Private Client CFO & Strategy Lead
Colorado Railroad Museum
Eide Bailly is seeking a seasoned Private Client Solutions leader in Los Angeles to manage day-to-day financial operations for high-net-worth families and multi-entity structures. You will oversee a team of accounting professionals, deliver real-time insights, and partner with clients to optimize budgeting and cash flow. The role emphasizes leveraging technology, maintaining accuracy, and providing strategic advisory services across accounting and reporting for long-term client success. #J-18808-Ljbffr Colorado Railroad Museum
- ...Summary and Responsibilities As our Region CFO, you will be responsible for the... ..., capital and operational budgeting, and strategies for capital accumulation and corporate diversification... ...(e.g. COE Initiative, etc.). Lead interactions with local Board and Board Committees...SuggestedTemporary workWork at officeLocal areaWork from home
- PwC Private seeks a Senior Manager to lead large-scale projects, advise private clients on tax, strategy, and operational improvements, and drive cross-functional teams. You will engage with executives to deliver bespoke service plans and ensure disciplined execution....Private client
- ...Chief Financial & Strategy Officer (CFO) About the Company Mission-driven organization providing individualized care services to people... ...services provided. The role goes beyond finance to include leading an integrated portfolio that spans various critical functions...SuggestedFlexible hours
- ...Los Angeles, CA is seeking a Head of Strategic Initiatives to report to the CFO and lead the CFO’s priority initiatives spanning finance, operations, and technology. You will translate strategy into actionable plans, coordinate stakeholders, and drive measurable outcomes...SuggestedWork at office
- A leading healthcare organization in Los Angeles is seeking a Chief Financial Officer (CFO) to oversee financial operations and ensure accurate reporting and compliance. The ideal candidate will have at least 15 years of progressive healthcare financial management experience...Suggested
- ...roles. The firms have prestigious reputations and a strong, varied client base, including entertainers and high-net-worth individuals.... ...supervising staff, direct client contact on tax planning and strategies, and overseeing all tax issues across entities; returns are reviewed...
- ...Director, Investment Counselor Team Lead, West Region The... ...AUMs with Ultra High Net Worth clients. Experienced in constructing... ..., products and services Citi Private Bank offers to clients, including... ...communicate capital markets strategies (equity, fixed income, FX...Private clientTemporary work
$155.6k - $306.8k
Position Summary Private Equity M&A Strategy & Diligence Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational... ...& Diligence (S&D) practice, you will lead teams through high-stakes diligences...Private clientOdd jobWork experience placementLocal area$189.2k - $372.9k
Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational... ...&D) focused on Private Equity (PE), leading fast-paced diligences from thesis to...Private clientOdd jobWork experience placementLocal area$325k - $425k
...goals. We are seeking a Tax Partner for our Private Client Services (PCS) practice, focused on... ...owners. This role offers the opportunity to lead complex client relationships, advise on sophisticated planning strategies, and drive growth through the origination and...Private clientPrivate practiceLocal area$200k - $270k
...development, government, and federal clients for over 110 years. At BKF,... ...year in a row. Practice Area Lead - Water/Wastewater BKF is... ...service line, market, and corporate strategy. Develop and execute... ...relationships with key public and private sector clients. Project Oversight...Private clientWork at officeLocal area- Immix Biopharma, Inc. in Los Angeles is seeking a finance/strategy professional to build internal financial models and contribute to development... ...requires experience in investment banking, equity research, private equity, or consulting, plus a background in biopharma strategy....
