Director of Finance & Accounting

Job Description

Job Description

Looking to build upon your track record as a finance professional in a rapidly growing segment of the financial services industry?

You will work tightly with our clients and the Driven Insights accounting & finance team. Manage day-to-day finance operations as detailed herein for Driven Insights' clients.

You'll be part of a collaborative, fast-paced work environment, where hitting deadlines is a way of life and details matter.

Location : Work from Home

THE PERKS

• Medical (including flexible spending account), Life, and Disability Insurance
• Generous PTO Policy
• Permanent Work from Home
• Amazing culture & team
• Growth opportunities abound multiple tracks to choose from
• Company 401k Contribution
• Loads of Tech Gear, including 3 monitors, laptop, etc.
• Annual In-Person Get Together

JOB RESPONSIBILITIES

• Serve as lead accountant for client businesses and oversee client team to ensure client is receiving value and insights from their DI Finance and Accounting function.
• Ownership of client accounting process to generate insightful financial reporting; including managing revenue cycle (order to cash), oversee expense management, and ensuring payroll is recorded with department level visibility.
• Responsible for monthly financial close, KPI (key performance indicators) measurement & management / board reporting.
• Lead all aspects of monthly client meetings, provide compelling insights for client business owners, and coach client management on value of metrics usage and management of their department.
• Monitor client maturity and company goals to ensure our services remain relevant and we are leading the management team to achieve their goals.
• Oversee compliance with GAAP and relevant regulatory requirements.
• Own sales tax, covenant calculations & sales commissions calculations.
• Own, evolve internal client accounting processes to promote efficiency, ensure data accuracy.
• Manage & leverage accounting technology, such as QuickBooks, BILL, Avalara, Divvy, Qvinci and business intelligence / subscription billing tools such as Maxio.
• Lead & manage cash flow, budget & scenario planning.
• Ensure the accuracy of financial and metric data (Business Intelligence System & QuickBooks) in a way that client feels like DI data is the single source of truth for the organization.
• Meaningfully contribute to or lead strategic projects (e.g. : due diligence, fundraising requests, financial analysis, software, and process improvements that scale with increased transaction volume, scenario modeling).
• Handle, as necessary, coaching client sales leadership on contract negotiations and compensation planning, client vendor and bank relationships, facilitation of purchase requisition and expense approval processes.
• Support the growth of other team members via management of growth as Team Lead, as assigned.
• Other duties that may arise through the normal course of business

REQUIRED SKILLS AND ABILITIES

• Experience successfully revamping accounting, finance and operational processes and technologies.
• Strong QuickBooks Online experience required. Xero, Intacct & NetSuite are a plus.
• Strong understanding of KPIs with track record of using to make quick, informed decisions.
• Exceptionally strong Google Sheet / Microsoft Excel GAAP-compliant financial modeling skills.
• Firm grasp on sales tax liability management, including usage of management tools like Avalara.
• Proven analytical, problem-solving, critical thinking, decision-making & project management skills.
• Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses.
• Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail.
• Maintain a positive, solutions-focused attitude.
• Ability to use good judgement and keep client and Driven Insights information confidential.
• Deliver consistent excellent customer service to internal / external customers, colleagues, and management.
• Strong knowledge of US GAAP accounting.
• Ability to effectively research and compile data from financial reporting systems, databases, spreadsheets, and other data sources.
• Ability to manage and balance multiple priorities and urgent requests effectively, with the ability to quickly adapt for changing business needs.
• Excellent written / verbal communication and collaboration skills.
• Passionate, energetic, approachable with a positive, low-ego, can-do demeanor.
• Confidence in messaging, training, collecting, and enforcing policy compliance throughout all levels of the organization.

EDUCATION AND EXPERIENCE

• Experience as lead accountant in rapidly growing firm(s)
• Bachelors degree in accounting, Finance, or Business Administration
• Masters degree in accounting, MBA, and / or CPA license preferred
• 10 years of experience as a Controller to Director of Finance level
5 days ago