Senior Director of Financial Solutions
BELAY, Atlanta, GA, United States
MUST RESIDE IN CENTRAL OR EASTERN TIME ZONE
Work at Home Opportunity
Senior Director of Financial Solutions - Full-time
BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Accounting Specialists. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily.
Who is BELAY? Click here and enjoy!
Below are the position requirements.
Job purpose The Senior Director of Financial Solutions is responsible for leading and scaling BELAY’s Financial Solutions delivery organization. This role ensures alignment across systems, processes, and teams to drive consistent, high-quality client outcomes and operational performance.
This leader oversees Outsourced Accounting, Onboarding, and Tax, translating company strategy into execution. They are accountable for delivery consistency, operational efficiency, and developing leaders who can independently manage high-performing teams.
Duties and responsibilities As a BELAY Senior Director, you will represent the company with professionalism and excellence in all virtual and in-person interactions, consistently embodying our mission, vision, and core values. You are expected to foster a collaborative, positive team environment while maintaining strict confidentiality and handling sensitive information with care. Integrity is essential and will be demonstrated through honest communication, accountability, and reliable follow-through on commitments.
Operational Leadership & Execution
Lead day-to-day operations across Financial Solutions service lines, including Outsourced Accounting, Onboarding, and Tax
Own and evolve the operating model to ensure scalability, efficiency, and consistency across teams
Translate company strategy into clear operational plans, workflows, and performance expectations
Identify and remove operational bottlenecks impacting delivery, quality, or throughput
Drive standardization across teams in how work is executed, communicated, and escalated
Performance & Accountability
Hold Directors accountable to key performance outcomes, including client retention, service quality, utilization, and delivery efficiency
Establish and monitor KPIs and operational metrics to drive visibility and continuous improvement
Partner with Finance and Operations leadership to manage budgets, team capacity, and cost efficiency
Support forecasting and capacity planning to align delivery resources with client demand
Client Delivery & Quality
Ensure consistent, high-quality, and timely client outcomes across all service lines
Monitor client satisfaction and retention data; drive improvements to reduce churn and increase client lifetime value
Champion continuous improvement initiatives to reduce error rates and improve delivery efficiencyLead and develop a team of Directors, ensuring strong leadership capability across all functions
Build a culture of accountability, performance, and continuous development aligned with BELAY’s values
Partner with HR on performance management, talent development, hiring, and organizational design
Lead change management efforts as processes, systems, and structures evolve
Cross-Functional Collaboration
Partner with Sales and Marketing on capacity planning and pipeline visibility
Collaborate with Finance on budget management and operational efficiency
Serve as the operational bridge between executive leadership and frontline delivery teams
Qualifications This role requires a motivated and trustworthy self-starter with strong communication and technological skills, who thrives independently and as part of a team, and is willing to roll up their sleeves to get the job done! Our ideal director is flexible, creative, well-organized and will conduct relational and efficient coaching at all times.
10-15+ years of progressive experience in accounting, financial services, or professional services
7-10+ years of experience leading managers of managers within multi-functional service delivery teams
Experience operating and scaling multi-department organizations with accountability for performance and efficiency
Demonstrated ability to improve operational performance, client outcomes, and team productivity
Strong business acumen with experience in capacity planning, resource allocation, and cost management
Experience leading through process improvement, system implementation, or organizational change
Ability to translate strategy into scalable execution
Experience partnering cross-functionally across Sales, Marketing, Finance, and HR
Data-driven approach to decision-making using KPIs and operational metrics
Bachelor’s degree required; CPA or advanced degree a plus
Working conditions BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours. As a full-time, exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.
This role includes expected participation in conference calls, on-site meetings, ad-hoc meetings and off-site meetings which may require travel. This role serves as a member of the BELAY Leadership Team which encompasses leading and serving as an example of the company’s mission.
Physical requirements This position does not have any physical requirements at this time.
