Finance Director
Core
Build and scale a modern, technology-enabled finance and accounting practice serving multiple clients, initially taking direct ownership of bookkeeping, accounting, and FP&A while designing processes and controls.
Role type
Finance Director (hands-on leadership)
Builds
A scalable finance practice for multiple clients
Domain
Finance / Accounting / Technology
Required skills
FP&A, cash flow forecasting, budgeting, variance analysis, management reporting, QuickBooks, internal controls, process design, team leadership, English (written/conversational)
Preferred skills
NetSuite, Sage, AI coding tools (Claude Code, Codex, Cowork)
Technologies
QuickBooks, NetSuite, Sage, AI agents
Responsibilities
Manage day-to-day bookkeeping and accounting activities across multiple clients, Establish clear finance workflows, review procedures, internal controls, and approval processes, Connect revenue, cost, and operational data to develop KPI dashboards, financial forecasts, and management reporting, Prepare weekly 13-week or 26-week cash flow forecasts, Build rolling 12- to 24-month forecasts and management reports, Establish structured accounts payable and receivable processes, Collaborate with the business operations engineer to map, automate, and test finance workflows, Review work completed by junior accounting staff and AI agents, Design a scalable operating model, Participate in client calls to explain financial results and provide insights, Take on increasing responsibility for client relationships, Contribute to the development of the finance practice's tools, processes, team structure, and service delivery model