What are the responsibilities and job description for the Director of Finance position at Evergreen Advisors?
A Consulting Firm in the Baltimore area is seeking a Director of Finance. The Director of Finance is responsible for overseeing all financial aspects of the company to ensure financial stability and growth. This role involves managing financial planning, budgeting, forecasting, and reporting while providing strategic recommendations to executive leadership. The Director of Finance will play a critical role in formulating the company’s future direction and supporting tactical initiatives.
Essential Duties and Responsibilities:
- Financial Strategy and Planning:
- Develop and implement financial strategies to support the company’s business objectives.
- Lead the annual budgeting process, including long-term financial planning.
- Provide financial analysis and strategic recommendations to the executive team.
- Financial Management:
- Oversee all aspects of financial management, including accounting, financial reporting, and treasury.
- Ensure timely and accurate preparation of financial statements, budgets, and reports.
- Manage cash flow, liquidity, and working capital to ensure the company’s financial health.
- Financial Reporting and Compliance:
- Ensure compliance with all financial regulations and standards.
- Prepare and present financial reports to the Board of Directors, investors, and stakeholders.
- Coordinate external audits and ensure timely submission of financial statements.
- Team Leadership and Development:
- Lead, mentor, and develop the finance team to achieve departmental and organizational goals.
- Foster a culture of continuous improvement, accountability, and collaboration within the finance team.
- Ensure the finance team has the necessary tools, resources, and training to perform their duties effectively.
- Risk Management:
- Identify and mitigate financial risks to protect the company’s assets.
- Develop and implement internal controls to safeguard financial integrity and compliance.
- Monitor and report on key financial risks and opportunities.
- Business Partnering:
- Collaborate with other departments to provide financial insights and support decision-making.
- Participate in strategic initiatives and projects, offering financial expertise and guidance.
- Act as a key liaison with external stakeholders, including banks, auditors, and regulatory agencies.
- Professional Development:
- Take ownership of personal and professional development by staying current with industry trends, advancements, and best practices.
- Pursue relevant certifications, training, and continuing education opportunities.
- Actively seek feedback and engage in self-assessment to improve skills and competencies.
Other Duties and Responsibilities:
- Participate in proactive team efforts to achieve departmental and company goals.
- Perform other duties as assigned.
- Provide leadership to others through example and sharing of knowledge/skill.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Bachelor’s degree in Finance, Accounting, or related field.
- Minimum of 10 years of progressive financial management experience, with at least 5 years in a senior role.
- Strong knowledge of financial regulations, accounting principles, and financial reporting standards.
- Proven experience in financial planning, budgeting, and forecasting.
- Excellent leadership, communication, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficiency in financial software and Microsoft Office Suite.
Preferred Skills:
- Experience working in the professional services industry.
- Knowledge of ERP systems and financial modeling.
- Strong business acumen and strategic thinking.
Supervisory Responsibilities:
Directly supervises employees in the Finance Department. Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Travel:
Minimal overnight travel (up to 10%) by land and/or air.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must regularly lift and /or move up to 10 pounds, frequently lift and/or move up to 25 pounds. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl.
Bolton is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.