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Chief Financial Offcier

Laguna Beach, CA 92607

Posted: 06/10/2024 Job Titles: FIN - Chief Financial Officer Job Number: 5148 Pay Rate: 150,000

Job Description

We are a privately held family business with an annual revenue of approximately $10 million, our company is dedicated to providing unique investment opportunities to our clients. Located in a beautiful Orange County California office situated on the beach, we are seeking an experienced and motivated Chief Financial Officer (CFO) to join our team and play a pivotal role in our continued success.
Position Overview:
As the CFO of our small yet dynamic company, you will be responsible for overseeing all financial aspects of the business. You will work closely with the leadership team to drive financial strategy, ensure accurate financial reporting, and contribute to the company's growth and profitability. Your expertise will be instrumental in making strategic decisions that align with our mission and objectives.
Key Responsibilities:
  • Develop and execute financial strategies that support the company's growth and enhance profitability.
  • Prepare and present accurate financial statements, reports, and analyses to the executive team and stakeholders.
  • Provide strategic recommendations based on financial analysis and projections.
  • Monitor cash flow, manage budgets, and ensure effective working capital management.
  • Oversee the financial aspects of our diverse investment portfolio, including collectibles and wineries.
  • Evaluate investment opportunities and conduct financial due diligence on potential acquisitions or ventures.
  • Ensure compliance with accounting standards, tax regulations, and legal requirements.
  • Manage banking relationships, negotiations, and credit facilities.
  • Supervise the accounting team, providing leadership, mentorship, and professional development.
  • Participate in executive meetings and contribute to overall business strategy discussions.
  • Drive process improvements within the finance department and across the organization.
  • Stay updated on industry trends, economic developments, and relevant regulations that may impact the business.
  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field (MBA preferred).
  • CPA (Certified Public Accountant) designation is a plus.
  • Proven experience (at least 8-10 years) as a CFO or similar financial leadership role in a small to mid-sized company, preferably in alternative investments or related industries.
  • Strong financial analysis, modeling, and forecasting skills.
  • Experience with Sage or Great Plains accounting software is a plus but not required.
  • Excellent understanding of financial regulations, compliance, and reporting.
  • Strategic thinker with the ability to translate financial data into actionable insights.
  • Effective communication skills to present complex financial information to non-financial stakeholders.
  • Leadership and team management experience.
  • Highly organized with attention to detail and accuracy.
  • Adaptability and a proactive approach to problem-solving.
  • Ability to thrive in a dynamic and fast-paced environment.
  • Resides in or willing to relocate to Orange County, California.
  • Work in a stunning Orange County office located on the beach, providing an inspiring and relaxing environment.
  • Join a close-knit team of professionals who are passionate about alternative investments.
  • Opportunity to contribute to the growth and direction of a family-owned business.
  • Competitive compensation package, including salary, benefits, and potential performance-based bonuses.
If you are an experienced financial leader who thrives in a dynamic environment and has a passion for alternative investments, we encourage you to apply. Join us in shaping the financial future of our unique family business.


Job Requirements


Meet Your Recruiter

Dean Gavello, MBA
Director, Executive Search

Dean began working in the staffing industry 25 years ago, which makes him Alliance Resource Group’s most seasoned recruiter. He joined ARG in 2016 after successfully owning and operating his own firm, The Bennett Group, for many years. What makes Dean such a great recruiter is his ability to find the true strengths in people. To Dean everybody is blessed and everybody shines. Dean is especially talented at matching candidates to the right jobs.

Born and raised in Connecticut, Dean got his undergraduate degree from University of Connecticut and an MBA from University of Massachusetts. A father of four, Dean and his wife, Toni, also share their home with a dog, two cats and a fish named Blue. If Dean had a free day he would go for the hat trick — fishing for yellowtail in the morning, a twilight round of golf followed by playing in a poker tournament. Boom!

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About Laguna Beach, CA

Explore exciting job opportunities in Laguna Beach, California! This vibrant coastal town offers a perfect blend of career growth and relaxed beach-town lifestyle. Imagine advancing your career while enjoying breathtaking sunsets at Main Beach, exploring the captivating art galleries along Gallery Row, and savoring delicious seafood at local eateries like Nick's Laguna Beach. From the renowned Pageant of the Masters to the scenic Heisler Park, Laguna Beach boasts a cultural richness and natural beauty that make it an enticing place to start or further your career. Don't miss out on the chance to work and thrive in this enchanting seaside community!