Director of Finance
About The Position
Excel Engineering is a full-service engineering consulting firm specializing in electrical engineering, industrial automation, and power systems. The Director of Finance is a key member of the leadership team and reports directly to the President. The role provides strategic direction and oversight for Finance, Human Resources, Information Technology, and Administrative operations, supporting the company’s continued growth and long-term success. The Director partners with executive leadership on strategic initiatives, leads and supports the relevant teams, and drives operational efficiency through process improvements and system enhancements. The role oversees accounting, financial planning and reporting, corporate finance, compliance, HR-related functions, IT systems and infrastructure, and administrative operations. It also requires handling confidential company information with professionalism and promoting accountability, integrity, and continuous improvement. The position requires a bachelor’s degree in Accounting, Business Administration, Finance, or a related field. A master’s degree and/or CPA designation is preferred. The company offers a competitive salary and benefits, including retirement, health coverage, paid time off, and a flexible work schedule.
Requirements
- Proficiency with accounting software and Microsoft Office Suite.
- Strong communication, organizational, task management, and problem-solving skills.
- Ability to interpret business publications, legal documents, and government regulations.
- Strong financial planning, budgeting, and forecasting capabilities.
- Ability to manage highly confidential information with discretion and professionalism.
- Strong leadership skills and commitment to continuous improvement.
- Physical ability to perform essential job functions.
- Willingness to travel up to 10–15%.
- Bachelor’s degree in Accounting, Business Administration, Finance, or a related field.
Nice To Haves
- Advanced knowledge of Deltek Vantagepoint.
- Advanced knowledge of Paylocity.
- Master’s degree and/or CPA designation.
Responsibilities
- Partner with executive leadership to develop and execute strategic initiatives.
- Lead and support Finance, HR, IT, and Administrative teams.
- Drive operational efficiency through process improvements and system enhancements.
- Establish and maintain effective internal controls.
- Promote accountability, integrity, and continuous improvement.
- Manage confidential and sensitive company information professionally.
- Oversee Accounts Payable, Accounts Receivable, General Ledger, and financial reporting.
- Develop budgets, forecasts, and long-range financial plans.
- Manage cash flow and financial analysis to support business decisions.
- Oversee corporate finance activities, including S-Corporation distributions, stock transactions, and shareholder documentation.
- Coordinate with external partners on tax filings and R&D tax credit activities.
- Manage banking relationships and financing activities.
- Ensure financial compliance and reporting accuracy.
- Oversee employment law compliance, EEO reporting, and HR best practices.
- Support payroll administration and employee incentive programs.
- Manage employee benefits and insurance renewals.
- Provide strategic oversight of IT systems, policies, and infrastructure.
- Ensure compliance and efficiency across administrative functions.
Benefits
- 401(k) plan with employer matching.
- Medical, dental, vision, life insurance, and disability coverage.
- HSA with company match.
- Dependent Care FSA options.
- Paid time off.
- Flexible work schedule.
- Opportunities for growth and development and strategic-level contributions.
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What This Job Offers
Job Type
Full-time
Career Level
Director
