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Job description
Job Overview
The Vice President of Finance serves as a key financial leader and strategic partner to the executive team. This role will own the day-to-day finance function while helping the organization scale through improved financial visibility, stronger operational discipline, and data-driven decision-making.
Vice President of Finance
Job Overview
The Vice President of Finance serves as a key financial leader and strategic partner to the executive team. This role will own the day-to-day finance function while helping the organization scale through improved financial visibility, stronger operational discipline, and data-driven decision-making. The VP of Finance will play a critical role in supporting business performance across clients, projects, and service lines—translating financial data into actionable insights that improve profitability, inform growth decisions, and enable sustainable expansion. This individual will operate at the intersection of execution and strategy, bringing structure and rigor to a dynamic, project-based environment.
Responsibilities & Duties
Serve as a core member of the leadership team to lead development of the company's financial strategy and long-term planning
Lead all core financial operations, including budgeting, forecasting, cash flow management, and monthly and quarterly reporting
Oversee accounts payable, accounts receivable, payroll, and vendor payments to ensure accuracy, timeliness, and financial discipline
Establish and maintain financial controls, policies, and procedures that support operational efficiency and protect profitability
Lead the month-end close process, transitioning ownership from external accounting partners to an efficient, accurate, and scalable in-house finance function
Partner with executive leadership to evaluate business performance and support decision-making across pricing, staffing, growth initiatives, client strategy and corporate transactions
Prepare and present financial updates to leadership and board-level stakeholders
Develop financial insights into client, project, and service line profitability to identify trends, risks, and opportunities
Build and maintain financial models and scenario analyses to support planning, hiring, and growth initiatives
Provide financial input on contracts, partnerships, and new business opportunities to support informed decision-making
Deliver actionable insights into margin drivers, cost structure, and utilization to improve overall business performance
Partner cross-functionally with account and production teams to align financial plans with operational execution
Strengthen visibility into the full revenue lifecycle—from project scoping and budgeting to invoicing and margin realization
Lead the financial planning process, including annual budgets and rolling forecasts
Develop clear and consistent reporting that enables leadership to track performance against goals
Evaluate and enhance financial systems, tools, and reporting infrastructure to support a growing organization
Implement more efficient processes and workflows to improve accuracy, scalability, and visibility
Bring structure and financial rigor to a fast-paced, project-based operating environment
Manage relationships with external accountants, banks, and advisors
Manage treasury activities including cash and debt management
Ensure compliance with tax, licensing, insurance, and regulatory requirements
Support financial due diligence for acquisitions and lead the integration of finance-related functions
Lead, develop, and mentor the Finance team while fostering strong cross-functional partnerships with Operations and Human Resources to drive organizational alignment, operational efficiency, and scalable business performance
Requirements
10+ years of finance or accounting experience, with at least 3 years in a senior leadership role
Experience in agency, project-based, or services environments strongly preferred
Strong understanding of project-based financial management, including client profitability, WIP accounting, and revenue recognition
Demonstrated ability to operate as a hands-on leader in a dynamic, fast-paced environment
Proven ability to translate financial data into actionable business insights and recommendations
Experience building or improving financial processes, reporting, and systems
Strong collaboration and communication skills, with the ability to partner effectively across functions
Proficiency in accounting systems (e.g., QuickBooks, Hubspot, ADP) and advanced Excel/Google Sheets
Experience supporting M&A, post-close integration and exit preparation
Strong communicator with experience reporting to a board and/or investors
CPA, MBA, or equivalent experience preferred but not required
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Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.