Talent.com
Chief Financial Officer
Chief Financial OfficerKBKG - Tax Credits, Incentives & Cost Recovery • Pasadena, CA, United States
Chief Financial Officer

Chief Financial Officer

KBKG - Tax Credits, Incentives & Cost Recovery • Pasadena, CA, United States
5 days ago
Job type
  • Full-time
Job description

Chief Financial Officer (CFO)

Location : Pasadena, CA (HQ) — hybrid with periodic travel to U.S. offices

Company

KBKG LLC specializes in tax services including Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC‑DISC, etc. The company offers proprietary calculators and software tools and is a nationwide provider. Headquarters is in Pasadena, CA, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas / Fort Worth, TX; Houston, TX. Annual revenue ~\$50M; ~140 employees. Leadership : CEO Jason Melillo. CFO reports directly to CEO.

Opportunity

The CFO will be a strategic partner to the CEO, responsible for stewarding KBKG’s financial health and scaling infrastructure across a multi‑office, consultative services business. The CFO will also provide hands‑on leadership across select operational / shared‑services functions to ensure disciplined execution and data‑driven decision‑making nationwide.

Key Responsibilities

Strategic Finance & Leadership

  • Serve as a core member of the executive team, shaping strategy, OKRs, and long‑range planning for a ~\$50M, ~140‑person professional services organization.
  • Lead annual operating planning, multi‑year financial modeling, scenario planning, and capital allocation (organic growth, software initiatives, partnerships).
  • Partner with Practice Leaders (e.g., Cost Segregation, R&D, Energy Incentives, Transfer Pricing / IC‑DISC) to develop service‑line P&Ls, utilization targets, pricing strategies, and margin improvement playbooks.
  • Drive board / owner reporting packages and KPI dashboards; present insights and recommendations to executive leadership.

Accounting, Reporting & Controls

  • Oversee the Accounting function (GL, AP / AR, payroll, revenue recognition, close cadence) and ensure timely, accurate monthly / quarterly closes.
  • Own external audit / tax relationships; ensure GAAP compliance, robust internal controls, and risk management across multiple states and entities.
  • Implement and refine policies for revenue recognition on consulting engagements, WIP, labor capitalization, and project profitability tracking.

    • FP&A, Pricing & Performance Management

  • Build a high‑impact FP&A organization; improve forecasting accuracy, pipeline‑to‑revenue conversion visibility, and capacity planning (billable utilization, realization, and collection cycles).
  • Lead pricing / packaging analysis for core services and software offerings; support new product investments and go‑to‑market economics.
  • Create a unified KPI framework (e.g., bookings, backlog, realization %, DSO, cash conversion, gross margin by service line, contribution margin by office).

    • Operations Enablement (No COO in 2026)

  • Provide operational oversight of selected shared services (e.g., Finance / Accounting, FP&A, Procurement, possibly IT / Business Systems and Facilities) to ensure cross‑office execution and scalable processes.
  • Drive systems roadmap (ERP, PSA / engagement management, CRM, BI) and data governance; champion automation and standardization across offices.
  • Establish and facilitate a drumbeat of operational reviews to align executives, practice leaders, and office leaders.

    • Treasury, Compliance, & Risk

  • Manage cash, working capital, banking relationships, and debt facilities; optimize cash flow for growth investments and seasonality.
  • Ensure federal / state compliance, multi‑state nexus considerations, and insurance programs (E&O, cyber, general).

    • Team Leadership

  • Recruit, develop, and retain a high‑performing finance team; foster a culture of accountability, partnership, and continuous improvement.
  • Mentor emerging leaders across finance and adjacent operations functions.

    • Candidate Profile

    Experience

  • 12+ years total experience with 5+ years in senior finance leadership (CFO, VP Finance, Corporate Controller, or Head of FP&A) at professional services firms (preferred : tax, accounting, consulting, or adjacent B2B services / software).
  • Demonstrated success building FP&A, KPI systems, and scalable processes in multi‑office organizations.
  • Hands‑on experience with project‑based revenue, utilization / realization metrics, and DSO / collections improvement.
  • M&A integration and / or systems implementation (ERP / PSA / CRM / BI) experience strongly preferred.
  • Public accounting foundation and / or CPA a plus.

