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.
Developing People at StepStone
Auto-ApplyFinance Director, Operating Unit
Chief finance officer job in Vista, CA
We appreciate your interest in employment with The Honest Company! The Honest Company is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the Human Resources Department at ************** or **************.
About Us
The Honest Company (NASDAQ: HNST) is a personal care company dedicated to creating cleanly-formulated and sustainably-designed products spanning categories across diapers, wipes, baby personal care, beauty, apparel, household care and wellness. Launched in 2012, the Company is on a mission to challenge ingredients, ideals, and industries through the power of the Honest brand, the Honest team, and the Honest Standard. For more information about the Honest Standard and the Company, please visit ***************
Our Mission
We're on a mission to empower people to live happy, healthy lives. We're a wellness brand with values rooted in consciousness, community, transparency, and design. Every day and in every way, we hold ourselves to an Honest standard. We believe that it is our responsibility to do our part to help create a healthy and sustainable future for all.
The Role
The Honest Company is seeking a Finance Director, Operating Unit that will serve as the key financial leader and strategic business partner to the Operating Unit leadership team. This role is responsible for driving financial performance, providing insightful analysis, ensuring sound financial governance, and supporting strategic decision-making to achieve the operating unit's short- and long-term objectives. The ideal candidate combines strong financial acumen, operational understanding, and leadership skills to guide the business toward sustainable profitability and growth.
What You'll Do
Strategic Leadership & Business Partnership
Serve as a trusted advisor to the Operating Unit Presidents, contributing to strategic planning, commercial initiatives, and investment decisions.
Translate strategic objectives into financial goals and measurable performance indicators.
Influence cross-functional teams to ensure alignment between financial and operational strategies.
Financial Management & Analysis
Lead the development and execution of the annual budget, long-range plan, and periodic forecasts.
Provide in-depth analysis of financial results, identifying key drivers, risks, and opportunities.
Develop actionable insights and recommendations to optimize revenue, margin, and cost performance.
Partner with operations and commercial teams to support pricing and resource allocation decisions.
Financial Governance & Reporting
Ensure the accuracy, integrity, and timeliness of financial reporting for the Operating Units.
Maintain compliance with corporate policies, internal controls, and external regulatory requirements.
Drive continuous improvement in financial processes, systems, and data quality.
Team Leadership & Development
Lead and mentor a team of finance professionals, fostering a culture of accountability, collaboration, and excellence.
Build financial capabilities across the business, promoting financial literacy among non-finance managers.
Encourage innovation and best practices within the finance organization.
What You'll Need
Education & Experience
Bachelor's degree in Finance, Accounting, Business Administration, or related field (MBA or CPA preferred).
10+ years of progressive finance experience, including at least 5 years in a leadership role.
Proven track record of success in a operating unit or commercial finance leadership position.
Experience in consumer goods.
Skills & Competencies
Exceptional analytical, strategic thinking, and problem-solving skills.
Strong business acumen with a deep understanding of P&L management and value drivers.
Experience with an integrated business planning process - particularly with demand (volume) planning
Excellent communication and influencing skills, with the ability to challenge and support senior leaders.
Proficiency in financial systems (e.g., SAP, Oracle, Hyperion) and advanced Excel/financial modeling skills.
Demonstrated ability to lead teams and manage change in a dynamic environment.
Ability to lead strategic direction of the team with willingness to meet short-term needs in an organization with less scale.
Strong resource prioritization skills - both time and financial investments
Compensation
The pay range for this role is $175,000- $240,000. Actual compensation is based on many factors including but not limited to depth of experience, skill level, ability, knowledge, education, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor.
The total rewards package for this position may also include base, annual incentive plan, benefits, retirement plan, equity, and Employee Stock Purchase Plan.
Benefits & Perks
At Honest, we're all about investing in our people. We're dedicated to providing a benefits package that supports your well-being, growth, and balance. Check out our benefits and perks we offer to help you thrive both in and out of the office:
Comprehensive Health & Wellness 🏥: We've got you covered with top-tier health, dental, and vision plans to keep you and your family feeling great.
401k with Company Match 💰: Your future matters to us. We match your 401k contributions to help you secure a strong financial future.
Wellness & Fitness 💪: Stay healthy with a monthly fitness reimbursement and, for those in our Playa Vista office, an onsite gym to keep you active and energized.
Work-Life Balance ⚖️: We value your time. We provide a generous and flexible vacation policy to relax, recharge, and spend time on what matters most.
Family-Friendly Leave 👶: Growing your family? We offer generous maternity and paternity leave to support you during this exciting journey.
Ownership & Equity 💼: Ownership isn't just a mindset here-it's real. Every full time employee is granted equity, giving you a direct stake in our future. When we win, you win.
Education Reimbursement 🎓: We're committed to your growth-whether it's for professional development or a new passion, we offer education reimbursement to help you learn and level up.
Pet Insurance 🐾: We love your furry family members too! Our pet insurance ensures your pets are taken care of, because they're part of the family.
Employee Discounts 🛍️: Treat yourself and your loved ones to Honest products with exclusive employee discounts.
Please note: Benefits offerings may vary based on the position and geographic location.
California Privacy Rights Notice for Californian Job Applicants and Prospective Talent
Effective Date: January 1, 2020
Under the California Consumer Privacy Act of 2018 (“CCPA”), The Honest Company, Inc. (“Honest” or “us” or “we”) is required to inform California residents who are our job applicants or prospective talent (together “job applicants” or “you”) about the categories of personal information we may collect about you and the purposes for which we use this information. Click here if you are a California resident to read disclosures required by the CCPA. Note this notice applies only to personal information that is subject to the CCPA.
Categories of Personal Information We Collect. We may collect the following categories of personal information about our job applicants, who are California residents:
Name
Signature
Social Security Number
Email and mailing address
Telephone number
Education
Employment history
How We Use Job Applicants' Personal Data. We use and disclose the personal information we collect for our business purposes. These business purposes include, without limitation:
Processing evaluating your application to determine your qualifications for the role to which you've applied, and communicating with you about your application, including to check references or your background, and communicate with you about other jobs that may interest you.
Other business purposes as identified in the CCPA, which include:
Auditing related to our interactions with you;
Legal compliance
Detecting and protecting against security incidents, fraud, and illegal activity;
Debugging;
Performing services for us, such as analytics;
Internal research for technological improvement; and
Internal operations.
Other Interactions with The Honest Company. More information about our privacy practices can be found in our Privacy Policy, which is incorporated herein by reference.
Contact Us. For questions or concerns about our Privacy Policy, please contact us at privacy@honest.com.
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
KPBS Chief Financial 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 Business, Finance, Accounting, or related field.
* Minimum of Eight (8) years of progressive financial management experience, including leadership of accounting or finance teams.
* Certified Public Accountant (CPA) is required.
Key Qualifications
* Proven ability to lead, mentor, and develop teams while fostering collaboration, accountability, and service excellence across departments.
