Director of Finance

About the Role

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.

What You'll Do

• 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

Qualifications

• Bachelor's in finance or related field is preferred
• 7-10 years experience in accounting/finance required
• Prior financial services industry experience is preferred
• Advanced knowledge of balance sheet reconciliations and the ability to complete them within strict monthly deadlines
• Strong analytical skills with the ability to investigate variances and provide clear, actionable insights
• Solid understanding of GAAP and compliance standards, with a consistent focus on audit readiness and accuracy
• High attention to detail, ensuring error-free financial data and maintaining strong accuracy ratings
• Advanced Excel and QuickBooks accounting system skills for managing, analyzing, and reporting financial data
• Prior experience with Salesforce is helpful

Benefits

• Comprehensive suite of medical, dental, and vision insurance
• Life & disability insurance
• Paid time off (PTO)
• 401(k) retirement plan with employer contribution
• Company events including get-togethers, annual picnic, and company milestones
• Parental leave
• Opportunities for professional growth and development
• Holiday & summer hours
• Casual Fridays