensive campaigns, foundation relations, stewardship, and advancement operations.
Lead the implementation of APU's current comprehensive fundraising campaign, and develop and lead future campaigns as needs arise.
Recruit and lead a volunteer campaign leadership team, in collaboration with the president.
Meet and exceed annual fundraising goals as agreed upon with the president.
Provide direct leadership to the office of University Advancement, including a willingness to delegate and empower others to find innovative solutions to strengthen fundraising effectiveness.
Leverage technology, APU's CRM software, and data analytics to enhance advancement strategies while ensuring data integrity.
Manage timely reporting and tracking of KPIs against advancement fundraising goals.
Collaborate closely with the Provost and academic leadership to identify resources, policies, and procedures to empower the deans and department chairs to fundraise in conjunction with the Advancement Office.
Collaborate with the Vice President for Strategic Communication and Engagement / Chief Communication Officer to ensure the communication plan for alumni and donor engagement is compelling and consistent.
Partner with other leaders on campus to ensure that all donor and potential donor engagements are effectively communicating and supporting the goals of the university.
Serve on the President's Cabinet.
Partner with the Vice President / Chief Strategy Officer and serve as a standing Cabinet guest to the Board of Trustees Strategic Oversight Committee.
Represent the university at designated conferences and events.
Ability and willingness to travel as much as 40 percent of the time.
Complete projects and other duties as assigned by the president.
Skills
Extensive senior-level experience in advancement, with a strong track record in higher education or nonprofit fundraising.
The successful candidate will possess exceptional leadership skills, including the ability to foster growth for the development team members with diverse levels of expertise by fostering an environment of respect, accountability, efficiency, and productivity.
Possess the capacity to inspire enthusiasm and collaboration in others.
Exhibit a solid awareness of higher education fundraising issues and trends related to achieving ongoing momentum and success.
Additionally, the successful candidate will possess knowledge of technical issues regarding fundraising practices and strategies, as well as philanthropic trends and research.
The candidate must have the ability to successfully develop, interpret, and apply policy and regulations in a complex university setting.
The successful candidate should have a strong commitment to customer service and community relations, successful experience and orientation toward a collaborative approach to resolving problems, and a willingness to take a proactive approach to improving services through direct personal contact.
Exhibit a high degree of emotional intelligence needed to interact with the Board of Trustees, the President, the Cabinet, academic leadership, all levels of administrative staff, alumni, parents, and the donor community at large.
Exceptional written, oral, interpersonal, and presentation skills to serve as an effective ambassador of the university's mission with both internal and external constituents.
Mental Demands
A deep and personal commitment to Jesus Christ and complete alignment with the mission, vision, and values of Azusa Pacific University.
Agreement with APU's Statement of Faith and the university's convictions as outlined in the What We Believe document.
Physical Demands
Continuous sitting for four to six hours/day.
Repetitive wrist, finger motions related to computer usage.
Hearing, talking on the telephone.
Ability to reach, grasp, bend, pull, lift up to twenty pounds.
Visual Demands
Computer monitor and reading.
Environment
Pleasant office setting, comfortable temperature.
Technologies
Proficient in Microsoft Office, Word, Excel, Raiser's Edge, and Crescendo.
Compensation
Grade 35: $242,169 to $278,494 is the annual salary for this role and reflects what Azusa Pacific University reasonably expects to pay for this position. Actual compensation may vary based on the qualifications, experience, and internal equity. In addition to compensation, APU offers a competitive benefits package.
Azusa Pacific University is a Christ-centered, multicultural community that values and seeks faculty and staff who are committed to diversity, work effectively with diverse populations, and engage others in ways that honor our rich cultural mosaic and biblical foundation. Please click the links to learn more about what we believe, our mission statement, and our statement of faith.
You can learn more about APU by watching the stories of faculty, staff, and alumni as they carry out our mission here: ****************************
Azusa Pacific University will conduct a background check on all final candidates.
