Director of Finance, Accounting

Directive

. Oversee the accounting function for a leading B2B performance marketing agency .

Posted 10/22/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial management, including oversight of accounting functions, financial reporting, and compliance with GAAP. Proven ability to lead finance teams, optimize budgets, and drive performance in a B2B performance marketing environment.

Highest-signal resume keywords

Financial ReportingGAAP ComplianceFP&A ManagementLeadership in FinanceBudget Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Close ManagementCash Flow ForecastingTax PlanningRevenue RecognitionFinancial ModelingBudgetingVariance AnalysisAccounting ControlsTreasury ManagementAccounts Receivable Management

Soft Skills

LeadershipCommunicationInterpersonal SkillsAnalytical SkillsProblem-Solving

Certifications & Qualifications

CPA

Industry Keywords

B2B Performance MarketingDigital AgencyService-Based BusinessFinancial Management SystemsFinancial Regulations

About the role

Key responsibilities & impact

Oversee the accounting function for a leading B2B performance marketing agency
Report to the Head of Finance
Run the financial close, reporting, controls, and treasury functions, with FP&A responsibilities
Manage and develop the Controller and oversee the IT Department
Strengthen the labor model, optimize staffing and billable utilization, and drive disciplined cost management
Partner with department heads to strengthen budgets and identify under-performance
Model how growth investments impact EBITDA and optimize capital allocation
Improve tax planning
Build visibility into capital investment, outcomes, and timelines
Build a high-performance financial operating engine for visibility, margin discipline, and scalability
Prepare the business to become investment ready for a potential market event within 36 months
Hold the team accountable for a timely, GAAP-compliant five-day financial close
Deliver financial reports and department P&Ls
Design and enforce accounting policies, internal controls, and segregation of duties
Manage cash at safe levels while supporting continued growth
Monitor accounts receivable and accounts payable processes and escalate overdue receivables
Oversee revenue recognition for retainer and project-based client contracts
Prepare FP&A reports supporting gross margin and EBITDA targets
Manage banking relationships and a 13-week cash-flow forecast
Improve systems and reporting automation
Work toward 65% gross margin and 35% adjusted EBITDA goals

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, or a related field; CPA a bonus
10+ years of progressive experience in finance and accounting roles
At least 5 years in a leadership position within performance marketing agencies
Experience in a digital agency or similar services-related industry a plus
Strong knowledge of financial regulations, accounting principles, and financial management systems
Proven ability to hold business units accountable to budget and goals
Solid understanding and experience with tax regulations and compliance
Excellent leadership, communication, and interpersonal skills
Strong analytical and problem-solving abilities
Must currently reside in the United States
Must be eligible to work in the US now and in the future without sponsorship
Experience owning and managing the month-end close process from start to finish
Experience managing or leading a finance or accounting team
Experience managing financial performance across multiple departments, business units, or service lines
Experience developing and managing company budgets and financial forecasts
Experience with cash flow forecasting, treasury management, and banking relationships
Experience overseeing accounts receivable, accounts payable, collections, and working capital management
Experience establishing or maintaining accounting controls, GAAP compliance, and revenue recognition policies
Experience with FP&A, including budgeting, forecasting, variance analysis, and financial modeling
Active CPA license addressed in application requirements
Experience working for a service-based business such as an agency, consulting firm, SaaS, or professional services organization

Benefits

Comp & perks

Medical, dental, vision, disability, and life insurance coverage for you and your family
100% employer-paid plan for you and 50% employer contribution for dependents (US, CAD, MX)
Access to certified therapists through Spring Health
Headspace membership
Physical therapy through Omada
Thousands of Aaptiv virtual workouts
Complimentary One Medical membership for primary and virtual care
Unlimited PTO with a 2-week minimum
Paid company holidays
Birthday off
End of Year Recharge, closed December 24–January 1
Paid parental leave
Traditional and Roth 401(k) with a 3% company match
Annual bonus based on tenure, scaling in total amount over time
Annual company-wide retreat
Remote work from a home office
Laptop computer, PC or Mac available