10+ years in finance or accounting, with 3+ years in senior leadership
Experience in agency, project-based, or services environments preferred
Strong understanding of project-based financial management methods
Ability to operate hands-on in dynamic, fast-paced settings
Proven capability to translate financial data into actionable insights
Experience in building or enhancing financial processes and reporting
Strong communication and collaboration skills across functions
Proficient in QuickBooks, Hubspot, ADP, and advanced Excel/Google Sheets
Responsibilities
Lead financial strategy and long-term planning as a core leadership team member
Manage budgeting, forecasting, cash flow, and financial reporting
Oversee accounts payable, receivable, payroll, and vendor payments
Establish financial controls and procedures for operational efficiency
Manage month-end close process from external to in-house finance
Partner with leadership to drive business performance and decision-making
Prepare and present financial updates to leadership and the board
Develop insights into client and service profitability and identify risks
Benefits
On-site work environment in University Area
Opportunity to lead and make significant impacts on financial strategy
Collaborative culture with high-level leadership exposure
Potential for professional growth in a dynamic setting
Direct involvement in critical business decisions with cross-functional teams
Full Job Description
Location:
On-site 5 days a week in University Area
RESPONSIBILITIES:
Serve as a core member of the leadership team to lead development of the company's financial strategy and long-term planning
Lead all core financial operations, including budgeting, forecasting, cash flow management, and monthly and quarterly reporting
Oversee accounts payable, accounts receivable, payroll, and vendor payments to ensure accuracy, timeliness, and financial discipline
Establish and maintain financial controls, policies, and procedures that support operational efficiency and protect profitability
Lead the month-end close process, transitioning ownership from external accounting partners to an efficient, accurate, and scalable in-house finance function
Partner with executive leadership to evaluate business performance and support decision-making across pricing, staffing, growth initiatives, client strategy and corporate transactions
Prepare and present financial updates to leadership and board-level stakeholders
Develop financial insights into client, project, and service line profitability to identify trends, risks, and opportunities
Build and maintain financial models and scenario analyses to support planning, hiring, and growth initiatives
Provide financial input on contracts, partnerships, and new business opportunities to support informed decision-making
Deliver actionable insights into margin drivers, cost structure, and utilization to improve overall business performance
Partner cross-functionally with account and production teams to align financial plans with operational execution
Strengthen visibility into the full revenue lifecycle-from project scoping and budgeting to invoicing and margin realization
Lead the financial planning process, including annual budgets and rolling forecasts
Develop clear and consistent reporting that enables leadership to track performance against goals
Evaluate and enhance financial systems, tools, and reporting infrastructure to support a growing organization
Implement more efficient processes and workflows to improve accuracy, scalability, and visibility
Bring structure and financial rigor to a fast-paced, project-based operating environment
BACKGROUND THAT FITS:
10+ years of finance or accounting experience, with at least 3 years in a senior leadership role
Experience in agency, project-based, or services environments strongly preferred
Strong understanding of project-based financial management, including client profitability, WIP accounting, and revenue recognition
Demonstrated ability to operate as a hands-on leader in a dynamic, fast-paced environment
Proven ability to translate financial data into actionable business insights and recommendations
Experience building or improving financial processes, reporting, and systems
Strong collaboration and communication skills, with the ability to partner effectively across functions
Proficiency in accounting systems (e.g., QuickBooks, Hubspot, ADP) and advanced Excel/Google Sheets