    • Skills & Attributes

  • Strategic operator comfortable toggling between the board deck and the build : modeling, systems, and process rigor.
  • Exceptional business partnering with practice leaders; strong pricing, margin analysis, and cash‑flow management skills.
  • Data‑driven mindset; fluency with dashboards and analytics to guide decisions.
  • High integrity, sound judgment, and a coaching‑oriented leadership style.
  • Excellent written and verbal communication skills.

    • Success Metrics (First 12–18 Months)

  • Reliable monthly close (≤5 business days) and accurate quarterly forecasts (variance ≤5–7%).
  • Unified KPI dashboard deployed across service lines and offices; clear accountability for utilization, realization, margin, and DSO.
  • Improved cash conversion cycle and working‑capital discipline (targeted DSO reduction).
  • Streamlined pricing / packaging guidance for major offerings with measurable margin lift.
  • Systems roadmap executed (e.g., ERP / PSA or major upgrades) and measurable automation wins.
  • Smooth operational cadence in the absence of a COO, with efficient cross‑office coordination.

    • Work Location & Travel

    Primary workplace is Pasadena, CA (HQ) with periodic travel to New York, Atlanta, Chicago, Dallas / Fort Worth, and Houston for leadership meetings and operational reviews. 10-15% travel.

    Compensation & Benefits

    California competitive base salary range of $250,000 to $350,000, performance‑based bonus, and comprehensive benefits. Equity / long‑term incentives commensurate with experience and impact.

    Apply

    Please submit your resume and a brief note on relevant experience optimizing finance / operations for multi‑office professional services organizations.

    #J-18808-Ljbffr

    Create a job alert for this search

    Chief Financial Officer • Pasadena, CA, United States

    Related jobs
    Chief Financial Officer

    Chief Financial Officer

    National Catholic Educational Association • Anaheim, CA, United States
    Full-time
    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 ar...Show more
    Last updated: 23 days ago • Promoted
    Chief Financial Officer

    Chief Financial Officer

    Career Movement • La Habra, CA, United States
    Full-time
    Our client is seeking an accomplished.This critical role will oversee all financial operations, ensuring the company’s financial health while driving strategic initiatives that support sustainable ...Show more
    Last updated: 30+ days ago • Promoted
    Chief Financial Officer (CFO)

    Chief Financial Officer (CFO)

    Avrek Law • Newport Beach, CA, US
    Full-time
    Quick Apply
    We are a high-performing, fast-growing personal injury law firm located in the heart of Newport Beach, dedicated to fighting for justice on behalf of injured clients. Our firm is known for exception...Show more
    Last updated: 17 days ago
    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    InsuranceJobs.com • Los Angeles (County), California, United States
    Full-time
    At Optavise, leadership is about creating opportunities for yourself and the people you develop.As a District Manager, you’ll have the freedom to grow your business, mentor new agents, and cr...Show more
    Last updated: 16 days ago • Promoted
    Chief Financial Officer

    Chief Financial Officer

    TradeJobsWorkForce • 90720 Los Alamitos, CA, US
    Full-time
    Chief Financial Officer Job Duties : Develops financial well-being of the organization by providing financ...Show more
    Last updated: 30+ days ago • Promoted
    Financial ManagerController

    Financial ManagerController

    Ulbrich Stainless Steels & Special Metals, Inc. • Westminster, California, USA
    Full-time
    Ulbrich Specialty Wire Products located in Westminster SC is seeking a.As a Financial Manager / Controller you will prepare annual budgets forecasts and year-end fiscal reports direct the divisions p...Show more
    Last updated: 21 days ago • Promoted
    Chief Commercial Officer

