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Director of Finance

4 months ago


Erie, United States Spartan Placements LLC Full time
Director of Finance

Desired Qualifications:
  • The ideal candidate will possess an MBA in finance or accounting, and CPA (Certified Public Accountant) or CMA (Certified Management Accountant).
  • 10+ years of experience accounting experience, having held a leadership role, with strong familiarity with partnership accounting.
  • Financial Services, RIA, or Wealth Management industry experience preferred but not required.
  • Should have experience partnering with Executive teams, Finance team, and have high level written and oral communication skills.
Responsibilities:
  • Provide leadership and management to the financial department
  • Provide financial strategy recommendations to CEO/President and executive team
  • Identify and address potential financial risks for the company
  • Oversee all financial decisions, such as budgeting and auditing
  • Implement strategies and systems to improve financial performance
  • Serve as a key point of contact for financial department and auditors
  • Overseeing the reconciliation of income and expense reports
  • Preparing and analyzing financial statements and profit and loss reports
  • Designing financial models that will benefit different operating initiatives
  • Supervising the finance department and ensuring that all activities are current and updated.


The Director of Finance must often fulfill multiple roles within a company. They serve as leaders, advisors, and strategists. As a result, the Director of Finance is accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results. The Director of Finance reports directly to the COO.

Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.