Director - Finance

The role

The Finance Director will serve as an embedded financial partner to firm and regional leadership. This role owns financial planning, reporting, forecasting, business analytics, and cost management.

What you will do

• Own monthly and quarterly financial reporting.
• Lead the annual budget, long-range planning, and rolling forecasting processes.
• Define and monitor KPIs across revenue, margin, utilization, realization, and client profitability.
• Partner with firm and regional leaders on growth initiatives, operational performance, and strategic decisions.
• Investigate performance issues to identify root causes and opportunities for improvement.
• Develop scenario models and analyses supporting investments, acquisitions, and market expansion.
• Support financial diligence, integration modeling, and synergy tracking.
• Drive follow-through on financial recommendations.
• Improve FP&A infrastructure, reporting processes, dashboards, and automation.

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 10+ years of progressive FP&A, corporate finance, or related experience.
• Experience within professional services, a PE-backed platform, or another multi-entity or multi-location business.
• Advanced financial modeling skills.
• Strong understanding of GAAP, financial statements, and services-business economics.
• Experience with ERP, planning, and BI tools such as NetSuite, Adaptive, SAP, Anaplan, Power BI, Tableau, Databricks, or similar platforms.
• Strong executive communication skills.
• Ability to influence senior stakeholders, solve ambiguous problems, and operate in a fast-paced environment.
• Based in the New York Metro area.

Nice to have

• MBA and/or CPA.
• Experience supporting accounting, consulting, or other professional services businesses.
• Experience within a high-growth or acquisition-driven organization.

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company invests in professional development and connects partner firms with national resources.