Review of applications will begin immediately, and the position will remain open until filled unless otherwise stated. Azusa Pacific University does not discriminate on the basis of race, color, national origin, sex, age, disability, or status as a veteran in any of its policies, practices, or procedures. Women and minorities are encouraged to apply.
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$242.2k-278.5k yearly 2d ago
Division Vice President - Landfill & Organics
Athens Services 4.6
Chief finance officer job in San Bernardino, CA
The Division Vice President works in all business aspects (revenue growth and managing cost) of landfill and organics operations. The Division Vice President will have full P&L responsibility and ensure the highest standards of environmental safety and operational excellence by effectively managing the day-to-day operation and continuous improvement of assigned Landfill locations and compost facility.
Essential Job Functions:
Manage performance of general managers, operations and maintenance managers.
Manage the day-to-day operations and maintenance, meeting performance standards and productivity
metrics
Full P&L responsibility of assigned operations, including all business aspects of operation (contract
management, revenue growth, cost management, compliance, personnel development, capital projects,
and budget development).
Interact with various municipal leadership including but not limited to Public Works, City Managers, & City Council Members
Complete involvement in sales and marketing aspects to continue overall location growth potential
Manage all aspects of operating contract with Municipality and ensure full compliance. Assume role of contract manager.
Manage implementation of maintenance program for full on and off-highway fleet, including program development and auditing processes.
Develop and manage program to maximize landfill density and airspace savings.
Manage technical consultants and operations teams to prepare and develop annual site operating plans, including but not limited to fill sequence plans, winterization plans, and drainage plans.
Manage composting operation using KPIs to drive process improvement and production of high quality compost and mulch.
Lead the sales effort of organic products to insure continuous movement of product at a profit.
Responsible for interaction with all regulatory agencies, including Region Water Quality Control Board, Air Management District, CalRecycle, Local Enforcement Agency and Jurisdictional land use.
Ensure the training and development of the skills of the workforce by providing proper guidance and coaching
Provide exceptional customer service and customer retention
Engaging in the interview process in order to hire the most talented and qualified personnel
Conducting weekly staff meetings with management team
Encourage internal growth by providing opportunity for personnel development
Provide effective leadership by developing and implementing a team focused work environment
Determines workflow, staffing levels, monitors equipment operations and maintenance, conducts safety training, all while fostering a work environment based on teamwork and cooperation
Provide monthly projection data and analysis. Review year-to-date and prior year budget data
comparisons
Ensure facilities meet all Federal and State Regulations, OSHA and local requirements
Establish the necessary procedures to ensure overall safety of employees, customers and visitors
Engage employees to create a safe, energetic work environment through feedback and recognition
Ensure the cleanliness and maintenance of facility, equipment, and property through inspections and preventive maintenance programs
Required Qualifications:
Bachelor's Degree (Civil Engineering preferred)
10 - 15 year's management experience
Registered Civil Engineer (preferably in CA)
Experience managing a solid waste system including landfills, transfer stations and composting facility.
Knowledge of DOT, OSHA, and other related state and federal regulations
Must have demonstrated leadership, problem solving and organizational skills
Good interpersonal skills and ability to coach and develop subordinates
Excellent communication and customer service skills
Ability to effectively interface with general public and regulatory agencies as well as political contacts
Ability to perform physical requirements of the position with or without reasonable accommodations
Preferred Qualifications:
Master's Degree (Business preferred)
Previous experience in the solid waste and organics industry
Manager of Landfill Operations certification (SWANA MOLO)
A leading global investment firm is seeking a Vice President for its opportunistic credit team in Newport Beach. The role involves identifying and managing special situation investments in corporate debt and equity. The ideal candidate has over 4 years of investment banking experience, excels in credit analysis, and is a strong communicator. The position offers a comprehensive benefits package and a competitive salary range of $205,000 to $240,000.
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$205k-240k yearly 5d ago
Vice President, Opportunistic Credit
LGBT Great
Chief finance officer job in Newport Beach, CA
# **Vice President, Opportunistic Credit**## at### **Description**PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns. Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients. JOB DESCRIPTION PIMCO's growing $178 billion alternative complex invests in a wide range of asset types and geographies. PIMCO's opportunistic credit team manages funds focused on investing in directional and relative value opportunities across public and private corporate debt and equity, stressed/distressed capital structures, and various event-driven and special situation opportunities. PIMCO is seeking a Vice President to join this opportunistic credit team, to be based in our Newport Beach office. You will be directly involved in identifying, evaluating, underwriting, and managing opportunistic credit and special situations investments. You will also interact across our investment organization; including Portfolio Management professionals within our alternatives platform, as well as across the firm's corporate research group. RESPONSIBILITIES Assist in identifying and evaluating public and private corporate debt and equity investments (both long and short), and special situation opportunities Partner with PIMCO Alternatives deal teams on diligence, underwriting, and management of selective investments Perform deep-dive research on industry sectors and individual companies, including detailed financial modeling and credit documentation review Communicate and present investment ideas and analysis to senior team members, portfolio managers, and investment committees REQUIREMENTS 4+ years of meaningful investment banking, credit research, and/or credit investing experience Strong experience in credit analysis and financial modeling, restructuring/distressed experience is a plus Outstanding academic credentials and demonstrated leadership capabilities Strong work ethic and integrity; you should be a team player who is proactive and self-motivated Experience managing tasks with minimal direction and an ability to make preliminary decisions in a short time frame Good communicator, strong written and oral presentation abilities; needs to be persuasive and credible Ability to work effectively on multiple projects simultaneously BENEFITS PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include: Medical, dental, and vision coverage Life insurance and travel coverage 401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs Community involvement opportunities with The PIMCO Foundation in each PIMCO office PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 205,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days. We believe that active management is the responsible way to invest our clients' assets in fixed income. For 50 years, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. Our clients rely on an investment process that has been tested in virtually every market environment. Bringing together our investment professionals from across the globe, PIMCO's investment process is designed to promote fresh ideas and differing points of view. We innovate to give our clients an edge. Innovation has long been part of the fabric of PIMCO's culture. Explore how we assess shifting risks and opportunities to build forward-looking solutions for investors.##PIMCO is a global leader in active fixed income. With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed-income investing.In the 50+ years since, we have worked relentlessly to help millions of investors pursue their objectives - regardless of shifting market conditions. As active investors, our goal is not just tofind opportunities, but to create them. To this end, we remain firmly committed to the pursuit of our mission: delivering superior investment returns, solutions and service to our clients.Active ManagementWe take an active approach to fixed income investing - one in which we express high convictionviews without allowing any single risk to dominate returns. Over our 50 year history, we have found this helps us to deliver positive outcomes for investors and avoid outsized risks that maybe inherent in passive approaches.Tested ProcessWe have a proven ability to help investors navigate shifting investment conditions - including times of market stress. Honed over decades, our process has helped millions of investorsmanage risks and pursue returns over meaningful time periods.Culture of InnovationFinancial markets are changing rapidly and it is crucial for investors to adapt. That is why innovation is part of the fabric of our culture. Importantly, we develop solutions based on investors' needs and investing opportunities - not on near-term asset-raising potential. And we invest in top technology, tools and resources to help them succeed.
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$205k-240k yearly 3d ago
Vice President for University Advancement
The California State University 4.2
Chief finance officer job in Fullerton, CA
The Vice President for University Advancement provides executive level leadership for all aspects of the University's comprehensive fundraising program, alumni relations program, government and community relations, several premier university events, advancement operations and oversight of the University's endowment through the Cal State Fullerton Philanthropic Foundation.
The ideal candidate in this role should have a positive attitude, an active, energetic mind, and a leadership style that is characterized by highly ethical practices and a commitment to diversity, openness, flexibility, integrity, and kindness.
Reporting directly to the President, the Vice President for University Advancement serves as a member of the President's Cabinet and President's Advisory Board and participates in all aspects of institution-wide planning in support of the mission and goals of the University.
