Regional Market Leader

Now Cfo • Salt Lake City, CA

5h • Hybrid

About The Position

The Regional Leader for Southern California will build and lead the firm’s regional practice, serving as its primary representative in the market. The role is responsible for business development, client relationships, practice operations, team development, and regional financial performance, with the support and infrastructure of a growing national provider of outsourced CFO, Controller, and accounting services. The position combines strategic market-building with hands-on execution and includes full P&L accountability for the Southern California practice.

The Regional Leader will develop the market’s presence and client base, build a high-performing team of financial consultants, and ensure excellent service delivery across client engagements. The role also contributes local market insight and leadership input to the firm’s broader strategy. Sustained performance and strategic impact may lead to consideration for equity participation over time.

Requirements

• At least 15 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 track record of leading and developing teams of senior-level professionals.
• Established credibility and a strong professional network in the Southern California business community.
• Executive presence and strong communication, presentation, and relationship-building capabilities.
• Entrepreneurial mindset with a high degree of personal accountability and urgency.
• Ability to operate effectively at both strategic and execution levels.

Nice To Haves

• Prior experience as a CFO, VP of Finance, or senior financial executive.
• CPA, MBA, or equivalent professional credentials.
• Experience owning or contributing to a regional or practice-level P&L, including budgeting, SG&A management, and margin optimization.
• Background in a regional or national CPA or advisory firm at Director, Managing Director, or Partner level.
• Experience with fractional, outsourced, or interim professional services models.
• Familiarity with private equity-backed, owner-operated, or middle-market company environments.
• History of building or contributing to a greenfield or high-growth market practice.

Responsibilities

• Drive Southern California market growth by developing and managing a pipeline of new client opportunities through networking, referrals, and direct outreach.
• Hire, develop, and manage high-performing dedicated business developers.
• Develop and execute a regional business plan covering growth strategies, brand positioning, and market differentiation in alignment with firm-wide goals.
• Build referral partnerships with CPA firms, law firms, private equity groups, investment banks, and commercial lenders in Southern California.
• Lead proposals, pricing discussions, scope definitions, and contract negotiations with prospective clients.
• Represent the firm at regional industry events, associations, and speaking engagements to build brand awareness and credibility.
• Identify and pursue target clients while nurturing and expanding existing relationships.
• Meet and exceed regional revenue, utilization, and growth targets.
• Oversee day-to-day operations of the Southern California practice and drive performance and accountability across active engagements.
• Recruit, onboard, develop, and retain CFO, Controller, and accounting consultants.
• Manage consultant deployment, utilization, and performance to meet client expectations and firm financial objectives.
• Build a regional culture of professionalism, urgency, collaboration, and continuous improvement.
• Partner with national leadership to implement strategic initiatives, share best practices, and contribute to the firm’s direction and growth.
• Mentor and develop team members and create growth paths within the firm.
• Serve as executive sponsor and senior point of accountability for key regional client relationships.
• Monitor service quality and client satisfaction across active engagements.
• Provide senior-level financial advisory support on selected client engagements as needed.
• Drive client retention and account expansion by addressing issues proactively and identifying opportunities to add value.
• Act as a trusted advisor to client leadership teams.
• Provide market intelligence and local insights to inform strategic priorities and service offerings.
• Contribute to leadership discussions about growth, hiring, service expansion, and competitive positioning.
• Own the full P&L for the Southern California practice, with accountability for revenue, margin, and profitability targets.
• Represent the Southern California market within the broader leadership team.

Benefits

• Performance-based bonus tied directly to regional revenue growth and practice performance.
• Potential consideration for equity participation over time for high-performing leaders.
• Full benefits package including medical, dental, vision, and 401(k).
• Autonomy to build and lead a market with the backing of a national brand, operating model, and leadership team.
• High-trust, entrepreneurial culture that moves fast, rewards results, and values the people who drive them.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed