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Director of Finance
4 weeks ago
Under the direct supervision of the VP of Operations, the Director of Finance & Administration oversees the firm's operational aspects, encompassing workflow processes, office management, the administrative team, technological infrastructure, and human resources. This role may also extend to handling contracts, financial tasks, and legal responsibilities, as delegated by the VP of Operations. Tasked with enhancing procedures and policies across the organization, the Director plays a key role in all HR and Talent Acquisition initiatives. Additionally, this position offers essential support to the VP of Operations, acting as their operational deputy.
Responsibilities
Financial and IT Oversight:
Implement and refine accounting and cash management practices, highlighting areas for improvement
Develop, manage, and adjust budgets and forecasts to ensure financial health
Establish robust financial controls and keep them updated
Monitor key initiatives and company performance through dashboards
Guide IT spending and spearhead technological advancements within the system
Business Operations Efficiency:
Supervise the planning, execution, and delivery of client projects
Manage critical metrics, including billable hours, revenue projections, profitability, and resource allocation
Accurately estimate project costs for both existing and prospective clients
Assess and adjust staffing levels across departments as necessary
Human Resources Leadership:
Manage the hiring, retention, and exit processes for employees
Foster team engagement and morale
Collaborate with leadership to offer professional development opportunities
Administer ERISA retirement and insurance benefit plans
Administration Management:
Guarantee strong support from the Administration team
Oversee office management practices
Lead the Administration team, ensuring they have the resources to fulfill their responsibilities effectively
Corporate Management Engagement:
Fulfill the role of Corporate Secretary
Coordinate logistics for Leadership Team activities, including agenda setting and meeting management
Represent client in broader team activities and meetings
Devise and implement strategies to minimize business risks and seize opportunities
Champion a collaborative, positive organizational culture
Manage legal documentation and oversee the engagement with legal advisors
Requirements
You have very strong communication skills. You are also a good motivator of people, have exceptional organizational skills, and have a knack for identifying internal and external customer needs. You care about quality at every level and have excellent attention to detail. You also have:
Bachelor’s degree in finance or business-related concentration required
Experience in agency management involving processes, people resources, and financial oversight
Minimum of 7 to 10 years of overall professional experience
Minimum of 5 to 7 years of experience in financial oversight, CPA Preferred
An understanding of and can communicate information and concepts to company leadership
Excellent written and verbal skills
Strong analytic, organizational, and problem-solving skills
Excellent relationship-building skills with the ability to negotiate and work with a variety of internal and external parties
The ability to multi-task and wear many hats in a fast-paced environment
Personal qualities of integrity, credibility, and dedication to the company’s mission, and
Are a self-starter with the ability to motivate and manage other people
Benefits
In addition to a competitive salary, you’ll receive a great benefits package, including:
Medical, dental, life, vision, wellness program, disability, 401(k), tuition reimbursement, a lucrative paid time off program, paid holidays, and more
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