Finance Director – Financial Management

Responsibilities

• Lead comprehensive financial planning, budgeting, and forecasting processes for multiple client portfolios within the Work Dynamics business line.
• Partner with senior leadership and client stakeholders to provide strategic financial guidance and business insights that drive decision‑making.
• Oversee month-end, quarter-end, and year-end financial reporting processes, ensuring accuracy, compliance, and timely delivery of financial statements.
• Manage and develop a team of finance professionals, providing mentorship, performance feedback, and career development opportunities.
• Analyze complex financial data and market trends to identify opportunities for cost optimization and revenue enhancement across client accounts.
• Collaborate with cross‑functional teams including Operations, Technology, and Client Services to support business growth initiatives and operational excellence.
• Present financial performance updates and strategic recommendations to executive leadership and key client stakeholders.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; CPA, CFA, or MBA strongly preferred.
• Minimum 8–10 years of progressive finance experience with at least 3–5 years in a senior leadership role managing teams.
• Proven expertise in financial planning & analysis, budgeting, forecasting, and financial reporting in a corporate or client services environment.
• Strong knowledge of US GAAP, financial controls, and regulatory compliance requirements.
• Advanced proficiency in financial systems and tools including ERP platforms, advanced Excel modeling, and business intelligence software.
• Exceptional leadership and team management skills with a track record of developing high‑performing finance teams.
• Excellent communication and presentation skills with ability to translate complex financial concepts for diverse stakeholder audiences.