Chief Financial Officer

Department: Corporate/Administrative

Employment Type: Full Time

Location: Oakland, CA

Compensation: $230,000 - $250,000 / year

Description

Key Responsibilities:

• Serve as a trusted advisor and strategic partner to the President and leadership team.
• Drive financial and operational decision-making that supports revenue growth, profitability improvement, and long-term value creation.
• Provide meaningful financial insights and recommendations to support strategic planning and business initiatives.
• Translate complex financial information into actionable insights for operational and technical leaders.
• Support annual planning, forecasting, and long-range business planning processes.
• Develop and monitor key financial and operational performance indicators that drive accountability and business performance.
• Identify opportunities to improve operational efficiency, resource utilization, project performance, and overall profitability.

• Drive visibility into project profitability, utilization, backlog, staffing levels, labor efficiency, and resource allocation.
• Support pricing strategies, investment decisions, and resource planning through financial analysis and business insight.
• Challenge assumptions, identify risks, and recommend actions that improve financial and operational outcomes.
• Establish a finance function that serves as a proactive business partner to the organization.

• Partner with Trilon finance and M&A leadership to support acquisition integration activities.
• Lead the financial onboarding and integration of acquired businesses, including reporting alignment, process standardization, KPI implementation, and performance monitoring.
• Identify operational risks, integration challenges, and opportunities for improvement throughout the integration process.
• Support the successful adoption of company financial processes, controls, systems, and reporting standards across acquired organizations.
• Work collaboratively with Trilon leadership to leverage systems, resources, and best practices while preserving business continuity and performance.

• Maintain executive responsibility for the financial operations and performance of the business, including budgeting, forecasting, cash flow management, working capital, capital expenditures, financial reporting, and oversight of the accounting function.
• Ensure the accuracy, integrity, and timeliness of financial reporting and analysis.
• Establish and maintain effective financial controls, policies, procedures, and governance practices.
• Monitor and manage cash flow, liquidity, and working capital to support business objectives.
• Analyze current and future business operations and strategic plans to ensure financial effectiveness and sustainability.
• Ensure compliance with applicable accounting standards, tax requirements, company policies, and regulatory obligations.
• Partner with the accounting team to maintain a strong balance sheet and high-quality financial reporting.
• Work closely with Trilon finance leadership to align reporting requirements, financial processes, and best practices.

• Lead, mentor, and develop the finance team, fostering a culture of accountability, collaboration, and continuous improvement.
• Build organizational capabilities that support growth, scalability, and operational excellence.
• Develop succession plans and create professional development opportunities for team members.
• Promote strong cross-functional relationships throughout the organization.

• Partner closely with Trilon finance leadership and the financial leaders of other partner firms to support enterprise-wide objectives.
• Contribute to a collaborative and holistic approach to financial reporting, audit support, compliance activities, and best-practice sharing across the Trilon platform.
• Leverage corporate resources and subject matter expertise when appropriate while maintaining ownership and accountability for the financial leadership of Alta Planning and Design. 

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• 10+ years of progressive finance leadership experience.
• Experience within engineering, consulting, professional services, construction services, or other project-based businesses.
• Demonstrated success partnering with operational leaders to improve business performance and profitability.
• Strong financial planning, forecasting, budgeting, and business analysis capabilities.
• Strong understanding of accounting principles, financial reporting, and financial controls.
• Excellent communication, leadership, influencing, and relationship-building skills.

• Experience within the Architecture, Engineering, and Construction (AEC) industry.
• Experience integrating acquired businesses and supporting organizational growth initiatives.
• CPA, CMA, MBA, or other relevant professional designation preferred but not required.
• Experience working within a multi-entity, private equity-backed, or platform-based organization.
• Experience with Deltek, ADP, PowerBI

•  Commercially minded and business focused.
•  A strategic thinker with strong operational instincts.
•  Comfortable influencing highly technical and operationally focused leaders.
• Hands-on when necessary while maintaining a leadership perspective.
• Independent, accountable, and confident in decision-making.
• Collaborative and skilled at leveraging resources across a broader organization.
• Focused on continuous improvement, growth, and long-term value creation.

What We Offer:

• Medical: PPO or HSA medical plans, Alta pays 75% of the cost
• Dental/Vision: PPO, Alta pays 90% of the cost
• Life Insurance: Alta pays 100% of the premium for life and AD&D, equal to your base compensation
• 401(k): Alta provides a safe harbor match up to 4%
• PTO: 21 days accrued annually to start
• Holidays: 11 total company paid holidays
• Paid Parental Leave/Short-Term Disability 
• Additional Benefits: Wellness reimbursement up to $800 annually, Alta Gets Around benefit of up to $900 annually, 5-year travel award, and professional development opportunities.