What are the responsibilities and job description for the Director of Finance and Human Resources position at Hobe & Lucas CPA's Inc?
Director of Finance and HR
Hobe and Lucas CPAs is seeking a Director of Finance and HR to lead the firm’s internal financial management and human resources functions.
This is a hands-on leadership role for a proactive, business-minded professional who enjoys solving problems, improving systems, and helping a professional services firm grow.
We are seeking someone who takes ownership, improves processes, and supports accountability while working closely with firm leadership.
This role plays a key part in strengthening the firm’s internal infrastructure as we continue to grow.
Position Overview
The Director of Finance and HR will be responsible for the firm’s internal financial operations, reporting, and HR administration.
This is a hands-on position. The right candidate must be comfortable both executing day-to-day responsibilities and thinking strategically about improvements.
You will work directly with the firm’s partners and leadership team.
Key ResponsibilitiesFinancial Leadership
- Own the firm’s monthly internal financial statements
- Manage the billing workflow, including final release of invoices to clients
- Manage accounts receivable, WIP, realization, and collections
- Process payroll and manage accounts payable, including Bill.com
- Manage cash flow forecasting and banking relationships
- Prepare and present monthly financial reporting to partners
- Monitor and help improve key firm KPIs
- Identify inefficiencies and implement process improvements
- Strengthen internal financial controls and reporting systems
Human Resources Leadership
- Serve as the firm’s primary HR contact
- Lead onboarding and offboarding processes
- Oversee benefits administration and annual renewals
- Maintain HR compliance and employee documentation
- Coordinate the firm’s performance review process
- Address employee performance concerns and related documentation
- Enforce firm policies and expectations
- Work with fractional HR support when needed
Skills and Competencies
- Strong accounting and financial reporting skills
- Advanced Microsoft Excel skills
- Experience with QuickBooks (Desktop and Online)
- Experience managing accounts receivable and cash flow
- Experience with HR administration and benefits oversight
- Strong problem-solving and process improvement mindset
- Comfortable learning and implementing new systems and technology
- Strong communication skills and ability to work directly with leadership
- Ability to handle confidential matters professionally
Qualifications
- 7–15 years of accounting experience
- Experience in a professional services firm preferred
- Strong experience with financial reporting and cash flow management
- Business-minded and growth-oriented
- Comfortable working independently and holding others accountable
- Ability to communicate effectively with partners, staff, and vendors
CPA preferred but not required
Benefits
- Annual performance bonus eligibility
- paid time off
- Healthcare coverage
- 401(k) with 3% Safe Harbor contribution
- Hybrid work environment (primarily in-office with some flexibility)
- Flexible core hours
- Referral bonus opportunities
- Family-friendly culture
- Technology-forward firm with modern systems
About Hobe and Lucas
Hobe and Lucas is a forward-thinking public accounting firm committed to continuous improvement, accountability, and long-term growth. We invest in technology and infrastructure to support our team and deliver exceptional service to our clients.
This role offers the opportunity to take ownership, improve systems, and play a meaningful leadership role inside a growing firm.
Pay: $90,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Disability insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Required)
Work Location: Hybrid remote in Independence, OH 44131
Salary : $90,000 - $110,000