Financial Planning and Analysis

• Own the company’s accounting, reporting, planning, cash management, controls and compliance
• Serve as a trusted advisor to the CEO and senior leadership team
• Translate company goals, market dynamics and operating performance into financial priorities, scenarios and recommendations
• Lead annual budgeting, rolling forecasts, long-range planning and scenario modeling
• Build concise executive reporting explaining results, drivers, risks, opportunities and recommended actions
• Oversee the general ledger, month-end and year-end close, account reconciliations and GAAP-based financial statements
• Maintain cash forecasts and manage liquidity, banking relationships, receivables, payables and working-capital priorities
• Improve visibility into client, project and service-line economics, including revenue, labor, utilization, realization, pricing, scope, margin and collections
• Maintain internal controls, records-retention practices and audit readiness
• Coordinate tax, payroll and regulatory compliance, including federal and multi-state requirements and Washington State B&O tax
• Partner on client and vendor contracts, compensation and profit-sharing plans, offer terms, acquisition analysis and other financially significant commitments
• Manage, coach and develop the accounting and finance team
• Assess the finance and technology stack, data flows and reporting architecture and build a practical roadmap
• Lead or sponsor system selection, implementation, integration and adoption across finance and adjacent workflows
• Use automation, business intelligence and responsible AI with appropriate human review, access controls and data governance
• Establish reliable definitions, ownership and quality standards for financial and operating data
• Simplify processes, shorten reporting cycles and improve self-service visibility while preserving controls and auditability
• Oversee financial management and governance of the company’s 401(k), health and welfare benefit plans
• Coordinate plan renewals, vendor and adviser reviews, fee and service benchmarking, plan-design analysis and approved changes
• Maintain documented fiduciary and governance processes, including committee materials, contracts, required filings, audits, controls and decision-record retention
• Partner with HR on employee communications and open enrollment while maintaining confidentiality and separation of duties
• Escalate legal, tax, fiduciary and regulatory questions to qualified advisers

TGD

Finance Director