Director of Finance

Position Overview:

We are seeking a strategic and hands-on Director of Finance to lead the company's financial planning, accounting operations, and corporate finance initiatives. Reporting directly to executive leadership, this individual will play a key role in driving financial performance, supporting M&A activity, and helping prepare the organization for a future IPO.

The ideal candidate will bring a blend of FP&A, general accounting, and transaction experience, with the ability to operate both strategically and tactically in a fast-paced, high-growth environment.

Key Responsibilities

Financial Planning & Analysis

• Lead annual budgeting, forecasting, and long-range planning processes.

• Develop financial models, KPIs, dashboards, and executive reporting packages.

• Partner with department leaders to monitor performance and provide actionable insights.

• Analyze revenue, margins, operating expenses, and cash flow to support decision-making.

Accounting & Financial Reporting

• Oversee month-end, quarter-end, and year-end close processes.

• Ensure the accuracy and integrity of financial statements in accordance with U.S. GAAP.

• Manage external audits and coordinate with auditors, tax advisors, and consultants.

• Strengthen internal controls, accounting policies, and financial processes.

Mergers & Acquisitions

• Support acquisition strategy through financial analysis, due diligence, valuation, and integration activities.

• Assist with post-acquisition financial reporting and operational integration.

• Partner with executive leadership on strategic growth initiatives and investment opportunities.

Pre-IPO Readiness

• Help build the financial infrastructure and reporting capabilities required for a public company environment.

• Assist with SEC reporting readiness, SOX compliance initiatives, and public company governance processes.

• Partner with external advisors and executive leadership on IPO planning and execution.

• Develop scalable processes and controls to support future growth.

Leadership & Business Partnership

• Lead and mentor members of the finance and accounting team.

• Collaborate cross-functionally with operations, sales, technology, and executive leadership.

• Present financial results, forecasts, and strategic recommendations to senior management and investors.

• Drive continuous improvement initiatives across finance and accounting functions.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA preferred.

• 8+ years of progressive finance and accounting experience.

• Strong background in FP&A, financial modeling, budgeting, and forecasting.

• Experience overseeing accounting operations and financial reporting.

• Exposure to M&A transactions, due diligence, and integration activities.

• Experience supporting a high-growth, private equity-backed, or pre-IPO company preferred.

• Knowledge of U.S. GAAP, internal controls, and financial compliance requirements.

• Advanced Excel and financial systems experience; ERP implementation experience is a plus.

• Strong executive presence, communication skills, and ability to influence stakeholders.

Ideal Background

• Director of Finance

• Senior Director of Finance

• FP&A Leader with accounting oversight

• Controller with strong FP&A and strategic finance experience

• Finance leader from a high-growth, PE-backed, SaaS, technology, healthcare, consumer products, or manufacturing environment

• Prior IPO readiness or public company experience strongly preferred