Chief Financial Officer – OnSite – Northern San Diego – $350‑425k plus bonus
Our client is a truly global company with diverse operations worldwide including India, Dubai, Asia, and Europe.
We have been retained by executive leadership in their search for their Chief Financial Officer due to a pending retirement. This position will report to the CEO and will have intimate contact with the organization's Board of Governors.
Client Profile & History
Our client is seeking a Senior Vice President and Chief Financial Officer ("CFO") to lead its global financial strategy and operations. This executive role involves overseeing finance functions across multiple international locations, supporting both non‑profit and for‑profit entities, and ensuring compliance with legal and tax requirements. The CFO also oversees Global Procurement, Real Estate, and Facilities.
Role and Reporting
The CFO reports directly to the President and CEO. The role is an officer position with significant interaction with its Board of Governors. The CFO will have a day‑to‑day, ongoing impact on company operations, helping to analyze, strategize, and grow the company’s financial position and operations.
Key Responsibilities
- Oversee all finance functions including Financial Reporting, Accounting and Control, Investments and Treasury, Financial Planning and Analysis, Budgeting, Tax, Insurance, and international finance operations.
- Responsible globally for Real Estate, Facilities, Security and Procurement.
International Scope
International finance experience is critical. The CFO advises on finance and accounting for affiliates, manages multi‑country audits, tax matters, multi‑currency transactions, dividends and royalties, and 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.
Monitor and evaluate progress toward meeting financial goals; adjust objectives, work plans, schedules, and resource commitments, and prepare detailed reports for board meetings and management team.Oversee all financial reporting including Board financial reports, annual audit results, and US and foreign tax reports. Provide monthly financial information to management teams and the Board of Governors.Monitor business performance with tracking tools and establish corrective measures as needed.Ensure financial activities are managed in a prudent, effective, efficient, and legally compliant manner, both for the non‑profit and its for‑profit entities.Coordinate development of annual operating, capital, and program budgets, and report on them. Collaborate with senior managers to develop budget proposals and provide access to project finance information.Develop and implement best practices and tools for strong fiscal management, project coordination, cross‑team communication, and workflows.Ensure compliance with national and local financial requirements by studying legislation and taking appropriate action.Financing, Treasury Management, and Investments
Manage investment of surplus funds, preserve Institute assets, and oversee 401(k) and 457(b) retirement plans.Maintain responsibility for the administration of the Institute’s retirement, insurance, and risk management programs.Direct the treasury function, including custodian of funds, securities, and assets of the organization.Establish and maintain contacts with financial institutions that manage the Institute’s investments and cash.Ensure cash flow is compatible with operations.Perform risk management through analysis of company liabilities and investments, and evaluate and manage capital and reserve structures.Support analysis of new revenue and business partnering opportunities, economic trends, internal operations, and identify areas for cost reduction and process enhancement.Procurement
Oversee the Director, Global Procurement, who actively manages all external contracts with third‑party vendors, including IT and other functions. Spend includes direct and indirect expenditures, operational and capital, at both domestic and international levels.
Global Real Estate and Facilities
Oversee all global real estate and facilities with a Vice President responsible for these areas reporting to the CFO. Projects include 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
CPA or equivalent; Prefer \"Big Four\" training / experience.Minimum ten years’ experience outside the accounting profession, working in mid‑market organizations, including operational and corporate development initiatives.Ideally experience in both not‑for‑profit and for‑profit organizations.Significant international experience; ideally to include India.Financial reporting experience.International tax knowledge and ability to understand complex tax challenges, corporate taxes, withholding taxes, and different operating models; use such knowledge for tax planning.Experience working with and presenting to a Board.Experience managing investments, banking, insurance, cash management, and foreign currency.Exceptional verbal, written, and visual communication skills. A polished presenter with experience on multiple topics and projects.Excellent leadership skills, steadfast resolve, and personal integrity.Other Requirements
International and domestic travel will be required for this role.
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