Senior Director, Finance & Accounting

The Senior Director, Finance & Accounting is a senior leadership role responsible for partnering closely with the Chief Financial Officer to oversee the firm's accounting operations, strategic financial planning, financial systems, and cross-functional financial processes. This individual will lead the Accounting team, strengthen the firm's financial infrastructure, and translate financial information into actionable business guidance. The role offers increasing scope and autonomy as the successful candidate demonstrates mastery and is designed to develop the firm's long-term finance leadership capacity within a growing organization.

• Partner with the CFO to oversee all accounting operations, including general ledger management, reconciliations, and month-end and year-end close. Own the close calendar, reduce cycle time, and ensure the integrity of the underlying accounting records.
• Oversee cash management and liquidity, including cash flow forecasting, working capital monitoring, and compliance with debt covenants and banking requirements.
• Develop and maintain accounting policies, internal control documentation, and desk procedures, ensuring the control environment scales with the firm's growth.

• Directly lead the Accounting team, including workload planning, performance feedback, professional development, accountability, and succession depth in key roles.
• Lead and mature the firm's financial systems strategy, including the evaluation, selection, implementation, integration, and optimization of accounting and reporting platforms, as well as user training and adoption across the finance organization.
• Champion automation, workflow redesign, and AI-enabled finance processes to improve efficiency, reporting accuracy, control effectiveness, and scalability.
• Design, document, and continuously improve cross-functional financial processes, including AP vendor lifecycle management, producer status configuration, payroll and tax coordination, in partnership with Accounting, HR, Operations, and other stakeholders.

• Lead annual budgeting, rolling forecasts, and financial planning cycles. Partner with department leaders on their budgets and deliver monthly variance analysis with clear explanations of business drivers.
• Develop financial and operational performance metrics, dashboards, and management reporting that improve business visibility and support executive decision-making.
• Prepare and present financial analysis and reporting to firm leadership and, as appropriate, the board.

• Serve as a key point of contact for external auditors, tax advisors, and banking partners, and coordinate the annual audit and tax filing calendar.
• Support acquisition due diligence, financial modeling, purchase accounting integration, post-acquisition process alignment, and performance analysis.
• Contribute to long-term capital planning, producer compensation analysis, organic growth reporting, and other strategic financial initiatives.
• Represent the finance function in cross-departmental initiatives and firmwide process design projects.

• Leads through influence, collaboration, and clear accountability.
• Balances strategic thinking with disciplined operational execution.
• Builds trust through transparency, sound judgment, and reliable follow-through.
• Promotes continuous improvement, thoughtful innovation, and responsible technology adoption.
• Communicates effectively with executives, producers, department leaders, and finance team members.

• A meaningful stake in the firm's long-term success.
• Direct mentorship from and close collaboration with the CFO.
• A high-impact role with genuine influence over the firm's financial operations, systems, and strategic direction.
• Competitive compensation and benefits commensurate with experience.