CFO Advisory Leader: IPO Readiness & Growth

CFA Institute; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

CFA Institute is seeking a Principal in CFO Advisory to lead client engagements and enhance financial reporting processes while driving operational efficiencies. The ideal candidate will possess a minimum of 15 years’ experience in accounting, have a strong understanding of U.S. GAAP, and demonstrate success in business development.

This position offers an opportunity to significantly impact clients’ profitability while supporting the professional development of team members. Join a diverse team committed to delivering exceptional client service.

Qualifications

• Fifteen (15+) years’ experience in public accounting or finance process consulting.
• Strong technical skills in U.S. GAAP and SEC reporting.
• Ability to lead and supervise others effectively.

Responsibilities

• Lead client engagements and provide financial advisory.
• Support the growth and development of team members.
• Engage proactively with clients year-round.

Skills

Client relationship management

Financial reporting processes

Operational efficiencies

Business development

Project management

Education

Bachelor’s degree in accounting

Master’s or advanced degree

Job description

CFA Institute is seeking a Principal in CFO Advisory to lead client engagements and enhance financial reporting processes while driving operational efficiencies. The ideal candidate will possess a minimum of 15 years’ experience in accounting, have a strong understanding of U.S. GAAP, and demonstrate success in business development.

This position offers an opportunity to significantly impact clients’ profitability while supporting the professional development of team members. Join a diverse team committed to delivering exceptional client service.