STONEHAVEN, LLC · 3 days ago

Director of Finance

United States

Full-time

Remote

Lead/Staff, Director/Executive

$150K/yr - $175K/yr

10+ years exp

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Responsibilities

Manage all aspects of general and GAAP accounting, as well as financial, regulatory, and management reporting for multiple entities.

Manage preparation of annual and quarterly filings with FINRA and SEC, including FOCUS report.

Develop and maintain annual budgeting and monthly forecast models with robust scenario analysis, as well as cash management strategies.

Develop and maintain accounting policies, processes and procedures for an efficient and effective close process.

Prepare technical accounting memos supporting accounting treatment of business transactions.

Lead process improvement efforts for all aspects of accounting and operations, including revenue recognition, consolidation, and account reconciliation.

Responsible for the implementation of various financial systems and process automations.

Oversee the annual audit process and tax preparation with the external accountants.

Work directly with regulators to provide timely responses to inquiries.

Oversee the transaction close-out process, accounts receivable, accounts payable, and payroll processes.

Scope, build and execute accounting software integration across the firm.

Work with CEO to strategically secure equity and debt financing as needed.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

CPAFINRA Series 27Accounting principlesExcelSage IntacctCorporate financeFinancial services experienceSalesforceTechnological aptitude

Required

Bachelor’s degree 4-year program + CPA.

Licensed FINRA Series 27.

Minimum of 10 years of progressive professional responsibility and experience in relevant accounting and corporate finance in the financial services industry.

Excellent Excel skills.

Ability to quickly learn advanced functionality of accounting software (Stonehaven uses Sage Intacct).

Demonstrated knowledge of accounting principles applicable to a FINRA registered broker dealer.

Excellent verbal and written communication skills.

Strong leadership skills to communicate well, listen to feedback, solve problems, and work across a team to accomplish firmwide goals.

Technological aptitude and desire to learn/apply new technologies/methodologies.

Entrepreneurial mindset, ability to hustle, and a do-whatever-it-takes mentality.