Remote Director of Finance

Overview

This hands-on leadership role leads accounting, reporting, treasury, tax, and forecasting, reporting directly to the CFO. The position owns the monthly close, audit process, and compliance requirements related to the company’s employee stock ownership plan (ESOP) and retirement plans, and runs forecasting and budgeting.

Responsibilities

Accounting, close, and audit

• Own overall responsibility for the monthly, quarterly, and year-end close and the financial statements; the Senior Accounting Manager handles day-to-day accounting functions.
• Lead the annual external audit from planning through issued statements.
• Apply technical accounting for a SaaS business, including:
  • ASC 606 revenue recognition
  • ASC 340-40 contract costs
  • ASC 842 leases
• Maintain internal controls, segregation of duties, and written procedures for every recurring process.

Forecasting and planning

• Build and run monthly revenue, operating, and rolling cash flow forecasts.
• Lead the annual budget with department heads.
• Maintain the long-range financial model and run scenarios for pricing, headcount, and investment decisions.
• Report SaaS metrics and budget-vs-actual results, including clear explanations of drivers.

ESOP and retirement plans

• Coordinate the annual ESOP valuation, census, allocations, diversification, and distributions with the trustee, recordkeeper, and valuation firm.
• Manage 401(k) nondiscrimination testing and Form 5500 filings for both plans.
• Answer plan questions from participants and support benefits renewals with HR.

Treasury, tax, and compliance

• Manage daily cash, banking relationships, investment portfolio oversight, and debt covenant compliance.
• Coordinate federal and state S-corporation tax filings with outside advisors, including R&D capitalization, excise, and sales and use tax.
• Support insurance renewals, subsidiary filings, and contract tracking.

Leadership and partnership

• Lead and develop the Senior Accounting Manager and the accounting team.
• Partner with Sales, Product, and Services leaders on pricing, deal economics, and budgets.
• Support acquisitions with diligence, modeling, and integration.
• Prepare Board financial materials and build working relationships with the Board, auditors, and lenders.

Requirements

• 10+ years of progressive accounting and finance experience, including at least 3 years as a Controller or Director of Finance.
• Hands-on ownership of a monthly close, an external audit, and debt covenant compliance.
• Working knowledge of ASC 606 and ASC 340-40 (experience in software or SaaS preferred).
• Built and run a driver-based forecast and annual budget (not only reporting actuals).
• Advanced Excel and financial modeling skills; experience with an FP&A platform.
• Experience managing and developing people.
• Ability to communicate financial results clearly and credibly to executives, auditors, and lenders.

Preferred Qualifications

• Experience in an ESOP-owned S-corporation, including valuations, repurchase obligations, and trustee coordination.
• Retirement plan compliance experience, including 401(k) testing and Form 5500 filings.
• Multistate tax experience and Section 174 experience.
• Acquisition diligence and integration experience.
• Proficiency automating work with scripts or AI tools.
• MBA or equivalent strategic finance background.

Compensation & Benefits

• Health, dental, vision, 401(k), and paid time off (HR to confirm details).

Location

• Fully remote.