* Demonstrated success in financial leadership, including strategic resource planning, budget management, investment strategy, and risk management.
* Strong background in strategic planning, with a record of designing, implementing, and achieving measurable organizational results.
* Skilled in contract negotiation, grants management, and fiscal oversight within complex or multi-entity organizations.
* Exceptional communication and presentation skills, with the ability to translate complex financial data into clear, actionable insights for diverse audiences.
* Excellent diplomatic and negotiation abilities, with a focus on problem-solving and representing the station's interests with professionalism and integrity.
* Experience with organizational change management and leading process or system improvements across functional teams.
* Demonstrated ability to perform effectively in high-pressure, deadline-driven environments, maintaining sound judgment and composure.
* History of successful cross-departmental collaboration and team-oriented leadership in dynamic settings.
* Experience working in nonprofit, public media, or fundraising environments, with familiarity in membership, underwriting, or development operations.
* Experience in unionized or higher education settings preferred.
Compensation and Benefits
At San Diego State University, we value our team members and offer a competitive salary that reflects your qualifications and experience. But that's just the beginning! Our exceptional benefits package is designed to support your well-being and work-life balance:
* Generous Leave Benefits: Enjoy 15 paid holidays, 24 vacation days, and 12 sick days per year.
* Retirement Security: Benefit from a CalPERS defined benefit pension plan, with reciprocity with the UC Retirement Plan, plus retiree healthcare benefits.
* Comprehensive Health Coverage: Access a variety of health, dental, and vision plans at no or low cost to you.
* Educational Opportunities: Take advantage of the California State University system fee reduction program for yourself or a qualified dependent.
* Voluntary Benefits: Opt into additional benefits like Auto & Home Insurance, Life and Disability Insurances, a Legal Plan, Pet Insurance, and the ScholarShare 529 Plan for college savings.
The expected hiring salary for this position ranges from $165,000 to $200,000 annually.
SDSU Values
At SDSU, our diversity gives us power and benefits every single member of our community. Consistent with California law and federal civil rights laws, SDSU provides equal opportunity for all in education and employment. We encourage all members of our community to purposefully learn from one another through open and respectful dialogue and responsible engagement. We strongly preserve the right to free expression and encourage difficult conversations that help lead to improved individual and community learning and cohesion.
Principles of Community
At San Diego State University, we are a community of diverse individuals who have and represent many perspectives, beliefs, and identities. This diversity lends our community strength, and we commit to creating and sustaining an inclusive and intellectually vibrant environment that benefits all members of our university.
SDSU's Principles of Community is an aspirational statement that is intended to evolve over time. The statement reflects the ideals we are encouraged to uphold in our interactions with one another.
Equal Opportunity and Excellence in Education and Employment
All university programs and activities are open and available to all regardless of race, sex, color, ethnicity or national origin. Consistent with California law and federal civil rights laws, San Diego State University (SDSU) provides equal opportunity in education and employment without unlawful discrimination or preferential treatment based on race, sex, color, ethnicity, or national origin. Our commitment to equal opportunity means ensuring that every student and employee has access to the resources and support they need to thrive and succeed in a university environment and in their communities. SDSU complies with Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, the Americans with Disabilities Act (ADA), Section 504 of the Rehabilitation Act, the California Equity in Higher Education Act, California's Proposition 209 (Art. I, Section 31 of the California Constitution), other applicable state and federal anti-discrimination laws, and CSU's Nondiscrimination Policy. We prohibit discriminatory preferential treatment, segregation based on race or any other protected status, and all forms of discrimination, harassment, and retaliation in all university programs, policies, and practices.
SDSU is a diverse community of individuals who represent many perspectives, beliefs and identities, committed to fostering an inclusive, respectful, and intellectually vibrant environment. We cultivate a culture of open dialogue, mutual respect, and belonging to support educational excellence and student success. Through academic programs, student organizations and activities, faculty initiatives, and community partnerships, we encourage meaningful engagement with diverse perspectives. As a higher education institution, we are dedicated to advancing knowledge and empowering individuals to reach their full potential by prioritizing inclusive curriculum development, faculty and staff training, student mentorship, and comprehensive support programs. At SDSU, excellence is built on merit, talent, diversity, accessibility, and equal opportunity for all.
Supplemental Information
Apply by November 30, 2025, to ensure full consideration. Applications submitted after this date will be reviewed on an as-needed basis, and the position will remain open until filled.
The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
San Diego State University is not a sponsoring agency for staff or management positions (e.g., H-1B visa). Applicants must currently be authorized to work in the United States on a full-time basis. Offers of employment are contingent upon the presentation of documents that demonstrate a person's identity and authorization to work in the United States, which are consistent with the provisions of the Immigration Reform and Control Act.
A background check (including a criminal records check) must be completed satisfactorily and is required for employment. SDSU will make a conditional offer of employment, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current SDSU employee who was conditionally offered the position.
SDSU is a smoke-free campus. For more information, please click here.
Reasonable accommodations will be provided for qualified applicants with disabilities who request an accommodation by contacting Casie Martinez at ********************.
Advertised: Nov 05 2025 Pacific Standard Time
Applications close:
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-ApplyMonarch School Project, Chief Executive Officer
Chief finance officer job in San Diego, CA
Job Description
ORGANIZATION
Looking for a dynamic executive to lead a national model of education, care, and community.
Monarch School is the only K-12 public school in the nation exclusively dedicated to educating unhoused youth. Since 1987, Monarch has demonstrated what is possible when education, compassion, and partnership come together to break the cycle of poverty and housing insecurities. Through a unique public private partnership between the San Diego County Office of Education (SDCOE) and the Monarch School Project (MSP), a 501(c)(3) nonprofit, Monarch provides a comprehensive, trauma-informed learning environment that supports nearly 300 students and their families each year.
Students receive an accredited education alongside wraparound supports for the entire family that address academic growth, social and emotional well-being, and essential life skills development. Monarch integrates academics with trauma-informed care, strength-based practices, developmental relationships, and restorative approaches-creating a learning environment where every student is known, supported, and empowered to thrive in school and beyond.
Our state-of-the-art campus features classrooms, arts and athletic facilities, counseling spaces, and family engagement areas. Monarch's holistic services include clinical mental health care, a family resource center, regular family dinners, and alumni support programs that sustain connection and growth well beyond graduation.
At Monarch, we believe that supporting students, families, and alumni together builds the foundation for lasting community transformation-replacing instability with opportunity and empowering every individual to thrive.
To learn more about Monarch School Project, please visit ***********************
OPPORTUNITY
Reporting to a 15-person Board of Directors and managing a $7 million dollar budget, the Chief Executive Officer (CEO) will lead Monarch School Project into its next chapter, stewarding a 67,000-square-foot, $20 million campus and a dedicated multidisciplinary team. This leader will strengthen financial sustainability, advance Monarch's trauma-informed educational model, and deepen partnerships across San Diego and beyond in response to the urgent reality that more than 233,000 young people in California experience housing instability or are unhoused.
