Vice President of Finance

5 days ago

Charlotte, North Carolina, United States Envoy Capital Advisors Full time

About Us

Envoy Capital Advisors provides tailored advisory solutions across all critical stages of the business lifecycle, specializing in M&A Advisory, Capital Advisory, Financial Advisory, and Research. Established to meet the unique needs of middle-market businesses owned by founders and institutional investors, Envoy serves the global IT Services market, focusing on human capital management, marketing services, software, and tech-enabled professional services industries. We are building a best-in-class platform and are looking for senior leaders who want meaningful responsibility, visibility, and a long-term leadership trajectory.

The Opportunity

We are seeking a Vice President of Finance to lead and scale the firm's finance function, with a potential path to Chief Financial Officer as the business continues to grow. This role will report directly to the CEO and COO and work closely with firm leadership on all financial and operational matters. This role is ideal for a finance leader with public accounting roots, ideally a Big 4 background, and is now looking to step into an industry role.

Key Responsibilities

  • Firm-Wide Financial Leadership
  • Own financial planning, budgeting, forecasting, and cash flow management
  • Collaborate with HR for benefit analysis and management
  • Partner directly with senior bankers and business stakeholders on strategic, operational, and growth-related decisions
  • Develop and maintain KPIs, dashboards, and financial insights to support leadership decision-making
  • Accounting, Reporting & Controls
  • Own monthly, quarterly, and annual financial reporting
  • Drive a monthly close process with a target close timeline of 10 days post month-end
  • Manage accounting operations, including revenue recognition, expense management, and deal-level tracking
  • Establish and enhance internal controls, policies, and procedures appropriate for a scaling investment bank
  • Act as the primary liaison with external auditors, tax advisors, and accounting firms

Compensation, Economics & Deal Support

  • Partner with leadership on banker compensation modeling, incentive structures, and profitability analysis
  • Track transaction economics, pipeline visibility, and revenue realization

Scaling the Finance Function

  • Build and lead the finance organization as the firm grows (people, systems, processes)
  • Evaluate and implement financial systems and tools to support scale and complexity
  • Ensure the firm is prepared for future growth, governance, and strategic initiatives

Ideal Background

  • 6+ years of finance and accounting experience
  • Big 4 public accounting experience strongly preferred, ideally with exposure to financial services or professional services
  • Subsequent experience in investment banking, advisory, professional services, or a similar environment is a plus
  • CPA preferred
  • Strong technical foundation paired with sound commercial judgment
  • Entrepreneurial mindset with comfort operating as a player/coach in a lean environment while thinking strategically

Why Join

  • Potential path to CFO as the firm continues to scale
  • Direct exposure to firm leadership and strategic decision-making
  • Opportunity to build and own the finance function from the ground up
  • Long-term upside in a growing, high-performance investment banking platform

Compensation

Competitive base salary, performance-based bonus, and long-term incentive potential, commensurate with experience.

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