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Job description
The Team You Will Be Joining
Privately held company with a strong presence in retail and consumer engagement
Partners with nationally recognized brands across diverse industries
Agile, collaborative team known for bringing big ideas to life
Fast-moving, cross-functional team known for delivering innovative solutions
What They Offer You
Work that intersects culture, consumer behavior, and brand strategy
Entrepreneurial team environment with strong creative and strategic backing
Commitment to measurable outcomes and long-term client partnerships
A chance to shape programs that influence how people shop, connect, and experience brands
Location
On-site 5 days a week in University Area
Responsibilities
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
Background That Fits
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
Open
#J-18808-Ljbffr
Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.