The Director of Finance position is responsible for maximizing the return on financial assets by ensuring compliance with financial policies, procedures, controls and reporting systems. This position will ensure legal and regulatory compliance for all accounting and financial reporting functions. The Director of Finance will also oversee/manage cost and general accounting, accounts receivable and payable, and budgeting. Description of responsibilities are described below, but not limited to:• Perform ad hoc duties, such as monitoring cash and account balances; scheduling of annual audit, handling correspondence with IRS, state tax departments, etc., and participation in Finance Committee and Board Meetings in tandem with CFO.• Protect assets by establishing, overseeing and enforcing internal controls. Provide status of financial condition of the organization by collecting, interpreting and reporting key financial data in tandem with CFO.• Create, analyze and manage the business requirements and budgets of all departments to determine their needs are met.• Manage budget and control expenses effectively to ensure cashflow.• Provide financial analysis and projections as requested.• Prepare monthly general ledger and other account reconciliations.• Keep up to date on information and technology affecting functional areas to increase efficiency and ensure compliance.

Manage all financial functions, including financial modeling, multi-year forecasting, budgeting, strategic planning, grant administration and expense and cash management.• Lead the strategic business planning process and prepare presentations/financial reports for board and shareholder meetings and monthly/quarterly senior leadership meetings of the company.• Developed and improved financial models that enabled effective decision-making regarding the company’s revenue growth strategy, cost structure, and capital expenditures.• Identified knowledge gaps and opportunities for process improvement that drove for operational, financial and technology excellence.

• Drove monthly forecasting and revenue recognition process for entire client portfolio.• Analyzed monthly revenue and cost variances against project actuals and provided revenue reconciliations to support strategic business decisions.• Managed billing, accounts payable, cash flow across client base and calculated employees commissions based on new and organic business.• Performed month-end accounting activities in a timely manner including journal entries, accruals and account reconciliations while automating those workflows to ensure quicker turn-around.• Prepared monthly internal and external financial reports which included budget vs. actual P&L statements, cash flow statements and other financial ratio calculations.

• Lead the company-wide processes for budgeting and forecasting to ensure timely, accurate and relevant financial information is available for business decision-making.• Ensured policies, practices, tools and operational processes are effective and are continually improved to enable the company to scale.• Created the analysis of financial and operational reports in terms of costs, budgets and trends, including identification of key variances and assumptions, to support strategic decision making.• Analyzed and compared monthly and quarterly financial results and key performance indicators against plan and other internal benchmarks, including working capital and cash flow analysis.

• Developed specific KPI’s and metrics that are necessary to run each branch.• Lead all ad hoc reporting/data requests and prioritized them appropriately.• Produced relevant, data-driven analysis in order to provide impactful business solutions and insights to branch managers.• Tracked project completion statuses, organized and facilitated product strategy, and ensured action items are identified and followed up on.

• Handled multiple tasks efficiently when it involves client sales, service issues, and other important customer service requests.• Provided professional customer service and effective solutions to customer questions or inquiries.• Monitored bank operations to assure compliance with all regulatory and internal policies.• Handled financial transactions precisely and proficiently.• Prepared the loan application process and gathered customer’s financial information.• Supervised 3-4 tellers during opening and closing shifts.