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Director of Client Finance
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Job Description
Company
The hiring company is an established finance and accounting advisory organization supporting growing businesses with strategic finance, accounting, analytics, and executive reporting services. Its teams partner with small and midsized companies across multiple industries to strengthen financial operations, improve decision-making, and address complex business challenges.
The organization emphasizes close client partnership, high-quality work, integrity, and thoughtful use of technology. Team members gain broad exposure across multiple businesses while working directly with company leaders, client executives, and finance and accounting professionals.
Opportunity for Impact
We are seeking a Director of Client Finance to lead financial planning, modeling, reporting, and strategic finance activities across approximately three to five client engagements. This is a highly hands-on role that combines independent execution with day-to-day engagement leadership, executive communication, process improvement, and cross-functional advisory work.
This position is ideal for an experienced finance professional who began their career in public accounting or investment banking and subsequently developed broad operational finance experience within a growing small or midsized company. The successful candidate will be comfortable building rather than inheriting financial processes, managing competing client priorities, and operating with limited day-to-day direction.
Outcomes
– Deliver accurate, decision-ready financial models, forecasts, dashboards, and reporting packages – Lead day-to-day finance activities across approximately three to five client engagements – Strengthen client planning through integrated operating, three-statement, and financing models – Improve executive and board-level visibility into financial performance and business drivers – Help clients understand the operational story behind financial results
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