Chief Financial Officer

Chief Financial Officer - Direct Hire | Orange County, CA

A well-known, privately held multi-location company is seeking a strategic, hands-on CFO to partner with the executive team and drive disciplined growth. This role owns all financial functions and requires strong Financial Planning experience, M&A experience, and the ability to navigate the complexity of geographically dispersed retail and wholesale operations.

Key Responsibilities

• Strategic partner to the CEO, providing insight to support growth, profitability, and long-term value creation
• Lead enterprise financial planning, forecasting, budgeting, and long-range modeling
• Develop and execute a scalable financial strategy aligned with aggressive organic and inorganic growth goals
• Oversee multi-location performance including unit economics, margin optimization, and working capital efficiency
• Design and monitor KPIs and reporting across retail and distribution channels
• Maintain strong cost controls while enabling growth investment
• Lead all M&A activity including valuation, due diligence, deal structuring, and post-close integration
• Manage banking relationships, credit facilities, and capital strategy
• Prepare board materials, investment memos, and financial analyses
• Oversee accounting, financial reporting, tax, treasury, and internal controls
• Ensure timely GAAP-compliant financials and a strong governance and audit framework
• Serve as executive owner of the ERP platform, driving optimization, reporting automation, and scalability across entities; implementation or upgrade experience a plus
• Lead and develop a finance team of 8-10 across accounting

Qualifications

• Proven CFO or senior finance leader in a multi-location retail/distribution environment
• Track record scaling through significant revenue growth ($100M+ to $300M+)
• Strong M&A and transaction experience with a deal-savvy, growth mindset
• Hands-on ERP experience in a complex, multi-entity environment; implementation or system upgrade experience preferred
• Solid grasp of unit economics, inventory-driven businesses, and working capital management
• CPA and/or MBA preferred; exceptional modeling and communication skills
• Hands-on, high-integrity operator comfortable in a fast-paced, growth-oriented environment