Key Responsibilities
We are seeking a strategic, hands-on Chief Financial Officer to partner with the executive team in scaling a multi-location retail and distribution platform. This is a DIRECT HIRE opportunity available for a well-known privately held company based in Orange County! The CFO will lead all financial functions, drive disciplined growth, support M&A and capital initiatives, and build a high-performing finance organization. This role requires a strong operator mindset, deep systems expertise (NetSuite), and experience navigating the complexities of geographically dispersed locations with both retail and wholesale revenue streams.
Financial Leadership & Strategy
- Serve as a trusted strategic partner to the CEO and Board, providing financial insight to support growth, profitability, and long-term value creation
- Develop and execute a scalable financial strategy aligned with aggressive organic and inorganic growth objectives
- Lead enterprise-level financial planning, forecasting, budgeting, and long-range modeling
Operational Finance & Performance Management
- Oversee multi-location financial performance, including unit economics, margin optimization, pricing discipline, and working capital efficiency
- Design and monitor KPIs, dashboards, and performance reporting across retail and distribution channels
- Ensure strong cost controls while supporting growth investments
M&A, Capital Markets & Deal Execution
- Lead all aspects of mergers, acquisitions, and integration efforts, including valuation, due diligence, deal structuring, and post-close execution
- Support capital strategy including banking relationships, credit facilities, and potential equity transactions
- Prepare board-level materials, investment memoranda, and financial analyses
Accounting, Controls & Compliance
- Oversee accounting, financial reporting, tax, treasury, and internal controls
- Ensure timely, accurate financial statements in accordance with GAAP
- Strengthen governance, risk management, and audit processes appropriate for a scaled enterprise
Systems & Data
- Act as executive owner of NetSuite ERP, driving optimization, reporting automation, and scalability across locations and entities
- Leverage data and systems to improve visibility, decision-making, and operational discipline
Team Leadership
- Lead and mentor a finance organization of 8–10 professionals across accounting, FP&A, and related functions
- Establish a high-performance culture with clear accountability, development paths, and succession planning
Qualifications & Experience
- Proven CFO or senior finance leadership experience in a multi-location retail and distribution environment
- Demonstrated success scaling a company through significant revenue growth (ideally $100M+ to $300M+)
- Strong M&A and transaction experience; highly deal-savvy with a growth mindset
- Deep expertise with NetSuite ERP in a complex, multi-entity environment
- Strong understanding of unit-level economics, inventory-driven businesses, and working capital management
- Exceptional financial modeling, analytical, and communication skills
- Bachelor’s degree in Finance, Accounting, or related field; CPA and/or MBA preferred
Personal Attributes
- Strategic thinker with a hands-on, roll-up-your-sleeves approach
- Commercially minded, growth-oriented, and comfortable operating in a fast-paced environment
- High integrity, sound judgment, and ability to handle sensitive and confidential matters
