Director of Finance

Position Summary

The Director of Finance is responsible for leading the company's financial operations, accounting processes, reporting functions, and financial systems to support continued growth and operational excellence. This role provides strategic financial leadership while maintaining hands-on ownership of accounting operations, monthly close, cash management, financial reporting, internal controls, and ERP administration.

The ideal candidate combines strong technical accounting expertise with business acumen, process improvement experience, and the ability to leverage technology to drive scalable financial operations. This leader will serve as the primary finance partner to executive leadership, providing timely financial insights, business-unit profitability analysis, job costing visibility, and operational reporting.

Key Responsibilities

Financial Leadership & Strategy

• Lead and manage the company's finance and accounting function.
• Partner with executive leadership to support strategic planning and decision-making.
• Develop and monitor financial metrics, KPIs, and performance dashboards.
• Provide actionable financial analysis and recommendations to improve profitability and operational efficiency.
• Support business growth initiatives through scalable financial processes and reporting.

Accounting Operations

• Own and oversee the monthly, quarterly, and annual close processes.
• Ensure accurate and timely preparation of financial statements in accordance with GAAP.
• Manage accounts payable, accounts receivable, payroll coordination, fixed assets, and general ledger activities.
• Maintain cash management practices, forecasting, and banking relationships.
• Oversee bank reconciliations and ensure balance sheet integrity.

Financial Reporting & Analysis

• Develop and maintain monthly financial reporting packages for leadership.
• Produce business-unit, departmental, and job-costing profitability analysis.
• Monitor revenue, margins, operating expenses, and key business metrics.
• Support budget development, forecasting, and variance analysis processes.
• Deliver meaningful financial insights that drive operational accountability.

ERP & Technology Management

• Serve as the finance owner and day-to-day administrator of NetSuite.
• Maintain and optimize financial processes within NetSuite.
• Partner with implementation consultants and technology vendors on system enhancements.
• Oversee dashboard development, reporting automation, saved searches, workflows, and process improvements.
• Identify opportunities to automate financial and operational processes through NetSuite, Power BI, Power Automate, SharePoint, and related technologies.

Internal Controls & Compliance

• Establish and maintain effective internal controls and financial governance processes.
• Coordinate external audits and serve as the primary contact for auditors.
• Manage relationships with external CPA and tax partners.
• Ensure compliance with accounting standards, tax requirements, and company policies.
• Maintain documentation of financial policies, procedures, and controls.

Process Improvement

• Lead initiatives to improve efficiency, accuracy, and scalability across finance and accounting functions.
• Standardize billing, job costing, reporting, and revenue recognition processes.
• Drive continuous improvement of the month-end close process.
• Develop and implement best practices to support organizational growth.

Qualifications

Required

• Bachelor's degree in Accounting, Finance, or related field.
• 8+ years of progressive accounting and finance experience.
• 3+ years in a leadership or management role.
• Strong understanding of GAAP, financial reporting, and internal controls.
• Experience managing month-end close and financial statement preparation.
• Advanced financial analysis and reporting skills.
• Expertise in ERP systems, preferably NetSuite.
• Strong Microsoft Excel and financial reporting capabilities.
• Proven ability to lead process improvement and automation initiatives.

Preferred

• CPA designation.
• Experience with NetSuite implementations or major ERP upgrades.
• Experience with job costing, project accounting, or service-based businesses.
• Power BI, Power Automate, or business intelligence experience.
• Experience supporting multi-department or business-unit reporting structures.

Key Competencies

• Strategic thinking and business partnership
• Financial planning and analysis
• Accounting and technical expertise
• Process improvement and automation
• Leadership and team development
• Communication and executive presentation skills
• Project management
• Data-driven decision making

Success Measures

• Accurate and timely monthly financial close.
• Reliable financial reporting and executive dashboards.
• Improved visibility into business-unit profitability and job costing.
• Strengthened internal controls and audit readiness.
• Increased automation and operational efficiency.
• Effective NetSuite utilization and continuous optimization.
• Delivery of timely, actionable financial insights to leadership.