Job Description

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Location: Pasadena, CA (HQ) hybrid with periodic travel to U.S. offices

Reports to: Chief Executive Officer (CEO)

Company: KBKG LLC (Specialized tax services: Cost Segregation, R&D Credits, Energy Incentives, Transfer Pricing, IC-DISC, and related software)

About KBKG

KBKG is a nationwide provider of specialized tax solutions to businesses and CPAs, including Cost Segregation, Research & Development (R&D) Tax Credits, Section 179D deductions, Section 45L credits, Transfer Pricing, IC-DISC, and employee retention credit services. We also offer proprietary calculators and software tools that support these services.

Our headquarters is in Pasadena, California, with additional offices in New York, NY; Atlanta, GA; Chicago, IL; Dallas/Fort Worth, TX; Houston, TX.

Scale: ~$50M annual revenue; ~140 employees.

Leadership: CEO Jason Melillo. The CFO reports directly to the CEO.

The Opportunity

The CFO will be a strategic partner to the CEO, responsible for stewarding KBKGs financial health and scaling infrastructure across a multi-office, consultative services business. The CFO will also provide handson leadership across select operational/sharedservices functions to ensure disciplined execution and datadriven decisionmaking nationwide.

Key Responsibilities

Strategic Finance & Leadership

• Serve as a core member of the executive team, shaping strategy, OKRs, and longrange planning for a ~$50M, ~140person professional services organization.
• Lead annual operating planning, multiyear financial modeling, scenario planning, and capital allocation (organic growth, software initiatives, partnerships).
• Partner with Practice Leaders (e.g., Cost Segregation, R&D, Energy Incentives, Transfer Pricing/ICDISC) to develop serviceline P&Ls, utilization targets, pricing strategies, and margin improvement playbooks.
• Drive board/owner reporting packages and KPI dashboards; present insights and recommendations to executive leadership.

Accounting, Reporting & Controls

• Oversee the Accounting function (GL, AP/AR, payroll, revenue recognition, close cadence) and ensure timely, accurate monthly/quarterly closes.
• Own external audit/tax relationships; ensure GAAP compliance, robust internal controls, and risk management across multiple states and entities.
• Implement and refine policies for revenue recognition on consulting engagements, WIP, labor capitalization, and project profitability tracking.

FP&A, Pricing & Performance Management

• Build a highimpact FP&A organization; improve forecasting accuracy, pipelinetorevenue conversion visibility, and capacity planning (billable utilization, realization, and collection cycles).
• Lead pricing/packaging analysis for core services and software offerings; support new product investments and gotomarket economics.
• Create a unified KPI framework (e.g., bookings, backlog, realization %, DSO, cash conversion, gross margin by service line, contribution margin by office).

Operations Enablement (No COO in 2026)

• Provide operational oversight of selected shared services (e.g., Finance/Accounting, FP&A, Procurement, possibly IT/Business Systems and Facilities) to ensure crossoffice execution and scalable processes.
• Drive systems roadmap (ERP, PSA/engagement management, CRM, BI) and data governance; champion automation and standardization across offices.
• Establish and facilitate a drumbeat of operational reviews to align executives, practice leaders, and office leaders.

Treasury, Compliance, & Risk

• Manage cash, working capital, banking relationships, and debt facilities; optimize cash flow for growth investments and seasonality.
• Ensure federal/state compliance, multistate nexus considerations, and insurance programs (E&O, cyber, general).
• Recruit, develop, and retain a highperforming finance team; foster a culture of accountability, partnership, and continuous improvement.
• Mentor emerging leaders across finance and adjacent operations functions.

Candidate Profile

Experience

• 12+ years total experience with 5+ years in senior finance leadership (CFO, VP Finance, Corporate Controller, or Head of FP&A) at professional services firms (preferred: tax, accounting, consulting, or adjacent B2B services/software).
• Demonstrated success building FP&A, KPI systems, and scalable processes in multioffice organizations.
• Handson experience with projectbased revenue, utilization/realization metrics, and DSO/collections improvement.
• M&A integration and/or systems implementation (ERP/PSA/CRM/BI) experience strongly preferred.
• Public accounting foundation and/or CPA a plus.

Skills & Attributes

• Strategic operator comfortable toggling between the board deck and the build: modeling, systems, and process rigor.
• Exceptional business partnering with practice leaders; strong pricing, margin analysis, and cashflow management skills.
• Datadriven mindset; fluency with dashboards and analytics to guide decisions.
• High integrity, sound judgment, and a coachingoriented leadership style.
• Excellent written and verbal communication skills.

Success Metrics (First 1218 Months)

• Reliable monthly close (=5 business days) and accurate quarterly forecasts (variance =57%).
• Unified KPI dashboard deployed across service lines and offices; clear accountability for utilization, realization, margin, and DSO.
• Improved cash conversion cycle and workingcapital discipline (targeted DSO reduction).
• Streamlined pricing/packaging guidance for major offerings with measurable margin lift.
• Systems roadmap executed (e.g., ERP/PSA or major upgrades) and measurable automation wins.
• Smooth operational cadence in the absence of a COO, with efficient crossoffice coordination.

Work Location & Travel

Primary workplace is Pasadena, CA (HQ) with periodic travel to New York, Atlanta, Chicago, Dallas/Fort Worth, and Houston for leadership meetings and operational reviews. 1015% travel.

California competitive base salary range of $250,000 to $350,000, performancebased bonus, and comprehensive benefits. Equity/longterm incentives commensurate with experience and impact.

Apply

Please submit your resume and a brief note on relevant experience optimizing finance/operations for multioffice professional services organizations.

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