Eastward Partners Inc. Looking for Chief Financial Officer at Santa Clara, CA Full Time

Our client is seeking a new Chief Financial Officer to accelerate the enhancement of finance processes and controls as well as the implementation of key business systems. Our client is looking to bring someone who can provide additional rigor and accountability to the business, as well support the execution of a growth strategy. The private equity partner is prepared to provide additional capital to support an organic and inorganic growth plan for the business. The CFO will be a hands-on, results-oriented, and driven finance executive with a strong commercial mindset. The ideal candidate has experience working in private equity, establishing financial reporting, implementing financial discipline, and building high-performance teams.

Responsibilities

• Oversee all finance functions, including audit, financial reporting, budgeting, planning, insurance, tax, cash management, payroll, and banking.
• Build a global finance team capable of accurate reporting, implementing controls, and supporting local General Managers in achieving business goals.
• Identify and execute systems and process improvements, transitioning from paper-based to digital systems, upgrading financial reporting tools, and implementing operational KPIs to enhance performance across sales, marketing, manufacturing, and service functions.
• Drive operational discipline throughout the company by defining and monitoring key performance indicators, both operational and financial, and ensuring accountability for results.
• Implement operational dashboards to enhance efficiency and productivity, covering personnel and equipment utilization, throughput, revenue by service and business line, contract analysis, project profitability, and pricing support.
• Provide tools and insights to support sales and marketing efforts, including pricing guidance, client engagement, contract monitoring, and pro-forma modeling, bridging the gap between finance and sales/operations.
• Establish automated data feeds for pipeline, revenue, and orders, ensuring accurate and timely information.
• Exercise tight monitoring and control over cost structures, including personnel, third-party services, and capital equipment.
• Develop an annual operating budget incorporating zero-based budgeting concepts and collaborate on incentive programs for the management team with the CEO.
• Manage and direct cash flows to fund local operations and meet financial obligations, including interest expenses, principal payments, and management fees.
• Continuously enhance the global corporate tax structure to maximize cash flexibility and minimize tax liabilities.
• Maintain a strong relationship with the lender and provide timely reporting as required.
• Act as the head of compliance and legal matters, overseeing tax and audit processes without issues.
• Collaborate openly and effectively with the private equity firm and the Board of Directors, ensuring alignment on key decisions, strategic direction, and financial and operational expectations.
• Lead efforts, with PE support, to identify, acquire, & and integrate complementary product lines and businesses, driving post-acquisition integration for cost savings and efficiencies.

Qualifications

• Strong finance-based analytical skills.
• 7 – 10 years’ of finance experience.
• Willingness to be hands-on and “get into the weeds” when necessary, diving into detailed financial analysis and operational aspects of the business.
• Global expertise building and leading operational finance teams in the APAC region is required.
• Language proficiency in Chinese or Mandarin is strongly preferred.
• Experience living and/or working in APAC region is preferred, but not required.