Senior Director Finance
Bell & Associates, Inc., WorkFromHome, NC, United States
Overview
Raleigh, NC - hybrid schedule (3 days on site/week)
We are working with a specialized PE firm based in Raleigh, NC seeking a highly experienced Senior Finance Director to lead full financial oversight, consolidation, and operational finance infrastructure across a complex asset management platform.
This role oversees 20+ legal entities and is responsible for new entity launches, intercompany loan structures, refinancing initiatives, stock appreciation rights (SAR) accounting, incentive equity structures, bank compliance reporting, and investor distributions. The Controller reports directly to this position.
This is a high-impact leadership role requiring strong technical GAAP expertise, experience with debt and equity structuring, treasury oversight, and multi-entity consolidation governance.
The Senior Finance Director reports directly to the CFO and partners closely with executive leadership, banking partners, outsourced accounting teams, and tax advisors.
Key Responsibilities
- Prepare consolidated financial statements across 20+ legal entities
- Oversee month-end close and review processes performed by outsourced accounting team, including bank reconciliations, journal entries, and credit card reviews
- Maintain cash flow forecasts and liquidity projections
- Ensure monthly reporting accuracy
- Prepare and enter consolidation journal entries
- Prepare monthly depreciation schedules and entries
- Oversee upload and integration of third-party trial balances
- Provide support on U.S. GAAP technical accounting matters and non-routine transactions
- Oversee accounting for multiple equity tiers, complex ownership structures, and stock appreciation rights (SAR) calculations
- Compile and reconcile annual tax workpapers
- Support investor tax distributions
- Oversee quarterly and annual bank compliance reporting across multiple lenders
- Assist in managing relationships with banks and lenders
- Manage credit card and procurement card programs
- Drive automation and process improvements
- Assist with ad hoc financial analyses for management and investors
Qualifications
- Bachelor’s degree in Accounting
- 6–8+ years of progressive accounting experience
- Prior Controller experience and/or CPA preferred
- Strong technical U.S. GAAP knowledge
- Experience with multi-entity consolidations, intercompany structures, and bank covenant compliance
- Working knowledge of partnership and LLC taxation preferred
- Experience with NetSuite, Oracle, or similar ERP systems strongly preferred