Director, Finance and Contracts

Director, Finance and Contracts Company Summary

Converge Strategies, LLC (CSL) provides consulting services focused on the intersection of energy resilience and national security. Our mission is to connect and align the people and organizations required to strengthen the resilience of our communities and infrastructure. Clients include the military, private sector, and all levels of government with rapid growth in each sector of engagement. CSL has remote employees throughout the United States and offices in Washington, D.C., Boston, and Chicago.

The Director of Finance and Contracts will serve as CSL's senior finance leader. Reporting directly to the Chief Operations Officer (COO), this role will act as a key executive partner, designing and overseeing the robust financial systems, contract frameworks, and compliant growth strategies. This is a full-time, salaried position offering a fully remote or hybrid working environment and a culture dedicated to maintaining a sustainable, balanced workweek (averaging 40 to 45 hours).

The Director will oversee CSL's Financial Analyst and coordinate closely with the entire Business Operations Team and with teaming partners, Joint Venture (JV) partners, and external accounts.

• Executive Advisory: Serve as a key strategic partner to the COO, translating complex financial data, indirect rate projections, and contract compliance parameters into actionable business intelligence to guide corporate growth.
• Strategic Growth Modeling: Design and maintain long-term financial models, scenario plans, and cash flow projections to support CSL’s expansion and capitalize on new market opportunities.
• Executive Board Prep: Develop and present comprehensive financial briefs, dashboard metrics, and contract portfolio risk assessments for CSL’s executive leadership.

• ERP Modernization: Lead the enterprise-wide implementation and adoption of CSL's newly selected ERP and Project Accounting platform to streamline project accounting, DCAA compliance, and real-time dashboarding.
• Financial Performance: Oversee company-wide financial performance, including portfolio revenue tracking, gross margin analysis, and net profit margin monitoring.
• Budgeting & Forecasting: Head annual budget development and quarterly forecast updates in coordination with the Financial Analyst, Portfolio Leads, and the COO.
• DCAA Compliance: Manage and maintain DCAA-compliant cost accounting practices, including proper segregation of direct, overhead, G&A, and unallowable costs.
• Indirect Rates: Develop, maintain, and update indirect rate structures (overhead, G&A, fringe) for use in profitability analysis, proposals, and incurred cost submissions.
• Audit & Close Operations: Oversee month-end and year-end close processes in coordination with the Financial Analyst and external accounting partners, while directing the company's preparedness and response for external financial audits and reviews.
• Expense & Travel Governance: Implement and oversee CSL's corporate travel and expense compliance policies under FAR Part 31.

• Business Operations Review: Review and flag financial and compliance restriction clauses in client contracts and subcontracts during the business operations contract review process.
• Proposal Pricing: Develop cost volumes and pricing strategies for CSL proposals, including labor rate buildup, indirect rate application, and fee determination, ensuring accuracy, compliance, and alignment with solicitation requirements.
• Teaming Partner Liaison
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  Serve as a primary point of contact for teaming partners and clients, providing external-facing consultation on cost structures, rate competitiveness, and proposal approach on CSL’s behalf.

• Multi-State Tax Compliance: Provide strategic oversight for multi-state corporate and payroll tax compliance, leveraging external CPA partners to execute registrations and filings as CSL expands its remote footprint.
• Tax Prep…