The Vice President for University Advancement has responsibility for senior level leadership overseeing all areas of Advancement, including developing and overseeing new fundraising programs. Manages a personal portfolio of major donors and develops and implements plans for cultivation and solicitation in collaboration with academic leaders and campus development officers.
Essential Qualifications:
At least ten years of significant experience in development as a sophisticated, seasoned professional; additional experience in a leadership role in a major capital campaign would be highly advantageous.
Demonstrated success in designing and leading a comprehensive development, advancement and alumni relations program, preferably in a higher education environment.
Demonstrated ability to garner internal and external support for annual giving, planned giving, corporate and foundation relations, and major gift fundraising.
Ability to select, train, supervise, inspire and lead a professional advancement team in a large complex organization.
Solid track record of cultivating, soliciting and closing major gifts and the ability to match the needs and objectives of prospective donors with the fundraising goals of the University.
High-level communication skills to express the University's mission and advancement objectives to varied audiences, including potential donors, community members, alumni and campus constituency.
Demonstrated skill to work as a member of a senior institutional management team with strong capabilities in planning, organizing and managing.
Ability to work collaboratively with colleagues within the University leadership and with external partners at the individual and organizational level.
Demonstrated ability and a commitment to working with senior University leaders at an institution where shared governance is highly valued.
Ability to organize and motivate faculty, staff and key volunteers to participate effectively in fundraising and alumni related activities.
Demonstrated understanding of the use of information technology to achieve advancement goals.
Well developed sense of the importance of alumni relations to the University and the role an alumni relations department plays in overall advancement.
A demonstrated understanding of the role of University Advancement in the context of California.
California State University, Fullerton is an equal opportunity employer that prohibits discrimination based on regardless of race, sex, color, ethnicity, national origin, or any other protected status.
The University is committed to fostering an environment where students, staff, administrators, and faculty thrive.
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$142k-202k yearly est. 5d ago
SVP, Manager, Business Banking
Cathay Bank-Headquarters 4.4
Chief finance officer job in El Monte, CA
People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Apply today!
What our team members are saying:
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Learn more about us at cathaybank.com
GENERAL SUMMARY
Responsible for the overall success of the Business Banking Group, including the development and management of sales, operations, team member development and retention, and compliance with all laws and policies and procedures. Maintains a high level of product knowledge to enable the sale of lending, deposit and business services products, and the referral of retail and wealth products.
DIRECT REPORTS
FVP & SVP, Manager, Business Banking manages the entire staff in the Business Banking Group.
ESSENTIAL FUNCTIONS
Manages all aspects of Business Banking Group for the Bank's small business and retail loans, primarily C&I and Investment CRE loans.
Delivers effective sales and service leadership. Increases retail loan production by attracting new business relationships while deepening and retaining existing client relationships.
Identifies appropriate lending opportunities and acquiring/managing a team of high performing loan officers that specialize in retail lending/business banking.
Drives teams' sales activities to include coaching and performance management.
Manages and development all existing and new business banking loan products by having a deep understanding of the competitive market.
Understands current economic trends and their impact on the Bank, identifies key levers to capitalize on opportunities or minimize downside exposure.
Supports the Bank's market strategies, builds skill set of team, supports relationship management efforts, and creates customized credit packages and programs.
Leads a team of credit officers and analysts to underwrite, structure, and manage all business credits.
Ensures overall credit quality, continued adherence to all loan servicing guidelines.
Ensures successful audit results.
Attends conferences and training to ensure proficient job knowledge.
Manages renewals, annual reviews, covenant monitoring, and completion of periodic reviews for all loans.
Observes all control standards and implement compliance policies/procedures, including the timely implementation of recommendations made by internal/external auditors and external regulators.
Approves loans/lines that exceed Loan Officers' authority within authorized level.
Supervises Business Banking Group in its portfolio consisting of branch loans, and to control and monitor the quality of the portfolio.
