Director Jobs

About The Position

Requirements

• Bachelor's degree in accounting, Finance, Economics, or related field required.
• Minimum 10 years of progressive accounting and finance experience.
• Minimum 5 years of leadership experience managing finance and accounting professionals.
• Strong knowledge of GAAP, financial reporting, budgeting, forecasting, and financial analysis.
• Advanced financial modeling and analytical capabilities.
• Strong proficiency in Microsoft Excel and financial reporting systems.
• Ability to communicate complex financial concepts clearly to non-financial stakeholders.
• Exceptional attention to detail and organizational skills.
• Demonstrated ability to manage multiple priorities and deadlines.
• Ability to exercise sound judgment and maintain strict confidentiality.
• Positive, solutions-focused mindset.
• Commitment to collaboration, accountability, and continuous improvement.
• Deliver consistent and exceptional service to internal and external stakeholders.

Nice To Haves

• MBA, CPA, or equivalent professional designation strongly preferred.
• Experience within wealth management, asset management, financial services, or Registered Investment Advisor (RIA) organizations strongly preferred.
• Experience supporting acquisitions, integrations, or corporate development initiatives preferred.

Responsibilities

• Partner with the CEO, CFO/COO and CAIO on mergers, acquisitions, and strategic growth opportunities.
• Assist with financial due diligence, valuation analysis, integration planning, and post-transaction reporting.
• Support executive leadership with financial analyses related to new initiatives, market expansion, and business optimization.
• Provide scenario analysis and modeling to evaluate strategic alternatives and business risks.
• Direct the preparation and review of monthly, quarterly, and annual financial statements and management reporting packages.
• Ensure the accuracy, completeness, and integrity of all accounting and financial reporting activities.
• Oversee general ledger operations, account reconciliations, and month-end and year-end close processes.
• Monitor financial performance against budget and forecast, identifying trends, risks, and opportunities.
• Develop and maintain financial dashboards and key performance indicators (KPIs) for executive leadership.
• Lead the annual budgeting process and ongoing financial forecasting.
• Conduct variance analysis and provide actionable recommendations to leadership.
• Develop financial models supporting organizational planning, staffing, investments, and growth initiatives.
• Analyze profitability by office, business line, client segment, and strategic initiative.
• Support capital allocation decisions and long-range strategic planning.
• Oversee cash flow forecasting and liquidity management.
• Monitor banking, borrowing, and investment relationships.
• Ensure efficient management of working capital and operating cash needs.
• Develop recommendations to optimize cash utilization and financial performance.
• Maintain strong internal financial controls and accounting policies.
• Coordinate annual audits and serve as a primary liaison with external auditors and tax advisors.
• Ensure compliance with GAAP and applicable regulatory requirements.
• Partner with Compliance, Operations, and Human Resources to mitigate financial and operational risks.
• Develop and document scalable financial processes and procedures.
• Lead, mentor, and develop members of the finance and accounting team.
• Establish performance expectations and accountability measures.
• Promote a culture of continuous improvement, collaboration, and client service.
• Identify opportunities for automation, efficiency, and process enhancement.
• Participate in leadership meetings and strategic planning initiatives.
• Support special projects and business initiatives as assigned by the CFO/COO.
• Stay current on industry trends, economic developments, and best practices affecting the financial services industry.