Chief Financial Officer - Hybrid $275-$300k plus Bonus
We're looking for a powerhouse financial leader who sits at the intersection of Real Estate, Mortgage, and Public Accounting-a strategic CFO who can scale, innovate, and drive performance across a multi-entity platform.
If you've walked both sides of the real estate & mortgage world, understand how deals actually move, and bring the discipline of a CPA + public accounting pedigree, this is your stage.
What You'll Own
Partner directly with the CEO on strategy, execution, and long-range vision
Oversee financial operations across multiple entities (budgeting, forecasting, cash flow & audit)
Direct GAAP reporting, tax, and compliance with precision
Shape annual budgeting to match growth objectives
Influence business development and evaluate new partnerships
Lead finance, accounting, and cross-functional collaboration (Ops, HR, IT)
Manage investor, banking, and external auditor relationships
You Bring
Deep experience in Real Estate + Mortgage finance
CPA required; MBA or public accounting experience strongly preferred
10+ years in executive finance leadership (CFO, EVP Finance, etc.)
Mastery of US GAAP, financial modeling, and strategic planning
High-integrity leadership, crisp communication, and the ability to influence outcomes
This role is ideal for a strategic operator who wants to shape the future of a high-trust, growth-minded company-while staying close enough to the numbers to keep performance sharp.
If that sounds like you, let's talk. ***************************
Benefits
Medical
Dental
FSA/HSA
Life Ins
Dental Ins
401k
#J-18808-Ljbffr
$139k-226k yearly est. 5d ago
Looking for a job?
Let Zippia find it for you.
Strategic CFO for Education Mission Impact
ACG Cares
Finance director job in Anaheim, CA
A prominent educational organization in California is seeking a Chief Financial Officer (CFO) to provide strategic financial leadership and operational excellence. The ideal candidate will have a proven track record in financial management and at least 7 years of progressive leadership experience in a non-profit or educational setting. This full-time role includes a competitive salary and the opportunity to shape the organization's financial strategies to align with its mission.
#J-18808-Ljbffr
$118k-211k yearly est. 1d ago
Vice President, Finance and Accounting
Microtransponder 4.0
Finance director job in Newport Beach, CA
MicroTransponder, Inc. is dedicated to transforming the lives of stroke survivors through its innovative neurostimulation technology. The company's flagship product, the FDA-approved Vivistim Paired VNS™ System, enhances stroke rehabilitation by pairing vagus nerve stimulation (VNS) with physical and occupational therapy. This approach leverages the brain's neuroplasticity to improve upper limb function, offering new hope to those with chronic arm and hand impairments following an ischemic stroke.
By integrating this therapy into rehabilitation programs, MicroTransponder aims to help stroke survivors regain independence in daily activities and enhance their quality of life. The company's commitment to advancing stroke recovery is evident in its ongoing research and collaboration with healthcare providers to make this therapy accessible to more patients.
About the role
The Vice President of Finance & Accounting is a senior leader responsible for directing MicroTransponder's accounting, finance, and information technology functions. Reporting directly to the Chief Financial Officer (CFO), this role partners closely with executive leadership and the Board of Directors to ensure the integrity, transparency, and scalability of the Company's financial operations.
The VP of Finance & Accounting oversees core accounting and financial activities, including general and operational accounting, internal controls, tax compliance and planning, treasury, equity administration, risk management, financial planning and analysis (FP&A), and external reporting. This role leads the preparation of financial statements in accordance with U.S. GAAP and supports the Company's strategic growth, operational efficiency, and regulatory compliance.
What you'll do
Develop and execute financial and accounting strategies that align with MicroTransponder's mission, growth objectives, and long-term strategic plan.
Partner with the CFO on capital planning initiatives, including debt management, equity financing, and investor-related financial support.
Ensure the timely and accurate preparation and submission of monthly, quarterly, and annual financial statements in accordance with U.S. GAAP.
Implement and maintain strong internal controls, policies, and procedures to ensure the reliability of financial
Oversee cash management, working capital optimization, treasury activities, and financial risk management.
Direct tax planning and compliance activities, including income and sales tax filings, credits, and regulatory compliance across federal, state, and local jurisdictions.
Lead financial planning, budgeting, forecasting, and variance analysis; provide actionable insights to executive leadership.
Prepare and present financial reports and analyses to the Leadership Team and Board of Directors.
Oversee the administration and accounting for corporate insurance programs.
Manage relationships with external partners, including auditors, banks, tax advisors, and other financial service providers.
Lead and develop the accounting and finance team, fostering a high-performance, collaborative culture.
Oversee the IT organization to ensure systems, infrastructure, and solutions effectively support business operations and strategic goals.
Ensure appropriate cybersecurity controls are in place to protect Company data and systems, coordinating monitoring and response efforts as needed.
Qualifications
Bachelor's degree in Accounting, Finance, Economics, or a related field required.
Master's degree (MBA or equivalent) preferred.
Minimum of 10-15 years of progressive finance and accounting experience, including senior leadership responsibility and Public company reporting.
At least 10 years of experience managing and developing finance and/or accounting teams.
Experience in a regulated environment (medical device, life sciences, or technology preferred).
Prior experience partnering closely with executive leadership and interacting with Boards of Directors.
Ability to operate effectively in a fast-paced, growth-oriented environment.
Strong knowledge of U.S. GAAP, internal controls, and financial reporting best practices.
Experience with financial systems and ERP platforms (e.g., Netsuite, Excel, QAD, or similar).
Demonstrated ability to lead, mentor, and scale high-performing teams.
CPA or CMA designation preferred.
Excellent written, verbal, and presentation skills with the ability to communicate complex financial information clearly.
Strong analytical, problem-solving, and decision-making capabilities
Equal Opportunity Employer
MicroTransponder, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
MicroTransponder provides a comprehensive benefits program to employees. It includes medical, dental and vision plans along with an FSA. Employees may participate in the company 401(k) plan with company matching. The company offers an unlimited Paid Time Off (PTO) program and approximately 15 paid company holidays per year.
