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KBKG - Tax Credits, Incentives & Cost Recovery · 2 days ago

Chief Financial Officer

Pasadena, CA

Full-time

Hybrid

Director/Executive

$250K/yr - $350K/yr

12+ years exp

KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs. The Chief Financial Officer (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.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

Hiring Manager

Katherine Markgraf

Responsibilities

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

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

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)

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

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)

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

Qualification

Financial modelingFP&A leadershipTax complianceCash flow managementKPI developmentM&A integrationERP implementationBusiness partneringData-driven mindsetTeam leadershipCommunication

Required

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

Experience in finance and taxation

Hands-on experience with project-based revenue, utilization/realization metrics, and DSO/collections improvement

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