Job Description

Job Description

About the Organization

A rapidly growing accounting and finance solutions firm serving clients across the U.S. and internationally. With a large, skilled team operating globally, the company delivers outsourced accounting, finance, tax, and advisory services supported by deep technical expertise and a strong service culture.

San Francisco, CA (US-based) with regular international travel

Role Overview

The CEO will serve as the organization’s senior-most executive leader, responsible for shaping strategic direction, advancing market position, and ensuring operational excellence across all regions. This individual will drive growth, deepen client relationships, and unify teams around a shared global vision.

The ideal candidate brings extensive U.S. CPA-firm or professional-services leadership experience, a strong grasp of the outsourced/offshore services landscape, and a proven record of scaling large, multicultural organizations.

What You’ll Lead

Vision, Strategy & Market Expansion

• Define and champion a forward-looking strategy that accelerates growth in core and emerging markets.
• Identify opportunities to expand service offerings, evolve the value proposition, and deepen market penetration.
• Build strategic partnerships, alliances, and potential acquisition pathways that support long-term expansion.
• Represent the firm at key industry events to elevate brand visibility and credibility.

Commercial, Financial & Operational Performance

• Deliver against targets for revenue, margin, and profitability while maintaining sustainable business growth.
• Guide financial planning and capital allocation, balancing innovation with operational discipline.
• Monitor organizational performance and drive improvements through data-driven decision-making.

Global Operations & Service Delivery

• Oversee integrated operations across all regions, ensuring alignment, efficiency, and high-quality execution.
• Strengthen systems, workflows, and delivery models to enhance productivity and client satisfaction.
• Improve resource planning and cross-functional collaboration across geographically distributed teams.

Client, Partner & Market Engagement

• Serve as the leading ambassador of the organization with clients, partners, and industry stakeholders.
• Cultivate executive-level relationships that support retention, partnership growth, and new opportunities.
• Build alliances that reinforce competitive positioning and expand the firm's reach.

People Leadership & Culture

• Lead and inspire a global leadership team committed to excellence, accountability, and innovation.
• Drive leadership development, succession planning, and talent growth strategies across the enterprise.
• Foster a unified, high-performance culture grounded in collaboration, service, and shared purpose.

Governance, Ethics & Risk Management

• Uphold strong governance standards and ensure compliance with regulatory requirements across jurisdictions.
• Enhance risk management frameworks to protect operational, financial, and reputational integrity.
• Partner with the Board to support aligned, transparent decision-making.

What You Bring

Education

• Bachelor’s degree in Accounting, Finance, Business, or related field (required)
• Active CPA
• MBA or related graduate degree (preferred)

Experience Profile

• ~20+ years of progressive leadership experience, including 10+ years in senior executive roles (Partner, MD, COO, CEO) within a CPA firm, BPO, or professional services environment.
• Demonstrated success scaling organizations and managing multi-entity or cross-border operations.
• Deep understanding of the U.S. accounting and finance services market and outsourced/offshore delivery models.
• Experience leading large teams (1,000+ employees) with full P&L responsibility.
• Proven record of shaping strong leadership teams and driving large-scale organizational transformation.

Leadership Attributes

• Strategic, innovative, and able to think several steps ahead.
• Excellent communicator with influence across diverse stakeholders.
• Steady leadership during periods of growth and organizational change.
• High emotional intelligence, integrity, and global perspective.

How Success Is Measured

• Revenue, profit, and margin performance
• Expansion of client portfolio, partnerships, and service offerings
• Operational efficiency and delivery excellence
• Leadership development, talent retention, employee engagement
• Market reputation and client satisfaction
• Successful execution of multi-year strategic initiatives

Why This Role

A unique opportunity to lead a global professional services organization entering an exciting phase of expansion. The CEO will shape strategy, elevate market presence, and guide a talented global team—positioning the company to become a standout leader in outsourced finance and accounting services.

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