Chief Financial Officer

Robert Half • Full-time • Remote (California, United States, US) • $200k - $280k / year • 4w ago

A leading technology consulting firm is seeking a Chief Financial Officer to join their organization. This person will own the finances end-to-end and serve as a strategic partner to the President and leadership team. This is a hands-on leadership role in a fast-paced, growing organization: you'll establish the budget, forecast cash flow against our sales pipeline, manage treasury, and run day-to-day accounting — AP, AR, and collections.

You'll also help steer two of the most important moves in our company's future — our transition to an Employee Stock Ownership Plan (ESOP) and our international expansion. The role reports to the President and can be structured as full-time or fractional, depending on the right candidate.

Responsibilities

Financial Planning & Analysis-

Establish, own, and manage the company's annual budget
Build cash flow forecasts aligned with the sales pipeline
Lead treasury management and banking relationships
Oversee employee and business expenses

Accounting Operations-

Oversee Accounts Payable, Accounts Receivable, and collections
Run financial operations in QuickBooks Online and integrate it with Microsoft Dynamics CRM
Own Sales & Use Tax compliance for our CSP (Cloud Solution Provider) licensing business
Maintain clean, audit-ready books and a timely monthly close

Strategic Initiatives-

Help lead the company's transition to an Employee Stock Ownership Plan (ESOP)
Structure and support the finances behind international expansion
Partner with the President and leadership team on long-range financial strategy

Qualifications

10+ years in senior financial leadership roles within fast-paced, growing organizations of 100+ employees
Hands-on experience with QuickBooks Online, including integrating it with Microsoft Dynamics CRM
Deep expertise across budgeting, AP/AR, collections, cash flow forecasting, and treasury
Demonstrated experience helping an organization transition to an ESOP (required)