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Chief Executive Officer (Santa Clara)
Chief Executive Officer (Santa Clara)Propel Recruitment LLC • Santa Clara, CA, US
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Chief Executive Officer (Santa Clara)

Chief Executive Officer (Santa Clara)

Propel Recruitment LLC • Santa Clara, CA, US
[job_card.variable_days_ago]
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  • [job_card.part_time]
[job_card.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 organizations 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 Youll 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

  • Bachelors 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 teampositioning the company to become a standout leader in outsourced finance and accounting services.

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