Chief Financial Officer

Chief Financial Officer (CFO)

Location:

Pasadena, CA (HQ) — hybrid with periodic travel to U.S. offices

Company

KBKG LLC specializes in tax services including Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC‑DISC, etc. The company offers proprietary calculators and software tools and is a nationwide provider. Headquarters is in Pasadena, CA, with additional offices in New York, NY;
Atlanta, GA;
Chicago, IL;
Dallas/Fort Worth, TX;
Houston, TX. Annual revenue ~ 50M; ~140 employees. Leadership: CEO Jason Melillo. CFO reports directly to CEO.

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).

Team Leadership

• 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…