Direct reports
Director, Accounting
Director, Onboarding
Director, Tax
#J-18808-Ljbffr
Work at Home Opportunity
Senior Director of Financial Solutions - Full-time
BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Accounting Specialists. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily.
Who is BELAY? Click here and enjoy!
Below are the position requirements.
Job purpose The Senior Director of Financial Solutions is responsible for leading and scaling BELAY’s Financial Solutions delivery organization. This role ensures alignment across systems, processes, and teams to drive consistent, high-quality client outcomes and operational performance.
This leader oversees Outsourced Accounting, Onboarding, and Tax, translating company strategy into execution. They are accountable for delivery consistency, operational efficiency, and developing leaders who can independently manage high-performing teams.
Duties and responsibilities As a BELAY Senior Director, you will represent the company with professionalism and excellence in all virtual and in-person interactions, consistently embodying our mission, vision, and core values. You are expected to foster a collaborative, positive team environment while maintaining strict confidentiality and handling sensitive information with care. Integrity is essential and will be demonstrated through honest communication, accountability, and reliable follow-through on commitments.
Operational Leadership & Execution
Lead day-to-day operations across Financial Solutions service lines, including Outsourced Accounting, Onboarding, and Tax
Own and evolve the operating model to ensure scalability, efficiency, and consistency across teams
Translate company strategy into clear operational plans, workflows, and performance expectations
Identify and remove operational bottlenecks impacting delivery, quality, or throughput
Drive standardization across teams in how work is executed, communicated, and escalated
Performance & Accountability
Hold Directors accountable to key performance outcomes, including client retention, service quality, utilization, and delivery efficiency
Establish and monitor KPIs and operational metrics to drive visibility and continuous improvement
Partner with Finance and Operations leadership to manage budgets, team capacity, and cost efficiency
Support forecasting and capacity planning to align delivery resources with client demand
Client Delivery & Quality
Ensure consistent, high-quality, and timely client outcomes across all service lines
Monitor client satisfaction and retention data; drive improvements to reduce churn and increase client lifetime value
Champion continuous improvement initiatives to reduce error rates and improve delivery efficiencyLead and develop a team of Directors, ensuring strong leadership capability across all functions
Build a culture of accountability, performance, and continuous development aligned with BELAY’s values
Partner with HR on performance management, talent development, hiring, and organizational design
Lead change management efforts as processes, systems, and structures evolve
Cross-Functional Collaboration
Partner with Sales and Marketing on capacity planning and pipeline visibility
Collaborate with Finance on budget management and operational efficiency
Serve as the operational bridge between executive leadership and frontline delivery teams
Qualifications This role requires a motivated and trustworthy self-starter with strong communication and technological skills, who thrives independently and as part of a team, and is willing to roll up their sleeves to get the job done! Our ideal director is flexible, creative, well-organized and will conduct relational and efficient coaching at all times.
10-15+ years of progressive experience in accounting, financial services, or professional services
7-10+ years of experience leading managers of managers within multi-functional service delivery teams
Experience operating and scaling multi-department organizations with accountability for performance and efficiency
Demonstrated ability to improve operational performance, client outcomes, and team productivity
Strong business acumen with experience in capacity planning, resource allocation, and cost management
Experience leading through process improvement, system implementation, or organizational change
Ability to translate strategy into scalable execution
Experience partnering cross-functionally across Sales, Marketing, Finance, and HR
Data-driven approach to decision-making using KPIs and operational metrics
Bachelor’s degree required; CPA or advanced degree a plus
Working conditions BELAY Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours. As a full-time, exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.
This role includes expected participation in conference calls, on-site meetings, ad-hoc meetings and off-site meetings which may require travel. This role serves as a member of the BELAY Leadership Team which encompasses leading and serving as an example of the company’s mission.
Physical requirements This position does not have any physical requirements at this time.
Direct reports
Director, Accounting
Director, Onboarding
Director, Tax
#J-18808-Ljbffr