Director of Finance (CFO Track)

Agility Digital•Lehi, UT

58d

About The Position

The Director of Finance is a hands-on financial leader responsible for the day-to-day execution and integrity of Agility’s core finance operations. This role is deeply embedded in the mechanics of the business, owning accounts payable, accounts receivable, commissions, payroll coordination, and monthly close, while working closely with finance staff (CFO, Controller, AP and AR Clerks) to ensure accuracy, timeliness, and clarity across all financial processes. This role partners directly with the CEO, CFO, and operational leaders to ensure reliable transactional finance operations and translate that into clear financial insights. Rather than operating at arm’s length, the Director of Finance is in the details: reconciling balances, resolving discrepancies, improving cash flow visibility, and strengthening financial discipline across the organization. As systems, processes, and the team mature, this role expands beyond execution to broader financial leadership, progressively taking on forecasting, planning, and investor-facing responsibilities. The role is intentionally designed to begin with strong operational ownership and evolve into a more strategic finance leadership role over time.

Requirements

6–8 years of progressive finance and accounting experience, including hands-on ownership of core financial operations
Experience in a VC-backed or PE-backed company with rapid growth
Strong understanding of professional services, agency, or tech-enabled services business models
Demonstrated ability to own both strategic finance and core accounting functions
Practical financial modeling, forecasting, and analytical skills supporting budgeting, cash planning, and decision making
Clear, concise executive, board, and investor communication skills

Nice To Haves

CPA, CFA, or MBA
Experience supporting fundraising, investor diligence, acquisitions, or exit readiness
Prior exposure to CFO or VP Finance responsibilities in a scaling organization
Familiarity with marketing technology, SaaS, or hybrid recurring revenue models

Responsibilities

Serve as a trusted financial partner to the CEO and executive leadership team, grounding strategic discussions in accurate, timely operational financial data
Support financial strategy, long-range planning, and capital allocation decisions through disciplined execution of core finance operations and reliable financial inputs
Develop clear financial narratives and insights that connect day-to-day financial performance to growth initiatives and operational priorities
Progressively assume broader CFO-level responsibilities as financial operations, systems, and reporting maturity increase
Prepare and present monthly and quarterly financial reporting packages for the Board and investors, ensuring underlying data integrity and completeness
Own key investor metrics, including burn rate, runway, gross margin, operating leverage, and cash flow
Support fundraising efforts, investor diligence, and strategic financing discussions through accurate reporting, schedules, and documentation
Gradually expand participation in investor-facing communications as responsibilities and scope evolve
Lead annual budgeting, reforecasting, and multi-year planning processes
Build and maintain financial models and scenario analyses
Provide insight into revenue performance, client and project profitability, utilization, and pricing by working closely with finance, AP/AR, and delivery teams.
Partner with leadership on headcount planning, capacity modeling, and growth investments
Own day-to-day financial operations in partnership with the Controller and interim CFO, including oversight of accounts payable, accounts receivable, commissions, payroll coordination, and monthly close
Ensure accounting operations, reconciliations, and reporting are GAAP-compliant and completed accurately and on schedule
Design and maintain internal controls appropriate for a VC-backed, scaling organization
Manage cash flow and working capital execution, including payment timing, collections, and visibility into near-term liquidity
Coordinate audits, tax compliance, and external advisors
Drive improved unit economics through pricing discipline, margin analysis, and cost management
Partner with sales and delivery leaders to improve deal structure, scoping, and profitability
Support contract reviews with a focus on financial risk and scalability
Evaluate and implement financial systems and tools to support growth
Provide direction and oversight to in-house AP and AR staff, ensuring priorities are clear and issues are resolved efficiently
Coordinate effectively with outsourced bookkeeping support to ensure consistency, accountability, and clean handoffs
Help establish scalable processes, policies, and documentation that support accuracy without unnecessary complexity
Elevate financial literacy across the organization through clear communication, responsiveness, and partnership