Director of Finance

Overview

This role is for a hands-on, experienced Controller who will own accounting, consolidated reporting, and FP&A execution. The position manages external auditors and helps build a modern, efficient finance function using AI and process automation.

Responsibilities

Accounting & Reporting

• Own the monthly close and deliver accurate, review-ready GAAP financial statements.
• Own revenue recognition, invoicing, AR/AP, payroll accounting, and departmental allocations.
• Prepare consolidated financial statements, including support for the Panama entity (intercompany eliminations, FX, and transfer pricing).
• Manage the annual external audit, including PBC lists, auditor relationship management, and timely, clean opinions.
• Coordinate tax support with outside CPAs and maintain strong internal controls.

FP&A

• Build and own the annual budget and rolling forecast models.
• Deliver monthly variance analysis (budget vs. actual) and KPI dashboards (margin, utilization, revenue by service line).
• Prepare board and investor reporting packages for CFO review.
• Support pricing, hiring, and cash flow planning with clear financial analysis.

Systems, AI & M&A

• Own accounting systems and integrations (HubSpot, Ramp, Deel) and continuously improve finance processes.
• Use AI tools (Grok, Claude) to automate the close, reconciliations, reporting, and analysis; champion AI adoption in finance.
• Support M&A diligence, integration, and post-close accounting.
• Build scalable processes and, over time, develop a small finance team.

Requirements

• CPA preferred; bachelor’s degree in Accounting or Finance.
• 8+ years of experience, including 3+ years as Controller or Assistant Controller, ideally in professional services.
• Multi-entity consolidation experience, including international subsidiaries and intercompany eliminations.
• Strong accounting software experience, especially NetSuite and QuickBooks Online.
• Strong ASC 606 revenue recognition for services and project-based billing.
• Experience managing external audits; Big Four or national firm background is a plus.
• Proven FP&A skills including budgeting, forecasting, variance analysis, and advanced Excel modeling.
• AI-fluent with hands-on use of Grok and Claude to improve speed and accuracy.

Preferred Qualifications

• M&A diligence or integration exposure.
• PE-backed or high-growth experience.

Compensation & Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Paid Time Off (Vacation & Public Holidays)
• Training & Development
• Work From Home

Location

Not specified in the job description.