Works closely with branches and lending teams on promoting Retail Loan products and services.
Develops the skills of the sales team and the operations teams within the department through a combination of goal-setting, delegation, coaching and training, counseling, and performance management.
Creates or participates in creating a product development/promotion program for retail loans.
QUALIFICATIONS
Education: College degree with major in finance, marketing or business-related discipline preferred.
Experience: 10+ years' experience in retail lending as a business development manager with demonstrated progression of professional responsibility. 10+ years in commercial lending and credit experience. Excellent knowledge of commercial credit policies and procedures, and bank operations policies and procedures. Excellent credit analysis and accounting skills.
Skills/Ability: Excellent analytical skills, including the ability to identify problems, research and analyze issues from different perspectives, and make recommendations. Forecast and meet monthly/quarterly/annual profitability and volume targets. Great relationship building and client service skills. Ability to prioritize, handle multiple tasks, quickly shift between competing and sometimes conflicting priorities in a fast-paced environment. Demonstrated ability to lead and manage a team, set goals, provide coaching, and hold team members accountable for results.
OTHER DETAILS
$185K - $230K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster:
Poster- English
Poster- Spanish
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Poster- Chinese Simplified
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
$185k-230k yearly 2d ago
VP of Commercial Leasing
Renowned Recruitment Group
Chief finance officer job in Newport Beach, CA
Class A Leasing Agent - Commercial & Retail (Investment Firm)
Location: Onsite | Newport Beach, CA Full-Time
Education Requirement: Bachelor's Degree (Required)
A well-capitalized real estate investment firm is seeking a senior level Class A Leasing leader with proven commercial and retail leasing experience to support and drive leasing activity across a high-quality portfolio in Newport Beach, California. This onsite role requires a seasoned, client-facing professional who understands institutional ownership standards, works effectively with brokerage partners, and contributes directly to asset performance and value creation.
Key Responsibilities
Act as the onsite leasing representative for Class A commercial and retail assets owned by the firm
Lead and support leasing transactions from initial inquiry through execution, including:
Property tours for prospective tenants and broker partners
Preparation of proposals, LOIs, and coordination of lease documentation
Maintain strong working relationships with commercial brokerage firms, retail tenants, and ownership stakeholders
Collaborate closely with asset management and property management to align leasing strategy with investment objectives
Support leasing velocity, tenant mix strategy, and market positioning of the assets
Track and report leasing pipeline activity, market feedback, and competitive intelligence
Assist with property marketing initiatives, broker events, and tenant-facing activations
Ensure a high level of professionalism and responsiveness consistent with institutional ownership standards
Qualifications
Bachelor's degree required
8+ years of experience in commercial office and/or retail leasing, with exposure to Class A assets
Prior experience working with or representing investment firms, institutional owners, or top-tier developers strongly preferred
Solid understanding of:
Commercial lease structures and negotiation support
Retail tenant requirements and site selection considerations
Broker-driven leasing environments
Strong executive presence and ability to interface with senior brokers, asset managers, and ownership groups
Highly organized with strong analytical and communication skills
Proficiency in Microsoft Office; CRM or property management systems experience a plus
Must be able to work fully onsite in Costa Mesa, CA
Why Join This Firm
Competitive base salary aligned with mid-to-senior experience
Opportunity to work directly for a real estate investment firm with high-quality assets
High-visibility role with direct impact on leasing performance and asset value
Professional, performance-driven environment with long-term growth potential
$136k-220k yearly est. 1d ago
Project Finance Director
Pacific Asset Management, LLC
Chief finance officer job in Newport Beach, CA
