Talley LLP · 4 hours ago
Chief Financial Officer
Los Angeles, CA
Full-time
Onsite
Director/Executive
10+ years expTalley LLP is representing a well-established, privately held services organization seeking a Chief Financial Officer (CFO) to guide its next phase of expansion. The CFO will be responsible for the overall financial strategy, operational performance, and fiscal stewardship of the organization, leading all financial functions while partnering with ownership and operational leaders.
ConsultingFinancial ServicesProfessional Services
Hiring Manager
Daniel Proia
Responsibilities
Develop and execute the company’s financial strategy aligned with organizational growth objectives
Serve as a trusted advisor to ownership and executive leadership on financial performance, risk, and strategic decisions
Provide financial modeling, analysis, and insights to support business expansion, contract opportunities, and operational investments
Lead annual budgeting, rolling forecasts, and long-range financial planning
Deliver accurate and timely management reporting, KPIs, and performance dashboards
Analyze trends in revenue, margins, labor, and operating costs to drive profitability improvements
Oversee all accounting functions, including general ledger, close process, financial reporting, and internal controls
Ensure compliance with GAAP and regulatory requirements
Review monthly, quarterly, and annual financial statements
Manage cash flow, liquidity planning, and working capital optimization
Oversee banking relationships, credit facilities, debt management, and capital structure
Evaluate financing strategies to support growth initiatives
Strengthen internal controls, policies, and financial governance practices
Oversee audits, tax compliance, and regulatory reporting
Mitigate financial and operational risks across multiple locations
Lead, mentor, and develop the finance and accounting team, including Controller and Assistant Controller functions
Foster a culture of accountability, collaboration, and continuous improvement
Implement scalable processes and systems to support company growth
Collaborate cross-functionally with operations, HR, and leadership to align financial strategy with business needs
Support contract pricing, vendor negotiations, and operational efficiency initiatives
Provide financial support for acquisitions, integrations, and new market opportunities
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field (required)
10–15+ years of progressive finance and accounting leadership experience
Prior experience as Controller, VP of Finance, or CFO in a multi-entity or multi-location organization
Strong knowledge of GAAP, financial controls, and regulatory compliance
Experience managing audits, tax strategy, treasury, and banking relationships
Demonstrated success leading and developing finance teams
Advanced financial modeling and analytical capabilities
ERP/accounting systems proficiency and advanced Excel skills
Excellent communication and executive presentation skills
Strategic thinker with a hands-on, roll-up-your-sleeves leadership style
Preferred
CPA or MBA strongly preferred
Company
Talley LLP
Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lee R.
Functional CFO
Matthew Talley
Partner
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