FORTIS Resource Partners is a boutique recruiting firm supporting successful companies in Southern California.

Our client is seeking an experienced Chief Financial Officer to join their dynamic Leadership Team.

EMPLOYMENT TYPE: Full-Time Direct Hire

WORK MODEL: Hybrid

BENEFITS: 401k, Medical, Dental, and Vision coverage

COMPENSATION: Starting at $175k + potential Stock Options

Location: Orange County, CA

The Opportunity

Our client, an established, publicly traded organization operating within a complex, product-driven environment is seeking a Chief Financial Officer to join its dynamic executive leadership team. This role will be instrumental in elevating financial operations, enhancing reporting capabilities, and building the infrastructure needed to support continued growth.

This is a hands-on leadership position for someone who can operate both strategically and tactically, bringing structure, visibility, and scalability to the finance function while partnering closely with operations and executive leadership.

A key mandate will be modernizing financial processes and creating tighter alignment between core business functions and financial reporting through improved systems, automation, and cross-functional integration.

Transition support will be provided to ensure continuity across reporting and finance operations.

What Sets This Role Apart:

High-impact leadership role with direct influence on business performance and scalability
Opportunity to modernize and shape the finance function
Visible partnership with executive leadership and board stakeholders
Environment that values both strategic thinking and hands-on execution

What You’ll Own:

Finance & External Reporting

Lead all aspects of financial reporting, including the preparation and review of monthly, quarterly, and annual results, ensuring accuracy, timeliness, and alignment with U.S. GAAP
Oversee public company reporting requirements, including SEC filings (10-K, 10-Q, 8-K), while serving as the primary point of contact for external auditors and advisors
Apply strong technical accounting expertise to complex transactions, policy development, and ongoing refinement of accounting practices
Elevate the overall quality, consistency, and transparency of financial reporting to support executive decision-making and external stakeholders

Strategic Finance & Business Partnership

Partner with executive leadership to drive financial strategy, including budgeting, forecasting, and long-term planning initiatives
Translate financial and operational data into meaningful insights around profitability, cost drivers, inventory performance, and capital allocation
Monitor and optimize key metrics such as cash flow, working capital, and margins across product lines and business segments
Support board reporting, investor communications, and strategic initiatives with clear, data-driven analysis

Operational Finance, Systems & Process Transformation

Lead the modernization of accounting and finance systems, with a focus on improving ERP utilization, data integrity, and cross-functional visibility
Design and implement more efficient, scalable workflows across purchasing, inventory, manufacturing, and revenue cycles
Identify and execute opportunities to automate routine accounting activities, reducing manual processes and increasing accuracy and speed
Build and standardize best practices, policies, and SOPs that create a more structured, systems-driven finance environment

Team Leadership & Capability Building

Mentor, develop, and elevate a small accounting team, strengthening both technical capabilities and overall performance
Establish clear roles, expectations, and accountability across the function while fostering a collaborative and solutions-oriented culture
Provide hands-on leadership where needed, balancing strategic oversight with day-to-day engagement
Build a finance organization that can scale effectively without a proportional increase in headcount

Governance, Controls & Compliance

Strengthen internal controls across financial and operational processes to ensure accuracy, consistency, and risk mitigation
Ensure ongoing compliance with public company standards, regulatory requirements, and audit expectations
Improve documentation, policy alignment, and process discipline to support audit readiness and long-term sustainability

What You Bring

8-10+ years of progressive experience in accounting and finance leadership roles
Strong technical accounting foundation with deep knowledge of U.S. GAAP and financial reporting
Experience in a publicly traded environment or direct exposure to SEC reporting (10-K, 10-Q, etc.)
Proven experience leveraging ERP systems to lead implementations, optimize workflows, and drive scalable process improvements and automation
Background in manufacturing or inventory-driven environments (preferred)
Demonstrated ability to build, standardize, and improve accounting processes, controls, and SOPs
Experience mentoring and developing accounting teams in a hands-on environment
CPA designation (preferred)
Experience in small to mid-sized or growth-oriented organizations (preferred)

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