Director of Finance/Controller

Overview

The organization is seeking a Director of Finance / Controller to join the firm’s leadership team and lead the finance function with discipline and insight in support of organizational goals.

This role provides financial leadership across planning, reporting, forecasting, process improvement, cash flow management, compliance, and team development.

Responsibilities

Financial Operations & Process Leadership

• Participate in strategic planning sessions and provide financial insight that supports new business strategies, growth, and sustainability.
• Ensure the accuracy, timeliness, and integrity of the firm’s accounting close, financial reporting, and forecasting processes.
• Lead ongoing process improvement efforts across accounting and finance, streamlining workflows and eliminating inefficiencies.
• Champion adoption of technology and automation tools to increase accuracy, efficiency, and capacity within the finance team.
• Lead the budgeting process and provide recommendations to enhance financial performance and identify improvement opportunities.

Financial Reporting & Analysis

• Ensure timely, accurate financial reporting for leadership and partners.
• Develop, monitor, and analyze meaningful scorecard metrics aligned with the firm’s strategic direction.
• Communicate financial performance, trends, and forecasts to support short- and long-term decision-making.
• Oversee expense tracking and reporting to ensure accuracy and accountability.
• Utilize firm-approved technology and AI-enabled tools to improve efficiency and accuracy, exercising appropriate professional judgment.

Cash Flow and Capacity Management

• Monitor cash flow to maintain liquidity and financial stability.
• Evaluate capital requirements and oversee cash management practices, coordinating with banking partners as directed by firm leadership.
• Assess firm capacity for growth by reviewing financial performance and budget alignment across departments.

Risk Management and Compliance

• Establish effective internal controls and appropriate segregation of duties to ensure compliance with federal, state, and local financial and tax regulations.
• Oversee tax planning and compliance, including tax return preparation and filing, collaborating with advisors when necessary.
• Oversee firm insurance coverage to minimize risk and legal exposure.

Team Leadership and Development

• Lead and develop the accounting and finance team, establishing clear roles and accountability across the function.
• Provide technical training and mentorship to build bench strength within the team.
• Support firm leadership and partners by providing financial insight for strategic planning and new business initiatives.

Requirements

• Bachelor’s degree in Accounting or Finance, or applicable field; CPA highly desirable.
• 10+ years in progressively responsible financial leadership roles, preferably in public accounting, professional services, or a multi-divisional, production environment experience.
• 10+ years of demonstrated leadership/management experience; leadership experience in the Entrepreneurial Operation System (EOS) preferred.
• Proven success leading finance technology, automation, and process improvement initiatives.
• Strong interpersonal skills; ability to communicate and manage at all levels of the organization, including management of remote staff.
• High level of integrity and dependability with strong sense of urgency and results-orientation.
• PC proficiency essential (Windows environment), and strong working knowledge of Excel.

Preferred Qualifications

• Sage Intacct experience.

Compensation & Benefits

• Estimated base pay range: $140,000 - $185,000.
• Offers are typically made below the maximum to allow room for future compensation increases in the role.
• Discretionary bonuses available based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments. Directors are also eligible for a management bonus program based on individual contributions, team accomplishments, and firm growth.

Benefits include:

• Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options.
• 22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave.
• 401(k) plan with employer contributions up to 4.5%.
• Abdo-sponsored telehealth platform.
• Technology reimbursement.
• Half day Fridays June through September (2 months of 36 hr work weeks & 2 months of 40 hr work weeks).
• Professional expenses and CPA support and bonus.

Benefits are based on eligibility requirements being met.

Location & Workplace

• Flexible hybrid workplace options: work mostly from home or mostly from the office.
• Interviews for this position may be conducted via Zoom video.

Equal Opportunity & Other Information

• The employer is committed to equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis protected under federal, state, or local laws.
• The employer will not be hiring candidates from agencies for this position.
• Reasonable accommodations through the recruiting process may be available upon request.