Managing Partner

About the Company

We are a leading provider of outsourced CFO, Controller, and accounting services, delivering experienced senior-level financial leadership to businesses on a fractional, interim, or project basis. Our team partners with companies across industries from emerging growth startups and private equity-backed businesses to established middle-market companies helping them navigate financial complexity and accelerate performance. We are a fast-growing entrepreneurial firm operating in one of the highest-demand segments of professional services. Our regional practices are led by Managing Directors who own their markets, build their teams, and drive meaningful impact for clients and the firm alike. We are expanding into Southern California and looking for the right person to lead that effort.

About the Role

The Managing Director, Practice Leader for Southern California is a senior executive role responsible for building, leading, and growing regional practice from the ground up. This is a true player-coach position that blends business development, client relationship ownership, consultant team leadership, and operational accountability. The ideal candidate has deep roots in the SoCal business community, a proven track record of driving revenue growth, and the leadership presence to attract and retain top financial talent.

Responsibilities

• Business Development & Revenue Growth
• Build and manage a pipeline of new client opportunities through networking, referral relationships, and direct outreach
• Develop and maintain strategic referral partnerships with CPA firms, law firms, private equity groups, investment banks, and lenders
• Lead proposals, pricing conversations, scope definitions, and contract negotiations
• Represent the firm at regional industry events, associations, and speaking engagements across SoCal
• Achieve and consistently exceed regional revenue and utilization targets
• Identify opportunities to expand existing client relationships

Practice Leadership & Operations

• Oversee day-to-day operations of the Southern California practice
• Recruit, onboard, develop, and retain a high-performing team of CFO, Controller, and Accounting consultants
• Manage consultant deployment, utilization, and performance to meet both client and firm objectives
• Build a regional culture of excellence, accountability, urgency, and continuous improvement
• Partner with national leadership on strategic initiatives, standardization, and best practices

Client Service Delivery

• Serve as executive sponsor and primary escalation point for key client relationships
• Ensure exceptional delivery quality across all active client engagements
• Step into select engagements to provide senior-level CFO and financial advisory support as needed
• Monitor client satisfaction and drive long-term retention and account expansion

Qualifications

Required

• 10+ years of progressive experience in finance, accounting, CFO services, or financial advisory
• Demonstrated success in business development, pipeline building, and closing new client engagements
• Proven experience leading and managing teams of senior-level professionals
• Established network and credibility within the Southern California business community
• Executive presence with strong communication, presentation, and relationship-building skills
• High degree of urgency, entrepreneurial mindset, and personal accountability

Preferred

• Prior experience as a CFO, VP of Finance, or senior financial executive
• CPA, MBA, or equivalent professional credential
• Familiarity with the fractional or outsourced professional services model
• Experience working with private equity-backed, owner-operated, or middle-market companies
• Background in a regional or national CPA or advisory firm at the Director or Managing Director level

Pay range and compensation package

$250,000 - $300,000 + performance bonus + equity participation

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices and strive to create an environment where all individuals feel valued and respected.