Bachelor's degree in finance or related field preferred
7-10 years of experience in accounting/finance
Prior experience in the financial services industry preferred
Advanced knowledge of balance sheet reconciliations
Strong analytical skills for investigating variances
Solid understanding of GAAP and compliance standards
Advanced Excel and QuickBooks skills, Salesforce experience helpful
Responsibilities
Lead development and execution of the firm's financial strategy
Partner with executive leadership to translate financial insights into decisions
Oversee budgeting, forecasting, and long-range financial planning
Manage and optimize cash flow and working capital
Serve as primary financial liaison to external stakeholders
Lead, develop, and mentor Finance team members
Drive improvements in financial systems and reporting tools
Benefits
Medical, Dental, and Vision Insurance
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan with employer contribution
Company events for team building and celebration
Parental Leave
Opportunities for professional growth and development
Holiday & Summer hours
Casual Fridays
Full Job Description
Director of Finance
The Director of Finance leads budgeting, forecasting, reporting, accounting, and daily financial operations while supporting M&A and managing the finance team. As a strategic partner to leadership, this role brings clarity to financial performance, strengthens decision support, and ensures finance capabilities scale with the firm's growth.
WhatYou'llDo
Ownership: Lead development and execution of the firm's financial strategy in alignment with organizational growth goals
Thought-Leader & Financial Planning: Partner with executive leadership to translate financial insights into business decisions
Scenario Planning: Own and oversee budgeting, forecasting, and long-range financial planning processes
Visibility & Optimization: Manage and optimize cash flow, working capital and allocation strategies
Relationship Management: Serve as primary financial liaison to external stakeholders including auditors, banking partners, and tax advisors
Team Leader: Lead, develop, and mentor Finance team members, fostering accountability and continuous improvement
Technology Effectiveness: Drive improvements in financial systems, reporting tools, and data integration to enhance efficiency and scalability
Requirements
Preferred Qualifications
Education & Experience: Bachelor's in finance or related field is preferred. Must have 7-10 years experience in accounting/finance
Financial Experience: Prior financial services industry experience is preferred
Technical Proficiency: Advanced knowledge of balance sheet reconciliations and the ability to complete them within strict monthly deadlines
Critical & Strategic Thinking: Strong analytical skills with the ability to investigate variances and provide clear, actionable insights
Compliance: Solid understanding of GAAP and compliance standards, with a consistent focus on audit readiness and accuracy
Accuracy & Detail: High attention to detail, ensuring error-free financial data and maintaining strong accuracy ratings
Software Competency: Advanced Excel and QuickBooks accounting system skills for managing, analyzing, and reporting financial data, prior experience with Salesforce is helpful
What You Can Expect
Comprehensive Benefits
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
Medical, Dental, and Vision Insurance
Life & Disability Insurance
Paid Time Off (PTO)
401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
Parental Leave
Opportunities for professional growth and development
Holiday & Summer hours
Casual Fridays
We are committed to providing an environment where you can thrive and achieve your full potential.
