Director of Finance & Administration

Under the direct supervision of the VP of Operations, the Director of Finance & Administration oversees the firm's operational aspects, encompassing workflow processes, office management, the administrative team, technological infrastructure, and human resources. This role may also extend to handling contracts, financial tasks, and legal responsibilities, as delegated by the VP of Operations. Tasked with enhancing procedures and policies across the organization, the Director plays a key role in all HR and Talent Acquisition initiatives. Additionally, this position offers essential support to the VP of Operations, acting as their operational deputy.

RESPONSIBILITIES

Financial and IT Oversight:

• Implement and refine accounting and cash management practices, highlighting areas for improvement.

• Develop, manage, and adjust budgets and forecasts to ensure financial health.

• Establish robust financial controls and keep them updated.

• Monitor key initiatives and company performance through dashboards.

• Guide IT spending and spearhead technological advancements within the system.

Business Operations Efficiency:

• Supervise the planning, execution, and delivery of client projects.

• Manage critical metrics, including billable hours, revenue projections, profitability, and resource allocation.

• Accurately estimate project costs for both existing and prospective clients.

• Assess and adjust staffing levels across departments as necessary.

Human Resources Leadership:

• Manage the hiring, retention, and exit processes for employees.

• Foster team engagement and morale.

• Collaborate with leadership to offer professional development opportunities.

• Administer ERISA retirement and insurance benefit plans.

Administration Management:

• Guarantee strong support from the Administration team.

• Oversee office management practices.

• Lead the Administration team, ensuring they have the resources to fulfill their responsibilities effectively.

Corporate Management Engagement:

• Fulfill the role of Corporate Secretary.

• Coordinate logistics for Leadership Team activities, including agenda setting and meeting management.

• Represent client in broader team activities and meetings.

• Devise and implement strategies to minimize business risks and seize opportunities.

• Champion a collaborative, positive organizational culture.

• Manage legal documentation and oversee the engagement with legal advisors.

Requirements

You have very strong communication skills. You are also a good motivator of people, have exceptional organizational skills, and have a knack for identifying internal and external customer needs. You care about quality at every level and have excellent attention to detail. You also have:

• Bachelor’s degree in finance or business-related concentration required
• Experience in agency management involving processes, people resources, and financial oversight
• Minimum of 7 to 10 years of overall professional experience
• Minimum of 5 to 7 years of experience in financial oversight, CPA Preferred
• An understanding of and can communicate information and concepts to company leadership
• Excellent written and verbal skills
• Strong analytic, organizational, and problem-solving skills
• Excellent relationship-building skills with the ability to negotiate and work with a variety of internal and external parties
• The ability to multi-task and wear many hats in a fast-paced environment
• Personal qualities of integrity, credibility, and dedication to the company’s mission, and
• Are a self-starter with the ability to motivate and manage other people

Benefits

In addition to a competitive salary, you’ll receive a great benefits package, including:

• Medical, dental, life, vision, wellness program, disability, 401(k), tuition reimbursement, a lucrative paid time off program, paid holidays, and more