Vice President of Finance

Vice President of Finance About UsRSM is a 30-year-old Charlotte-based experiential marketing agency specializing in retail events, shopper marketing, consumer promotions, and live brand experiences. We strive to create and develop campaigns that connect consumers and brands through meaningful experiences and flawless execution. Job OverviewThe Vice President of Finance serves as a key financial leader and strategic partner to the executive team. This role will own the day-to-day finance function while helping the organization scale through improved financial visibility, stronger operational discipline, and data-driven decision-making. The VP of Finance will play a critical role in supporting business performance across clients, projects, and service lines—translating financial data into actionable insights that improve profitability, inform growth decisions, and enable sustainable expansion. This individual will operate at the intersection of execution and strategy, bringing structure and rigor to a dynamic, project-based environment. Responsibilities & DutiesServe as a core member of the leadership team to lead development of the company's financial strategy and long-term planningLead all core financial operations, including budgeting, forecasting, cash flow management, and monthly and quarterly reportingOversee accounts payable, accounts receivable, payroll, and vendor payments to ensure accuracy, timeliness, and financial disciplineEstablish and maintain financial controls, policies, and procedures that support operational efficiency and protect profitabilityLead the month-end close process, transitioning ownership from external accounting partners to an efficient, accurate, and scalable in-house finance functionPartner with executive leadership to evaluate business performance and support decision-making across pricing, staffing, growth initiatives, client strategy and corporate transactionsPrepare and present financial updates to leadership and board-level stakeholdersDevelop financial insights into client, project, and service line profitability to identify trends, risks, and opportunitiesBuild and maintain financial models and scenario analyses to support planning, hiring, and growth initiativesProvide financial input on contracts, partnerships, and new business opportunities to support informed decision-makingDeliver actionable insights into margin drivers, cost structure, and utilization to improve overall business performancePartner cross-functionally with account and production teams to align financial plans with operational executionStrengthen visibility into the full revenue lifecycle—from project scoping and budgeting to invoicing and margin realizationLead the financial planning process, including annual budgets and rolling forecastsDevelop clear and consistent reporting that enables leadership to track performance against goalsEvaluate and enhance financial systems, tools, and reporting infrastructure to support a growing organizationImplement more efficient processes and workflows to improve accuracy, scalability, and visibilityBring structure and financial rigor to a fast-paced, project-based operating environmentManage relationships with external accountants, banks, and advisorsManage treasury activities including cash and debt managementEnsure compliance with tax, licensing, insurance, and regulatory requirementsSupport financial due diligence for acquisitions and lead the integration of finance-related functionsLead, develop, and mentor the Finance team while fostering strong cross-functional partnerships with Operations and Human Resources to drive organizational alignment, operational efficiency, and scalable business performance Requirements10+ years of finance or accounting experience, with at least 3 years in a senior leadership roleExperience in agency, project-based, or services environments strongly preferredStrong understanding of project-based financial management, including client profitability, WIP accounting, and revenue recognitionDemonstrated ability to operate as a hands-on leader in a dynamic, fast-paced environmentProven ability to translate financial data into actionable business insights and recommendationsExperience building or improving financial processes, reporting, and systemsStrong collaboration and communication skills, with the ability to partner effectively across functionsProficiency in accounting systems (e.g., QuickBooks, Hubspot, ADP) and advanced Excel/Google SheetsExperience supporting M&A, post-close integration and exit preparationStrong communicator with experience reporting to a board and/or investorsCPA, MBA, or equivalent experience preferred but not required