Director of Finance & Accounting to own accounting and build the finance function. Reporting to the COO, this role operates as a strategic partner to the CEO and COO while remaining deeply hands-on in day-to-day accounting and financial operations.
This is a build role, not a layer. You will be the point person for accounting and finance, taking full ownership of the function while evolving it from strong accounting operations into a more forward-looking finance capability.
You'll work across a mix of revenue models including project-based consulting, managed services, and milestone-driven delivery work. This requires someone who understands how revenue, billing, and cash flow actually behave in a professional services environment, not just how they're reported.
The right person enjoys operating in a lean environment where you are both the owner and the doer who is comfortable closing the books, managing invoicing and payroll, and at the same time building forecasts, improving visibility, and helping leadership make better decisions.
In this role, you will manage full-cycle accounting and finance for our global operations (US, Canada, and India). You will collaborate with our fractional CFO, manage our Senior Accountant/Financial Analyst, and have dotted line leadership of our accounting operations person in India. This role encompasses the entirety of the accounting and finance function and you will assume increasingly strategic responsibilities as you develop the finance function.
Salary range: $120,000-$150,000 annually depending on experience.
While this role will beprimarily remote, we seek someone located in the Nashville area available for in-person collaboration with the COO 1-2 times/month.
What You'll Be Doing
Financial Operations & Accounting
Own the general ledger, month-end close process, and financial reporting across all entities (US, Canada, India)
Manage accounts payable, accounts receivable, and billing processes tied to project-based consulting work and managed services
Oversee twice-monthly payroll processing for US and Canada employees and contractors, including benefits administration (401k, RRSP, health insurance)
Handle revenue recognition, accruals, and journal entries for both professional services delivery and managed services revenue models.
Prepare monthly, quarterly, and annual consolidated financial statements; support external audit and tax preparation processes for the US and Canadian entities.
Manage banking relationships, monitor cash flow, oversight of cash investments, and ensure proper separation of duties over banking activities
Manage payroll for US and Canadian personnel.
Strategic Finance & Planning (in partnership with fractional CFO)
Support board-level financial reporting: P&L, balance sheet, cash flow statements, and executive dashboards
Develop and maintain annual operating budgets; create forecasts and variance analysis
Build financial models and analysis by client, service line, and project margin to support decision-making
Manage monthly revenue forecasting and cash flow projections
Partner with CEO and COO on financial strategy, growth planning, and business performance analysis
Systems, Process & Infrastructure Improvement
Review and modernize accounting systems; evaluate consolidating separate US/Canada QuickBooks instances into enterprise solution
Assess payroll systems; explore consolidation into single multi-currency platform. Manage
Strengthen internal controls, financial policies, and approval workflows
Improve invoicing processes, templates, and automation where possible
Build scalable financial reporting infrastructure and dashboards as the company grows
Governance, Risk & Compliance
Manage tax compliance including quarterly filings, annual returns, and coordination with external tax advisors
Navigate S-Corp shareholder/tax structure complexity; participate in the evaluation of potential conversion to C-Corp
Support employee benefit renewals and business insurance renewals from financial and risk mitigation perspective
Contribute to cybersecurity and risk management initiatives
- Contribute to contract review and governance such as:
- Support legal document review (e.g. client contract language, partner and vendor agreements, W-9s) ensuring correct references to legal entities, etc.
- Ensuring that MSAs are signed before SOWs,
- Ensuring that fully executed agreements are properly stored
Team & Stakeholder Management
Serve as primary point of contact for employee payroll, benefits, and finance questions
Collaborate with project managers on billing, invoicing, and customer questions
Work closely with fractional CFO and external advisors (tax accountants, auditors, legal counsel)
What You Bring
Required Qualifications
7+ years of hands-on accounting and finance experience, ideally in professional services, consulting, or technology services
Strong understanding of GAAP and revenue recognition in project-based environments
Experience owning month-end close, financial reporting, and core accounting processes
Demonstrated ability to work in lean, fast-paced environments where you wear multiple hats
Advanced Excel skills (e.g pivot tables, formulas, VBA/Power Query for modeling)
Experience with accounting systems (QuickBooks or similar)
Excellent communication skills and ability to translate financial information for non-finance stakeholders
While work will be primarily remote, we will only consider candidates in the Nashville or Chicago areas.
Nice to Have
Experience with global operations, multi-entity structures, or managing accounting across multiple geographies
Accounting degree, CPA preferred but not required
FP&A experience including budgeting, forecasting, and financial modeling
Exposure to risk management, contract review, or legal governance
Experience at a startup or growth-stage company where you've helped scale finance operations
Familiarity with S-Corp to C-Corp conversions, corporate structure decisions, or equity matters
Experience implementing or migrating to new accounting, payroll, or ERP systems
Sounds like you? Please click the Apply Now button and submit your resume.
