CG Financial Services
This role serves as the financial backbone of the organization, connecting day-to-day operations to long-term strategy while providing senior leadership with the clarity needed for confident decision-making. The position involves leading all accounting operations, managing the annual budgeting and forecasting process, and overseeing the finance team to ensure compliance and operational efficiency. Success in this role requires translating complex financial data into actionable insights and leveraging technology to improve reporting capabilities.
Adaptive financial planning that guides individuals and businesses through life’s changes with financial advisors, wisdom, and resources.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CG Financial Services.