The CEO will be a visible, hands-on leader, deeply present on campus and building authentic relationships with students, families, staff, and community partners.
The ideal candidate is mission driven and heart led, with a deep personal connection to Monarch's work. This leader combines compassion with strong business acumen and a strategic mindset focused on long term sustainability. This person is equally comfortable in donor boardrooms and school classrooms. They are a trust builder and bridge builder who fosters and maintains relationships across staff, partners, and the Board. They lead with empathy and equity, centering wellness and belonging, and serve as a visible and relational presence with students, families, and the broader community. Calm and courageous in the face of change, they make values aligned decisions and adapt in complex environments. They are organized with excellent follow through and planning, and they are flexible about working evenings and weekends to meet the needs of the community. This deeply relational leader inspires others through presence, authenticity, integrity, and vision.
Anticipated focus allocation:
Fundraising & Financial Sustainability - 35%
Organizational Culture, Staff Development & Partnership Alignment - 25%
Board, Governance, & External Relations - 20%
Strategic Planning & Program Alignment - 20%
KEY RESPONSIBILITIES
Fundraising & Financial Sustainability
Lead the organization's revenue strategy by expanding and diversifying funding streams, including major donors, foundation and corporate partnerships, and digital campaigns, while strengthening and deepening relationships with existing supporters.
Design and execute a multi-year fundraising and sustainability plan that replaces sunsetting funders and secures long term commitments.
Serve as Monarch's chief spokesperson and public champion, raising the organization's visibility locally, regionally, and nationally through authentic storytelling, public speaking, and presence at community and donor events.
Oversee the organization's finances, including budgets, reserves, forecasting, and investments, ensuring transparency and rigor.
Align financial planning and reporting with strategic priorities to ensure long term stability.
Organizational Culture, Staff Development & Partnership Alignment
Inspire, develop, and retain a talented, mission-driven team committed to trauma-informed and equity-based practices.
Foster a transparent, collaborative culture that builds morale and strengthens trust.
Ensure clear systems for accountability, communication, and alignment across teams.
Deepen relationships with the San Diego County Office of Education (SDCOE) and other key partners, including civic leaders, philanthropists, and mission-aligned organizations through consistent communication, mutual trust, and shared goals.
Model humility, empathy, and accessibility as a visible, supportive leader.
Board, Governance, & External Relations
Partner closely with the Board of Directors to drive strategic direction and monitor progress toward organizational goals.
Equip the Board with clear financial, programmatic, and operational reporting to enable informed oversight.
Leverage the Board's expertise and networks to enhance fundraising, governance, and advocacy efforts.
Represent Monarch as a trusted and credible voice on issues affecting unhoused and underserved youth.
Influence systems and policy on behalf of unhoused youth by elevating Monarch's model, shaping public understanding, and mobilizing investment in long-term solutions.
Strategic Planning & Program Alignment
Implement a refreshed 3 to 5 year strategic plan rooted in Monarch's trauma-informed and equity-based model.
Translate strategy into clear priorities, metrics, and progress reports for the Board and staff.
Ensure all programs and initiatives uphold Monarch's “whole child and family” approach and community-centered values.
PRIORITIES
Top outcomes and priorities for this position within year 1 include:
Financial Stability: Grow and diversify revenue sources; establish multi-year donor commitments, strengthen fundraising systems and build a reserve.
Culture & Trust: Build organizational trust, strengthen staff cohesion, align teams under shared goals, and model authentic leadership.
Partnership Management: Establish trust and operational clarity with the SDCOE partnership to support long-term sustainability.
Strategic Alignment: Ensure the deliverables are met in the current strategic plan in collaboration with the Board.
Community Engagement: Be a visible and relational presence across campus, amplifying Monarch's impact through authentic storytelling, public speaking, and advocacy within the broader community.
Requirements
In order to fulfill these responsibilities, the ideal Chief Executive Officer candidate will have:
Bachelor's degree required; advanced degree preferred.
7-10+ years of senior level leadership.
Solid business acumen for organizations of $5 to 7 million dollars or more.
Proven record of building sustainable fundraising programs and managing major donor portfolios.
Experience working closely with a governing board and diverse stakeholder groups.
Success in creating lasting, impactful partnerships across organizations and communities and demonstrated success working in complex organizations with multiple stakeholder groups such as board, staff, donors, volunteers, and regional partners.
Demonstrated ability to make data driven decisions that enhance outcomes and organizational performance.
Familiarity with public education, youth development, or social services for vulnerable populations.
Excellent communication and public speaking skills with the ability to inspire and engage diverse audiences.
Bilingual English and Spanish is a plus.
Benefits
This position offers a competitive salary range of $200,000 - $235,000. Benefits include medical and dental coverage, 401(k) employer match up to 6%, and generous paid time off that includes 3 weeks of PTO plus approximately 5 additional weeks during school recesses. More details can be provided upon request.
TO APPLY
Please submit a resume online at *****************************************
Monarch School Project is an equal opportunity employer and an organization that values diversity. Recruiting staff to create an inclusive organization is a priority, and we encourage applicants from all backgrounds. Candidates are evaluated solely on their qualifications to perform the work required.
Confidential: 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.
Chief Operating Officer
Chief finance officer job in San Diego, CA
Job Description The Chief Operating Officer (COO) at CalPrivate Bank serves as a cornerstone of executive leadership, responsible for driving operational excellence, strategic execution, and organizational cohesion across all lines of business. This role ensures the seamless integration of client experience, operational rigor, technology enablement, and regulatory compliance within a growing bank recognized for its high-touch, relationship-driven approach to banking. Reporting directly to the Chief Executive Officer and collaborating closely with the Chief Banking Officer, Chief Technology Officer, Chief Information Officer, and other members of the Executive Leadership Team, the COO is entrusted with translating the Bank's strategic vision into operational results that strengthen profitability, service quality and institutional resilience.
As a key architect of the Bank's growth strategy, the COO will oversee the optimization of operational and technology infrastructure to support scaling to $5 billion in assets and beyond. Emphasizing innovation, the COO will champion AI-driven automation, digital transformation, and data analytics to deliver faster, smarter, and more secure banking experiences while maintaining CalPrivate's signature personalized service.
By leading through influence, the COO fosters a culture of collaboration, accountability, and service excellence across the organization. They will be instrumental in implementing disciplined process improvement initiatives, ensuring the operational structures evolve in step with the Bank's client-centric growth model and the dynamic regulatory environment. The ideal candidate will bridge strategic foresight with pragmatic execution, embrace technology as a means of quality and scale, translating corporate goals into measurable outcomes and operational sustainability.
