Finance Director

Momentum Indoor Climbing • Holladay, UT

1d • Hybrid

About The Position

The Finance Director is a hands-on financial leader and strategic partner to the CEO, responsible for both executing day-to-day accounting functions and driving the company’s financial strategy during a period of rapid growth.
This role owns the full financial function, from maintaining accurate financial records and overseeing accounting operations to leading budgeting, forecasting, pricing strategy, and expansion planning. The Finance Director ensures the company remains financially healthy, profitable, and cash flow positive while new locations are developed and opened.
Success in this role means balancing strong financial discipline with forward-looking strategy, providing clear and actionable financial insight to leaders across the company, and helping managers understand and take ownership of their financial performance. This person will play a key role in evaluating new locations, setting realistic budgets, designing incentive programs, and guiding the company through both expansion and economic fluctuations.
This is a player-coach role that requires both strategic thinking and a willingness to be directly involved in accounting and financial operations.
The Finance Director directly manages the Bookkeeper, IT Manager, Membership Manager, and Regional Retail Managers.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required. CPA preferred.
• 7+ years of progressive experience in accounting and finance, including leadership responsibility.
• Experience in a multi-location or operational business environment (retail, hospitality, fitness, or similar preferred).
• Experience supporting company growth, expansion, or capital projects strongly preferred.
• Strong proficiency in NetSuite or similar ERP systems and experience working with POS integrations.
• Demonstrated experience in financial modeling, budgeting, and forecasting.
• Strong communication skills with the ability to translate financial concepts into practical guidance.
• Willingness to take a hands-on approach to accounting and financial operations.
• Proficiency in Google Workspace, RGP, and Microsoft Office Suite.

Responsibilities

• Partner with the CEO and Directors to develop and execute a financial strategy that supports growth, profitability, and long-term sustainability, while providing clear recommendations on pricing, margins, and operational decisions.
• Keep the CEO, Board, and Walltopia informed on financial performance, trends, risks, and opportunities, including participation in early morning meetings due to time zone differences.
• Identify potential financial challenges during expansion or economic shifts and proactively recommend solutions.
• Oversee and participate directly in accounting functions, including journal entries, accruals, reconciliations, tax compliance, business registrations, and maintaining accurate financial records.
• Import and reconcile sales data from Rock Gym Pro into NetSuite and ensure alignment between systems.
• Supervise the Bookkeeper, who manages sales tax, accounts payable and receivable, and company credit cards, while ensuring timely and accurate month-end close.
• Prepare and present monthly financial reporting for Director meetings, General Manager meetings, and quarterly Program Manager financial reviews.
• Provide clear, actionable financial insights at the department and location level, helping leaders understand performance and identify opportunities for improvement.
• Communicate financial concepts in a way that is accessible and useful to non-financial managers, while holding leaders accountable to budgets and expectations.
• Lead the development of department, location, and company-wide budgets in collaboration with Directors and Managers, and submit the annual budget to Walltopia each October.
• Monitor performance against budget and adjust forecasts based on trends and expansion timelines.
• Design and manage incentive bonus programs for Directors and Managers, including defining metrics, calculating quarterly payouts, and communicating progress toward goals.
• Develop financial pro formas for new locations, including revenue projections, expense modeling, construction budgets, and break-even timelines.
• Evaluate market viability, including customer demographics and demand, to determine whether new locations are financially sound.
• Manage financial planning during construction phases, ensuring the company maintains healthy cash flow while investing in growth.
• Monitor sales performance across locations and departments and recommend pricing strategies that balance accessibility, competitiveness, and profitability.
• Partner with leadership to evaluate programs, memberships, and retail pricing to ensure financial sustainability.
• Maintain oversight of company purchasing and identify opportunities to reduce costs while maintaining quality.
• Utilize Auxionize to manage reverse auctions for construction and vendor selection, and identify additional opportunities to optimize expenses.
• Negotiate new leases and renewals, ensuring favorable terms aligned with company financial goals.
• Track lease terms, deadlines, and renewal opportunities to avoid missed cost-saving opportunities.
• Provide leadership, mentorship, and accountability to direct reports, including the Bookkeeper, IT Manager, Membership Manager, and Regional Retail Managers.
• Support HR in developing financial policies related to stipends, SPIFF programs, reimbursements, and expense management.
• Foster a culture of financial awareness and accountability across all levels of the organization.

Benefits

• Health insurance and 401(k) retirement savings plan (eligibility requirements apply)
• Paid time off (PTO) and holiday pay
• Complimentary membership to all Momentum facilities
• 20% discount on Momentum classes, programs, and retail
• Access to outdoor industry pro-deals

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 11-50 employees