Remote Director of Finance

Overview

This hands-on leadership role is responsible for accounting, reporting, treasury, tax, and forecasting. You will report directly to the CFO and own key financial processes including the monthly close, external audit, and compliance for the employee stock ownership plan (ESOP) and retirement plans. The position leads one direct report (Senior Accounting Manager) and, through this role, the broader accounting team.

Responsibilities

Accounting, close, and audit

• Own overall responsibility for the monthly, quarterly, and year-end close and the resulting financial statements (Senior Accounting Manager handles day-to-day accounting functions).
• Lead the annual external audit from planning through issuance of financial statements.
• Apply technical accounting guidance for a SaaS business, including:
  • ASC 606 revenue recognition
  • ASC 340-40 contract costs
  • ASC 842 leases
• Maintain internal controls, including segregation of duties and written procedures for each 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 with clear explanations of drivers.

ESOP and retirement plan compliance

• Coordinate 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 participant questions 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 tax
  • 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 through diligence, modeling, and integration.
• Prepare Board financial materials and build working relationships with the Board, auditors, and lenders.

Requirements

Required

• 10+ years of progressive accounting and finance experience, including at least 3 years as a Controller or Director of Finance.
• Hands-on ownership experience with a monthly close, an external audit, and debt covenant compliance.
• Working knowledge of ASC 606 and ASC 340-40 (ideally in software or SaaS).
• Experience building and running a driver-based forecast and annual budget (not only reporting actual results).
• 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.
• 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).
• Employee ownership participation in the ESOP.
• This role is built to grow into VP of Finance within two to three years, based on results rather than tenure.

Location

Fully remote.