Finance and Accounting Director

Advantexe is a global award-winning talent developing firm leveraging the power of cloud-based digital simulations to support the transfer of new knowledge and skills back on the job.  We currently have a Finance and Accounting Director position available.  

Position Summary

This position is responsible for overseeing the accounting and finance functions to build operational excellence across the organization and ensure financial compliance.

Key Responsibilities

- Manage day-to-day accounting operations including general ledger, accounts payable/receivable, bi-weekly payroll (ADP), and reconciliations

-Ensure the accurate creation of client invoices and posting to the client portals.

-Review and approve all payables and issue payments via ACH wire transfers or checks to vendors.

-Monitor employee expense reports to ensure all expenses that are client reimbursable are billed accurately to the appropriate client.

-Calculate payroll deductions for employee benefit contributions, including healthcare, HSA, and Simple IRA.

-File H.S.A. and Simple IRA reports monthly to appropriate vendors.

-Review and segment corporate credit card charges on monthly statement into the accounting system; prepare and send a detailed list of charges to card users.

-Prepare and update a 9 month rolling cashflow forecast, which includes revenue by client and expenses.

-Check and review sales forecasts weekly against cash flow forecast.

- Balance checkbook bimonthly

- Publish accurate monthly, quarterly, and annual financial statements

- Oversee budgeting, forecasting, and variance analysis

- Liaison with external accounting firm to ensure compliance with tax and financial policies

- Monitor cash flow, financial performance, and cost controls

- Develop and improve financial systems, processes, and internal controls

- Develop and implement a project margin analysis system and processes

Cross-Functional Collaboration

- Support non-finance teams with financial insights and decision-making tools

- Act as a subject matter expert for financial best practices across the organization

Qualifications

Education & Experience

- Bachelor’s degree in finance, accounting, or related field

- 5 years of progressive experience in finance/accounting

Skills & Competencies

- Strong knowledge of accounting principles and financial reporting

- Exceptionally thorough – understand detailed aspects of each accounting transaction, ensuring correctness with contract pricing, invoicing, payroll, and other related requirements.

- Proficiency in financial systems (e.g., QuickBooks, Excel, Monday or similar)

- Strong analytical, organizational, and problem-solving skills

- Comfortable managing multiple priorities in a dynamic environment

- Strong interpersonal skills with the ability to engage and influence stakeholders

Work Environment

- Hybrid remote and office-based (Conshohocken PA) role depending on company business needs.

- Ability to occasionally travel for company or client needs.

- Position requires the ability to sit, stand, walk, type, and speak. The office-based hours are in a climate-controlled, indoor environment.

Work Location and Hybrid Flexibilty

This role is based at Advantexe’s world headquarters in Bala Cynwyd, Pennsylvania. The expectation is in-office at least three days a week (Tuesday, Wednesday, and Thursday), with remote-working flexibility on Mondays and Fridays.  Occasional additional in-office days may be required, based upon needs of the business. 

Compensation and Benefits

Range from $100,000 – $120,000 depending on experience, education, knowledge and abilities, and location.

Advantexe offers above market-level benefits, including generous health, dental, 401K, flexible voluntary benefits and paid time off programs.

Join our fast-growing, innovative company that values teamwork and innovation. We encourage you to visit our website - www.Advantexe.com.  We look forward to hearing from you!