Chief Financial Officer

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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)

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 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.

• 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.

• 12+ years total experience with 5+ years in senior finance leadership (CFO, VP Finance,…