Partner with the CFO to align accounting operations with company strategy, growth objectives, and future capital planning.
Provide timely, accurate, and insightful reporting to the executive team, Board of Directors, and investors.
Advise on the accounting and financial implications of new business initiatives, including partnerships, M&A, commercial expansion, and R&D investments.
Lead the development and implementation of financial planning, budgeting, and forecasting processes.
Analyze financial performance against budget, forecasts, and key performance indicators (KPIs).
Develop and maintain financial models to support long-term strategic planning.
Oversee all aspects of financial close, consolidation, and external reporting in compliance with U.S. GAAP.
Manage preparation of monthly, quarterly, and annual financial statements, ensuring accuracy and timeliness.
Ensure tax compliance and coordinate with external advisors to deliver efficient and accurate filings.
Lead annual audit and quarterly review processes, serving as the primary contact with external auditors.
Maintain and strengthen internal controls, accounting policies, and audit readiness.
Ensure compliance with financial regulations, accounting standards, and corporate policies.
Oversee ERP and financial systems to ensure data integrity, automation, and scalability.
Drive continuous improvement in processes, controls, and reporting to support operational growth and increasing complexity.
Oversee preparation of financial dashboards, analyses, and presentations for executive leadership and the Board.
Partner with business leaders to provide actionable insights that support decision-making and profitability.
Lead, mentor, and develop a high-performing finance and accounting team, fostering growth and professional development.
Collaborate with Legal, HR, Operations, and department heads on cross-functional initiatives, budgets, and enterprise planning.
Foster a culture of accuracy, agility, accountability, and continuous improvement within the finance organization.
Requirements
Bachelor’s degree in Finance, Accounting, or related field; CPA strongly preferred.
12+ years of progressive finance and accounting leadership, ideally within professional services, marketing services, media, or high-growth companies.
Experience in private equity or venture-backed environments, including M&A integration and financial system consolidation.
Strong technical accounting expertise with U.S. GAAP and internal control frameworks.
Proven track record of managing audits, financial reporting, and ERP optimization (NetSuite experience highly preferred).
Demonstrated success in building and leading high-performing teams.
Excellent analytical, organizational, and communication skills, with the ability to translate complex financial concepts for diverse audiences.
Hands-on, detail-oriented leader with sound judgment and the ability to thrive in a fast-paced, evolving environment.
Revenue Cycle Management (RCM) experience a plus.
Benefits
Health insurance
Retirement plans
Flexible work arrangements
Professional development opportunities
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