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 CPAMBA 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 performanceExpansion of client portfolio, partnerships, and service offeringsOperational efficiency and delivery excellenceLeadership development, talent retention, employee engagementMarket reputation and client satisfactionSuccessful execution of multi-year strategic initiativesWhy 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.