CFO

CFO Opportunity at Optima Office

Want to work for a company that puts you first?! At Optima Office our people are the most important asset. Optima Office was voted as a Best Place to Work since 2020 by the San Diego Business Journal, as well as fastest growing company by Inc 5000!! Let us show you why!

Optima Office is a female owned company that provides Outsourced Accounting, CFO and COO services along with Human Resources Support. We serve over 300 companies across the United States but are mostly focused on the West Coast. We are a fast-growing company who continues to add clients and team members at a steady pace. In 2022 we were the 10th fastest growing company in San Diego.

Our vision as a company is to have the highest retention with our clients and employees in the industry. Happy Staff = Happy Clients has been our founder's motto for a decade. Half of the company's profits get out as bonuses to the team and for fun company events.

We have a huge emphasis on work-life balance and provide a flexible environment which allows our team to choose their own schedule. Over half of our 100 employees are working parents who value flexibility and family time.

What to Expect Starting at Optima Office as a CFO...

• Flexibility – you will be paired with clients that allow you to work the hours you prefer.
• Work/Life Balance – whether you're spending time with family or enjoying a new hobby, we believe a healthy work/life balance is beneficial for both our consultants and our clients. We believe in optimizing our time at work so that we can spend quality time with our friends and family outside of the office.
• You Come First – we are passionate about setting our consultants up for success. We have a career development program along with a robust training platform.
• Purpose Driven – we enjoy partnering with like minded clients. Our client's values tend to line up directly with our own, making for a unique partnership with mutual benefits.

Optima Office is the place for you if…

• You are adaptable - you can adjust on the fly and welcome diverse clients.
• You are technically strong – you have experience in accounting, finance or HR and can be relied upon by colleagues and clients for accurate and timely work. A variety of industry and software experience is considered a huge plus, but not required for staff level positions. We certainly welcome subject matter experts at the more senior levels.
• You are a pro-active communicator who has a sense of urgency with response time.
• You are kind and collaborative – you are a team player who works well with others.
• You are a self-starter – you take initiative and are proactive in accomplishing your goals.

An Optima Office CFO is a key business partner of our client's Chief Executive Officer or business owner, providing strategic financial support for their business on part-time basis. The CFO is contracted for specific, strategic financial support for either a defined project or on-going services. They are typically highly skilled professionals with backgrounds that span multiple decades of financial and operational experience.

They become an integrated part of the management team, bringing stronger financial understanding to the client. This position plays a pivotal role in client management and communication and will manage other Optima Office accounting and finance staff.

Responsibilities & Duties:

• Oversee preparation of month-end, quarter-end, and year-end financial statements.
• Review all month-end closing activities including general ledger maintenance, balance sheet reconciliations and overhead cost allocation.
• Enhance and implement financial and accounting systems, processes, tools, and control systems.
• Serve as a key point of contact for external auditors; manage preparation and support of all external audits.
• Oversee budgets and cash flow planning and communicate availability of funds, as needed.
• Oversee financing strategies and activities, as well as banking relationships.
• Develop and utilize forward-looking, predictive models and activity-based financial analysis to provide insight into the organization's operations and business plans.
• Promote efficient accounting and financial…