Director of Finance & Accounting

The company Consulting is the leading B2B performance marketing agency that delivers real revenue—not just leads.

We use Customer Generation (a marketing methodology developed by us) to cut through the noise. Forget MQLs—we’re here to drive pipeline, fuel SQLs, and scale brands that are serious about growth. From Paid Media and SEO to CRO, RevOps, and Go-To-Market Strategy, we build marketing engines that win in SaaS and across B2B industries.

We move fast. We think boldly. We are elite. We hire people who challenge the status quo and push campaigns past what’s expected - sparking demand for bold, innovative brands. If you live for performance, love solving hard problems, and want your work to actually mean something, you’ll fit right in.

But here’s the fun part—we don’t just deliver results; we’re shaping the future of marketing. Ready to build something that breaks the mold?

The company is seeking a hands-on Director of Finance & Accounting to oversee the accounting function behind a leading B2B performance marketing agency. Reporting to the Head of Finance, you’ll run close, reporting, controls and treasury, while having FP&A responsibilities.

Direct Reports

• Controller

• IT Department

Top Priorities

• Move the finance department into a more strategic function. The primary opportunity is strengthening our labor model, optimizing staffing and billable utilization, and driving disciplined cost management to expand direct margins and overall profitability.

• Be a strong voice with department heads so budgets have power and under-performance can be wisely identified.

• Create a strong understanding/model of how growth investments impact EBITDA and ensure we are optimized in our capital allocation.

• Deep improvement of tax planning. With strong EBITDA, we need better tax planning. We are weak here.

• Build visibility into capital investment and have strong hypothesis around outcomes and timelines. It’s important that we are able to invest cash while still growing EBITDA.

• Build a high-performance financial operating engine that enhances visibility, margin discipline, and scalability as we prepare the business for long-term growth, incubation opportunities and potential future capital events.

• Become investment ready. We are going to market in the next 36 months and need the right financial leadership in place.

Role and Responsibilities

• Close and Reporting: Holding team accountable for a timely and GAAP-compliant 5 day financial close. Deliver financial reports and department P&Ls.

• Controls: Design and enforce accounting policies, internal controls and segregation of duties.

• Treasury: Cash is the most important number for the company. Need to ensure it is managed at safe levels and continues to grow

• Properly monitor AR/AP process to keep overdue receivables down and escalate when necessary

• Revenue & Margin: Oversee revenue recognition for retainer and project-based client contracts. Prepare FP&A report to support the company’s gross margin and EBITDA targets.

• Treasury & Banking: Manage cash, banking relationships and 13-week cash flow forecast.

• Team Leadership: Manage and develop the Controller, who covers AR/AP reconciliations and close support.

• Systems & Processes: Improve system and reporting automation.

Goals

• 65% Gross Margin

• 35% ADJ. EBITDA

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field; CPA a bonus

• 10+ years of progressive experience in finance and accounting roles, with at least 5 years in a leadership position within performance marketing agencies

• Experience in a digital agency or similar services related industries a plus

• Strong knowledge of financial regulations, accounting principles, and financial management systems

• Proven ability to hold business units accountable to budget and goals

• Solid understanding and experience with tax regulations and compliance

• Excellent leadership, communication, and interpersonal skills

• Strong analytical and problem-solving abilities

What We Offer

• 🏠 We have a set living wage at the company; the actual salary may vary based on the company's compensation practices, job related skills, and depth of experience

• 🙏 Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle

• Including a 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX)

• Benefits to Support the Whole Person:

• 🧠 Mental - Access to certified therapists through Spring Health, membership to Headspace

• 💪 Physical - Physical therapy through Omada, thousands of Aaptiv virtual workouts, complimentary One Medical membership for primary and virtual care

• 🛫 Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave

• 💰 Financial - Traditional and Roth 401(k) with a 3% company match

• 🌟 Bonus - Annual bonus based on tenure, which scales in total amount over time

• 🌴 Annual Company-wide Retreat

Work Environment Requirements

As a remote-first company, you’ll have the ability to work from your home office. For some positions, as posted, we will accommodate global opportunities where we have established businesses, including Canada, Mexico, and the UK. For global locations, you must have established and current work authorization and permanently reside in that country.

This role has the opportunity to operate 100% virtually from your home office. We primarily collaborate with our colleagues through virtual meetings (Zoom), and Slack. In this role, you will be required to operate a laptop computer (PC or Mac available), computer software platforms, and other office productivity tools as necessary. Due to the nature of this role, you must be able to remain stationary for extended periods, must be able to observe and interpret written and/or verbal communication, must have reliable internet access, and a professional background.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

If you require reasonable accommodations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, direct your inquiries to [link for members]

Additional Information

At the company, one of our core values is People First. We’re committed to fostering a more diverse and inclusive culture in the digital landscape. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.