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Director of Finance And Operations
6 days ago
CFO ~ Professional Services firm
Our client is a well-established, national professional services firms.
We are seeking to identify a Director of Finance and Operations to oversee accounting + finance, human resources, staff management, and various other internal functions.
Responsibilities:
- Accounting & Finance: Oversee accounting functions, financial reporting, cash management, budgeting, forecasting, vendor management, and customer collections. Manage banking, insurance, and tax engagements.
- Human Resources: Handle recruiting, onboarding, performance management, training, payroll, benefits, 401k management, and updates to the Employee Handbook.
- Technology: Liaise with third-party tech providers, assess service quality, manage software/hardware services, and oversee cyber/AI initiatives.
- System Administration: Administer Salesforce, Certinia PSA and FFA, SurveyMonkey Enterprise, SMARSH, Egnyte, and other tools. Train employees, troubleshoot issues, and manage service contracts.
- Administration: Supervise administrative staff, manage facility operations, and maintain relationships with landlords and service providers.
- Executive Interaction: Collaborate with ownership, executive management, and team leaders on various administrative tasks and ad hoc projects.
- Vendor Management: Serve as the primary contact for banking, insurance, accounting, legal, recruiting, and other key service providers.
Requirements:
- Experienced finance and HR executive with a background in small to mid-sized private businesses.
- Proficient in financial planning and analysis (FP&A) for strategic decision-making.
- Skilled in hiring, managing, and developing diverse staff.
- Adaptable to changing business needs and priorities.
- Technologically adept with cloud-based project management, CRM, and accounting systems.
- Strong focus on recruitment and onboarding of professionals.
- Effective problem solver with decision-making authority.
- Ability to manage multiple projects, delegate effectively, and meet deadlines.
- Client service-oriented with a sense of urgency and responsiveness.
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