Director of Finance
Confidential, WorkFromHome, NY, United States
Confidential Company | NYC (Hybrid – 3 Days In Office)
Base + Performance Bonus + Equity
We are partnering with a profitable, growing global organization ($50–100M revenue, 15% YoY growth) seeking a hands‑on Director of Finance to lead the company’s full financial function.
Reporting directly to the CEO, this role offers broad ownership across financial strategy, reporting, FP&A, compliance, and operational finance. The Director will oversee one Controller and serve as the senior finance leader for the organization.
This is an ideal opportunity for a finance leader who enjoys both strategic partnership and rolling up their sleeves in a lean, high‑accountability environment.
Position Overview
The Director of Finance will provide financial leadership and operational oversight across the organization. This individual will ensure financial integrity, drive disciplined forecasting and budgeting, enhance reporting infrastructure, and support executive decision‑making.
The role requires a balance of strategy and execution — someone comfortable preparing board materials, building financial models, reviewing reconciliations, improving systems, and partnering cross‑functionally with department leaders.
Key Responsibilities
- Oversee monthly financial statement review (P&L, Balance Sheet, Cash Flow)
- Ensure GAAP compliance and revenue recognition accuracy
- Maintain financial data integrity and reporting accuracy
- Review intercompany reconciliations (including oversight of International subsidiary)
- Prepare and present board‑level financial materials
- Oversee quarterly and year‑end close processes
Budgeting, Forecasting & FP&A
- Lead annual budgeting process across all departments
- Own company‑wide financial forecasting and cash forecasting
- Monitor budget vs. actual performance
- Track key performance indicators (revenue, margins, profitability)
- Provide pricing analysis and financial modeling support
- Partner with leadership to drive financial accountability
Cash Flow & Working Capital
- Oversee working capital management
- Monitor AP/AR trends and liquidity
- Support proactive cash planning and scenario modeling
Audit, Tax & Compliance
- Coordinate external audits and strengthen internal controls
- Oversee federal, state, sales, and international tax matters (International operations managed locally with oversight)
- Review tax estimates and filings
- Ensure compliance with evolving regulatory requirements
- Partner on commercial agreements and contract review
- Monitor insurance coverage and risk exposure
- Maintain awareness of labor, tax, and privacy regulations
Financial Systems & Process Improvement
- Evaluate and potentially lead ERP/system upgrades (currently operating on QuickBooks)
- Drive automation and process improvements
- Enhance reporting infrastructure and financial dashboards
- Build scalable systems to support continued growth
Operational HR Oversight
- Oversee HR compliance processes and HRIS systems
- Support onboarding and termination compliance documentation
- Provide oversight on benefits administration and PTO policies
Team Structure
- Reports directly to the CEO
- Oversees one Controller
Qualifications
- 8+ years of progressive experience in accounting and finance
- CPA or Master’s in Accounting/Finance
- Experience in a hands‑on senior finance role (Director of Finance, Corporate Controller, or similar)
- Experience supporting a $30M–$100M revenue organization preferred
- Strong GAAP knowledge and financial reporting expertise
- Demonstrated ownership of budgeting and forecasting processes
- Experience preparing materials for executive leadership and/or Board
- Comfortable operating in a lean environment with broad scope
- Experience evaluating or implementing ERP systems strongly preferred
- Global exposure is a plus
What Makes This Role Compelling
- Profitable, growing company with strong revenue trajectory
- Direct partnership with CEO and executive leadership
- Broad ownership across finance, compliance, and systems
- Opportunity to enhance infrastructure and drive operational improvements
- Performance‑based bonus and equity participation