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Director of Finance
Insight Assurance. Own the monthly close and deliver accurate, review-ready GAAP financials .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in GAAP financials, revenue recognition, and multi-entity consolidation, with strong capabilities in budgeting, forecasting, and financial analysis. Proficient in managing audits and integrating accounting systems while leading a finance team.
Highest-signal resume keywords
CPA PreferredMulti-Entity Consolidation ExperienceStrong ASC 606 Revenue RecognitionProven FP&A SkillsAI-Fluent with Grok and Claude
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
GAAP FinancialsRevenue RecognitionBudgetingForecastingVariance AnalysisFinancial ModelingIntercompany EliminationsPayroll AccountingTax CoordinationM&A Diligence
Soft Skills
LeadershipCommunicationRelationship ManagementAnalytical ThinkingProblem Solving
Tools & Technologies
NetSuiteQuickBooks OnlineHubSpotRampDeelGrokClaude
Certifications & Qualifications
CPABachelor's in AccountingBachelor's in Finance
Industry Keywords
Professional ServicesExternal AuditBig FourPE-BackedHigh-Growth
About the role
Key responsibilities & impact- Own the monthly close and deliver accurate, review-ready GAAP financials
- Own revenue recognition, invoicing, AR/AP, payroll accounting and departmental allocations
- Prepare consolidated financial statements, including the Panama entity, intercompany eliminations, FX and transfer pricing support
- Manage the annual external audit, including PBC lists, auditor relationship and timely, clean opinions
- Coordinate tax support with outside CPAs and maintain strong internal controls
- Build and own annual budget and rolling forecast models
- Deliver monthly budget-versus-actual variance analysis and KPI dashboards
- Prepare board and investor reporting packages for CFO review
- Support pricing, hiring and cash flow planning with financial analysis
- Own accounting systems and integrations, including HubSpot, Ramp and Deel
- Use Grok and Claude to automate close, reconciliations, reporting and analysis, and champion AI adoption in finance
- Support M&A diligence, integration and post-close accounting
- Build scalable processes and, over time, a small finance team
Requirements
What you’ll need- CPA preferred; bachelor's in Accounting or Finance
- 8+ years of experience, including 3+ as Controller or Assistant Controller, ideally in professional services
- Multi-entity consolidation experience, including international subsidiaries and intercompany eliminations
- Strong accounting software experience, especially NetSuite and QuickBooks Online
- Strong ASC 606 revenue recognition for services and project-based billing
- Experience managing external audits; Big Four or national firm background a plus
- Proven FP&A skills: budgeting, forecasting, variance analysis and advanced Excel modeling
- AI-fluent: practical, hands-on use of Grok and Claude to improve speed and accuracy
- M&A diligence or integration exposure, and PE-backed or high-growth experience, a plus
Benefits
Comp & perks- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation & Public Holidays)
- Training & Development
- Work From Home