Director of Finance

Summary

The Director of Finance is a senior leadership role responsible for overseeing financial operations, reporting, and strategic financial planning across a complex, multi-program environment. This position provides critical financial insight to executive leadership, ensures the integrity of financial processes, and drives disciplined fiscal management to support sustainable growth.

• Provide strategic oversight of financial operations, including cash flow reporting, reconciliations, and budget management.
• Administer all financial representative transactions, including commissions, advances, payroll, and compensation programs.
• Oversee general ledger activities, tax filings, and coordination with external consultants such as tax advisors and financial planners.
• Manage forecasting, expense oversight, and profit margin analysis to support leadership decision-making.
• Partner with executive leadership on quarterly tax estimates, operating account reconciliations, and financial risk management.
• Lead financial modeling and strategic forecasting to support growth across multiple offices and programs.
• Own reporting and administration of financial representative programs, including rent allocations, stipends, and allowances.
• Drive continuous improvement in budgeting processes, benefits coordination, and advisor financial modeling.
• Ensure confidentiality, accuracy, and compliance in all financial records and transactions.
• Collaborate closely with centralized accounting functions and internal stakeholders to align financial strategy and execution.

• Minimum of three years of experience in finance or accounting, including general ledger, payroll, commissions, and tax filings.
• Demonstrated experience in forecasting, expense management, and profit margin analysis.
• Experience working with external consultants, including tax advisors and financial professionals.
• Familiarity with intercompany fund transfers and centralized accounting environments.
• Bachelor’s degree in Finance or Accounting.
• Proven ability to manage highly confidential information with integrity and precision.

• Client-focused and service-oriented approach.
• Forward-thinking mindset with the ability to anticipate next steps.
• Analytical, detail-oriented, and meticulous in execution.
• Proactive problem solver with sound judgment and calculated risk awareness.
• Persuasive, intuitive, and comfortable engaging in courageous conversations.
• Ability to manage multiple priorities with energy and focus.