What are the responsibilities and job description for the Director of Finance position at CFS?
Pittsburgh, PA
$125,000- $150,000
We are seeking a Director of Finance to join our client's team at a growing investment firm. This role will play a key part in driving financial strategy, overseeing consolidated reporting across multiple entities, and supporting leadership with forward-looking analysis and insights.
Overview Of The Director Of Finance Role
$125,000- $150,000
We are seeking a Director of Finance to join our client's team at a growing investment firm. This role will play a key part in driving financial strategy, overseeing consolidated reporting across multiple entities, and supporting leadership with forward-looking analysis and insights.
Overview Of The Director Of Finance Role
- Lead the finance function across six business entities, ensuring accuracy, transparency, and timeliness in consolidated financial reporting.
- Build, enhance, and maintain advanced Excel financial models for forecasting, projections, and scenario planning.
- Drive the annual budgeting process and ongoing reforecasting, providing strategic analysis to guide decision-making.
- Oversee the Controller and accounting team to ensure smooth day-to-day operations and adherence to best practices.
- Leverage tools such as DataRails, Tableau, and Fathom (upcoming implementation) to streamline financial reporting and analytics.
- Manage QuickBooks Online accounting platform, ensuring clean financial data and integration with reporting systems.
- Partner with executive leadership on M&A activity, including due diligence, financial modeling, and integration.
- Present clear and insightful financial reports and recommendations to senior leadership and stakeholders.
- Identify opportunities to strengthen internal controls, improve efficiency, and modernize finance processes.
- Bachelor’s degree in Finance, Accounting, or related field (CPA/MBA preferred).
- 5 years of progressive finance experience, ideally with exposure to the investment management industry.
- Strong background in Excel financial modeling, forecasting, budgeting, and consolidated reporting.
- Hands-on expertise with QuickBooks Online; experience with Fathom is a plus.
- Experience utilizing BI tools (DataRails, Tableau, Power BI, or similar) for financial reporting and analysis.
- Proven ability to manage and mentor accounting/finance teams.
- Exposure to M&A transactions (financial due diligence, integrations) highly valued.
- Strong communication and presentation skills; able to translate complex financial data into actionable insights.
Salary : $125,000 - $150,000
