Director Of Finance - Leading Financial Services Firm

Our client, a leading financial services firm, is seeking a Director of Finance to oversee daily financial operations, drive strategic financial planning, and ensure compliance with regulatory and tax requirements. This is a high-impact leadership role requiring expertise in QuickBooks, financial strategy, compliance, and team leadership. This is a hybrid role requiring 2-3 days in office.

Job Function

• Financial Operations & Oversight: Ensure accurate execution of financial transactions, reconciliations, and reporting processes.
• Cash Flow & Liquidity Management: Monitor and optimize cash flow to meet operational needs.
• Transaction Approval & Compliance: Review major financial transactions and ensure adherence to internal policies.
• 401(k) & Payroll Compliance: Manage 401(k) administration, tax filings, sales/payroll tax compliance, and audits.
• Stakeholder Management: Act as a liaison with external auditors, CPAs, banks, and regulatory agencies.
• International Oversight: Manage financial operations for global offices, including London.
• Accounts Payable, Receivable & Collections Strategy: Optimize collections policies and cash flow management.
• Year-End Tax & Audit Preparation: Lead tax schedule preparation and regulatory compliance efforts.
  
  
  

Job Requirements

• 10-15 years of finance/accounting experience in financial or professional services, including 5 years in leadership roles.
• Bachelor’s degree in Accounting, Finance, or a related field (CPA or MBA preferred).
• Expertise in QuickBooks, with experience in enterprise accounting software (Sage 100, Oracle ERP, NetSuite).
• Strong proficiency in Microsoft Office (Excel, Outlook, Word) for data analysis & reporting.
• Exceptional communication & leadership skills, with the ability to engage senior leadership, clients, and vendors.
• Ability to manage compliance, mitigate risk, and ensure financial integrity.
• U.S. employment authorization required (no sponsorship available).
  
  
  

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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