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At Assurance Plus, your work has a purpose. Whether you’re providing direct support, helping our communities operate smoothly, or working behind the scenes, you’ll be part of a team making a meaningful impact every day.
Finance Director
| Job Title: Finance Director | Department: Finance |
| Reports to: Executive Leadership / Owners | Salary Range: $125,000-$145,000 |
Position Overview:
We are seeking a strategic and hands-on Finance Director to lead our financial operations, oversee accounting practices and drive long-term fiscal health. Reporting directly to the Owners, you will manage financial planning, budgeting, payroll processing, and regulatory compliance while leading our accounting staff. This role combines strategic oversight with operational execution in a fast-paced, mission-driven environment.
Key Responsibilities:
Financial Strategy & Leadership
- Lead Financial Strategy: Drive the organization’s long-term financial strategy and financial modeling to support growth initiatives
- Strategic Advice: Partner closely with executive leadership to deliver key insights, variance analyses and actionable financial recommendations
- Planning & Forecasting: Oversee budgeting, forecasting, and cash flow projections. Provide analysis and recommendations to improve organizational financial outcomes
Financial Reporting & Compliance
- Financial Statements: Prepare and present monthly, quarterly, and annual financial statements, dashboards, and key performance indicators for executive decision-making.
- Regulatory Compliance: Ensure strict adherence to local, state, and federal financial and governmental regulations.
- Audit & Tax Prep: Maintain an accurate accounting calendar and lead preparations for annual tax cycles and external audits.
Payroll Processing & Oversight
- Full-Cycle Payroll: Oversee full-cycle payroll operations, ensuring accuracy, timely processing, and compliance with payroll tax regulations
- Reporting & Reconciliations: Direct payroll tax filings, W-2 preparations, GL reconciliations, accruals, and benefit deduction reporting
- Vendor Management: Serve as the primary liaison with third-party payroll providers and benefits administrators
Accounts Payable/Receivable – Management Deliverables
- AR/AP Management: Direct AR/AP functions, ensuring accurate client invoicing and monthly billing completion by the 15th of each month
- Reconciliations & Collections: Reconcile AR monthly, review aging reports, resolve billing discrepancies, and ensure timely collections
- Tax & Compliance Reporting: Oversee sales tax filings and prepare monthly/quarterly receivable reports
Team Leadership & Operations
- Staff Management: Manage, mentor, and evaluate accounting department personnel
- Internal Controls: Establish and enforce internal controls, accounting policies, and standard operating procedures
- Issue Resolution: Manage vendor and operational correspondence to ensure accurate record-keeping and rapid issue resolution
Position Requirements
- Education: Bachelor’s degree in accounting, Finance, or related business field (CPA or MBA preferred)
- Experience: 3–5+ years of progressive experience in accounting, finance management, or as a Controller, with demonstrated leadership experience
- Core Competencies: Extensive expertise in financial reporting, budgeting, cash flow management, payroll processing, and regulatory compliance
- Autonomy: Proven ability to manage day-to-day operations independently with minimal direct supervision
- Background Check: Ability to successfully pass a background check
Technical Skills & Qualifications
- ERP / Software: Experience with Sage required; experience with Acumatica is a strong plus
- Software Proficiency: Advanced skills in Microsoft 365 (Excel, Word, Teams)
- Professional Attributes: Exceptional written, verbal, and executive presentation skills; rigorous attention to detail; strong problem-solving and time management abilities