BBSI Santa Ana · 1 month ago
Chief Financial Officer
LA Metro Area
Full-time
Onsite
Director/ExecutiveBBSI Santa Ana is a well-known privately held company based in Orange County seeking a strategic Chief Financial Officer to partner with the executive team in scaling their multi-location retail and distribution platform. The CFO will lead all financial functions, drive disciplined growth, and support M&A and capital initiatives while building a high-performing finance organization.
Hiring Manager
Phillip Warda
Responsibilities
Serve as a trusted strategic partner to the CEO and Board, providing financial insight to support growth, profitability, and long-term value creation
Develop and execute a scalable financial strategy aligned with aggressive organic and inorganic growth objectives
Lead enterprise-level financial planning, forecasting, budgeting, and long-range modeling
Oversee multi-location financial performance, including unit economics, margin optimization, pricing discipline, and working capital efficiency
Design and monitor KPIs, dashboards, and performance reporting across retail and distribution channels
Ensure strong cost controls while supporting growth investments
Lead all aspects of mergers, acquisitions, and integration efforts, including valuation, due diligence, deal structuring, and post-close execution
Support capital strategy including banking relationships, credit facilities, and potential equity transactions
Prepare board-level materials, investment memoranda, and financial analyses
Oversee accounting, financial reporting, tax, treasury, and internal controls
Ensure timely, accurate financial statements in accordance with GAAP
Strengthen governance, risk management, and audit processes appropriate for a scaled enterprise
Act as executive owner of NetSuite ERP, driving optimization, reporting automation, and scalability across locations and entities
Leverage data and systems to improve visibility, decision-making, and operational discipline
Lead and mentor a finance organization of 8–10 professionals across accounting, FP&A, and related functions
Establish a high-performance culture with clear accountability, development paths, and succession planning
Qualification
Required
Proven CFO or senior finance leadership experience in a multi-location retail and distribution environment
Demonstrated success scaling a company through significant revenue growth (ideally $100M+ to $300M+)
Strong M&A and transaction experience; highly deal-savvy with a growth mindset
Deep expertise with NetSuite ERP in a complex, multi-entity environment
Strong understanding of unit-level economics, inventory-driven businesses, and working capital management
Exceptional financial modeling, analytical, and communication skills
Bachelor's degree in Finance, Accounting, or related field
Strategic thinker with a hands-on, roll-up-your-sleeves approach
Commercially minded, growth-oriented, and comfortable operating in a fast-paced environment
High integrity, sound judgment, and ability to handle sensitive and confidential matters
Preferred
CPA and/or MBA
Company
BBSI Santa Ana
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase