Director of Finance And Operations

Job Description

Remote (U.S.) | Travel to San Francisco ~4x/year

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I'm partnering with a founder-led, high-growth professional services organization seeking a Director of Finance & Operations to serve as the CEO's strategic partner and help lead the company's next phase of growth.

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This is an executive-level opportunity for a hands-on leader who enjoys improving businesses through operational excellence, financial discipline, AI-driven automation, and scalable processes.

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What You'll Be Responsible For

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✔ Leading Finance and Operations under one accountable leader

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✔ Driving financial planning, forecasting, cash flow, and profitability

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✔ Improving customer and program profitability reporting

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✔ Leading operational transformation through workflow redesign and automation

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✔ Developing executive dashboards and KPI reporting

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✔ Partnering with the CEO to improve execution, scalability, and decision-making

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✔ Leading and developing a small Operations team while mentoring the Controller

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What We're Looking For

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• 10+ years of Finance and Operations leadership experience
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• Experience supporting organizations with $10M+ in annual revenue (ideal: $15M–$50M)
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• Strong background in FP&A, budgeting, forecasting, P&L, cash flow, and executive reporting
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• Proven experience improving operational processes and leading organizational change
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• Salesforce (or similar CRM) experience
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• Hands-on experience leveraging AI to improve business operations
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• Experience in founder-led or entrepreneurial environments is highly preferred
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Preferred industry backgrounds include:

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• Professional Services
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• Management Consulting
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• HR Consulting
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• Learning & Development
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• Staffing & Recruiting
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• IT Managed Services (MSPs)
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• Managed Accounting / Back Office Services
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Why Consider This Opportunity?

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• Executive leadership role reporting directly to the CEO
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• Opportunity to influence company strategy and long-term growth
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• Highly autonomous, collaborative, and innovation-driven environment
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• Remote role with a high level of visibility and impact
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• Compensation: $170K–$190K base + 10–20% annual bonus
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• Comprehensive Medical Insurance
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• Dental Insurance
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• Vision Insurance
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• Employer-Paid Life & AD&D Insurance
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• Employer-Paid Short-Term Disability
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• Employee Assistance Program (EAP)
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• Travel Assistance Program
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• Health Savings Account (HSA)
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• Pre-Tax Commuter Benefits
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• Wellness & Employee Perks Programs
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