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CFO

Ledgent

We are seeking an emerging Chief Financial Officer (CFO) to support rapid growth and increasingly complex operations within a dynamic, fast-paced organization. This role is a key member of the business operations team, with a strong focus on cash flow forecasting, job costing, and financial performance management across multiple customer projects.

The ideal candidate is hands-on, highly analytical, and thrives in a growth-stage environment where adaptability and ownership are essential.

Key Responsibilities

Financial Performance & Planning

  • Develop and maintain financial models to forecast, track, and analyze cash flow, profitability, and work-in-progress (WIP).
  • Lead annual budgeting, financial planning, and forecasting processes.
  • Prepare timely, accurate GAAP-based monthly financial statements and board reporting packages.
Tax Strategy & Compliance

  • Oversee corporate income tax and multi-state sales tax compliance across 30+ states and Canada.
  • Manage tax planning, filings, and audit processes.
  • Ensure compliance with all applicable federal, state, and local tax regulations.
Contract & Risk Management

  • Review and establish customer contracts, including financial terms and payment structures.
  • Manage subcontractor agreements, ensuring alignment of flow-down terms and minimizing financial risk.
  • Monitor contract performance and cash flow implications.
ERP & Financial Systems Leadership

  • Serve as the internal expert for the ERP system (Acumatica preferred).
  • Develop dashboards, reporting tools, and data insights for real-time business decision-making.
Cash Management & Treasury

  • Oversee cash flow strategy and optimize working capital allocation across operations, growth initiatives, and investments.
  • Manage treasury functions, including investment of excess cash and prudent use of debt financing.
Payroll & Benefits Oversight

  • Partner with payroll leadership to ensure accurate, compliant, and timely payroll and 401(k) administration across a multi-state workforce.
Accounting, Audit & Internal Controls

  • Support project accounting, ensuring accurate cost tracking and revenue recognition on an accrual basis.
  • Serve as a lead contact during financial audits, ensuring smooth execution.
  • Strengthen internal controls, financial security, and fraud prevention initiatives.
  • Calculate labor rates and overhead allocations.
  • Manage indirect costs (insurance, software, etc.) to improve efficiency and profitability.
  • Provide hands-on support and coverage for accounting staff as needed.
Grants & Strategic Funding

  • Identify, research, and secure grant opportunities related to manufacturing, R&D, and workforce development.
  • Pursue non-dilutive funding opportunities to support strategic growth.
Qualifications

Required

  • Bachelor's degree in Accounting, Finance, or a related field
  • 10+ years of experience in accounting, financial forecasting, and job costing
  • Strong understanding of GAAP and financial reporting
Preferred

  • CPA certification
  • Experience as a Controller or Assistant Controller in a small to mid-sized organization
  • Public accounting background
  • ERP system expertise
  • Experience with tax compliance (income and sales tax)
  • Contract review and negotiation experience

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.
Vacancy posted 4 days ago
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