Director of Finance & Accounting

Overview

The organization is seeking a hands-on Director of Finance & Accounting to oversee the accounting function for a B2B performance marketing agency. Reporting to the Head of Finance, you will run close reporting, controls, and treasury, while also owning FP&A responsibilities.

Responsibilities

• Close and Reporting: Ensure a timely and GAAP-compliant 5 day financial close. Produce financial reports and department P&Ls.
• Controls: Design and enforce accounting policies, internal controls, and segregation of duties.
• Treasury: Manage cash at safe levels and drive continued cash growth.
• AR/AP Process: Monitor accounts receivable and accounts payable processes to reduce overdue receivables and escalate when necessary.
• Revenue & Margin: Oversee revenue recognition for retainer and project-based client contracts. Prepare FP&A reporting to support company gross margin and EBITDA targets.
• Cash Planning & Banking: Manage cash and banking relationships, including a 13-week cash flow forecast.
• Team Leadership: Manage and develop the Controller, including AR/AP reconciliations and support for the close.
• Systems & Processes: Improve system usage and reporting automation.

Top Priorities

• Move the finance function into a more strategic role by strengthening the labor model through staffing optimization and disciplined cost management to expand direct margins and overall profitability.
• Serve as a strong voice for department heads so budgets are used effectively and under-performance is identified and addressed.
• Build a clear understanding/model of how growth investments impact EBITDA and ensure optimized capital allocation.
• Strengthen tax planning—particularly important given strong EBITDA.
• Increase visibility into capital investment, develop hypotheses around outcomes and timelines, and ensure investments can be made while continuing to grow EBITDA.
• Build a high-performance financial operating engine to improve visibility, margin discipline, and scalability as the business prepares for long-term growth, incubation opportunities, and potential future capital events.
• Become investment ready for a go-to-market period within the next 36 months.

Goals

• 65% Gross Margin
• 35% ADJ. EBITDA

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field; CPA is a bonus.
• 10+ years of progressive experience in finance and accounting roles, including at least 5 years in a leadership position within performance marketing agencies.
• Strong knowledge of financial regulations, accounting principles, and financial management systems.
• Proven ability to hold business units accountable to budget and goals.
• Solid understanding and experience with tax regulations and compliance.
• Excellent leadership, communication, and interpersonal skills.
• Strong analytical and problem-solving abilities.

Preferred Qualifications

• Experience in a digital agency or similar services-related industries.

Compensation & Benefits

• Salary: A set living wage is provided; actual salary may vary based on compensation practices, job-related skills, and depth of experience.
• Medical, dental, vision plans, disability, and life insurance coverage for you and your family, including a 100% employer-paid plan for you and a 50% employer contribution for dependents (US, CAD, MX).
• Access to certified therapists through Spring Health; membership to Headspace.
• Physical therapy through Omada; thousands of Aaptiv virtual workouts; complimentary One Medical membership for primary and virtual care.
• Unlimited PTO (2-week minimum), paid company holidays, your birthday off, and an end-of-year recharge period (closed December 24 - January 1).
• Paid parental leave.
• Traditional and Roth 401(k) with a 3% company match.
• Annual bonus based on tenure, scaling in total amount over time.
• Annual company-wide retreat.

Location & Work Environment

• Remote-first role with the ability to work from a home office.
• For some positions, global opportunities may be accommodated where established businesses exist, including Canada, Mexico, and the UK.
• For global locations, you must have established and current work authorization and permanently reside in that country.
• This role has the opportunity to operate 100% virtually from your home office, primarily collaborating through virtual meetings and virtual communication tools.
• Reliable internet access is required, and you must be able to remain stationary for extended periods, observe and interpret written and/or verbal communication, and maintain a professional background.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.