Chief Financial Officer – Direct Hire | Orange County, CA

A well-known, privately held multi-location company is seeking a strategic, hands-on CFO to partner with the executive team and drive disciplined growth. This role owns all financial functions and requires strong Financial Planning experience, M&A experience, and the ability to navigate the complexity of geographically dispersed retail and wholesale operations.

Key Responsibilities

Strategic partner to the CEO, providing insight to support growth, profitability, and long-term value creation
Lead enterprise financial planning, forecasting, budgeting, and long-range modeling
Develop and execute a scalable financial strategy aligned with aggressive organic and inorganic growth goals
Oversee multi-location performance including unit economics, margin optimization, and working capital efficiency
Design and monitor KPIs and reporting across retail and distribution channels
Maintain strong cost controls while enabling growth investment
Lead all M&A activity including valuation, due diligence, deal structuring, and post-close integration
Manage banking relationships, credit facilities, and capital strategy
Prepare board materials, investment memos, and financial analyses
Oversee accounting, financial reporting, tax, treasury, and internal controls
Ensure timely GAAP-compliant financials and a strong governance and audit framework
Serve as executive owner of the ERP platform, driving optimization, reporting automation, and scalability across entities; implementation or upgrade experience a plus
Lead and develop a finance team of 8–10 across accounting

Qualifications

Proven CFO or senior finance leader in a multi-location retail/distribution environment
Track record scaling through significant revenue growth ($100M+ to $300M+)
Strong M&A and transaction experience with a deal-savvy, growth mindset
Hands-on ERP experience in a complex, multi-entity environment; implementation or system upgrade experience preferred
Solid grasp of unit economics, inventory-driven businesses, and working capital management
CPA and/or MBA preferred; exceptional modeling and communication skills
Hands-on, high-integrity operator comfortable in a fast-paced, growth-oriented environment

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Chief Financial Officer