The Director of Finance is responsible for leading the company’s corporate finance and accounting function.This role focuses on delivering accurate financial insights, supporting operational decision-making, and driving financial discipline, while overseeing the accounting function to ensure accurate reporting and strong internal controls. This role requires a player-coach mindset: a leader who is equally comfortable rolling up their sleeves on complex financial matters while mentoring and empowering the accounting team. This position reports to the CFO.
Key Responsibilities
Financial Planning, Analysis & Corporate Finance
- Lead annual budgeting, forecasting, and quarterly reforecast processes.
- Develop and maintain financial models, forecasts, and KPI reporting, including SaaS metrics such as ARR, payments utilization, churn, retention, LTV/CAC, and gross margin.
- Analyze financial results and provide variance analysis and actionable insights to support decision-making.
- Prepare and deliver monthly and quarterly management reporting packages.
- Monitor financial performance, including revenue, expenses, and cash flow.
- Support cost management, resource allocation, and financial discipline across the organization.
- Partner with department leaders on budget management and financial performance tracking.
- Ensure consistency and integrity of financial data across systems and reporting.
Accounting, Tax, Treasury & Audit Oversight
- Lead, coach, and develop the accounting team, including management of AR/AP, revenue, and senior accounting functions.
- Oversee day-to-day accounting operations and the monthly, quarterly, and annual close processes to ensure timely, accurate reporting.
- Ensure financial statements are compliant with GAAP and internal policies, including oversight of technical accounting matters and complex transactions.
- Establish, maintain, and enforce accounting policies, procedures, and internal controls to support consistency, accuracy, and audit readiness.
- Oversee revenue operations (order-to-cash), tax compliance, and cash management, including forecasting and liquidity planning.
- Manage external relationships, including auditors, banking partners, and advisors, ensuring successful audits and compliance with debt and regulatory requirements.
Process Improvement & Systems
- Drive improvements in financial reporting, forecasting accuracy, and close efficiency.
- Build and scale financial processes and controls to support company growth.
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field (CPA or MBA a plus)
- 8–12+ years of experience in FP&A, corporate finance, or related roles
- Strong experience with budgeting, forecasting, and financial reporting
- Experience managing and developing accounting teams
- Solid understanding of GAAP, technical accounting, treasury/bank relationships, audit, and financial controls
- Advanced Excel skills and experience with Netsuite required and Planful a plus