Director of Finance

About the Role As a Director of Finance, you’ll be more than a financial steward—you’ll be a key leader driving clarity, discipline, and scalable systems on our path to $100M in revenue. In your first 90 days, you’ll take full ownership of the finance function, streamline monthly close and cash forecasting, and deliver actionable performance insights that guide smarter, faster decisions. Within your first year, you’ll transform finance into a proactive engine for scale, ensuring clean, audit-ready reporting, optimized cash management, and trusted financial visibility across the company—all while serving as a critical partner to leadership in shaping profitable, sustainable growth. Schedule: Monday-Friday, at least 4 hrs overlap with CST hours About the Company Our client is a US-based company established in 2014 offering inspiring practical ideas and DIY printables for birthdays, holidays, baby showers and more. About the Role Responsibilities Primary Objectives 20% BIG ROCKS – These must be done first and at all costs. Deliver Accurate, Insightful Monthly Financials - Own and execute a standardized monthly close process to deliver accurate financial statements by the 20th calendar day of the following month. Ensure zero material errors and full reconciliation of all key accounts, while producing clear reporting that drives confident, data-backed decision-making. Maintain and Optimize Cash Flow Strategy - Manage a weekly-updated, 12-month rolling cash forecast to ensure liquidity and financial stability. Route 100% of eligible payments through optimal float strategies, and surface at least one new cash optimization tactic per quarter—such as improved vendor terms, debt structuring, or payment sequencing. Lead Forecasting and Budgeting Across the Business - Plan and lead company’s annual budgeting and forecasting cycle. Launch the process each fall, align department budgets with growth targets, and finalize all plans by December 1. Monitor and maintain 10% variance between forecasts and actuals through regular reforecasting and departmental collaboration. Build Scalable Financial Systems and Operational Workflows - Document all core finance workflows—including close, forecasting, cash flow, and reporting—by Month 3. By Month 6, implement streamlined systems for expense approvals, reimbursements, travel booking, and company card usage. Deliver an ERP implementation plan and reduce manual reporting time by 25% within Year 1. Drive Profit Optimization Across Departments - Deliver monthly EBITDA analysis across all major departments to uncover cost-saving and margin improvement opportunities. Partner with leaders to implement at least one impactful initiative per quarter. Increase trailing-12-month EBITDA margin by 2 percentage points in your first year. Regular Work Activities 80% – These must be done ongoing daily/weekly after the BIG ROCKS are complete. Accounts Receivable and Payable: Manage invoicing, collections, and payments to maintain cash flow and ensure accurate reconciliation. Cash Management Operations: Monitor daily cash positions, maintain liquidity, and oversee use of credit float strategies. Compliance and Audit Readiness: Ensure GAAP compliance, manage internal controls, and lead external audit preparation. Payroll and Benefits Administration: Oversee payroll and reimbursements for accuracy, timeliness, and legal compliance. Tax Compliance: Oversee accurate and timely sales tax filings and payroll tax submissions, ensuring compliance across all jurisdictions. Systems and Software Management: Optimize financial tools (e.g., Xero, LinkMyBooks, Hubdoc, Google Sheets) to streamline workflows and reduce manual work. Inventory and COGS Management: Reconcile inventory regularly and validate COGS entries in partnership with operations. Strategic Insights and Decision Support: Provide financial analysis to support key business decisions and capital planning. Cross-Functional Collaboration: Work with teams across the business to assess financial impact and support growth initiatives. Financial Dashboard & KPI Maintenance: Maintain dashboards and scorecards to ensure clear visibility into performance. Team Development and Delegation: Identify opportunities to delegate transactional tasks and support the development of future finance capabilities as the department grows. Competencies and Qualifications Key Skills – What behavioral traits, attitudes, and skills are required? Detail Orientation: Demonstrates exceptional attention to detail, ensuring all financial data and reporting is accurate and reliable. Compliance and Regulatory Knowledge: Maintains a deep understanding of GAAP, tax regulations, and audit standards to ensure full compliance and risk mitigation. Analytical Expertise: Utilizes advanced analytical skills to interpret financial data, identify trends, and provide actionable insights to support strategic decision-making. Process Optimization: Proactively identifies opportunities to streamline workflows, improve efficiency, and implement scalable financial systems. Strategic Focus: Aligns financial planning and reporting with the organization’s strategic goals, enabling data-driven decision-making and long-term success. Technology Proficiency: Leverages advanced tools such as Xero, QuickBooks, and Excel to optimize financial management and reporting processes. Leadership and Collaboration: Inspires, mentors, and leads teams while fostering a culture of accountability, collaboration, and continuous improvement. Communication Excellence: Communicates complex financial concepts clearly and effectively to stakeholders across all levels of the organization. Adaptability: Thrives in dynamic environments, quickly adjusting to new challenges and evolving business needs while maintaining a high level of performance. Energy and Positivity: Consistently operates with enthusiasm and a positive attitude to motivate others and drive progress. Role Requirements: Experience, Training, and Education Bachelor’s degree in Accounting or Finance (MBA/CPA strongly preferred) 5+ years of progressive finance/accounting experience, with at least 3 years in a leadership role Proven success building scalable finance systems and strategic reporting processes Experience in multi-channel eCommerce or retail preferred Demonstrated ability to influence executive decisions through financial insight What We Offer Remote-first work environment Flexible working hours (with core availability window) Paid time off (PTO) Paid holidays Access to courses, trainings, or a learning budget Access to company products Regular Interaction with CEO Established Company doing business for 10+ years Personal Development Autonomy of time and schedule Application Process We understand that searching for a new job can be challenging, and we’re here to support you every step of the way. Our goal is to make the process as transparent and respectful as possible. Typically, the interview process includes a Recruiter Interview, Client Interview, and Practical Test, but this may vary depending on the role. Throughout each stage, we’ll keep you informed and provide feedback as quickly as we can, ensuring you feel valued and supported throughout your journey with us. #LI-CR1 #J-18808-Ljbffr