CFO for Growing Tax Firm
LMW FINANCIAL LLC
Benefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Free food & snacks
Health insurance
Job Responsibilities
Develop and execute the organization’s financial strategy, aligning it with overall business objectives.
Oversee budgeting processes, providing accurate forecasting to guide organizational spending and investments.
Ensure accurate and timely financial reporting in compliance with regulatory standards.
Provide Part Time CFO support to select clients as needed or requested.
Identify financial risks and implement controls to protect the company’s assets and reputation.
High level preparation & review of client financials to ensure readiness of tax preparation; if needed
Assist with various tasks when required including preparing/filing/assisting with filing of: SOIs, 1099s, City of LA, WC & Liab audits, State SOS Renewals
Manage capital raising, debt financing, and investor relations to support growth initiatives.
Streamline financial operations and reporting systems for maximum efficiency.
Lead investment strategies to optimize returns and support long-term financial goals.
Ensure compliance with local, state, and federal regulations, maintaining a strong internal control environment.
Mentor and develop finance team members, fostering a collaborative and high-performance culture.
Present financial results and insights to the Board of Directors and executive leadership team.
Qualifications
Bachelor’s degree in Finance, Accounting, Business Administration, or related field (Master’s or CPA preferred).
At least 15 years of progressive financial experience, with a minimum of 5 years in an executive finance role.
In-depth knowledge of corporate finance, investment strategies, and capital markets.
Demonstrated experience managing financial compliance and regulatory requirements.
Proven ability to develop and implement successful financial strategies in alignment with business goals.
Extensive background in budgeting, financial planning, and analysis.
Experience working closely with executive teams and Boards of Directors.
Track record of building and leading high-performing finance teams.
Skills
Financial Acumen
Analytical Thinking
Leadership
Communication
Strategic Planning
Decision-Making
Problem-Solving
Risk Management
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