Director of Finance And Accounting

Artemis Staffing is proud to partner with a highly respected, SEC-registered investment advisory firm that puts clients at the heart of everything it does. With a national reputation for delivering tailored investment strategies, this firm operates through two distinct divisions:

• Wealth Management: Focused on personalized investment strategies and holistic financial planning for individuals, families, and privately held businesses.
• Institutional Services: Acting as Chief Retirement Plan Officer for plan sponsors and offering fiduciary investment guidance to foundations, endowments, and family offices.

The Opportunity

We are seeking a dynamic Director of Finance to lead and enhance the firm’s financial operations. Reporting directly to the CEO and COO, this leadership role will be instrumental in financial reporting, budgeting, payroll, benefits administration, and supporting strategic growth initiatives.

Key Responsibilities

• Oversee corporate financial records and ensure compliance with GAAP and internal controls
• Lead the annual budgeting process and track performance against projections
• Prepare and present financial reports to leadership and stakeholders
• Manage quarterly shareholder distributions and coordinate corporate tax filings
• Administer payroll, HSA contributions, and 401(k) disbursements
• Serve as the primary point of contact for employee benefits and plan administration
• Partner with internal Tax & Accounting teams to support client-facing financial services
• Coordinate annual financial audits and maintain timely vendor payments and revenue collection

What We’re Looking For

• CPA preferred
• Bachelor’s degree in Accounting, Finance, or related field
• 7 years of progressive experience in financial reporting or management
• Strong analytical, organizational, and communication skills
• Ability to manage multiple priorities and collaborate across departments
• Client-first mindset with a passion for continuous improvement and learning

Compensation & Benefits

• 💰 Salary: $150,000–$160,000 (based on experience)
• 🌴 PTO: 3 weeks major holidays
• 💼 401(k) Match: Up to 10%
• 🏥 Healthcare: 100% company-paid
• 🤒 Sick Time: Generous and flexible
• ☀️ Summer Fridays: Early release at 12 PM

Why Join?

This is a rare opportunity to grow your career with a firm that values collaboration, excellence, and work-life balance. You'll play a key role in shaping the financial future of an organization that is making a difference for its clients—and for its team.