Director Corporate Finance

About Us

Innisfree M&A Incorporated is the premier high-stakes shareholder engagement firm. We deliver shareholder intelligence, strategic advice, and proxy solicitation services to the world’s leading corporations and investors when it matters most. Our proprietary ActiveIQ™ methodology sets us apart from traditional proxy solicitation and stock surveillance firms, going far beyond simply tracking activity in a company’s ownership to providing critical information, best-in-class analytics, and actionable recommendations to our clients. We provide expert advice on a wide range of matters, including investor engagement, shareholder activism, executive compensation proposals, and ESG issues. Our track record in major corporate campaigns is unrivaled: we are the crisis-proven experts.

Rankings

• Bloomberg Activism Scorecard: Top Global Proxy Solicitation Firm by Company Representations – 2024, for seventh consecutive year
• Corporate Control Alert: #1 Proxy Solicitor in M&A deals with a value of $100 million or more – 2024
• 13D Monitor Qualitative League Table: Most Respected Proxy Solicitor – 2024
• LSEG Activism League Global Rankings: #1 Proxy Solicitor – 2023 for third consecutive year
• Diligent Market Intelligence Shareholder Activism Annual Review: Top Proxy Solicitation Firm by Total Company Representations – 2017-2023

Why Join Us

If you’re insightful, savvy, creative, dedicated, skillful, and frank, you’ll thrive on our team of dedicated and collegial professionals. In this role, you’ll have a direct impact on the financial health and strategic direction of our firm, driving efficiency, compliance, and financial growth. You’ll work closely with senior leadership, contributing to key corporate and financial initiatives that shape our firm's future. You’ll navigate complex financial challenges, optimize financial operations, and ensure regulatory excellence—all within a dynamic and intellectually engaging environment that values continuous learning and innovation.

When you join Innisfree M&A, you’ll have:

• Shared commitment to excellence
• Highly competitive compensation
• Mentorship and support
• Variety in your workday
• Chance to make a direct impact
• Respectful workplace
• A team that cares about your development and well-being
• Top-flight benefits, including 100% employer-paid medical/dental/disability/life insurance, generous time off, paid parental leave, and 401(k) plan with profit-sharing

Position Title: Director of Finance

As Director of Finance, you will be the director of a five-person team and lead financial operations and strategy, ensuring the company’s financial health and long-term stability. This role oversees daily financial activities, cash flow management, budgeting, and compliance. The ideal candidate has experience leading an accounting or finance department in a small to medium size financial services or professional services firm, with a proven record of driving financial efficiency and maintaining compliance in a fast-paced environment. As a key member of the leadership team, the Director of Finance will provide strategic financial guidance, oversee financial operations, and collaborate with senior leadership.

This position will require a candidate to:

• Oversee Daily Financial Operations – Ensure all financial transactions, reconciliations, and reporting processes are executed accurately and efficiently by the accounting team, with a strong emphasis on QuickBooks for financial management.

• Financial Strategy & Planning – Develop and implement financial strategies that align with company goals, ensuring sustainable growth and financial health.

• Cash Flow & Liquidity Management – Monitor and manage company liquidity, optimizing cash flow strategies to ensure operational needs are met.

• Approval & Oversight of Transactions – Review and approve the execution of major financial transactions as approved by the Management Committee, including wire transfers, ensuring compliance with internal policies.

• Compliance – Ensure compliance with tax regulations, financial laws, and internal controls, with a strong understanding of the financial and regulatory requirements specific to financial and professional services.

• 401(k) Plan Administration – Oversee 401(k) compliance and tax filings, ensuring timely and accurate Form 5500 filings, nondiscrimination testing, and adherence to ERISA, IRS, and DOL regulations, while addressing any compliance issues or corrections as needed.

• Payroll Compliance – Manage sales tax and payroll tax compliance, ensuring accurate filings, timely payments, and adherence to federal, state, and local tax regulations while addressing any compliance issues or audits as needed.

• Liaison with External Stakeholders – Act as the primary contact for external auditors, CPAs, banks, and regulatory agencies to ensure transparency and accountability.

• Leadership & Team Development – Lead and mentor the accounting team, fostering professional development and a culture of continuous improvement.

• International Financial Oversight – Provide financial leadership for international operations, including the company’s London office, ensuring compliance with local regulations and financial standards.

• Strategic Financial Decision-Making – Advise senior leadership on key financial matters, investments, and potential cost-saving initiatives.

• Oversee Accounts Payable and Receivable Departments and Collections Strategy – Establish policies for managing past-due accounts and collections to optimize cash flow and reduce financial risk.

• Industry-Specific Financial Expertise – Bring experience working in financial or professional services, with a deep understanding of industry-specific accounting, billing, and financial compliance requirements.

• Year-End Tax & Audit Preparation – Ensure the timely preparation of tax schedules and audit documentation for external CPAs, minimizing tax liabilities and ensuring regulatory compliance.

• QuickBooks System Optimization & Best Practices – Ensure efficient use of QuickBooks, identifying opportunities for automation, process improvements, and financial reporting enhancements.

Additional Requirements:

• Minimum of 10-15 years of experience in a corporate office environment within a financial services or professional services firm, including at least 5 years of leadership experience overseeing an accounting department.

• Bachelor’s degree required in accounting, finance, or a related field; CPA or MBA preferred, with a strong foundation in financial leadership and strategic decision-making.

• Extensive experience with financial systems, including QuickBooks and/or other enterprise accounting software (e.g., Sage 100, Oracle ERP, NetSuite), with the ability to optimize and oversee financial reporting, system migrations, and system integrations.

• Advanced proficiency in Microsoft Office (Outlook, Word, and Excel), with expertise in data analysis and executive-level reporting.

• Exceptional written and oral business communication skills, with the ability to present complex financial information clearly to senior leadership.

• Proven ability to engage and influence at all levels, including senior leadership, clients, external auditors, and key vendors, fostering strong business relationships.

• Strategic organizational, time management, and multitasking abilities, ensuring efficiency in a fast-paced, high-accountability environment.

• Meticulous attention to detail and accuracy, with a record of ensuring compliance, mitigating financial risk, and maintaining data integrity.

• U.S. employment authorization without current or future need for sponsorship.

Compensation:

A base salary will be offered commensurate with a candidate’s prior experience. The successful candidate will be eligible for the firm’s annual merit-based bonus program and will participate in its (currently) 100% employer-paid medical/dental/disability/life insurance plans and its discretionary profit-sharing 401(k) plan. Base Salary: $200,000.00 - $300,000.00.

Flexible, safe options for remote and on-site work

At Innisfree, we deliver high-quality results for our clients while maintaining staff work/life balance and personal connections with colleagues. This is a hybrid position that will require regular on-site presence, in-person training, and collaboration with other team members. In addition, employees may be asked to attend meetings with outside consultants, in-person team-building exercises, and firm gatherings.

Equal Employment Opportunity/Commitment to Diversity

Innisfree is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Innisfree values inclusion of individuals of all different races, color, religion, sex, national origin, genders, gender expression, gender identities, sexual orientations, ages, and physical and mental capabilities, in the belief that a culture of diversity will foster innovation, intelligence and imagination—and ultimately excellence—to the benefit of our employees, clients and society