    Chief Commercial Officer

    Evolus • Newport Beach, CA, United States
    Full-time
    Evolus is a performance beauty company with a customer‑centric approach focused on delivering breakthrough products.We are seeking an experienced and driven Chief Commercial Officer to join our exe...Show more
    Last updated: 30+ days ago • Promoted
    Vice President, Opportunistic Credit — High-Impact Investments

    Vice President, Opportunistic Credit — High-Impact Investments

    PIMCO Europe Ltd. • Newport Beach, CA, United States
    Full-time
    A leading global investment firm is seeking a Vice President for its opportunistic credit team in Newport Beach.The role involves identifying and managing special situation investments in corporate...Show more
    Last updated: 16 hours ago • Promoted • New!
    Director, M&A Integration

    Director, M&A Integration

    Bosch Group • Los Angeles County, California, USA
    Full-time
    The Director of Merger and Acqusition Integration will lead the integration efforts following U.This person will also coordinate and track the implementation of the value creation plan defined with...Show more
    Last updated: 3 days ago • Promoted
    Chief Financial Officer

    Chief Financial Officer

    Bookman Consulting • Pico Rivera, CA, United States
    Full-time
    This range is provided by Bookman Consulting.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from Bookman Consulti...Show more
    Last updated: 22 hours ago • Promoted • New!
    Chief Strategy & Operating Officer

    Chief Strategy & Operating Officer

    Jefferson County • Lakewood, CA, United States
    Full-time
    As one of two deputy directors at JCPL, the Chief Strategy & Operating Officer plays a pivotal role in driving the organization’s financial health and strategic direction.This position is primarily...Show more
    Last updated: 9 days ago • Promoted
    CHIEF FINANCIAL OFFICER

    CHIEF FINANCIAL OFFICER

    City of Huntington Beach • Huntington Beach, CA, United States
    Full-time
    The City of Huntington Beach is seeking an exceptional leader with demonstrated expertise in public sector financial management principles. This finance professional will report to the Assistant Cit...Show more
    Last updated: 30+ days ago • Promoted
    Payroll Manager

    Payroll Manager

    Vaco by Highspring • Altadena, California, United States
    Permanent
    The Payroll Manager oversees all payroll operations to ensure accurate and timely processing for employees.This role manages payroll staff, maintains compliance with federal and state regulations, ...Show more
    Last updated: 9 days ago • Promoted
    Chief of Staff

    Chief of Staff

    Conexus • Santa Ana, CA, United States
    Full-time
    Our SaaS client is looking for a Chief of Staff who will support the CFO and be a strategic force for the executive team. This position will be a partner to the Finance, Strategy, and Operations Tea...Show more
    Last updated: 1 day ago • Promoted
    Sr Director, Technical Operations

    Sr Director, Technical Operations

    Best Formulations • Los Angeles County, California, USA
    Full-time
    Please no external recruiters • •.Founded in 1984 Best Formulations LLC a diversified nutraceutical and personal care company headquartered in City of Industry California is a contract manufacturer o...Show more
    Last updated: 14 days ago • Promoted
    Chief Financial Officer

    Chief Financial Officer

    ACG Cares • Anaheim, CA, United States
    Full-time
    Chief Financial Officer (Full-time, 12‑Month; Fractional Option Possible).Monday – Friday, occasional weekends and evenings. Business Office Staff, and other G&A departments as needed.Be a part of a...Show more
    Last updated: 30+ days ago • Promoted
    Chief Financial Officer

    Chief Financial Officer

    Servite High School • Anaheim, CA, United States
    Full-time
    Position Title : Chief Financial Officer (Full-time, 12-Month; Fractional Option Possible).Schedule : Monday – Friday, occasional weekends and evenings. Pay Range : $140,000 - $165,000 based on experie...Show more
    Last updated: 9 days ago • Promoted
    Office Cashier- Puente Hills

    Office Cashier- Puente Hills

    Surf City Nissan • Los Angeles County, California, USA
    Full-time
    Office Cashier Automotive Dealership.We are seeking a detail-oriented and reliable.The ideal candidate will have a strong understanding of basic accounting processes and excellent organizational s...Show more
    Last updated: 23 days ago • Promoted