Chief Financial Officer (CFO)

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

Reports to: Chief Executive Officer (CEO)

Company: KBKG LLC (Specialized tax services: Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC-DISC, and related software)

About KBKG

KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs, including Cost Segregation, Research & Development (R&D) Tax Credits, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, and employee retention credit services. We also offer proprietary calculators and software tools that support these services.

Our headquarters is in Pasadena, California, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas/Fort Worth, TX; Houston, TX.

Scale: ~$50M annual revenue; ~140 employees.

Leadership: CEO Jason Melillo. The CFO reports directly to the CEO.

The 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.

KBKG - Tax Credits, Incentives & Cost Recovery

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