At Collective Insights, we view our Finance and Accounting team as being critical in enabling our ongoing growth.  Leveraging fundamentally sound principles and a tenacious attention to detail, our team provides information, insights and recommendations to leadership about what the company needs to be focusing on to achieve our goals.  We are seeking an experienced professional to oversee this team as our Director of Finance.  The ideal candidate will have proven industry experience as a Finance Manager or Accountant, preferably in a senior role.  The Director of Finance is a reliable professional with broad knowledge of accounting, financial and business principles. They are strategic thinkers and effective leaders who can make sound business decisions. 

Objectives of this Role 

  • Maintain constant awareness of the company’s financial position and act to proactively solve issues. 
  • Provide comprehensive financial updates to senior management by evaluating, analyzing, and reporting appropriate metrics. 
  • Guide financial decisions by applying company policies and procedures to current economic landscape. 
  • Develop, implement, and maintain financial controls and guidelines. 
  • Achieve budgeting goals with proper scheduling, analysis, and corrective action. 
  • Help develop and support short and long-term operational strategies. 


  • Manage and monitor all accounts, ledgers, and reporting systems ensuring compliance with appropriate GAAP standards and regulatory requirements. 
  • Monitor cash flow, accounts, and other financial transactions. 
  • Oversee Year End, Quarter End and Month End close processes and ensure completion in a timely manner. 
  • Prepare timely and detailed reports on financial performance on a quarterly and annual basis. 
  • Conduct analysis to make forecasts and report to upper executives. 
  • Ensure adherence to financial laws and guidelines. 
  • Assist in annual budgetary planning. 
  • Supervise Finance and Accounting team in the facilitation of day-to-day operations, including tracking financial data, invoicing, payroll.
  • Monitor and confirm financial condition by conducting audits and providing information to external auditors. 
  • Prepare special reports by collecting, analyzing, and summarizing information and trends. 

Skills and Qualifications 

  • Bachelor’s degree in business, accounting, or related field. 
  • Professional accounting certification, including CPA, CMA, CGA, or CA. 
  • Working knowledge of finance law and regulatory standards (GAAP). 
  • Strong understanding of economic and banking processes. 
  • Excellent written and verbal communication skills. 
  • Advanced knowledge of Microsoft Office Suite. 

Preferred Qualifications  

  • 3+ years of experience as a senior-level accounting or finance manager preferably within a professional services organization. 
  • Strong working knowledge of detailed financial data analysis. 
  • Proven payroll experience, with a focus on streamlining accounting processes. 
  • 5+ years progressive experience at a large public accounting firm. 
  • Exemplary history of financial project management. 
  • Working knowledge of federal, state, and local tax compliance regulations and reporting. 
  • Experience with QuickBooks Online or similar accounting software package. 

What you can expect from us

  • We have an open culture where we openly share our results and where your input is truly valued.
  • We want you to utilize all your talents. Not just the ones written in your job description.
  • We value your personal development, continued education and mentoring.

Don't hesitate, apply today! We'd love to hear from you!

Our Company is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment which is free of harassment, discrimination, or retaliation because of sex, gender, race, religion, color, national origin, physical or mental disability, genetic information, marital status, age, sexual orientation, gender identity, military service, veteran status, or any other status protected by federal, state, or local laws. The Company is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment.

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Director of Finance