Director of Finance and Accounting
4 weeks ago
We are seeking a highly experienced and strategic Director of Finance to join our team at Lucas James Talent Partners. As a key member of our leadership team, you will be responsible for managing and enhancing our finance and accounting functions, driving top-tier financial accounting and reporting, and building a culture of financial discipline.
Key Responsibilities:
- Collaborate closely with the COO and President to evaluate and enhance the strategic financial objectives.
- Oversee month-end close processes, maintaining rigorous standards for accuracy and consistency.
- Drive the analysis of financial performance, providing insights and recommendations to executive management.
- Develop and maintain a system of internal controls that maximizes protection of financial assets through the establishment of appropriate policies, procedures, and workflow documentation.
- Ensure compliance with internal controls and industry standards.
- Lead a small accounting team to success, ensuring accuracy and timeliness in financial reporting and project management reporting.
- Manage/perform daily accounting and finance activities including general ledger accounting, accounts receivables, accounts payable, cashflow, billing, fixed assets, budgets, payroll, and month/quarter/year-end financial reporting.
- Maintain a comprehensive system of accounting records and recommend and help to implement updates or changes to the underlying financial systems.
- Optimize the workload allocation across the finance team, and manage this group with dynamic leadership through planning, directing, and coordinating all day-to-day operational functions and the monthly financial close process.
- Ensure the accuracy and timeliness of all recurring and ad-hoc financial reporting and oversee the preparation of timely monthly financial statement and related analyses.
- Assist with the preparation and monitoring of the annual budget.
- Oversee shareholder value activities – distributions, income tax projections, K1 issue, sale and payout of equity.
- Maintain banking, payroll vendor, benefits and investment provider relationships.
- Coordinate ongoing reforecasting, all management reporting, and the related trends and variance analyses.
- Assist the President and COO to identify, compile, and communicate key performance metrics (KPIs) to Executive Leadership.
- Assist with year-end and interim activities of the external auditors and tax preparers.
- Assist President and COO to support the Finance Committee and related sub-committees.
- Perform other related duties as assigned by the COO and other Executive Leadership.
Requirements:
- A bachelor's degree in accounting, finance, or economics is required. CPA and MBA are preferred.
- 20+ years of progressive financial and controllership experience with a Professional Services company, with demonstrated expertise in leading a business through significant growth or change with at least 10 years in a managerial role with multiple direct reports.
- A mindset and reputation as a strategic, innovative, ethical, and influential leader with a command of core accounting concepts including strong knowledge of GAAP and high attention to accuracy, timeliness, and establishing clear priorities.
- Payroll management expertise, proven experience in administration of 401k plan and Directors' Defined Benefit Plans.
- Significant Vantage Point, ADP, and Microsoft Office software skills (e.g. Word, Excel, PowerPoint, etc.) and progressive experience developing recurring and ad-hoc financial reports, budgets, forecasts, etc.
- Proven ability to build a team and deploy processes and tools to enhance data and reporting, improve efficiency, and drive performance.
- Able to work well under pressure and deadlines, the Director of Finance will be charged with leading from the front across their team and side by side for the organization.
- Sound judgement, leadership, and communications skills; self-awareness; capable of connecting with people at all levels and serving as a proxy for the COO.
- Executive level emotional intelligence and people skills around relationship building, collaboration, effective communication, conflict management, influencing, and negotiation.
What We Offer:
- Lead and shape the evolution of an accounting function in a fast-growing, dynamic organization.
- Be a change-maker, driving the future of team culture, processes, and cutting-edge technology.
- Act as a strategic partner to the COO, Board, and key stakeholders, leveraging strong accounting principles and data-driven insights to drive value creation.
- Enjoy a competitive compensation package, including base salary and annual bonus.
Lucas James Talent Partners is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees and applicants.
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