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Chief Financial Officer

Carlsbad, CA 92008

Posted: 11/18/2025 Job Titles: FIN - Chief Financial Officer Job Number: 5629 Pay Rate: 400,000

Job Description

Chief Financial Officer - OnSite - Northern San Diego - $350-425k plus bonus

Our client is a truly global company with diverse operations throughtout the world including India, Dubai, Asia and Europe.  

We have been retained by executive leadership in their search for their Chief Financial Officer due to a pending retirement.  This position will report to the CEO and will have intimate contact with the organization's Board of Governors.

CLIENT PROFILE & HISTORY                 POSITION SUMMARY & REQUIREMENTS
Our client is seeking a Senior Vice President and Chief Financial Officer (“CFO”) to lead its global financial strategy and operations. This executive role involves overseeing finance functions across multiple international locations, supporting both non-profit and for-profit entities, and ensuring compliance with legal and tax requirements. The CFO also oversees Global Procurement, Real Estate, and Facilities.

Role and Reporting: The CFO reports directly to the President and CEO. The role is an officer position with significant interaction with its Board of Governors. The CFO will have a day-to-day, ongoing impact on company operations, helping to analyze, strategize, and grow the company's financial position and operations.

Key Responsibilities: Responsibilities include overseeing all finance functions including Financial Reporting, Accounting and Control, Investments and Treasury, Financial Planning and Analysis, Budgeting, Tax, Insurance; and international finance operations. The role is also responsible globally for Real Estate, Facilities, Security and Procurement.

International Scope: International finance experience is critical to the role. The CFO advises on finance and accounting of its affiliates, manages multi-country audits, tax matters, including multi-currency transactions, including dividends and royalties. The position oversees finance staff in multiple countries.

Financial Reporting, Planning and Analysis: The role includes responsibility for financial reporting internal control, audit oversight, tax reporting, and maintaining relationships with external auditors, financial institutions (banks and investments) and tax advisors.
 
  • The role monitors and evaluates the progress of the organization toward meeting its financial goals; and adjusts objectives, work plans, schedules, and commitment of resources and prepares detailed reports for board meetings and management team.
  • Oversees oversight all financial reporting including Board financial reports, annual audit results and US and foreign tax reports. Provides monthly financial information to management teams and the Board of Governors. 
  • Monitor business performance with tracking tools, establish corrective measures as needed,
  • Oversees and directs the preparation and issuance of the corporation's annual financial reports. Ensures business activities are financially managed so as to be prudent, effective, efficient, and legally compliant with non-profit regulations as well as ensuring that the organization's for profit entities that are compliant with all appropriate tax and other statutory requirements.
  • Coordinates development of annual operating, capital, and program budgets, as well as reporting for the same. Collaborate with senior managers to efficiently develop budget proposals, provide access to project finance information.
  • Develops and implements the best practices and tools to ensure a well-controlled yet flexible organization that has strong fiscal management, project coordination, cross-team communications, and workflows.
  • Ensure compliance with national and local financial requirements by studying existing and new legislation and tax laws and taking appropriate action.

Financing, Treasury Management, and Investments: The CFO manages the investment funds of the organization, its investment policies, oversees its retirement plans, insurance and banking relationships. The role:
 
  • Manage investment of surplus funds, preservation of Institute assets and oversees 401(k) and 457(b) retirement plans.
  • Oversees and maintains responsibility for the administration of the Institute's retirement, insurance, and risk management programs.
  • Directs the treasury function in activities such as custodian of funds, securities, and assets of the organization.
  • Establishes and maintains contacts with financial institutions that manage the institute’s investments and cash.
  • Ensuring cash flow is compatible with operations.
  • Performs risk management through analysis of company liabilities and investments and evaluating and managing capital and reserve structures.
  • Support Business Growth and Cost Structure: Supports analysis of new revenue and business partnering opportunities, economic trends, analyze internal operations, and identify areas for cost reduction and process enhancement.


Procurement: Oversees the Director, Global Procurement which actively manages all external contracts with third party vendors, including working with IT and other functions. Spend encompasses direct and indirect expenditures, operational and capital, at both domestic and international levels.

Global Real Estate and Facilities: Oversees all global real estate and faclities with Vice President responsible for these areas reporting to the CFO. Projects include, among others, lease renegotiations, construction of new facilities and other property projects.

Supervisory Role: The CFO directly manages six direct reports and approximately 40 U.S. based finance employees, plus international finance staff and others in procurement, facilities, and security, through either direct or matrix management, with authority over hiring and performance management.



Qualifications, Skills, and Attributes: Candidates should have experience in financial reporting, international tax knowledge, working with boards, managing insurance programs and investments, polished presentation skills, and be willing to travel. The following key attributes are important to the role:
 
  • CPA or equivalent; Prefer “Big four” training / experience.
  • Minimum ten years’ experience outside the accounting profession working in mid-market organizations; including working with operations on business and corporate development initiatives.
  • Ideally not-for-profit experience as well as for-profit experience.
  • Significant international experience; ideally to include India.
  • Financial reporting experience.
  • International tax knowledge and ability to understand complex tax challenges, interaction of corporate taxes and withholding taxes; and different financial operating models. Be able to use such knowledge for tax planning.
  • Experience of working with and presenting to a Board.
  • Experience of managing investments; banking; insurance; cash management; foreign currency.
  • Exceptional verbal, written, and visual communication skills. Be a “polished presenter” and experience of presenting on multiple topics and projects.
  • Excellent leadership skills, with steadfast resolve and personal integrity

OTHER REQUIREMENTS

Travel:  International and domestic travel will be required for this role.


 

Job Requirements

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Meet Your Recruiter

Jennifer Hannigan, CPA
Founder & Chief Executive Officer

A former Big Four CPA and top five performer for a national staffing agency, Jennifer Hannigan founded Alliance Resource Group in 2003. Jennifer’s vision was to merge the high touch, consultative approach of retained search with the urgency and extensive network of contingency recruiting. Alliance realized that vision and quickly earned a reputation as a trusted adviser to hundreds of public and private organizations – from Fortune 500 companies to pre-revenue startups. The firm grew rapidly, and in 2024, Jennifer launched a national Private Equity & Family Office Solutions Division. Today, Alliance is the go-to recruiting agency for challenging finance and accounting searches across Southern California and beyond. Alliance’s extensive network reaches across the United States, and Alliance has been recognized dozens of times by the industry for exceptional outcomes in both talent and client services.

Jennifer is a subject matter expert in employment and human capital trends. She is active in the community and has served on the Board of Directors for the Association for Corporate Growth, the Dean’s Advisory Council for the Orfalea College of Business for Cal Poly at San Luis Obispo, the National League of Young Men, and numerous charities for women, children and the arts.

Jennifer is a mother of triplets plus two and a Summa Cum Laude graduate of California Polytechnic State University at San Luis Obispo. Her one true obsession – Star Wars – is displayed in the pop art on the walls of Alliance's corporate headquarters.

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About Carlsbad, CA

Start your next chapter in scenic Carlsbad, California! Known for its stunning beaches, year-round sunshine, and vibrant cultural scene, Carlsbad offers a truly unique backdrop for career growth. Imagine working in this coastal paradise, with attractions like Legoland California Resort, the Flower Fields, and the historic Leo Carrillo Ranch adorning your commute. Enjoy exploring local art galleries, catching a play at the New Village Arts theater, or cheering on the San Diego Legion rugby team at Torero Stadium. With numerous parks, hiking trails, and top-rated golf courses nearby, Carlsbad provides the perfect work-life balance. Let our job listings connect you with exciting opportunities in this dynamic region – where every day feels like a vacation!

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