What are the responsibilities and job description for the Chief Financial Officer position at Palo Alto Staffing?
Accounting & Controls
- Manage all accounting functions, ensuring accurate books and records.
- Develop and enforce internal controls to protect assets and streamline cash flows.
- Oversee timely completion of financial statements, tax documents, and regulatory
- filings.
- Establish and maintain annual budgets, forecasting, and cost optimization strategies.
- Create transparency and accountability across all cost centers, including vendor
- agreements and payroll.
- Negotiate, monitor, and review contracts with key vendors and partners.
- Serve as the primary interface for external service providers, including legal counsel,
- auditors, and public relations firms.
- Recruit, mentor, and lead a small, high-performing team of finance and operations
- professionals.
- Collaborate with stakeholders to develop and implement strategic growth initiatives.
- Maintain a culture of meticulous attention to detail, high ethical standards, and
- impeccable client service.
- Lead the transition of all financial operations currently managed by a multi-family
- office.
- Establish and implement new systems, workflows, and best practices within the family
- office.
Budgeting & Expense Management
Vendor & Partner Relations
Organizational Leadership
Migration & In-House Integration
