Driven Insights · 10 hours ago
DIRECTOR OF FINANCE & ACCOUNTING
United States
Contract
Remote
Senior Level, Lead/Staff
10+ years expDriven Insights is a rapidly growing company in the financial services industry, seeking a Director of Finance & Accounting. This role involves managing day-to-day finance operations, overseeing client accounting processes, and ensuring compliance with GAAP while providing valuable insights to clients.
AccountingConsultingFinanceFinancial Services
Responsibilities
Serve as lead accountant for client businesses and oversee client team to ensure client is receiving value and insights from their DI Finance and Accounting function
Ownership of client accounting process to generate insightful financial reporting; including managing revenue cycle (order to cash), oversee expense management, and ensuring payroll is recorded with department level visibility
Responsible for monthly financial close, KPI (key performance indicators) measurement & management/board reporting
Lead all aspects of monthly client meetings, provide compelling insights for client business owners, and coach client management on value of metrics usage and management of their department
Monitor client maturity and company goals to ensure our services remain relevant and we are leading the management team to achieve their goals
Oversee compliance with GAAP and relevant regulatory requirements
Own sales tax, covenant calculations & sales commissions calculations
Own, evolve internal client accounting processes to promote efficiency, ensure data accuracy
Manage & leverage accounting technology, such as QuickBooks, BILL, Avalara, Divvy, Qvinci and business intelligence/subscription billing tools such as Maxio
Lead & manage cash flow, budget & scenario planning
Ensure the accuracy of financial and metric data (Business Intelligence System & QuickBooks) in a way that client feels like DI data is the single source of truth for the organization
Meaningfully contribute to or lead strategic projects (e.g.: due diligence, fundraising requests, financial analysis, software, and process improvements that scale with increased transaction volume, scenario modeling)
Handle, as necessary, coaching client sales leadership on contract negotiations and compensation planning, client vendor and bank relationships, facilitation of purchase requisition and expense approval processes
Support the growth of other team members via management of growth as Team Lead, as assigned
Other duties that may arise through the normal course of business
Qualification
Required
Experience successfully revamping accounting, finance and operational processes and technologies
Strong QuickBooks Online experience required. Xero, Intacct & NetSuite are a plus
Strong understanding of KPIs with track record of using to make quick, informed decisions
Exceptionally strong Google Sheet / Microsoft Excel GAAP-compliant financial modeling skills
Firm grasp on sales tax liability management, including usage of management tools like Avalara
Proven analytical, problem-solving, critical thinking, decision-making & project management skills
Willing to work at a high level of intensity and fast pace to support the needs of rapidly growing businesses
Flexible and able to handle multiple projects at one time while maintaining incredible attention to detail
Maintain a positive, solutions-focused attitude
Ability to use good judgement and keep client and Driven Insights information confidential
Deliver consistent excellent customer service to internal/external customers, colleagues, and management
Strong knowledge of US GAAP accounting
Ability to effectively research and compile data from financial reporting systems, databases, spreadsheets, and other data sources
Ability to manage and balance multiple priorities and urgent requests effectively, with the ability to quickly adapt for changing business needs
Excellent written/verbal communication and collaboration skills
Passionate, energetic, approachable with a positive, low-ego, can-do demeanor
Confidence in messaging, training, collecting, and enforcing policy compliance throughout all levels of the organization
Experience as lead accountant in rapidly growing firm(s)
Bachelor's degree in accounting, Finance, or Business Administration
10 years of experience as a Controller to Director of Finance level in SaaS firm
Preferred
Master's degree in accounting, MBA, and/or CPA license preferred
Benefits
Medical (including flexible spending account), Life, and Disability Insurance
Generous PTO Policy
Permanent Work from Home
Amazing culture & team
Growth opportunities abound – multiple tracks to choose from
Company 401k Contribution
Loads of Tech Gear, including 3 monitors, laptop, etc.
Periodic In-Person Get Together
Company
Driven Insights
Driven Insights is a financial institution that provides accounting solutions, bookkeeping, financial controller and CFO services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ben Robinson
Partner
Dave Robinson
Managing Partner
Company data provided by crunchbase