The COO ensures the integrity and efficiency of the Bank's day-to-day operations, balancing innovation with risk management. This includes the evaluation and enhancement of systems, workflows, and performance metrics to ensure operational scalability, speed and accuracy. A deep understanding of banking operations from commercial lending to cash management and client onboarding is critical. The COO will champion technology-enabled efficiencies while maintaining the human element that defines CalPrivate's client experience. They will also lead efforts to streamline operations to support the Bank's expanding footprint and diverse portfolio of clients, ensuring that growth is supported by sound infrastructure, automation, and operational readiness and resilience. Oversight of enterprise risk management, vendor governance, and business continuity planning will fall within this executive's purview, reinforcing the Bank's culture of safety, soundness, and compliance.
Directly overseeing the AML/CFT, Bank Secrecy Act, Fraud Management and Risk Management departments, the COO ensures all operational practices uphold rigorous standards for regulatory compliance, data integrity, and internal governance. The role requires balancing innovation with prudent risk management, ensuring that growth initiatives are grounded in sound operational controls and fiduciary responsibility.
The COO is a key driver of technological advancements within the Bank, promoting the integration of automation, data analytics, and digital tools that enhance efficiency and client engagement. This includes overseeing system implementations, vendor partnerships, and process modernization that enables the Bank to deliver faster, smarter, and more secure banking experiences.
The COO will serve as both a strategist and people-leader developing and inspiring a high-performing team of department heads and managers who embody the Bank's values of integrity, accountability, and exceptional service, utilizing Key Performance and Key Risk Indicators. A strong emphasis will be placed on leadership development, talent succession, and the cultivation of a unified operational culture that promotes efficiency and embraces technology without sacrificing personalized service.
Through transparent communication and data-driven decision-making, the COO will ensure that all operational areas are aligned with the Bank's short- and long-term objectives. The successful candidate will be an approachable and empowering leader, capable of fostering engagement across levels, instilling pride in performance and modeling the “One Team” ethos that defines CalPrivate' Culture.
Mission Critical Objectives | Year 1
Conduct a 90-day operational assessment covering all major areas (deposits and branch operations, lending, treasury management, digital banking, risk operations, IT, vendor management, and service delivery).
Develop a growth roadmap integrating relationship-driven service with innovative operations, identifying and pursuing at least one major scalable initiative (e.g., market expansion, strategic partnership, or tech upgrade) to boost revenue or customer acquisition.
Define an operating model that connects growth goals to scalable, efficient processes and measurable outcomes.
Identify high-impact opportunities for process automation, digital adoption, and data integration (e.g., loan origination, account opening, workflow management).
Launch at least one flagship initiative that delivers cost reduction and measurable service improvement (e.g., 20%+ faster turnaround or 15% fewer manual touches).
Align technology investments with business outcomes in partnership with IT and other units.
Improve documentation and auditability of core operational processes.
THE INDIVIDUALThe successful candidate is a banking operations expert, leader and motivator of people who understands business with a hardwired desire to grow an institution and continually exceed expectations. This individual must be entrepreneurial and innovative, with an ability to engage and influence internal stakeholders at all levels as well as external constituents including shareholders, stakeholders and regulators. Most importantly, the candidate must have a positive attitude and a strong work ethic, a proactive approach, be team-centric, display high integrity, and strong moral and ethical compass, as well as reasoned and thoughtful judgment, a sense of urgency and passion for the business, and a balance between strategic and tactical skills. This individual must be curious and have a competitive desire to succeed. We are looking for someone who wants to make a difference and isn't afraid of getting into the details to develop a deep understanding of the strengths, weaknesses, threats and opportunities for the Bank and the Team. Professional Experience + Qualifications
Minimum of 15 years of progressive senior leadership in operations within complex financial institutions (e.g., regional or national banks), with diverse experience in commercial banking, digital transformation, and scalable growth.
Proven track record of technology-led scaling, including implementations that reduce costs by 20%+ while improving service in regulated environments.
Deep expertise in risk management framework and regulatory compliance within financial services, with hand-on experience developing documented, auditable processes that integrate technology for enhanced security and efficiency.
Experience thriving in community banking, blending high-touch service with innovative, cost-effective operations.
Strong skills in goal setting, budgeting, KPIs, personnel management, and committee leadership.
Excellent interpersonal, communication and collaboration skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of the organization.
Strong strategic business outlook and analytical and decision-making skills.
Experience serving and leading various committees.
Current knowledge of banking-related Federal and State laws, rules, and regulations; and national and local economic and competitive trends and conditions.
Client Service and a winning attitude must be part of your DNA.
Leadership Style + Characteristics
Leading by Example: Demonstrate urgency, accountability, servant leadership, client focus, and sound decision-making.
Inspirational: Encouraging and inspiring colleagues and subordinates to stretch beyond what they thought they could accomplish.
Business Acumen: Knowledge of the competitive landscape, current and emerging practices, products, and services within the industry.
Professionalism: Display a level of professionalism that inspires confidence in team members and clients/prospects.
Vision and Purpose: Embrace and communicate CalPrivate's vision, its goals and its business needs; dedicated to success; inspires and motivates.
Adaptability: Effectively lead through change and embrace innovation.
Conflict Management: Make conflicts opportunities for improvement; strives for win/win resolutions.
Client Focus: Dedicated to meeting the expectations of customers by applying first-hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests.
Ethics and Values: Adheres to code of conduct; and rewards right behaviors.
Entrepreneurial Mindset: Innovative, proactive, team-centric, with high integrity, curiosity, and a competitive drive to succeed and make a difference.
Education + Certifications
Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred.
Relevant certifications (e.g., in risk management, compliance, or technology) are a plus.
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
Chief Operating Officer
Chief finance officer job in Escondido, CA
The Elizabeth Hospice is San Diego's oldest non-profit hospice of 45 years. We are growing and looking for talented individuals to join our high performing team and support our mission. We serve all of San Diego county and south Riverside county with multiple hospice office locations.
Our Mission: To enhance the quality of life for those nearing the end of life's journey and for those who grieve.
The Elizabeth Hospice Chief Operating Officer is responsible for enhancing the organization's internal processes and infrastructure that will allow the hospice to continue to grow and fulfill its mission. Supports the work of the CEO focusing on the establishment and optimization of day-to-day operations. Review on an ongoing basis services being offered; and develop new programs as needs emerge.
Salary: $225,000 -$250,000. Subject to experience and qualifications.
Work Schedule: Monday thru Friday, start time is between 7am-8am. 9/9/80 AWW schedule available after successful completion of 90-day introductory period; allows 1 workday off every 2-weeks.
Work Location: Escondido, CA
Degree of Travel: Travel is required to various office locations, including Mission Valley, Carlsbad, Temecula.
Responsibilities
Ensure that all program activities operate consistently and ethically within the mission and values of the agency.
Provide effective and inspiring leadership, as well as stewardship, by being actively involved in all programs and services. Promote regular and ongoing opportunities for all staff to give feedback on program operations.
Lead a high performing team of department directors to the next level by further developing and implementing recruitment, training, and retention strategies.
Partner with the CEO to represent the agency with external constituency groups, including community, governmental, and private organization
Oversee the creation and implementation of risk management and legal activities: letters of agreement, contracts, leases, and other legal documents and agreements.
Advise the leadership team on key strategic issues and make recommendations on important business decisions.
Establish and oversee operational processes/process improvement.
Ensure that all departments' management staff are fully informed on operational objectives.
Set operational and/or performance goals for each department which are aggressive, achievable, and tied to long-term goals.
Establish and monitor performance reporting systems.
Monitor department performance against performance goals to ensure that progress is being made.
Conduct regular meetings with department directors to ensure that priorities are clear, and coordination is good.
Ensure services and activities comply with all federal, state, funding, and city regulations, certifications, and licensing requirements.
Facilitate resolution of issues between departments.
Take charge in high-priority crises.
Manage strategy implementation, regarding budgets, timelines, and resource allocation.
Consult with department directors on operational and capital budget planning; manage effectively within this budget, and report accurately on progress made and challenges encountered.
Ensure the continued financial viability of the agency's programs and services through sound fiscal management.
Approve expenditures of direct reports.
Hire and administer an effective senior leadership team with provision for succession.
Implement appropriate leadership development that ensures qualified human resources necessary for the achievement of the agency's mission, goals, and objectives.
Ensure the administration of board-approved personnel policies.
Oversee disciplinary actions of direct reports and downstream staff
Qualifications
MBA, MHA, or similar advanced degree required.
MSN, required.
Six Sigma certification, preferred.
Minimum of 10 years of professional experience overall with experience supervising seasoned staff operating multiple programs, or equivalent combination of education and experience.
Strong relationship builder and communicator with experience leading diverse work teams, developing an organization-wide strategy for program excellence, and partnering with the CEO.
Demonstrated ability in fiscal and business management preferable in health care and/or not-for-profit setting.
Demonstrated knowledge of healthcare policies and reimbursement practices.
Demonstrated excellence in both written and oral communications.
Current California driver's license with proof of insurance preferred.
We place a high importance on our employees and reward staff in several ways such as:
Competitive hospice industry compensation
Benefits package with multiple plan offerings and generous employer contribution
401(k) Retirement plan with employer match
Supportive work culture which encourages work life balance
Vacation, Sick, paid holidays & floating holiday
Employee development program managed by in-house education department to support individualized orientation and professional growth needs.
Tuition Reimbursement program
Monthly mileage reimbursement
Employee Referral Program
"The Elizabeth Hospice is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.”
Auto-ApplyDirector, Revenue Cycle - Patient Financial Services
Chief finance officer job in San Diego, CA
Scripps Health Administrative Services supports our five hospital campuses, 31 outpatient centers, clinics, emergency rooms, urgent care sites, along with our 17,000 employees, more than 3,000 affiliated physicians and 2,000 volunteers. Located in San Diego and requires local residence.
Eligible to participate in the Director Incentive Plan and Eligible for New Hire Incentives.
Elevate your career with Scripps Health, where Compassion Meets Excellence.
Why join Scripps Health?
AWARD-WINNING WORKPLACE:
At Scripps Health, your ambition is empowered, and your abilities are appreciated:
* Nearly a quarter of our employees have been with Scripps Health for over 10 years.
* Scripps is a Great Place to Work Certified company for 2025.
* Scripps Health has been consistently ranked as a top employer for women, millennials, diversity, and as an overall workplace by various national publications.
* Beckers Healthcare ranked Scripps Health on its 2024 list of 150 top places to work in health care.
* We have transitional and professional development programs to create a learning environment that enables you to thrive in your specific field as well as in your overall career.
* Our specialties have been nationally recognized for quality in areas such as cardiovascular care, oncology, orthopedics, geriatrics, obstetrics and gynecology, and gastroenterology.
Join a nationally respected health system driving the next generation of technology-enabled revenue cycle operations. In 2024 Scripps Health received the Kodiak Revenue Cycle Performance Award reflecting our commitment to operational excellence, financial stewardship, and patient-centered care.
The Director, Revenue Cycle - Patient Financial Services (PFS) is a strategic leader who blends operational excellence with data-driven innovation. This role oversees payment posting, EDI, and automation while leading our Revenue Cycle Informatics team to advance analytics, efficiency, and performance.
Key Responsibilities of the role:
* Lead all signed revenue cycle operations with a focus on transactional excellence, automation, and digital enablement to drive measurable improvements in cash acceleration, accuracy, and efficiency,
* Oversee transactional operational including payment postings, EDI workflows, automation initiatives, and vendor integrations, ensuring process standardization and system integrity across all sites.
* Lead and mentor direct reports and staff beneath them in a manner that inspires them to lead and execute their duties and responsibilities in line with Scripps's vision and mission. Culture an environment where growth and learning are demonstrated, leading to an ever-increasing improvement in efficiency and excellence.
* Direct supervision of vendor contract, including Timely, accurate and consistent fulfillment of negotiated deliverables; Scheduled performance review and reporting; Invoice monitoring and payment; contract updates as needed; Regular meeting / updates on vendor results; Review of services at term breaks to determine best options between continuation or solicitations to stay current with best practices
* Partner across cross functional team to advance technology-driven initiatives such as robotic process automation (RPA), API integration, and data visualization for real-time decision support.
* Build and lead a high-performing, analytically fluent team that leverages Epic, automation tools, and data insights to optimize performance and proactively solve complex operational challenges, as well as proposing process improvements to keep Scripps on the cutting edge. Cultivate collaborative relationships with internal stakeholders and payer partners to identify trends, resolve systemic barriers, and enhance digital transaction quality and payer connectivity.
* Ensure compliance with all applicable regulations and stay current on industry trends and best practices.
* Serve as a strategic architect for future state end-to-end revenue cycle design, incorporating AI readiness, predictive analytics, and automation scalability into long-term plans.
#LI-EE1
Requirements:
* Bachelors of Science or Arts, Finance or Business.
* 5 years of healthcare admitting registration/finance/patient accounting plus 5 years of progressive level of multi-hospital system management responsibility including operations redesign and project management.
* Knowledge of Federal/State/County/Commercial Insurance Payers requirements.
Preferred Education/Experience/Specialized Skills/Certification:
* Masters in Business, Healthcare Administration, and Finance preferred.
* HFMA Certified Patient Accounting Manager (CPAM), NAHAM Certified Healthcare Access Manager (CHAM), Certified Healthcare Financial Professional (CHFP) or HFMA Fellow (FHFMA) preferred.
* Extensive billing knowledge and experience with revenue integrity.
* Expertise in Epic Revenue Cycle, payer connectivity, and RPA or workflow automation tools.
* Experience dealing with commercial payers, governmental entities and financial institutions EDI processes.
* Proven ability to lead cross-functional teams integrating operations, informatics, and EDI.
* Demonstrated experience driving digital transformation, data-driven decision making, and AI enablement within revenue cycle operations.
At Scripps Health, you will experience the pride, support and respect of an organization that has been repeatedly recognized as one of the nation's Top 100 Places to Work.
You'll be surrounded by people committed to making a difference in the lives of their patients and their teammates. So if you're open to change, go ahead and unlock your potential.
Position Pay Range: $59.81-$86.71/hour
Director of Finance
Chief finance officer job in San Clemente, CA
Director of Finance reporting directly to CFO in South Orange County - fast growing middle market consumer products company - ~170-200k+ + strong bonus The Director of Financial Planning and Analysis is a new position due to growth. This position will serve as an “individual contributor” role but will ultimately lead a staff of one to three analysts as the company grows and builds its infrastructure.
The Director of Financial Planning and Analysis will be responsible for the development and execution of the financial analysis function for the company. The role develops and maintains financial models driven by KPIs to support existing forecasting, internal and external financial reports, product initiative analysis, pricing quotations and M&A analysis
ESSENTIAL DUTIES AND RESPONSIBILITIES
Lead the development of annual and long-term financial plans, budgets, and forecasts.
Develop and manage key performance indicators (KPIs) to monitor the financial health and progress of the company.
Conduct M&A analysis and provide strategic recommendations to the executive team.
Oversee the management of capital expenses and ensure alignment with the company's financial goals.
Prepare and present detailed sales reports to the executive team and stakeholders.
Develop strategic financial plans to support the company's growth and profitability objectives.
Collaborate with cross-functional teams to drive financial efficiency and effectiveness.
Participate in special projects, providing financial insights and recommendations.
Implement and maintain financial planning and analysis systems and tools to support effective decision-making.
EDUCATION, SKILLS AND EXPERIENCE
Bachelors Degree in Finance or Accounting from an accredited university. CPA, MBA or CMA highly preferred.
10 to 15 years of experience in finance / accounting; 5+ years in a management/self-directed role
Consumer goods industry experience required, manufacturing experience highly desired
High level of proficiency in Excel and PowerPoint - demonstrated ability to leverage business management and analysis software for decision making purposes
Experience in M&A analysis and capital expense management
Experience working in a leading role with a company $100-500 million in revenue
Must have high energy, excellent communication skills and possess a very strong sense of urgency
Strong project management skills
Must be comfortable working in a fast paced, high-performance environment - ability to multitask
Must have demonstrated ability of building systems and processes from scratch - but not only be a fixer but a builder
Demonstrated leadership skills
High level of initiative
Director Clinical Finance - Regional - Grossmont Hospital - Variable Shift - Full Time
Chief finance officer job in La Mesa, CA
Hours: Shift Start Time: Variable Shift End Time: Variable AWS Hours Requirement: 8/40 - 8 Hour Shift Additional Shift Information: Weekend Requirements: As Needed On-Call Required: No Hourly Pay Range (Minimum - Midpoint - Maximum): $99.500 - $128.380 - $157.270
The stated pay scale reflects the range that Sharp reasonably expects to pay for this position. The actual pay rate and pay grade for this position will be dependent on a variety of factors, including an applicant's years of experience, unique skills and abilities, education, alignment with similar internal candidates, marketplace factors, other requirements for the position, and employer business practices.
Please Note: As part of our recruitment process, you may receive communication from Dawn, our virtual recruiting assistant. Dawn helps coordinate scheduling for screening calls and interviews to ensure a smooth and timely experience. Rest assured, all candidate evaluations and hiring decisions are made by our recruitment and hiring teams.
What You Will Do
The Director Clinical Finance-Regional position, reporting to the Chief Finance and Market Growth Officer, will be responsible for optimizing clinical departments' financial performance by measuring, assessing, and improving ongoing operations relative to yearly budget and/or volume for the regional hospitals. The incumbent will leverage technical and analytical capabilities, partner with the operations leader to evaluate performance, quantify opportunities, and recommend actions needed to improve performance.
The role serves as the primary subject matter expert in clinical operations and financial budgets. This role is accountable to ensuring success in cost containment measures within the budget and report card measurements.
Required Qualifications
* Bachelor's Degree Financial management, business administration accounting, and/or nursing.
* 5 Years Demonstrated, progressively responsible healthcare
financial and management experience in a competitive
market.
* 5 Years Must have operational experience in financial accounting and reporting, budgeting and planning, financial modeling, analysis of complex business and financial scenarios, productivity monitoring, and revenue reimbursement.
* 5 Years Leadership experience.
* 5 Years Experience with financial software, applications, and ERP systems (i.e. Strata, Workday, etc.).
Preferred Qualifications
* Master's Degree Financial management, business administration accounting, and/or nursing.
Other Qualification Requirements
* In Lieu of Education
Graduate degree is required upon hire or completed within six months of hire date. If candidate has BSN, then MSN or related graduate degree (MHA, MBA, MPH) is acceptable. If candidate does not have BSN, then graduate degree must be MSN. Doctoral Degree in Nursing (PhD, DNSc, DNS) preferred.
Essential Functions
* Financial Management
Accountable for nursing division financial goals (e.g. expense per unit of service, productivity, salary dollars, supply costs, etc.).
Recognizes and initiates opportunities for improvement in the financial performance of the nursing division.
Decreases costs of unsafe work practices/and or worker's injuries.
Develops new area of expertise in the area of financial competency.
Effectively manages nursing division resources to positively impact nursing and patient education outcomes in a cost effective manner.
Seeks and recommends potential opportunities for cost containment and analyzes trends that may impact cost effective delivery of educational programming and patient care.
Coaches nursing division management on finance principles.
Supports nursing division budgeting process.
* Leadership and Staff Development
Develops strong partnerships with operating entity's leadership, physicians, management, and other Sharp HealthCare key business partners to support business objectives and practices.
Exercises leadership by participating in key operating entity forums/meetings, and participating in key system committees and through demonstrating the highest integrity for the organization.
Achieves Green Belt credentials to participate and lead key process improvement efforts.
Assists Financial leadership with hiring, training, and counseling employees for the department; and other Sharp HealthCare key business partners, if applicable.
Assists Financial leadership in conducting annual evaluations and goal setting of department employees; other Sharp HealthCare key business partners, if applicable
Identifies departmental service level issues or organizational problems, develops and/or contributes to a plan to resolve problems. Implements and/or assists with plans to achieve resolution.
Provides financial education as needed to Finance staff and Hospital management.
Demonstrates effective team building.
Provides opportunities for staff development by encouraging participation in continuing education and skills development sessions.
* Leadership Education
Develops, implements, and evaluates a competency-based curriculum for professional development of novice to experienced nurses that encompass financial and budgetary standards and accountability.
Assesses staff educational needs, including the perspectives of Nursing Directors, Service-Line Managers, Medical Directors, and other key stakeholders.
Creates a strategic plan to meet the professional development needs of staff, incorporating cost effective approaches to education that meets budgetary requirements.
Develops and/or supervises the content of educational materials and participates in educating staff regarding accreditation, regulatory compliance, quality standards.
* Performance Improvement
Develops systems, processes, and communication channels to proactively identify opportunities for improvement in the Cost-effectiveness of patient care delivery and reporting performance improvements.
Utilizes the principles and tools of the performance improvement process.
Establishes key indicators of performance, data collection and analysis processes including report format and communication or distribution channels for measurement of nursing care quality in collaboration with nursing leadership.
Establishes communication channels and procedures for utilization of organization and department wide key indicators of
performance to assess the quality of nursing care and identify areas for improvement.
Establishes and assists in maintenance of outcomes data collection and submission to national and/or benchmarking programs.
Works with nursing leadership and staff to establish priorities and develop action plans to address improvement
opportunities.
Knowledge, Skills, and Abilities
* Thorough knowledge and demonstrated skills in financial management within hospitals and/or healthcare delivery systems required.
* Excellent organizational, project management and leadership skills are essential, with a demonstrated track record in effectively developing, interfacing and maintaining collaborative relationships with healthcare/operating entity leadership, executives, physicians and other key business partners.
* Strong teamwork, interpersonal relations, communication, negotiation, and analytical skills are required.
* A visionary thinker who can strategize and successfully implement strategic initiatives and plans.
* Ability to work effectively with diverse personalities and handle multifaceted projects in conjunction with day-to-day
activities.
* A high degree of initiative, is self-directed and independent and welcomes ideas and input from others, adept at follow through.
* A high need to achieve; loves a challenge and has a demonstrated track record of significant accomplishments in a variety of
things.
* An effective communicator both orally and written, with the ability to share knowledge and concepts with a wide variety of
audiences at all levels of the organization and community.
* Demonstrated ability and experience with all Microsoft office software and ability to quickly learn other software systems, i.e.
Cost, budget, etc.
Sharp HealthCare is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, gender identity, sexual orientation, age, status as a protected veteran, among other things, or status as a qualified individual with disability or any other protected class
Auto-ApplyFinancial Controller
Chief finance officer job in Carlsbad, CA
Job DescriptionDescription:
Raken is a cloud-based, mobile, collaboration platform for the construction industry - we empower the people who build the world! Our goal is to transform the way the world builds by introducing technology to a 7,000 year old industry. To achieve this, we aim to attract unique, passionate people to the cause. We believe that faster, better reporting will improve the working lives of nearly 10% of the US labor force-the percentage of people currently working in construction. Helping turn the worst part of their day into the easiest (and fastest) is why we do what we do! We work with Commercial, Residential, and Specialty Contractors of all shapes and sizes; including many of the largest construction companies in the world.
We are seeking a highly skilled and detail-oriented Financial Controller to lead our accounting operations while supporting key financial planning and analysis (FP&A) initiatives. This hybrid role blends hands-on accounting leadership with forward-looking financial strategy, ensuring accuracy in reporting while driving insights that shape business decisions.
Seeking candidates near San Diego, CA for a hybrid role.
Why Join Raken?
Raken is a fast-growing SaaS company based in Carlsbad, California, serving thousands of customers worldwide.
We have received numerous awards, including recognition on Forbes' America's Best Startup Employers, the Inc. 5000 List of Fastest Growing U.S. Companies, and Top Workplaces in California.
We have continued to be recognized as a proud winner of the Best and Brightest Companies to Work For awards in both Southern California and the Nation since 2021.
Raken is consistently rated a High Performer for construction management solutions on leading review platforms such as G2, Capterra, and Software Advice, and we are recognized by G2 year after year.
Our culture is a top priority. We have a hardworking team that strives to make a meaningful impact and enjoys having fun along the way.
Our core values guide everything we do: Take Ownership, Keep Evolving, Stay Balanced, Elevate Others, and Let's Go!
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
Role Responsibilities
Accounting & Controls:
Manage month-end and year-end close processes to ensure timely and accurate financial statements.
Maintain internal controls and ensure compliance with GAAP, SaaS accounting best practices, and corporate policies.
Understanding of revenue recognition under ASC 606, including deferred revenue, contract assets, and multi-element arrangements.
Support annual audits and tax filings with external partners.
Prepare and review journal entries, reconciliations, and financial schedules.
Implement process improvements and automation to increase finance & accounting efficiency and accuracy.
Financial Planning & Analysis:
Partner with the VP, Finance and department leaders to maintain and enhance budgets, forecasts, and variance analyses.
Analyze financial performance and provide actionable insights to support decision-making.
Assist with board/bank reporting, management presentations, and KPI tracking.
Support long-range planning, cost optimization, and strategic financial initiatives.
Requirements:
Skills & Qualifications:
Bachelor's degree in Accounting, Finance, or related field (CPA preferred).
6+ years of progressive experience in accounting and/or finance, including supervisory experience (SaaS experience preferred).
Strong understanding of GAAP and financial reporting requirements.
Proven experience with budgeting, forecasting, and financial modeling.
Proficiency with ERP/accounting systems (e.g., NetSuite, QuickBooks Enterprise, or similar).
Advanced Excel skills; familiarity with BI tools (e.g., Power BI, Tableau, or Looker) a plus.
Excellent analytical, organizational, and communication skills.
Attributes for Success:
Hands-on and detail-oriented, but able to think strategically.
Strong business acumen and ability to translate numbers into insights.
Collaborative leader with a continuous improvement mindset.
Comfortable working in a dynamic, fast-paced environment.
Benefits:
Medical, dental and vision with generous employer contribution
HSA/FSA
Life/LTD
Generous PTO
12 Paid Holidays
401k + Match
Continuing education with reimbursement opportunities
Free on-site gym
Company Social Events
Excellent company culture
Modern office with Ocean view and amenities
Diversity and Inclusion
We are committed to cultivating and preserving a culture of inclusion and connectedness. We are able to grow and learn better together with a diverse team of employees. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture but is a key contributor to our success. We welcome the unique contributions that you can bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.
Want to learn more about us? Visit: ***********************
Director of Finance
Chief finance officer job in Poway, CA
The Role:
The Director of Finance is responsible driving our financial operations and overseeing all financial activities, including financial reporting, budgeting, disbursing funds, managing risk, developing and implementing policies, and improving financial processes. Must guide and direct the finance team and take ownership of all financial planning and analysis.