Project Finance Director page is loaded## Project Finance Directorlocations: Newport Beach CA-700time type: Full timeposted on: Posted Yesterdayjob requisition id: R16131**Job Description:**We're actively seeking a talented Project Finance Director to join our Infrastructure Investment Team in Newport Beach, CA.The Project Finance Director role is responsible for working in conjunction with other members of the Infrastructure Investment team to identify, source, evaluate, underwrite, recommend and manage privately placed project finance opportunities for inclusion in the Pacific Life's General Account. The Infrastructure Investment team manages a Project Finance/Infrastructure portfolio of approximately $4B within a private placement portfolio of over $21B. You will fill a new role on the Infrastructure Investment Team, which currently consists of seven investment professionals within the broader Private Assets division of the Pacific Life Investments (PLI) department. Your colleagues will include seasoned Infrastructure and Project Finance professionals investing in both fixed income and equity opportunities, and you will interact with other private placement investment analysts and portfolio managers.**How you'll help move us forward:*** Lead fundamental credit research and analysis for new investment grade and high yield project finance/infrastructure investment opportunities* Analyze financial models and help conduct sensitivity analysis* Actively monitor existing portfolio investments and assets* Develop and maintain relationships with external parties including investment banks, project sponsors, third party asset managers, other investors and rating agencies* Mentor junior analysts in the same skills to develop future leaders in PLI Private Assets* Collaborate with other team members across PLI to enhance portfolio performance and achieve financial objectives**The experience you bring:*** 8+ years investment experience and fundamental credit analysis, preferably in project finance or private placements* Ability to successfully manage multiple assignments simultaneously with high attention to detail* Possession of strong presentation and writing skills**What makes you stand out:*** CFA, MBA and/or other advanced degrees* Passion for career in investments and intellectual curiosity to delve into industry topics* Risk appetite in alignment with the Team's philosophy* Big-picture thinker, team player, and excel working independently and managing through ambiguity* High energy, positive attitude, collaborative and team-oriented**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
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$180.2k-220.2k yearly 1d ago
Director, Finance - Hugel Aesthetics
Integratedcooling
Chief finance officer job in Newport Beach, CA
About Hugel America
Hugel America is the U.S. affiliate of Hugel, Inc., a global leader in medical aesthetics headquartered in South Korea. As part of Hugel's global expansion strategy, Hugel America oversees regional subsidiaries, including Hugel Canada and Hugel Australia, expanding Hugel's presence and compliance footprint across North America and Oceania. Hugel America is focused on introducing and growing its innovative portfolio of botulinum toxin, dermal fillers, and other aesthetic portfolio in key global markets.
The Opportunity
The Director of Finance will oversee the financial operations of Hugel America, ensuring financial health and regulatory compliance, while supporting strategic growth objectives. This person should have deep experience in financial planning and analytics and accounts receivables. The role requires close collaboration with the global CEO based in Newport Beach, CA and the finance team at Hugel Inc, which is based in Korea.
Key ResponsibilitiesFinancial Strategy, Planning, and Reporting
Lead forecasting, budgeting and planning process for short and long term
Oversee preparation of accurate and timely financial statements and reports
Monitor performance, identify trends, and provide insights to executive leadership
Create KPI dashboards for regular updates
Maximizing investments
Develop ROI methodology to guide investment strategies and optimize resource allocation
Identify opportunities for operational efficiencies and cost reductions, while maximizing revenue and profit
Regulatory Compliance
Ensure compliance with all financial regulations and industry standards, including healthcare specific requirements
Partner with legal and compliance to manage audits and financial reviews
Collaboration with Stakeholders
Work closely with CEO and CFO; prepare materials for ELT and Board of Directors
Partnership with Sales, Marketing, Distributors to support business initiatives
Qualifications
Bachelors Degree in Finance, Accounting, Business Administration, or a related field. CPA, CFA or MBA preferred
Minimum 10 years experience in finance or accounting
Experience with financial software and ERP systems
Excellent collaboration and communication skills (fluent Korean is a plus)
Ability to travel to Korea quarterly if needed
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How much does a chief finance officer earn in San Bernardino, CA?
The average chief finance officer in San Bernardino, CA earns between $90,000 and $275,000 annually. This compares to the national average chief finance officer range of $80,000 to $257,000.
Average chief finance officer salary in San Bernardino, CA