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Chief Financial Officer
Chief Financial OfficerKBKG • Pasadena, CA, United States
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Chief Financial Officer

Chief Financial Officer

KBKG • Pasadena, CA, United States
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Location : Pasadena, CA (HQ) — hybrid with periodic travel to U.S. offices

Reports to : Chief Executive Officer (CEO)

Company : KBKG LLC (Specialized tax services : Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC-DISC, and related software)

About KBKG

KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs, including Cost Segregation, Research & Development (R&D) Tax Credits, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, and employee retention credit services. We also offer proprietary calculators and software tools that support these services.

Our headquarters is in Pasadena, California, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas / Fort Worth, TX; Houston, TX.

Scale : ~$50M annual revenue; ~140 employees.

Leadership : CEO Jason Melillo. The CFO reports directly to the CEO.

The Opportunity

The 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. The CFO will also provide hands‑on leadership across select operational / shared‑services functions to ensure disciplined execution and data‑driven decision‑making nationwide.

Key Responsibilities

Strategic Finance & Leadership

  • 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.

Accounting, Reporting & Controls

  • 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.

    • FP&A, Pricing & Performance Management

  • 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).

    • Operations Enablement (No COO in 2026)

  • 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.

    • Treasury, Compliance, & Risk

  • 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.

    • Candidate Profile

    Experience

  • 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.
  • Hands‑on experience with project‑based revenue, utilization / realization metrics, and DSO / collections improvement.
  • M&A integration and / or systems implementation (ERP / PSA / CRM / BI) experience strongly preferred.
  • Public accounting foundation and / or CPA a plus.

    • Skills & Attributes

  • 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.

    • Success Metrics (First 12–18 Months)

  • Reliable monthly close (=5 business days) and accurate quarterly forecasts (variance =5–7%).
  • Unified KPI dashboard deployed across service lines and offices; clear accountability for utilization, realization, margin, and DSO.
  • Improved cash conversion cycle and working‑capital discipline (targeted DSO reduction).
  • Streamlined pricing / packaging guidance for major offerings with measurable margin lift.
  • Systems roadmap executed (e.g., ERP / PSA or major upgrades) and measurable automation wins.
  • Smooth operational cadence in the absence of a COO, with efficient cross‑office coordination.

    • Work Location & Travel

    Primary workplace is Pasadena, CA (HQ) with periodic travel to New York, Atlanta, Chicago, Dallas / Fort Worth, and Houston for leadership meetings and operational reviews. 10‑15% travel.

    California competitive base salary range of $250,000 to $350,000, performance‑based bonus, and comprehensive benefits. Equity / long‑term incentives commensurate with experience and impact.

    Apply

    Please submit your resume and a brief note on relevant experience optimizing finance / operations for multi‑office professional services organizations.

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