Director of Finance & Accounting

About This Role

Lead client accounting processes, financial reporting, and KPI measurement for businesses within the financial services industry. Partner with clients to provide compelling insights and ensure compliance with GAAP, driving strategic financial projects and technology management.

Responsibilities

• Serve as lead accountant for client businesses and oversee client team to ensure value and insights from their DI Finance and Accounting function
• Own client accounting processes 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 all aspects of monthly client meetings, provide compelling insights for client business owners, and coach client management on metric usage
• Monitor client maturity and company goals to ensure services remain relevant and lead teams 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 and business intelligence/subscription billing tools like 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, software and process improvements, scenario modeling)
• Coach client sales leadership on contract negotiations and compensation planning, manage client vendor and bank relationships, and facilitate purchase requisition and expense approval processes
• Support the growth of other team members via management as Team Lead, as assigned

Requirements

• Experience successfully revamping accounting, finance and operational processes and technologies
• Strong QuickBooks Online experience
• Strong understanding of KPIs with track record of using 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 & project management skills
• Willingness to work at a high level of intensity and fast pace
• Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail
• Strong knowledge of US GAAP accounting
• Ability to effectively research and compile data from financial reporting systems, databases, spreadsheets, and other data sources
• Ability to manage and balance multiple priorities and urgent requests effectively
• 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 SaaS firm

Nice to Have

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

Skills

* Required skills

Benefits

Certifications