What are the responsibilities and job description for the Director - Finance position at Adeptus Advisors Group?
About The Company
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.
About The Role
Adeptus Partners is seeking a hands-on Finance Director to serve as the embedded financial partner to firm and regional leadership. Reporting to the Regional Vice President at Current, this role will own financial planning, reporting, forecasting, business analytics, and cost management while helping leaders understand the operational drivers behind performance. The ideal candidate combines deep FP&A expertise with strong business judgment, executive presence, and a willingness to work directly in the details. This role requires regular engagement with Adeptus offices across New York and New Jersey, and candidates must be based in the NY Metro area.
Responsibilities
Basic Qualifications
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We Provide a Robust Benefits Package, Including
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.
About The Role
Adeptus Partners is seeking a hands-on Finance Director to serve as the embedded financial partner to firm and regional leadership. Reporting to the Regional Vice President at Current, this role will own financial planning, reporting, forecasting, business analytics, and cost management while helping leaders understand the operational drivers behind performance. The ideal candidate combines deep FP&A expertise with strong business judgment, executive presence, and a willingness to work directly in the details. This role requires regular engagement with Adeptus offices across New York and New Jersey, and candidates must be based in the NY Metro area.
Responsibilities
- Own monthly and quarterly financial reporting, translating performance, variances, and underlying drivers into clear recommendations for leadership.
- Lead the annual budget, long-range planning, and rolling forecasting processes.
- Define and monitor KPIs across revenue, margin, utilization, realization, client profitability, and other key operating metrics.
- Partner closely with firm and regional leaders on growth initiatives, operational performance, resource allocation, pricing, and other strategic decisions.
- Investigate performance issues to identify root causes, leading indicators, and actionable opportunities for improvement.
- Develop scenario models and analyses supporting investments, acquisitions, market expansion, and other strategic alternatives.
- Support financial diligence, integration modeling, synergy tracking, and other acquisition-related activity.
- Drive follow-through on financial recommendations and ensure resulting actions are carried through to completion.
- Improve FP&A infrastructure, reporting processes, dashboards, automation, and self-service analytics in partnership with Corporate Finance teams.
Basic Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- 10 years of progressive FP&A, corporate finance, or related experience, including significant hands-on business partnering.
- Experience within professional services, a PE-backed platform, or another multi-entity or multi-location business.
- Advanced financial modeling skills and strong understanding of GAAP, financial statements, and services-business economics.
- Experience with ERP, planning, and BI tools such as NetSuite, Adaptive, SAP, Anaplan, Power BI, Tableau, Databricks, or similar platforms.
- Strong executive communication skills with the ability to turn complex financial and operational information into a clear point of view.
- Demonstrated ability to influence senior stakeholders, solve ambiguous problems, and operate effectively in a fast-paced environment.
- Based in the New York Metro area.
- MBA and/or CPA.
- Experience supporting accounting, consulting, or other professional services businesses.
- Experience within a high-growth or acquisition-driven organization.
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We Provide a Robust Benefits Package, Including
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term & Short-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
- Classic Safe Harbor 401(k) Plan with employer contributions
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.