Director of Finance & Accounting

About This Role

This role is for a seasoned finance professional to manage day-to-day finance operations for clients, leading financial reporting, performance measurement, and strategic projects. The Director will oversee client accounting processes and ensure compliance, contributing to the growth and success of clients and the Driven Insights team.

Responsibilities

• Serve as lead accountant for client businesses and oversee client team to ensure value and insights from their DI Finance and Accounting function.
• Ownership of 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 & management/board reporting.
• Lead all aspects of monthly client meetings, provide compelling insights for client business owners, and coach client management on value of metrics usage and management of their department.
• Monitor client maturity and company goals to ensure services remain relevant and lead the management team to achieve their goals.
• Oversee compliance with GAAP and relevant regulatory requirements.
• Own sales tax, covenant calculations & sales commissions calculations.
• Own and evolve internal client accounting processes to promote efficiency and ensure data accuracy.
• Manage & leverage accounting technology such as QuickBooks, BILL, Avalara, Divvy, Qvinci and business intelligence/subscription billing tools such as Maxio.
• Lead & manage cash flow, budget & scenario planning.
• Ensure accuracy of financial and metric data in Business Intelligence System & QuickBooks.
• Meaningfully contribute to or lead strategic projects (e.g., due diligence, fundraising requests, financial analysis, software, and process improvements that scale with increased transaction volume, scenario modeling).
• Handle, as necessary, coaching client sales leadership on contract negotiations and compensation planning, client vendor and bank relationships, facilitation of purchase requisition and expense approval processes.
• Support the growth of other team members via management of growth as Team Lead, as assigned.

Requirements

• Experience successfully revamping accounting, finance and operational processes and technologies.
• Strong QuickBooks Online experience required.
• 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.
• Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses.
• Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail.
• Maintain a positive, solutions-focused attitude.
• Ability to use good judgement and keep client and Driven Insights information confidential.
• Deliver consistent excellent customer service to internal/external customers, colleagues, and management.
• 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, with the ability to quickly adapt for changing business needs.
• Excellent written/verbal communication and collaboration skills.
• Passionate, energetic, approachable with a positive, low-ego, can-do demeanor.
• Confidence in messaging, training, collecting, and enforcing policy compliance throughout all levels of the organization.

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. Experience as lead accountant in rapidly growing firm(s).

Nice to Have

• Xero, Intacct & NetSuite experience are a plus.
• Master’s degree in accounting, MBA, and/or CPA license preferred.

Skills

* Required skills

Benefits