Director of Finance

Key Responsibilities:

• Financial Leadership & Oversight
• Oversee all day-to-day financial operations, including accounts payable, accounts receivable, payroll, general ledger, reconciliations, and month-end close.
• Direct general ledger accounting, collections, financial reporting, annual audits, payroll, accounts payable, and internal controls.
• Ensure timely and accurate preparation of financial statements, forecasts, and management reports.
• Oversee accrual-to-cash accounting conversion at year-end.
• Manage partnership accounting, including tax return lead schedule preparation.
• Develop and manage annual budgets and forecasts; monitor performance against budget.
• Prepare and present financial analyses to executive leadership and partners, including profit center allocations, realization reports, and budget vs. actual analysis.
• Strategic Planning & Growth Support
• Serve as a strategic financial advisor to the executive leadership team.
• Lead long-term financial planning aligned with firm growth initiatives.
• Develop financial models and scenario analysis to support expansion, hiring strategy, and investment decisions.
• Provide forward-looking insights to guide pricing strategy, service line profitability, and capital allocation.
• Identify and drive performance improvement initiatives across the firm.
• Multi-State Operations & Compliance
• Oversee financial compliance across a multi-state footprint.
• Ensure compliance with federal, state, and local regulatory requirements, including 1099s, property tax statements, sales tax filings, payroll compliance, and bank reporting.
• Monitor and adapt to evolving accounting regulations and standards.
• Develop scalable financial processes and controls to support continued geographic and operational expansion.
• Systems & Process Optimization
• Lead evaluation, selection, and implementation of financial systems and reporting tools.
• Oversee system upgrades, conversions, and integration projects from planning through full implementation.
• Partner cross-functionally to ensure successful change management and adoption.
• Leverage technology and business intelligence tools (e.g., Power BI) to enhance reporting capabilities and operational efficiency.
• Ensure data integrity, security, and process automation within financial systems.
• Team Leadership and Development:
• Lead, mentor, and develop the accounting and finance team.
• Build a cohesive, high-performing team culture focused on accountability and continuous improvement.
• Establish clear roles, succession planning, and professional development pathways.
• Oversee recruitment, onboarding, and performance management within the finance function.
• Foster strong collaboration between finance and operational leadership.
• Risk Management & Internal Controls
• Develop and maintain robust internal control systems to safeguard firm assets.
• Conduct financial risk assessments and implement mitigation strategies.
• Strengthen governance practices and improve financial transparency across the organization.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA certification is strongly preferred.
• 10–15+ years of progressive financial leadership experience. Prior experience within a CPA firm or professional services environment is a plus.
• Experience supporting a growing organization with operations in multiple states.
• Extensive experience leading financial system evaluations and implementations.
• Strong knowledge of GAAP, partnership accounting, and financial reporting standards.
• Advanced analytical skills and proficiency in financial reporting tools, including Power BI.
• Demonstrated ability to lead organizational change and scale financial infrastructure.
• Excellent leadership, communication, and executive presence.
• Detail-oriented with the ability to manage multiple priorities in a dynamic environment.
• Proven experience in managing budgets, financial forecasting, and financial analysis.