Director, Accounting
Core
Own monthly close, financial reporting, and accounting controls for a scaling wealth management business, driving cross-functional work across accounting, operations, and advisor relations.
Role type
Director of Accounting (IC with team leadership)
Builds
Standardized fee calculation, invoicing, and contract closeout processes
Domain
Financial Services / Wealth Management
Required skills
Technical accounting judgment, process building, team leadership, M&A integration, multi-entity accounting, contract oversight, billing operations, executive communication
Preferred skills
Wealth management/RIA experience, Workday proficiency, private equity-backed environment experience
Technologies
Black Diamond, NetSuite, Workday
Responsibilities
Own monthly close and drive team toward 5-day close; Design and enforce controls over billing and revenue share; Oversee billing operations and fee calculation; Manage relationship with parent company shared services; Coordinate vendor and contract oversight; Represent accounting in pre-signing diligence on acquisitions; Assist in M&A integration playbook improvement; Partner with wealth managers on billing and revenue share; Work with HR on compensation plan administration; Lead, coach, and develop accounting team; Act as trusted extension of CFO on special projects; Translate CFO priorities into executable plans.
Seniority
Director, strategic leadership & team management