#J-18808-Ljbffr
$119k-173k yearly est. 1d ago
Chief Financial Officer
Gemological Institute of America 4.5
Finance director job in Carlsbad, CA
The Gemological Institute of America (GIA) is seeking a Senior Vice President and Chief Financial Officer (“CFO”) to lead its global financial strategy and operations. This executive role involves overseeing finance functions across multiple international locations, supporting both non-profit and for-profit entities, and ensuring compliance with legal and tax requirements. The CFO also oversees Global Procurement, Real Estate, Facilities and Security.* **Organization Overview:** Established in 1931, GIA's global headquarters are based in Carlsbad, California. GIA has revenues exceeding $300M in 2025 and employs approximately 3,000 people across the world. It has laboratories that grade diamonds and gems in 9 locations - Carlsbad, New York, India, Thailand, South Africa, Botswana, Dubai, Hong Kong, and Japan. It provides education in gemology, jewelry design and manufacture, through campuses in Carlsbad, New York, Hong Kong, India, United Kingdom, Thailand, and Taiwan. GIA also provides research in gemology and instrumentation with facilities in Carlsbad, Las Vegas, New Jersey, New York and Thailand.* **Role and Reporting:** The CFO reports directly to the President and CEO. The role is an officer position with significant interaction with GIA's Board of Governors. The CFO will have a day-to-day, ongoing impact on company operations, helping us to analyze, strategize, and grow our financial position and operations.* **Key Responsibilities:** Responsibilities include overseeing all finance functions including Financial Reporting, Accounting and Control, Investments and Treasury, Financial Planning and Analysis, Budgeting, Tax, Insurance; and international finance operations. The role is also responsible globally for Real Estate, Facilities, Security and Procurement.* **International Scope:** International finance experience is critical to the role. The CFO advises on finance and accounting of its affiliates, manages multi-country audits, tax matters, including multi-currency transactions, including dividends and royalties. The position oversees finance staff in multiple countries.* **Financial Reporting, Planning and Analysis:** The role includes responsibility for financial reporting internal control, audit oversight, tax reporting, and maintaining relationships with external auditors, financial institutions (banks and investments) and tax advisors. + The role monitors and evaluates the progress of the Institute toward meeting its financial goals; and adjusts objectives, work plans, schedules, and commitment of resources and prepares detailed reports for board meetings and GIA's management team. + Oversees oversight all financial reporting including Board financial reports, annual audit results and US and foreign tax reports. Provides monthly financial information to management teams and the Board of Governors. + Monitor business performance with tracking tools, establish corrective measures as needed, + Oversees and directs the preparation and issuance of the corporation's annual financial reports. Ensures business activities are financially managed so as to be prudent, effective, efficient, and legally compliant with non-profit regulations as well as ensuring that GIAs for profit entities that are compliant with all appropriate tax and other statutory requirements. + Coordinates development of annual operating, capital, and program budgets, as well as reporting for the same. Collaborate with senior managers to efficiently develop budget proposals, provide access to project finance information.* Develops and implements the best practices and tools to ensure a well-controlled yet flexible organization that has strong fiscal management, project coordination, cross-team communications, and workflows.* Ensure compliance with national and local financial requirements by studying existing and new legislation and tax laws and taking appropriate action.* **Financing, Treasury Management, and Investments:** The CFO manages the investment funds of GIA, its investment policies, oversees its retirement plans, insurance and banking relationships. The role: + Manage investment of surplus funds, preservation of Institute assets and oversees 401(k) and 457(b) retirement plans. + Oversees and maintains responsibility for the administration of the Institute's retirement, insurance, and risk management programs. + Directs the treasury function in activities such as custodian of funds, securities, and assets of the organization. + Establishes and maintains contacts with financial institutions that manage the institute's investments and cash. + Ensuring cash flow is compatible with operations. + Performs risk management through analysis of company liabilities and investments and evaluating and managing capital and reserve structures.* **Support Business Growth and Cost Structure:** Supports analysis of new revenue and business partnering opportunities, economic trends, analyze internal operations, and identify areas for cost reduction and process enhancement.* **Procurement: Oversees the Director, Global Procurement which actively manages all external contracts with third party vendors, including working with IT and other functions. Spend encompasses direct and indirect expenditures, operational and capital, at both domestic and international levels.*** **Global Real Estate, Facilities & Security: Oversees all global real estate, facilities, and security with Vice President responsible for these areas reporting to the CFO. Projects include, among others, lease renegotiations, construction of new facilities and other property projects.*** **Supervisory Role:** The CFO directly manages six direct reports and approximately 40 U.S. based finance employees, plus international finance staff and others in procurement, facilities, and security, through either direct or matrix management, with authority over hiring and performance management.* **Qualifications, Skills, and Attributes:** Candidates should have experience in financial reporting, international tax knowledge, working with boards, managing insurance programs and investments, polished presentation skills, and be willing to travel. The following key attributes are important to the role: + CPA or equivalent; Prefer “Big four” training / experience. + Minimum ten years' experience outside the accounting profession working in mid-market organizations; including working with operations on business and corporate development initiatives. + Ideally not-for-profit experience as well as for-profit experience. + Significant international experience; ideally to include India. + Financial reporting experience. + International tax knowledge and ability to understand complex tax challenges, interaction of corporate taxes and withholding taxes; and different financial operating models. Be able to use such knowledge for tax planning. + Experience of working with and presenting to a Board. + Experience of managing investments; banking; insurance; cash management; foreign currency. + Exceptional verbal, written, and visual communication skills. Be a “polished presenter” and experience of presenting on multiple topics and projects. + Excellent leadership skills, with steadfast resolve and personal integrity**OTHER REQUIREMENTS*** **Travel:** International and domestic travel will be required for this role.* **Language Skills:** Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to effectively present information to executive management, board of governors.* **Mathematical Skills**: Ability to work with mathematical and financial concepts. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.* **Reasoning Ability:** Ability
#J-18808-Ljbffr
A leading investment management firm is seeking an experienced Project FinanceDirector to join their Infrastructure Investment Team in Newport Beach, CA. This role involves leading credit research for investment opportunities, conducting financial analysis, and mentoring junior team members. The ideal candidate has over 8 years of experience in investment analysis, preferably in project finance. The position offers a competitive salary range of $180,180 to $220,220 and a comprehensive benefits package including medical, dental, and generous paid time off.
#J-18808-Ljbffr
$180.2k-220.2k yearly 2d ago
Director, Finance - Hugel Aesthetics
Integratedcooling
Finance director job in Newport Beach, CA
About Hugel America
Hugel America is the U.S. affiliate of Hugel, Inc., a global leader in medical aesthetics headquartered in South Korea. As part of Hugel's global expansion strategy, Hugel America oversees regional subsidiaries, including Hugel Canada and Hugel Australia, expanding Hugel's presence and compliance footprint across North America and Oceania. Hugel America is focused on introducing and growing its innovative portfolio of botulinum toxin, dermal fillers, and other aesthetic portfolio in key global markets.
The Opportunity
The Director of Finance will oversee the financial operations of Hugel America, ensuring financial health and regulatory compliance, while supporting strategic growth objectives. This person should have deep experience in financial planning and analytics and accounts receivables. The role requires close collaboration with the global CEO based in Newport Beach, CA and the finance team at Hugel Inc, which is based in Korea.
Key ResponsibilitiesFinancial Strategy, Planning, and Reporting
Lead forecasting, budgeting and planning process for short and long term
Oversee preparation of accurate and timely financial statements and reports
Monitor performance, identify trends, and provide insights to executive leadership
Create KPI dashboards for regular updates
Maximizing investments
Develop ROI methodology to guide investment strategies and optimize resource allocation
Identify opportunities for operational efficiencies and cost reductions, while maximizing revenue and profit
Regulatory Compliance
Ensure compliance with all financial regulations and industry standards, including healthcare specific requirements
Partner with legal and compliance to manage audits and financial reviews
Collaboration with Stakeholders
Work closely with CEO and CFO; prepare materials for ELT and Board of Directors
Partnership with Sales, Marketing, Distributors to support business initiatives
Qualifications
Bachelors Degree in Finance, Accounting, Business Administration, or a related field. CPA, CFA or MBA preferred
Minimum 10 years experience in finance or accounting
Experience with financial software and ERP systems
Excellent collaboration and communication skills (fluent Korean is a plus)
Ability to travel to Korea quarterly if needed
#J-18808-Ljbffr
$107k-169k yearly est. 1d ago
VP, Financial Consultant- Monarch Beach (Dana Point), CA
Charles Schwab 4.8
Finance director job in Dana Point, CA
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
Base salary
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Investment Professionals' Compensation | Charles Schwab
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$103k-162k yearly est. 22h ago
Vice President Finance and Controller
Rokos Group
Finance director job in Newport Beach, CA
Hoag Hospital Foundation
Vice President, Finance and Controller
Hoag Hospital Foundation (HHF) serves as the philanthropic arm of Hoag, one of California's leading not-for-profit health systems recognized for delivering exceptional healthcare and innovation. With an unwavering commitment to advancing Hoag's mission, the Foundation partners with donors, physicians, and the community to secure and steward the resources that sustain and expand Hoag's clinical excellence and patient care.
The Foundation has played a critical role in Hoag's growth and community impact, having successfully supported major capital campaigns that have transformed facilities, programs, and research. The organization is now nearing the close of its current $300 million campaign and preparing to launch an ambitious new campaign projected to exceed $1 billion-an extraordinary milestone in Hoag's history.
Under the leadership of newly appointed President Caroline Pereira, the Foundation is entering a transformative phase focused on modernization, enhanced governance, and expanded impact. This includes elevating financial stewardship, strengthening donor confidence through transparency and compliance, and ensuring Hoag's continued success as a premier healthcare destination in Southern California and beyond.
Vice President, Finance and Controller
The Vice President, Finance & Controller is a newly created executive leadership position that will report directly to Caroline Pereira, President of Hoag Hospital Foundation, and serve as a key member of the Foundation's leadership cabinet.
This pivotal role was established following the retirement of long-tenured Senior Vice President of Finance Geoff McCloskey, as the Foundation strategically bifurcated the position into two new leadership roles-one dedicated to finance and treasury, and another focused on operations.
The VP, Finance & Controller will provide financial oversight, strategic leadership, and operational excellence across all Foundation financial functions, including accounting, finance/treasury, fund administration, and gift services. This leader will serve as a trusted advisor to the President and a liaison to the Foundation's Board of Directors, routinely staffing Finance, Audit, and Investment Committees.
The ideal candidate is a mission-driven, strategic financial leader who brings deep nonprofit and foundation experience, proven technical expertise, and the ability to engage effectively with C-suite executives, board members, and major donors. This is a high-impact opportunity to shape the future of one of California's most respected healthcare foundations during an exciting period of growth and transformation.
Experience/Qualifications
Bachelor's degree in Accounting, Finance, or related field required; Master's degree (MBA or Accountancy) strongly preferred.
Certified Public Accountant (CPA) required; additional certifications (CMA, CGMA, or CIA) preferred.
Minimum of 10 years of progressive accounting and finance experience, including at least 5 years in leadership within a nonprofit or foundation environment; healthcare or hospital foundation experience strongly preferred.
Demonstrated success in financial reporting, audit coordination, fund accounting, budgeting, and strategic planning.
Deep understanding of donor fund accounting, UPMIFA, GAAP, and nonprofit tax standards.
Proven ability to engage confidently with C-suite executives, Board members, and major donors.
Experience managing cross-functional teams and fostering a culture of accountability, growth, and collaboration.
Strong technology proficiency, including CRM and financial systems relevant to nonprofit foundations.
Compensation
For the selected candidate, a complete and competitive compensation package will be offered which includes salary target of $267K-$276K dependent upon experience, bonus, long-term incentives, and a full suite of benefits.
$267k-276k yearly 4d ago
Strategic Finance Leader for Multi-Unit Franchises
Leap Brands
Finance director job in Costa Mesa, CA
A restaurant franchise company is seeking a Vice President of Finance to lead financial strategy and operations across all locations. This crucial role requires overseeing budgeting, forecasting, and financial reporting to ensure compliance and profitability. The ideal candidate will have a Bachelor's degree in a related field and over 5 years of progressive financial leadership experience, preferably in the restaurant or franchise industry. Join us to drive growth and improve financial health across all units.
