Director Finance

Our client, a rapidly growing financial services organization, is seeking a hands-on Director Finance to lead accounting operations, financial reporting, and internal controls. The Director Finance will play a key role in strengthening the accounting function through enhanced processes, automation, and financial discipline.

This position is ideal for a technically strong CPA who thrives in a fast-paced, growth-oriented environment and can balance strategic leadership with hands-on execution. The Director, Finance will oversee the close process, ensure the integrity of financial reporting, provide technical accounting guidance, and lead a high-performing finance team.

Key Responsibilities

Financial Reporting, Accounting & Controls

• Lead the monthly, quarterly, and annual close processes, ensuring timely, accurate, and complete financial reporting.
• Oversee journal entries, account reconciliations, financial statement preparation, and supporting analyses.
• Maintain strong balance sheet integrity through robust review processes and timely resolution of reconciling items.
• Oversee accounting for premium flows, claims funds, insurer settlements, trust accounts, and cash management activities.
• Develop and monitor dashboards and reporting on financial performance, cash flow, and capital expenditures.
• Strengthen internal controls, accounting policies, documentation standards, and governance practices.
• Drive process improvements, automation initiatives, and efficiencies across the finance function.

Technical Accounting & Business Partnership

• Act as the organization's technical accounting expert, ensuring compliance with U.S. GAAP and consistent application of accounting policies.
• Support management and external auditors with technical accounting assessments and documentation.
• Provide insightful financial analysis on revenue, profitability, expenses, cash flow, and business performance.
• Partner with business leaders to support informed decision-making and financial accountability.
• Support acquisition due diligence, integration activities, and other strategic initiatives.
• Serve as the primary finance liaison for OEM and external financial reporting requirements.

Leadership & Process Improvement

• Lead, mentor, and develop a high-performing finance team.
• Foster a culture of accountability, continuous improvement, and operational excellence.
• Establish scalable processes, controls, and reporting frameworks to support future growth.
• Collaborate with Corporate Finance to ensure alignment on reporting standards, close processes, and reconciliation procedures.

Audit, Compliance & Governance

• Manage external audit relationships and coordinate audit activities.
• Ensure compliance with corporate policies, regulatory requirements, and financial reporting standards.
• Enhance the accuracy, reliability, and integrity of the Company's financial results.

Qualifications

• CPA designation required; prior public accounting experience strongly preferred.
• 7-12 years of progressive accounting and finance leadership experience.
• Strong knowledge of corporate accounting, financial reporting, internal controls, and U.S. GAAP.
• Experience within insurance, warranty, or financial services industries is an asset.
• Proven success in a high-growth, entrepreneurial, or private-company environment.
• Hands-on leader with a willingness to roll up their sleeves and actively support the team.
• Strong systems aptitude with experience using ERP platforms and advanced Excel skills.
• Demonstrated experience leading teams and driving process improvements.
• Exceptional project management, organizational, and problem-solving abilities.
• Strong communication and relationship-building skills, with the ability to influence stakeholders across all levels of the organization.
• High attention to detail, sound judgment, and a commitment to operational excellence.

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