Director of Finance & Accounting

About This Role

The Director of Finance & Accounting manages day-to-day finance operations for Driven Insights' clients, serving as the lead accountant and overseeing client teams. This role involves generating insightful financial reporting, leading client meetings, and contributing to strategic projects within a fast-paced financial services environment.

Responsibilities

• Serve as lead accountant for client businesses and oversee client team to ensure value and insights from the DI Finance and Accounting function.
• Own the client accounting process to generate insightful financial reporting, including managing revenue cycle, overseeing expense management, and ensuring payroll is recorded with department level visibility.
• Be 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 the accuracy of financial and metric data in a way that client feels like DI data is the single source of truth for the organization.
• 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 coaching client sales leadership on contract negotiations and compensation planning, client vendor and bank relationships, facilitation of purchase requisition and expense approval processes as necessary.
• 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
• 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.
• Strong knowledge of US GAAP accounting.
• 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 and experience as lead accountant in rapidly growing firm(s)

Nice to Have

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

Skills

* Required skills

Benefits