#J-18808-Ljbffr
$100k-154k yearly est. 3d ago
Controller
Kerr Recruiting Group
Finance director job in Irvine, CA
The ideal candidate is a detail-oriented individual who will oversee the company's financial records and account personnel. You will be responsible for maintaining all procedures and controls related to the company's financial accounts.
Responsibilities
Create and manage cash flows
Prepare and submit loan draws
Manage a small staff in the day to day accounting activities
Prepare reports for audits/CFO
Qualifications
Bachelor's degree in Accounting or 5 - 7 years of related experience IN CONSTRUCTION and/or LAND DEVELOPMENT
Fluency in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
GAAP knowledge, CPA preferred
Strong written, verbal and collaboration skills
$86k-127k yearly est. 1d ago
Finance Manager
KCG Search
Finance director job in Irvine, CA
Finance Manager | Real Estate Development & Investment
We're partnering with a fast-growing, entrepreneurial real estate development firm. This is a hands-on Finance Manager role for someone who enjoys working close to the deals, collaborating across teams, and helping scale a growing platform.
This role offers visibility, autonomy, and the opportunity to make a real impact - not just maintain models.
Why This Role Stands Out
Exposure to acquisitions, development, and asset-level decision making
Direct partnership with senior leadership
A nimble environment where ideas are welcomed and execution matters
Meaningful work tied to community impact
What You'll Be Doing
Investment & Development Finance
Build and maintain underwriting and pro forma models for new and existing projects
Support acquisition analysis and investment committee materials
Lead financial due diligence efforts, including data room coordination and timelines
Project Finance
Partner with internal teams and external consultants to deliver applications
Support equity and debt closings alongside senior finance leadership
Maintain project documentation throughout the lifecycle
FP&A & Portfolio Support
Develop and manage asset-level budgets and forecasts
Create consolidated corporate financial models and reporting
Prepare cash flow forecasts, capital call schedules, and variance analyses
Work closely with Asset Management on reporting accuracy and controls
Leadership & Collaboration
Serve as a financial resource to internal teams and external partners
Mentor and develop junior analysts through hands-on coaching
Ensure compliance with JV agreements, loan documents, and operating agreements
Required Experience
Bachelor's degree in Finance, Accounting, or related field (or equivalent experience)
Strong real estate finance background; LIHTC experience highly preferred
Advanced Excel and financial modeling skills
Experience building and maintaining complex cash flow and waterfall models
Comfortable working across multiple projects and deadlines
Clear communicator who can work with investors, lenders, and partners
Organized, proactive, and solutions-oriented
Experience with Yardi or similar property management systems a plus
Exposure to affordable housing or mission-driven real estate platforms a plus
Compensation & Location
Competitive base salary + bonus
Hybrid work environment (details shared during conversation)
$86k-122k yearly est. 2d ago
Executive Administrative Coordinator to the CFO
Titanium Healthcare
Finance director job in Garden Grove, CA
WE ARE TITANIUM HEALTHCARE
Titanium is a healthcare company that puts heart and compassion above all else. Millions of Americans just aren't getting the medical care they need. We're on a mission to change that. For patients that means exceptional support and better care. For providers it means better support and time to focus on patients, and for partners that means higher quality and lower cost.
Join us in our mission!
POSITION SUMMARY
The Executive Administrative Coordinator to the CFO provides high-level administrative and operational support to ensure the effective, organized, and efficient functioning of the CFO's office. This role focuses on coordination, communication, and follow-through, enabling the CFO to stay focused on strategic priorities while maintaining accessibility to leaders across the organization. This position requires strong organizational skills, excellent written communication, sound judgment, and the ability to work comfortably with senior leaders while supporting accountability and transparency.
WHERE YOU'LL WORK
This position is hybrid. You will come onsite to the Garden Grove office 4 days a week. Standard business hours are Monday through Friday from 8:00 am to 5:00 pm.
WHAT SUCCESS LOOKS LIKE
The CFO's time and priorities are well-organized and supported
Meetings are documented clearly with reliable follow-up on action items
Leaders experience timely, professional communication, and coordination
Events and meetings are executed smoothly
Executive workflows feel organized, accessible, and predictable
WHAT YOU'LL DO
Executive & Administrative Support
Manage the CFO's calendar, inbox, and communications with professionalism and discretion
Coordinate meetings, agendas, and materials to support productive discussions
Attend meetings and take accurate meeting notes, send summaries and action items timely post meeting
Provides support on special projects by conducting research, compiling data, and coordinating with other departments to ensure deadlines are met
Track follow-ups and deadlines, providing reminders to support timely completion by utilizing Asana and other related project management systems
Support open access to the CFO by helping prioritize requests without acting as a gatekeeper
Draft, edit, and proofread executive correspondence, presentations, and internal communications
Reviews various financial, business-related reports and data; edit for error and make corrections as needed, coordinating such action with data originator. Notes variations in data or performance from expectations and ensure they are brought to the attention of supervisor for action
Manage insurance policies, including applications, and assist finance department with filings and notices
Assist and support administrative department with other related duties, reconciliations, and tasks
Document & Contract Support
Assist with organizing and tracking contracts, approvals, and key documents
Coordinate signature workflows and maintain organized records
Support document management and reference systems for executive materials
Review of contracts to maintain various administration matrixes and communicate changes to appropriate parties
Event & Meeting Planning
Coordinate logistics for company events, leadership meetings, lunch events, and overnight retreats
Support planning efforts including scheduling, travel coordination, vendors, and materials
Place office supply orders when needed and plan catering for meetings
Partner with internal teams to ensure events are well-organized and aligned with company culture
Manage domestic and international travel end-to-end, including flights, accommodations, ground transportation, and real-time itinerary adjustments
Additional Support
Provide general administrative support and assist with special projects as needed
Anticipate routine needs and help identify opportunities to improve efficiency
WHO YOU ARE
Fluent in English (written and verbal)
Excellent time management abilities
Professional presence and comfort working with senior leadership
