Director of Finance & Accounting

About This Role

Lead client accounting processes and financial reporting for a rapidly growing financial services firm, ensuring value and insights from the finance and accounting function. Develop and manage client relationships, providing strategic financial guidance and ensuring GAAP compliance.

Responsibilities

• Serve as lead accountant for client businesses and oversee client team
• Own client accounting processes to generate insightful financial reporting
• Manage revenue cycle and oversee expense management
• Ensure payroll is recorded with department level visibility
• Responsible for monthly financial close and KPI measurement
• Lead all aspects of monthly client meetings and provide compelling insights
• Coach client management on value of metrics usage and department management
• Monitor client maturity and company goals to ensure services remain relevant
• 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 data accuracy
• Manage and leverage accounting technology, such as QuickBooks, BILL, Avalara, Divvy, Qvinci, and 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, financial analysis)
• Coach client sales leadership on contract negotiations and compensation planning
• Support the growth of other team members via management as Team Lead

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
• Willing to work at a high level of intensity and fast pace
• Flexible and able to handle multiple projects at one time
• Maintain a positive, solutions-focused attitude
• Ability to use good judgement and keep client and Driven Insights information confidential
• Deliver consistent excellent customer service
• Strong knowledge of US GAAP accounting
• Ability to effectively research and compile data from financial reporting systems
• Ability to manage and balance multiple priorities and urgent requests effectively
• 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

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

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

Skills

* Required skills

Benefits

Certifications