Balfour & Co · 6 hours ago
Director of Finance
Aventura, FL
Full-time
Onsite
Lead/Staff, Director/Executive
4+ years expBalfour & Co. is one of the world’s leading Collegiate and High School commencement services companies, offering innovative products to help students celebrate meaningful moments. The Finance Director will lead financial planning, analysis, budgeting, and reporting functions, partnering with executive leadership to shape the company's growth trajectory and strategic plans.
Consumer Services
Responsibilities
Analyze current and historical trends in KPIs across revenue, expenses, and capital expenditures
Build and maintain dashboards to track performance and highlight variances
Investigate causes of unexpected results and recommend corrective actions
Oversee development of budgeting, forecasting, operating plans, and financial modeling tools
Manage annual budgets, monthly forecasts, and long-term strategic planning
Lead financial input in operational planning and cross-functional projects to improve forecasting accuracy
Conduct ROI and P&L analysis across all divisions
Evaluate capital spending and new projects for efficiency and return
Prepare and present monthly/annual financial statements and reporting materials
Ensure timely, accurate, and organized financial reporting
Develop financial models to support strategic initiatives and new business opportunities
Identify, quantify, and report risks and opportunities tied to company goals
Connect business initiatives to measurable financial outcomes
Work cross-functionally to review dashboards and align execution with recommendations
Provide alternatives and solutions to optimize performance
Support ad-hoc analysis requests as needed
Qualification
Required
B.S. Finance/Accounting required
Minimum of (4-6) years' experience in the field
Solid working knowledge of software applications for data analysis, financial modeling, and presentation (i.e., MS Access, Excel, PowerPoint, and SQL, etc.)
Experience developing reports for tracking and translating information from quantitative data to infographics (charts, trends, slides, etc.)
Familiar with a variety of the field's concepts, practices, and procedures, and the analysis and reporting of financial data
Ability to accurately disaggregate, analyze and reconcile consolidated financial data
Ability to handle complex analysis from issue identification to proposal of potential solutions
Rely on extensive experience and judgment to plan and accomplish goals
Preferred
MBA preferred
Professional qualifications (CPA, CIA or equivalent) desirable
Company
Balfour & Co
Formerly known as American Achievement Corporation and Iconic Group, Balfour & Co.
Founded in 1913Miami, Florida, US
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dean Sorrentino
Chief Financial Officer
Louis Cowie
COO
Recent News
2025-08-13
2023-10-30
Sixth Street Specialty Lending
2023-10-30
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