Director of Finance and Operations

• Own and maintain accurate, timely financial reporting, delivering clear and actionable insight across the P&L
• Build, maintain and continuously improve rolling forecasts (revenue, margin and cash flow)
• Monitor daily cash flow and proactively manage our financial position, balancing liabilities, capital expenditures, and owner distributions
• Drive the annual budgeting process, maintaining ongoing budget-vs-actual tracking across all departments
• Partner with Sales and Operations to ensure pipeline, onboarding, and churn are accurately reflected in forecasts
• Serve as primary liaison to the fractional CFO
• preparing materials, surfacing risks, and ensuring clean data for strategic decision making
• Partner with external CPA on tax-related matters
• Provide financial coaching and oversight to the Accounting team
• serve as backup for transactional support when needed
• Oversee the Project Management team with a financial and efficiency lens, ensuring labor is deployed profitably across our client base
• Lead and develop the Project Management team leads — providing coaching, goal-setting, accountability, and performance oversight
• Ensure the team’s labor and resource models are functioning effectively and that capacity decisions align with financial targets and forecast assumptions
• Monitor utilization rates, billable-to-non-billable ratios, and labor margin across service lines
• Identify and escalate risks early, before they impact financial performance
• Partner with the Executive Vice President to align labor efficiency with service quality and client outcomes
• Serve as an active member of our Executive Management Team (EMT)
• Partner with department leaders to drive budget accountability and financial decision-making
• Provide financial guidance on client-related matters that have cost or margin implications
• Support People Operations on payroll-related financial approvals and workforce cost planning
• Proactively identify risks, gaps, and opportunities

• 7+ years of progressive finance experience
• At least 3 years at a Controller, Finance Manager or similar level
• Background in a services-based business (agency, consulting, staffing or managed services strongly preferred)
• Proven track record owning a financial close process and delivering clean, timely reporting
• Experience leading and developing team members, including coaching, performance management, and driving accountability across both finance and cross-functional teams
• Strong understanding of service business economics, including utilization, billable rates, capacity planning, labor margin
• Proven ability to build and maintain financial models, forecasts, and budget-vs-actual analyses
• Strong communicator who can translate financial data into clear guidance with actionable insights for non-finance stakeholders
• Demonstrates both tactical and strategic use of AI, utilizing tools to improve productivity while identifying opportunities to enhance financial processes, reporting, and operational efficiency
• Comfortable managing up (to a CEO and fractional CFO) and managing down (to a production team with no/limited finance background)
• Proactive and forward-thinking
• identifies issues before they surface in reporting
• Comfortable with ambiguity
• enjoys operating in a growing company where processes are still being built
• High ownership mentality
• treats the company’s financial health as personally important
• Thrives in a remote-first environment with strong written communication and self-management
• Bachelor’s degree in Finance, Accounting, Business, or related field
• Experience with common agency or professional services accounting platforms (QuickBooks, NetSuite, or similar)
• Familiarity with project management software and how labor hours are tracked and reported
• Experience with a company navigating growth-stage challenges

CPA is a plus, not a requirement

• A remote-first culture that allows for flexible hours
• Private Health, Dental, and Vision 100% paid for employee only
• dependent coverage is available for an additional cost
• 10 Paid Holidays
• Paid Time Off that increases with tenure, plus 1 additional day for Volunteer work
• Simple IRA with company match
• Bonus opportunities tied to clear performance metrics
• Personal Development Allowance (to be used for Professional and Personal Development)
• Company provided computer, monitor, keyboard, and mouse along with additional office supply funds your first year
• Paid Parental Leave
• In-person team events