Director of Finance & Accounting

About This Role

Lead the finance and accounting functions for Driven Insights' clients, ensuring accurate financial reporting and providing strategic insights to help them achieve their business goals. This role involves managing day-to-day operations and collaborating with a fast-paced team.

Responsibilities

• Serve as lead accountant for client businesses and oversee client team to ensure client value and insights from the Finance and Accounting function
• Own client accounting process to generate insightful financial reporting, including managing revenue cycle, overseeing expense management, and ensuring payroll is recorded with department level visibility
• Responsible for monthly financial close, KPI measurement, and management/board reporting
• Lead monthly client meetings, provide compelling insights for client business owners, and coach client management on metrics usage
• Monitor client maturity and company goals to ensure services remain relevant and lead the management team to achieve goals
• Oversee compliance with GAAP and relevant regulatory requirements
• Own sales tax, covenant calculations, and sales commissions calculations
• Evolve internal client accounting processes to promote efficiency and ensure data accuracy
• Manage and leverage accounting technology, such as QuickBooks, BILL, Avalara, Divvy, Qvinci, Maxio
• Lead and manage cash flow, budget, and scenario planning
• Ensure accuracy of financial and metric data in Business Intelligence System and QuickBooks
• Contribute to or lead strategic projects (e.g., due diligence, fundraising requests, financial analysis)
• Coach client sales leadership on contract negotiations and compensation planning

Requirements

• Experience successfully revamping accounting, finance, and operational processes and technologies
• Strong QuickBooks Online experience
• Strong understanding of KPIs with a track record of using them to make quick, informed decisions
• Exceptionally strong Google Sheet / Microsoft Excel GAAP-compliant financial modeling skills
• Firm grasp on sales tax liability management, including usage of management tools like Avalara
• Proven analytical, problem-solving, critical thinking, decision-making, and project management skills
• Strong knowledge of US GAAP accounting
• Ability to effectively research and compile data from financial reporting systems, databases, spreadsheets, and other data sources
• Excellent written/verbal communication and collaboration skills

Qualifications

• Bachelor’s degree in accounting, Finance, or Business Administration
• 10 years of experience as a Controller to Director of Finance level in a SaaS firm

Nice to Have

• Xero, Intacct, & NetSuite experience
• Master’s degree in accounting, MBA

Skills

* Required skills

Benefits

Certifications