BBSI Santa Ana
Regional Staffing Manager, BBSI | Staffing Services, Talent Acquisition
Key Responsibilities
We are seeking a strategic, hands‑on Chief Financial Officer to partner with the executive team in scaling a multi‑location retail and distribution platform. This is a
DIRECT HIRE
opportunity available for a well‑known privately held company based in Orange County! The CFO will lead all financial functions, drive disciplined growth, support M&A and capital initiatives, and build a high‑performing finance organization. This role requires a strong operator mindset, deep systems expertise (NetSuite), and experience navigating the complexities of geographically dispersed locations with both retail and wholesale revenue streams.
Financial Leadership & Strategy
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
Operational Finance & Performance Management
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
M&A, Capital Markets & Deal Execution
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
Accounting, Controls & Compliance
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
Systems & Data
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
Qualifications & Experience
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; CPA and/or MBA preferred
Personal Attributes
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
Seniority level Executive
Employment type Full‑time
Job function Finance and Strategy/Planning
Industries Retail and Wholesale
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We are seeking a strategic, hands‑on Chief Financial Officer to partner with the executive team in scaling a multi‑location retail and distribution platform. This is a
DIRECT HIRE
opportunity available for a well‑known privately held company based in Orange County! The CFO will lead all financial functions, drive disciplined growth, support M&A and capital initiatives, and build a high‑performing finance organization. This role requires a strong operator mindset, deep systems expertise (NetSuite), and experience navigating the complexities of geographically dispersed locations with both retail and wholesale revenue streams.
Financial Leadership & Strategy
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
Operational Finance & Performance Management
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
M&A, Capital Markets & Deal Execution
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
Accounting, Controls & Compliance
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
Systems & Data
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
Qualifications & Experience
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; CPA and/or MBA preferred
Personal Attributes
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
Seniority level Executive
Employment type Full‑time
Job function Finance and Strategy/Planning
Industries Retail and Wholesale
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