- ...- Participate in determining development strategy for pipeline therapeutic candidates Participate... ...investment banking / equity research / private equity / management consulting experience... ..., causing organ failure and death. Our lead candidate is sterically-optimized BCMA-...Odd job
$142k - $214k
...subsidiary dedicated to making computing more human, in addition to Bitmoji, Saturn, and other digital services.We're looking for a Lead, Strategy & Operations to join Snap! As a member of the Platform Operations team, you will own the support content program and the...Full timeLive inWork at officeLocal areaShift work- ...actively developing the technologies to make this possible, with the ultimate goal of enabling human life on Mars.STARLINK CONSUMER STRATEGY LEAD (FORECASTING)Starlink, our revolutionary satellite constellation, will deliver low-latency broadband internet worldwide. We are...Permanent employmentTemporary workWork experience placementWorldwideWeekend work
$113.1k - $160k
...and LTL.We are looking for an Enterprise Strategic Initiatives Lead to serve as a force multiplier for our Enterprise organization.... ...measure results, and scale.You will operate at the intersection of strategy and execution. The expectation is not just to identify what we...Work at officeLocal areaFlexible hours$141k - $290k
Weaver is seeking a Senior Manager in Los Angeles to lead tax compliance and planning for high-net-worth individuals and businesses. The ideal candidate will have over 7 years of experience, a CPA, and strong leadership skills. In addition to competitive compensation ranging...Private clientFlexible hours- Jobot is recruiting a VP of Finance in Los Angeles to lead all financial and accounting activities, drive budgeting and forecasting, and ensure regulatory compliance. You will oversee treasury, audits, and financial reporting while guiding strategic decisions for growth...
- ...Integrated Tax and Financial Services team. This role involves managing complex tax returns, ensuring compliance with tax regulations, and leading a team of tax professionals. The ideal candidate will have over 15 years of experience in tax practice, an active CPA license, and...
- Eide Bailly is seeking a seasoned Private Client Solutions leader in Woodland Hills, CA to manage client relationships and direct high-touch accounting services for multi-generational families. You will supervise staff, deliver strategic advisory, and act as the client...Private clientWork at office
- ...in Los Angeles with extensive experience in the Software & High-Tech industry. The role involves leading due diligence for Private Equity clients, improving market strategies, and managing teams. Ideal candidates will possess strong problem solving and communication...Private client
- ...service payment processing solutions to its clients and serves the Community Association... ...OPPORTUNITY The VP, Data & Finance Technology Strategy position will serve as the operational... ...and be responsible for establishing and leading the organization’s operating model,...Local areaImmediate startFlexible hours
- Banc of California is seeking a VP, Data & Finance Technology Strategy in Los Angeles to lead the operating model for its Data & Finance Technology organization. You will translate strategic priorities into execution, manage portfolio health, and align investments with...
- ...California, is a consulting firm specializing in construction and program management services. We partner with public and private sector clients across Southern California, providing expertise in project management, construction management, project scheduling, owner representation...Private client
- ...Family Office Solutions group in Los Angeles seeks a Director II to lead relationships with ultra-high-net-worth families as their... ...tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses, and involves expanding...Work at office
- ...an M&A advisory firm focused on financial and accounting due diligence, tax diligence, and transaction services for private equity and corporate clients. Our team delivers in-depth analysis to support buy-side and sell-side decisions. We offer 100% remote work, tremendous...Private clientRemote job
$100k - $120k
...Strategy & Insights Lead Surfline's Strategy & Insights team fuels growth for Surfline Wavetrak by promoting and prioritizing data-driven decisions to achieve our business goals. We sit at the intersection of product analytics, corporate strategy, and executive communication...Full timeRemote workFlexible hours$110k - $125k
...all Wonderful - and we have a great opportunity for a Lead Analyst, Healhplan Data & Strategy. We’re looking to make the world a healthier place through... ...in Los Angeles, The Wonderful Company is a privately held $6 billion company dedicated to harvesting health...Contract workWork at officeLocal areaRemote workWorldwide- ...Company has been exclusively retained by a privately held real estate investment firm to... ...finance and accounting operations while leading capital raising efforts across institutional... ...the Investment CommitteeDevelop and execute strategies to expand the firm’s investor base
$120.32k - $247.72k
...interview philosophy and how we use AI in our recruiting process here. Pinterest’s Consumer Brand team is looking for a Strategy & Operations Lead to join our S&O Strategic Projects and Programs (SPP) team. You’ll serve as the embedded operational partner for the Consumer...Work at officeLocal areaRelocationRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client CFO & Strategy Lead. Be the first to apply!
- interim chief financial officer Los Angeles, CA
- construction cfo Los Angeles, CA
- cfo Los Angeles, CA
- part time cfo Los Angeles, CA
- chief financial officer cfo Los Angeles, CA
- cfo real estate Los Angeles, CA
- cfo healthcare Los Angeles, CA
- chief financial officer Los Angeles, CA
- hedge fund cfo Los Angeles, CA
- cfo controller Los Angeles, CA
