Director of Finance And Accounting

THE TEAM YOU WILL BE JOINING

• Private equity-backed, commercial services company headquartered in Charlotte, NC


• Industry leader with a multi-site, service-based operating model supporting enterprise customers across North America


• Experiencing strong growth through organic expansion, operational improvements, and strategic investment initiatives


• Backed by an engaged ownership group focused on scaling the platform and driving long-term value creation


• Collaborative leadership team with a focus on data-driven decision making, accountability, and continuous improvement

WHAT THEY OFFER YOU

• Exposure to leadership and cross-functional business partners in a rapidly scaling organization


• Long-term career growth potential within a company focused on employee development and advancement opportunities


• Comprehensive benefits package including medical, dental, vision, 401(k), tuition reimbursement, PTO, and additional employee-focused benefits

WHY THIS ROLE IS IMPORTANT

• Develop and lead the monthly Business Review (MBR) process, presenting key performance indicators, financial insights, and variance analysis to corporate and local management; drive accountability and inform strategic decision-making across the organization.


• Implement, maintain, and continuously enhance a robust 13-week rolling cash flow forecast, identifying liquidity risks and opportunities; ensure the division maintains optimal working capital and operational liquidity.


• Conduct comprehensive monthly variance analysis against budget and forecast, identifying root causes of performance deviations and developing corrective action plans in collaboration with operational leaders.


• Serve as primary financial business partner to Shop Managers and operational leaders, providing proactive financial insights, benchmarking analysis, and recommendations to improve operating efficiency and profitability.


• Lead annual budgeting and long-range financial planning processes; develop realistic, detailed budgets that drive accountability and support strategic growth initiatives.


• Conduct peer shop analysis and performance benchmarking to identify best practices and opportunities for operational improvement and cost optimization.


• Ensure timely and accurate monthly financial reporting to local and corporate management, including preparation and submission of subsidiary financial results for corporate consolidation; deliver clear, actionable financial narratives alongside financial statements.


• Oversee the month-end close process, ensuring accurate revenue recognition in accordance with ASC 606 and complete balance sheet reviews and account reconciliations.


• Maintain the general ledger and ensure full compliance with US GAAP, US tax requirements, and company accounting policies.


• Coordinate matching of intercompany and intersegment balances among all parties; ensure accurate consolidation support.


• Support external audit procedures and maintain effective relationships with auditors.


• Serve as the company's subject matter expert on lease accounting (ASC 842); ensure all operating and finance leases are properly identified, recorded, and reported in accordance with current accounting standards.

• Maintain lease inventory, perform lease accounting calculations, and ensure accurate balance sheet presentation and footnote disclosure.


• Evaluate lease arrangements for proper classification and impact on financial position; provide guidance to operations on lease accounting implications of new equipment or facility decisions.


• Oversee day-to-day treasury and working capital activities, including cash management, accounts payable, and accounts receivable functions to ensure liquidity, timely payments, and effective collections.


• Verify payroll and accounts payable runs, assisting in processing as needed; ensure compliance with payment terms and tax withholding requirements.


• Manage sales and use tax compliance, including timely preparation, review, and filing of returns, while ensuring adherence to applicable state and local tax regulations.


• Team Leadership & Organizational Development


• Supervise, mentor, and develop accounting, accounts payable, and accounts receivable team members;


• Work cross-functionally with various departments to provide financial insights and relevant reporting that supports operational excellence

THE BACKGROUND THAT FITS

• 5+ years of progressive accounting/finance experience with demonstrated advancement into financial planning and analysis roles


• 3+ years of supervisory or management experience


• Bachelor's degree in accounting, finance, or business (CPA highly preferred)


• Strong technical knowledge of US GAAP with demonstrated expertise in revenue recognition (ASC 606) and lease accounting (ASC 842)


• Proven experience developing and managing budgets, rolling forecasts, and cash flow models in a dynamic business environment


• Experience implementing and leading monthly business review processes with variance analysis and performance metrics


• Knowledge of cost of goods sold similar to a manufacturing or service-intensive environment