Responsibilities:
● Develop financial strategy and oversee internal financial controls
● Work closely with business leaders to provide financial support to drive and influence strategic decision-making
● Analyze and report on financial performance
● Monitor cash flow
● Oversee and audit tax functions
● Prepare and submit regulatory requirements
● Develop and implement accounting policies and procedures
● Assess, manage, and minimize risk
● Analyze complex financial data
● Offer advice to senior leadership regarding spending and budgetary considerations
● Manage the finance team to include hiring, coaching, developing, mentoring, counseling, and evaluating, to develop and improve team members
● Other duties and responsibilities within the scope of position as needed or assigned
Qualifications/Skills:
● Bachelor's degree in Finance, Accounting, Business Administration, or related field
● A minimum of 5 years' experience in finance, experience in finance within the manufacturing industry is a plus
● 2+ years' supervisory experience
● CPA is a plus, but not required
● Proficiency in ERP software (SAP, Sage, NetSuite, etc.), specific experience using Odoo strongly preferred
● Solid understanding of fiscal policy and investment regulations
● Excellent interpersonal skills with the ability to build rapport and develop strong professional relationships
Benefits:
● 401(k) Matching
● Health Insurance
● Dental Insurance
● Vision Insurance
● Disability Insurance
● Employee Assistance Program
● Flexible Spending Account
● Life Insurance
● Paid Time Off
● Tuition Reimbursement
Auto-ApplyDirector of Business Operations
Chief finance officer job in Vista, CA
Turning Space into a Transportation Layer for Earth
Who We Are:
Eras of humanity can often be defined by a dominant transportation mode - horse-drawn chariots, ocean-going boats, or aircraft. These were spurred by a small group of people rigorously focused on building technology to achieve faster access to more of the world. We seek to usher in a new era of humanity defined by universal access to the whole globe, free of borders and the presence of a routine way from space to Earth. To do this, we are building highly maneuverable re-entry vehicles that can loiter in orbit before precision landing back on Earth.
Key Responsibilities:
As Director of Business Operations, you will be the architect and driver of the operational systems, processes, and infrastructure that enable the company to scale from a lean team to a larger organization. You will partner with the executive team to shape and execute the strategy for scaling a high-growth startup without sacrificing speed, agility, or culture.
Your work will directly influence our ability to execute on ambitious technical milestones, attract and retain exceptional talent, and navigate the complexities of hardware and defense manufacturing at scale.
Strategic Scaling & Operational Infrastructure
Design, implement, and continuously improve company-wide operational systems, policies, and processes that support rapid headcount and revenue growth.
Serve as a strategic partner to the CEO and executive team on company-wide planning, budgeting, and decision-making.
Vendor, Supply Chain & Contract Management
Develop and own a vendor strategy that supports both short-term project needs and long-term scalability, from tooling suppliers to SaaS, insurance, and logistics.
Negotiate high-value, multi-year contracts, ensuring cost efficiency and risk mitigation.
Implement procurement and approval workflows designed for scale and audit-readiness.
Regulatory, Compliance & Risk Management
Own all regulatory and compliance programs, including ITAR/EAR, federal/state/local licenses, and defense-related certifications.
Build robust compliance systems to ensure zero lapses in filings, renewals, or certifications.
Partner with legal and external advisors to navigate the unique requirements of hardware, defense, and space sectors.
Facilities & General Administration
Oversee multi-site operations (currently ~30,000 sq. ft. across HQ and test facilities), including lease negotiations, expansion planning, and workplace optimization.
Own operational dashboards and reporting so leadership has real-time insight into KPIs and resource allocation.
Required Qualifications
Typically, 10-12+ years of experience in business operations, strategy, or consulting; ideally with time in aerospace, defense, or deep tech startups
Strong background in leading cross-functional projects across engineering, manufacturing, and commercial teams
Familiarity with government contracts (e.g., DoD, NASA, SBIR/STTR) and experience supporting compliance and reporting
Proven ability to build scalable systems, workflows, and internal processes that support growth and operational rigor
Comfortable owning company-wide planning cycles, OKRs, and business performance tracking
Skilled in using data to drive decisions - able to build dashboards, track KPIs, and support resource planning
Experience supporting proposal development, milestone tracking, and internal coordination for government programs
Strong communicator - able to align technical and non-technical stakeholders, including execs and external partners
Operates well in ambiguity - proactive, hands-on, and able to scale structure ahead of growth
Passion for aerospace and motivated by the complexity and impact of working in regulated, mission-driven environments
Preferred Qualifications
MBA or equivalent advanced degree in business, operations, or a related field.
The California annual base salary for this role is currently $150,000-180,000. Pay Grades are determined by role, level, location, and alignment with market data. Individual pay will be determined on a case-by-case basis and may vary based on the following considerations: interviews and an assessment of several factors that are unique to each candidate, job-related skills, relevant education and experience, certifications, abilities of the candidate and internal equity.
ITAR Compliance: To conform to U.S. Government space technology export regulations, including the International Traffic in Arms Regulations (ITAR) you must be a U.S. citizen, lawful permanent resident of the U.S., protected individual as defined by 8 U.S.C. 1324b(a)(3), or eligible to obtain the required authorizations from the U.S. Department of State. Learn more about the ITAR here. Equal Employment Opportunity: Inversion provides equal employment opportunities to all employees and applicants without regard to race, color, religion, age, sex, gender identity, sexual orientation, national origin, veteran status, or disability. Inversion collects and processes personal data in accordance with applicable data protection laws. If you are a US Job Applicant see the CCPA Privacy Policy Notice for further details.
Auto-ApplyTax Director, NorCal Corporate Tax
Chief finance officer job in Anza, CA
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Tax Director Responsibilities
Are you interested in joining one of the fastest growing public accounting firms?
Would you like the ability to focus on one industry sector and further become an expert for your clients?
If yes, consider joining Baker Tilly (BT) as a Tax Director with the NorCal Corporate Tax team! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8) + years' experience providing federal tax compliance and consulting services in a professional services firm
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
Corporate Tax DirectorResponsibilities
Are you interested in joining one of the fastest growing public accounting firms, and work with corporate clients?
If yes, consider joining Baker Tilly (BT) as a Corporate Tax Director! This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to midmarket and large corporate clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You'll enjoy this role if:
You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
Be a trusted member of the engagement team providing various corporate tax compliance and consulting services to industry specific clients:
Be a valued tax business advisor, lead client relationships on day to day tax matters with various clients ranging from middle market to multinational
Consult on technical matters and special projects in various areas of corporate and flow through taxation, accounting methods, and ASC 740
Research various tax matters, responding to IRS and other tax authority inquiries, and make recommendations to the client for consideration
Coordinate with specialty tax practices on complicated tax matters in the state and local, high net worth, international, research and development along with credits and incentives areas
Manage client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Enjoy friendships, social activities and team outings that encourage a work-life balance
Qualifications
Successful candidates will have:
Bachelor's degree in accounting or law, or a similar degree in business, master's or advanced degree desirable
CPA or JD required
Eight (8)+ years' experience providing corporate tax compliance and consulting services in a professional services firm, including ASC 740 provision experience
Five (5)+ years' of supervisory experience, mentoring and counseling associates
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The compensation range for this role is $191,260 to $362,600. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.
#LI-MS1
#LI-hybrid
Auto-ApplyDirector 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.