Experience handling confidential information with discretion
Strong communicator with strong ability to follow-up; must be comfortable providing reminders
Personable and service-minded
Adaptable and collaborative
Excellent verbal and written communication skills, including the ability to convey and exchange information in a clear and concise manner
Adequate hearing and vision (with corrective devices if necessary)
Ability to identify problems and use logic and related information to develop and implement solutions
Excellent organizational skills and attention to detail
Ability to work independently and carry out assignments to completion within the parameters of established policies and procedures
Ability to communicate clearly in-person, by phone, and electronically
Frequent use of computers, keyboard, and handheld/mobile devices
Competent with computers, email, virtual platforms, and Microsoft Office based programs
Ability to type for extended periods
Must be able to remain in a stationary position
Ability to lift, carry, push, or pull up to 20-25 pounds (e.g., laptop bag, forms, mobile equipment)
Ability to maintain professionalism and safety in diverse environments
WHAT YOU'LL NEED
Diploma/GED required
Associate degree or bachelor's degree in business related fields preferred
Minimum 5+ years of experience supporting executives or senior leaders
Distraction-free home workspace with a secure internet connection
WHAT YOU'LL ENJOY
Make an impact: an organization who cares about its employees, communities, and the future of healthcare
Inclusivity: be a part of a workplace where you not only belong but also can be the best version of yourself
Growth: opportunities to develop and grow your career with us
Community: you are encouraged to have a voice, share your opinions, and have individual impact on the business
Paid Time Off: 12 holidays and up to 3 weeks of accrued PTO to rest and recharge plus additional time for sick, jury duty, bereavement, and reproductive loss
Work Life Balance: enjoy flexibility to maximize your well-being and success with our hybrid work model
Medical, Dental, & Vision Benefits: we cover up to 100% of your premium and 50% of your dependents depending on the plan
Flexible Spending, Health Savings & Dependent Care Accounts
Life/AD&D insurance funded 100% by Titanium Healthcare
Supplemental Short-Term Disability
Employee Assistance Programs
Protect your pet(s) with Pet Insurance
401(k) plan
EEO Statement
At Titanium Healthcare, our mission is to fearlessly reengineer the way healthcare works to reduce costs, ensure better outcomes, and provide everyone, everywhere, with the kind of compassionate and coordinated care they deserve. We believe that achieving this mission starts with a diverse and inclusive workforce.
Titanium Healthcare is an equal opportunity employer. We are committed to promoting and celebrating all backgrounds and encourage all applicants, regardless of race, religion, gender, sexual orientation, disability, age, marital status, parental status, military or veteran status, or any other legally protected status, to apply. We believe that diversity and inclusion drive innovation and equity in healthcare, enabling us to better serve our communities and make a lasting impact.
$120k-195k yearly est. 3d ago
Accounting Financial Director for a Small Business
Kismet Event Planning & Design LLC
Finance director job in Anaheim, CA
Job DescriptionBenefits:
401(k)
We are seeking an Accounting FinancialDirector to join our team! As an Accounting FinancialDirector, you will oversee all major financial decisions within the company, working closely with multiple department heads and upper management to determine budgets and department needs, and make major purchases. You will also set financial goals for various departments, prepare sales forecasts, implement new financial plans and policies, and work with financial analysts to ensure the company is in excellent financial health. The ideal candidate has demonstrated experience working on company finances and accounts, has excellent analytical skills, and has the ability to step back from a single department and see the larger company-wide picture.
Responsibilities
Work closely with every department to create financial goals, budgets, and plans that align with the overall company budgets and finances
Create reports based on the financial health of the company, and present these reports to stakeholders and other management
Forecast sales and make financial projections
Oversee financial compliance of the company as a whole
Qualifications
Previous, demonstrated experience handling company-wide finances
Strong analytical skills
Excellent communication skills
Strong computer skills, including working with Microsoft Office suite
$114k-170k yearly est. 21d ago
Director of Finance & Accounting
Together for Talent
Finance director 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.
$113k-168k yearly est. 60d+ ago
Financial Controller
Raken, Inc.
Finance director job in Carlsbad, CA
Raken is a cloud-based, mobile, collaboration platform for the construction industry - we empower the people who build the world! Our goal is to transform the way the world builds by introducing technology to a 7,000 year old industry. To achieve this, we aim to attract unique, passionate people to the cause. We believe that faster, better reporting will improve the working lives of nearly 10% of the US labor force-the percentage of people currently working in construction. Helping turn the worst part of their day into the easiest (and fastest) is why we do what we do! We work with Commercial, Residential, and Specialty Contractors of all shapes and sizes; including many of the largest construction companies in the world.
We are seeking a highly skilled and detail-oriented Financial Controller to lead our accounting operations while supporting key financial planning and analysis (FP&A) initiatives. This hybrid role blends hands-on accounting leadership with forward-looking financial strategy, ensuring accuracy in reporting while driving insights that shape business decisions.
Seeking candidates near San Diego, CA for a hybrid role.
Why Join Raken?
Raken is a fast-growing SaaS company based in Carlsbad, California, serving thousands of customers worldwide.
We have received numerous awards, including recognition on Forbes' America's Best Startup Employers, the Inc. 5000 List of Fastest Growing U.S. Companies, and Top Workplaces in California.
We have continued to be recognized as a proud winner of the Best and Brightest Companies to Work For awards in both Southern California and the Nation since 2021.
Raken is consistently rated a High Performer for construction management solutions on leading review platforms such as G2, Capterra, and Software Advice, and we are recognized by G2 year after year.
Our culture is a top priority. We have a hardworking team that strives to make a meaningful impact and enjoys having fun along the way.
Our core values guide everything we do: Take Ownership, Keep Evolving, Stay Balanced, Elevate Others, and Let's Go!
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
If you are a driven individual who wants to make an impact at a company that truly values its culture, employees, and customers, Raken is the place for you.
Role Responsibilities
Accounting & Controls:
Manage month-end and year-end close processes to ensure timely and accurate financial statements.
Maintain internal controls and ensure compliance with GAAP, SaaS accounting best practices, and corporate policies.
Understanding of revenue recognition under ASC 606, including deferred revenue, contract assets, and multi-element arrangements.
Support annual audits and tax filings with external partners.
Prepare and review journal entries, reconciliations, and financial schedules.
Implement process improvements and automation to increase finance & accounting efficiency and accuracy.
Financial Planning & Analysis:
Partner with the VP, Finance and department leaders to maintain and enhance budgets, forecasts, and variance analyses.
Analyze financial performance and provide actionable insights to support decision-making.
Assist with board/bank reporting, management presentations, and KPI tracking.
Support long-range planning, cost optimization, and strategic financial initiatives.
Requirements
Skills & Qualifications:
Bachelor's degree in Accounting, Finance, or related field (CPA preferred).
6+ years of progressive experience in accounting and/or finance, including supervisory experience (SaaS experience preferred).
Strong understanding of GAAP and financial reporting requirements.
Proven experience with budgeting, forecasting, and financial modeling.
Proficiency with ERP/accounting systems (e.g., NetSuite, QuickBooks Enterprise, or similar).
Advanced Excel skills; familiarity with BI tools (e.g., Power BI, Tableau, or Looker) a plus.
Excellent analytical, organizational, and communication skills.
Attributes for Success:
Hands-on and detail-oriented, but able to think strategically.
Strong business acumen and ability to translate numbers into insights.
Collaborative leader with a continuous improvement mindset.
Comfortable working in a dynamic, fast-paced environment.
Benefits:
Medical, dental and vision with generous employer contribution
HSA/FSA
Life/LTD
Generous PTO
12 Paid Holidays
401k + Match
Continuing education with reimbursement opportunities
Free on-site gym
Company Social Events
Excellent company culture
Modern office with Ocean view and amenities
Diversity and Inclusion
We are committed to cultivating and preserving a culture of inclusion and connectedness. We are able to grow and learn better together with a diverse team of employees. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture but is a key contributor to our success. We welcome the unique contributions that you can bring in terms of education, opinions, culture, ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, color, religion, disability, sexual orientation and beliefs.
Want to learn more about us? Visit: ***********************
Salary Description $145,000 - $180,000 (Depending on Experience)
$145k-180k yearly 60d+ ago
Assistant Financial Controller
Consultative Search Group
Finance director job in Newport Beach, CA
Job Description
Fast growing law firm seeks an Assistant Financial Controller to join their dynamic team. This role will play a pivotal role in overseeing the day-to-day accounting operations under the direction of the Financial Controller, ensuring accuracy, compliance, and efficiency across all accounting functions.
Responsibilities
The Assistant Financial Controller will primarily oversee all aspects of client trust accounting and financial transactions related to personal injury settlements, disbursements, and case expenses. This role maintains detailed records and supervises the day-to-day activities of the trust accounting team. The ideal candidate will have a solid accounting background, excellent attention to detail, and experience within a law firm environment - preferably in personal injury or contingency fee practices.
Trust Accounting: 60%
Supervise the daily operations of the trust accounting department, including managing staff, workflows, and deadlines.
Oversee and review all client trust account transactions, including deposits, disbursements, and wire transfers.
Ensure timely and accurate disbursement of settlement proceeds, attorney fees, lien payments, and client refunds.
Maintain strict compliance with applicable State Bar trust accounting rules, ethical guidelines, and internal policies.
Perform monthly three-way trust account reconciliations and promptly resolve any discrepancies.
Review settlement statements and disbursement ledgers for accuracy prior to release.
Manage trust account audits, reporting, and inquiries from regulatory authorities.
Implement, document, and improve trust accounting procedures and internal controls.
Coordinate closely with attorneys, case managers, and lien resolution teams regarding case financials.
Train, mentor, and evaluate trust accounting staff, fostering a culture of accountability and precision.
Financial Reporting & Analysis: 25%
Assist with the preparation and distribution of financial statements (Income Statement, Balance Sheet and Cashflow) in compliance with GAAP standards.
Provide timely and accurate financial and KPI reports to senior management and stakeholders.
Ensure transparency and integrity in financial reporting practices and internal controls
Assist & Oversee account reconciliations (including bank reconciliations, audit schedules, tax filing with 3rd party, etc.)
Prepare and post journal entries to accurately reflect financial transactions.
Manage accounts payable (AP), accounts receivable (AR) cycles, including invoice processing, vendor management, collections, and revenue recognition.
Other: 15%
Lead ad hoc projects and tasks assigned by CFO
Assist in preparing budgets and forecasts
Own the bi weekly payroll processing
Own/ assist the Financial Controller with quarterly commissions calculations
Generate Salesforce reports to support KPI reporting
Own the wire transfers and ACH distributions
Qualifications:
Bachelor's degree in Accounting, Finance, or related field
10+ years of accounting experience within a law firm, preferably personal injury or contingency fee-based.
CPA (Active/ Inactive)
2+ years of supervisory or leadership experience.
Strong understanding of trust accounting rules
Exceptional attention to detail, organizational, and problem-solving skills.
Proficient in accounting software (QuickBooks) and/or NetSuite
Excellent skills in MS EXCEL
Strong interpersonal and communication skills for working across legal and administrative teams.
Ability to thrive in a fast-paced, deadline-driven environment.
Preferred Skills:
Experience managing multi-jurisdictional trust accounts.
Familiarity with personal injury settlements, lien resolution processes, and case costs accounting.
Prior involvement in trust account audits or regulatory reviews.
Compensation & Benefits:
Competitive salary commensurate with experience
Performance-based discretionary bonus
Health, dental, and vision insurance
401(k) with employer matching
Paid time off and holidays + various company perks throughout the year
Professional development opportunities
Onsite at Newport Beach, CA Head office
Many of our job openings can be viewed at **********************************************
$84k-129k yearly est. 20d ago
Chief Financial Officer
ACG Cares
Finance director job in Anaheim, CA
Position Title: Chief Financial Officer (Full-time, 12‑Month; Fractional Option Possible)
Job Classification: Exempt
Department: Business Office
Reports To: President
Schedule: Monday - Friday, occasional weekends and evenings
Pay Range: $140,000 - $165,000 based on experience, education, and qualifications
Supervisory Responsibility: Business Office Staff, and other G&A departments as needed
About the Employer
Be a part of an organization that has been recognized as the #1 Catholic High School in Orange County for three consecutive years. As an all‑boys Catholic high school in the Servite tradition, we are dedicated to formation. We exist to form faith‑filled men who lead and serve others by modeling the virtues of Christ and his Mother. Employees at Servite inspire ordinary boys to become extraordinary men. Join our community and help form the next generation of leaders and world changers.
Position Summary
The Chief Financial Officer (CFO) serves as a strategic partner to the President/CEO, providing visionary financial leadership and operational excellence in support of the organization's mission. As a key member of the leadership team, the CFO is responsible for the stewardship of financial resources, implementing innovative ideas and strategies, and optimizing business operations. This role ensures fiscal integrity, long‑term sustainability, and alignment with the values of a non‑profit educational environment in a Catholic Christian tradition.
Key Responsibilities Strategic Leadership & Partnership
Collaborate closely with the President/CEO, Leadership Team, and Finance Committee on strategic planning, master planning, and institutional growth
Lead the development of a forward‑looking 5‑year financial plan aligned with organizational goals
Serve as a thought partner in shaping financial strategies that support mission‑driven initiatives
Financial Management & Compliance
Oversee all financial operations, including but not limited to: budgeting, & forecasting, cash flow management, GAAP accounting, debt financing, payroll, and financial reporting
Engage and manage external audit relationships; supervise annual audit processes
Maintain banking relationships and ensure compliance with loan covenants and regulatory standards
Ensure robust internal controls and transparency in financial reporting
Operational Excellence & Innovation
Lead efforts to enhance operational efficiency through technology advancements, automation, and data‑driven decision‑making
Implement innovative tools for invoice processing, payroll automation, and predictive budgeting
Identify cost‑saving opportunities and financial risks using machine learning and analytics
Mission Alignment & Community Engagement
Model servant leadership and foster a culture of service, collegiality, and hospitality
Steward resources to support mission‑critical priorities
Promote transparency and trust through clear communication with stakeholders
Collaborate with advancement and admissions teams to align financial strategies with fundraising and tuition assistance goals
Desire to serve within a faith‑based educational community and support the mission of Servite
Additional Duties
Perform other responsibilities as assigned by the President
Qualifications Required
Bachelor's degree or higher in Accounting, Finance, or Business Administration.
Minimum 7 years of progressive leadership experience
Proven success in budgeting, forecasting, audits, and strategic planning.
Strong analytical, organizational, and communication skills
Advanced proficiency in Microsoft Office Suite and financial management systems (e.g., Sage, NetSuite, QuickBooks Enterprise, Blackbaud, or similar)
Demonstrated ability to leverage technology for financial modeling, reporting automation, and data visualization
Excellent interpersonal, organization, and communication skills (including public speaking)
Experience managing a team, including hiring, onboarding, and performance management
Preferred
Experience implementing or optimizing financial tools and ERP systems is highly desirable.
Advanced degree or professional certification in a related field
Experience in educational or non‑profit organizations
Familiarity with AI and automation tools in financial operations
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer
Regularly required to talk, hear, and communicate effectively in person and via telephone or video conference
Frequently required to use hands and fingers to operate standard office equipment
Occasionally required to stand, walk, reach with hands and arms, stoop, kneel, or crouch
Must be able to lift to 20 pounds occasionally
Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus
Work Environment
Work is generally performed in an indoor office setting
The noise level in the work environment is usually moderate
Occasional evening or weekend work may be required for school functions or meetings
Benefits
This position includes benefits as outlined in the Servite employee handbook.
#J-18808-Ljbffr
$140k-165k yearly 1d ago
Project Finance Director
Pacific Asset Management, LLC
Finance director job in Newport Beach, CA
Project FinanceDirector page is loaded## Project FinanceDirectorlocations: Newport Beach CA-700time type: Full timeposted on: Posted Yesterdayjob requisition id: R16131**Job Description:**We're actively seeking a talented Project FinanceDirector to join our Infrastructure Investment Team in Newport Beach, CA.The Project FinanceDirector role is responsible for working in conjunction with other members of the Infrastructure Investment team to identify, source, evaluate, underwrite, recommend and manage privately placed project finance opportunities for inclusion in the Pacific Life's General Account. The Infrastructure Investment team manages a Project Finance/Infrastructure portfolio of approximately $4B within a private placement portfolio of over $21B. You will fill a new role on the Infrastructure Investment Team, which currently consists of seven investment professionals within the broader Private Assets division of the Pacific Life Investments (PLI) department. Your colleagues will include seasoned Infrastructure and Project Finance professionals investing in both fixed income and equity opportunities, and you will interact with other private placement investment analysts and portfolio managers.**How you'll help move us forward:*** Lead fundamental credit research and analysis for new investment grade and high yield project finance/infrastructure investment opportunities* Analyze financial models and help conduct sensitivity analysis* Actively monitor existing portfolio investments and assets* Develop and maintain relationships with external parties including investment banks, project sponsors, third party asset managers, other investors and rating agencies* Mentor junior analysts in the same skills to develop future leaders in PLI Private Assets* Collaborate with other team members across PLI to enhance portfolio performance and achieve financial objectives**The experience you bring:*** 8+ years investment experience and fundamental credit analysis, preferably in project finance or private placements* Ability to successfully manage multiple assignments simultaneously with high attention to detail* Possession of strong presentation and writing skills**What makes you stand out:*** CFA, MBA and/or other advanced degrees* Passion for career in investments and intellectual curiosity to delve into industry topics* Risk appetite in alignment with the Team's philosophy* Big-picture thinker, team player, and excel working independently and managing through ambiguity* High energy, positive attitude, collaborative and team-oriented**You can be who you are.**People come first here. We're committed to an inclusive workforce. Learn more about how we create a welcoming work environment at Instagram.com/lifeatpacificlife. #LI-AJ1**Base Pay Range:**The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.$180,180.00 - $220,220.00**Your Benefits Start Day 1**Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.* Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents* Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off* Paid Parental Leave as well as an Adoption Assistance Program* Competitive 401k savings plan with company match and an additional contribution regardless of participation**EEO Statement:***Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.*At Pacific Life, we believe that success comes down to our people. That's why we're committed to embracing a flexible, diverse, and inclusive workplace where you can be your best self and do your best work. Our people-first culture creates a sense of belonging and prioritizes employee wellbeing, empowering you to achieve your full potential through our holistic health benefits, flexible working options, and a vibrant community of people working towards a shared purpose. You can connect with colleagues through employee connections groups, sharing your passions, interests, and ideas. Learn more about our .
#J-18808-Ljbffr
$180.2k-220.2k yearly 2d ago
Global Finance Director: Strategy, Analysis & Compliance
Integratedcooling
Finance director job in Newport Beach, CA
A leading company in medical aesthetics is seeking a Director of Finance to oversee financial operations in Newport Beach, California. This role requires deep experience in financial planning and compliance, with responsibilities including forecasting, budgeting, and ensuring regulatory compliance. The ideal candidate will have a Bachelor's degree in Finance or a related field and at least 10 years of relevant experience, along with excellent collaboration skills. Fluency in Korean is a plus. The position offers an opportunity to work closely with executives globally.
#J-18808-Ljbffr
$107k-169k yearly est. 1d ago
Director, SEC Reporting & Technical Accounting
Microtransponder 4.0
Finance director job in Newport Beach, CA
MicroTransponder, Inc. is dedicated to transforming the lives of stroke survivors through its innovative neurostimulation technology. The company's flagship product, the FDA-approved Vivistim Paired VNS™ System, enhances stroke rehabilitation by pairing vagus nerve stimulation (VNS) with physical and occupational therapy. This approach leverages the brain's neuroplasticity to improve upper limb function, offering new hope to those with chronic arm and hand impairments following an ischemic stroke.
By integrating this therapy into rehabilitation programs, MicroTransponder aims to help stroke survivors regain independence in daily activities and enhance their quality of life. The company's commitment to advancing stroke recovery is evident in its ongoing research and collaboration with healthcare providers to make this therapy accessible to more patients.
About the role
The Director of SEC Reporting & Technical Accounting will lead all aspects of technical accounting and SEC reporting for MicroTransponder. This executive will be responsible for managing the documentation, review, and communication of conclusions related to complex transactions, contracts, and the adoption of new accounting standards.
In this highly visible leadership role, the Director will play a critical part in supporting key business initiatives, strategic activities, and transactions while ensuring proper accounting treatment. They will oversee the preparation and filing of accurate, timely, and compliant financial reports and disclosures required by the SEC. By doing so, this role ensures the company complies with regulatory standards while providing transparent, high-quality financial information to shareholders and investors.
What you'll do
SEC Filings: Direct the preparation and submission of all periodic SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and other required filings, ensuring full compliance with regulatory requirements.
Coordinate with external auditors, legal counsel, and other stakeholders on filings.
Support the preparation of materials for the audit committee and investor relations.
Technical Accounting: Stay ahead of changes in accounting standards and SEC regulations, draft technical memos, and provide executive guidance on their impact to financial reporting and disclosures.
Research and interpret complex technical accounting topics (e.g., revenue recognition, stock-based compensation, leases, business combinations) according to U.S. GAAP.
Write technical accounting memos to document and support the company's accounting positions.
Assess the impact of new accounting standards and lead implementation efforts.
Review and approve the accounting for complex transactions.
Financial Statements: Oversee the preparation of financial statements, footnotes, and disclosures for SEC filings, ensuring accuracy and compliance with U.S. GAAP and SEC regulations.
Financial Analysis: Review and analyze financial data for accuracy and completeness, identifying issues and driving process improvements.
Internal Controls: Establish and maintain strong internal controls around SEC reporting to protect the integrity and accuracy of financial information.
Cross-Functional Collaboration: Partner with finance, legal, operations, and external auditors to gather inputs and support timely SEC reporting.
Disclosure Committee: Lead or actively participate in disclosure committee meetings to review and approve financial disclosures, ensuring accuracy and consistency.
SOX Compliance: Oversee the assessment, testing, and documentation of internal controls related to financial reporting (SOX compliance).
Stock-Based Compensation: Provide leadership and accounting oversight for stock-based compensation arrangements.
Filing Calendar: Manage the SEC reporting calendar, ensuring all filing deadlines are met and proactively communicating risks or potential delays.
Qualifications
Bachelor's degree in Accounting or related field required; Masters degree preferred.
CPA required.
7-10 years of progressive accounting and reporting experience, including at least 5 years in public accounting.
2+ years of direct financial reporting and SEC reporting experience.
Demonstrated expertise with 10-K and 10-Q filings across multiple entities.
S-1 and IPO experience strongly preferred.
Deep knowledge of U.S. GAAP, SEC regulations, and technical accounting.
Strong analytical and executive-level technical accounting skills.
Exceptional communication, leadership, and interpersonal abilities.
Highly detail-oriented with proven ability to manage multiple priorities.
Ability to thrive in a fast-paced, deadline-driven environment.
Proficiency in financial systems and reporting tools.
Solid knowledge of Sarbanes‑Oxley Act (SOX) compliance.
Equal Opportunity Employer
MicroTransponder, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
MicroTransponder provides a comprehensive benefits program to employees. It includes medical, dental and vision plans along with an FSA. Employees may participate in the company 401(k) plan with company matching. The company offers an unlimited Paid Time Off (PTO) program and approximately 18 paid company holidays per year.
#J-18808-Ljbffr
How much does a finance director earn in Perris, CA?
The average finance director in Perris, CA earns between $87,000 and $206,000 annually. This compares to the national average finance director range of $76,000 to $183,000.
Average finance director salary in Perris, CA
$134,000
What are the biggest employers of Finance Directors in Perris, CA?
The biggest employers of Finance Directors in Perris, CA are: