In this Director of Finance position - this is a rare opportunity to join a local BC-based company that is scaling up! A fast-growing company now at 8 million gross revenue (with stretch goals this year to reach 10 million) in the business services insurance space that is making customers' lives easier with compassion and data. You will work alongside the CEO and leadership team - your voice will be heard, and your inputs can be implemented in days, not years.If you are keen on joining a local and growing company, where ideas are heard and implemented, and prides itself on daily improvement - this is for you!
Top level:
The Director of Finance is a senior financial leader responsible for overseeing the organization’s financial operations, planning, reporting, and strategic financial management. To be clear, you are the sole individual in finance on the leadership team - and will have the opportunity to build around when the timing is right.
This role provides financial insight and leadership to executive management while ensuring the accuracy, integrity, and effectiveness of the company’s financial processes.
The Director of Finance will lead budgeting and forecasting, financial reporting, cash flow management, financial analysis, internal controls, and long-term financial planning. The successful candidate will be a strategic business partner who can translate financial data into actionable recommendations and help drive sustainable growth and profitability.
Key Responsibilities:
Financial Leadership & Strategy
- Develop and execute financial strategies aligned with the organization’s overall business objectives.
- Serve as a trusted financial advisor to the CEO, executive leadership team, and other senior stakeholders.
- Provide financial analysis, insights, and recommendations to support strategic and operational decision-making.
- Evaluate business performance, profitability, investments, and growth opportunities.
- Establish financial policies, processes, controls, and performance standards.
Budgeting & Forecasting
- Lead the annual budgeting and planning process.
- Develop financial forecasts and regularly update projections based on business performance and market conditions.
- Monitor actual results against budgets and forecasts, identifying trends, risks, and opportunities.
- Partner with department leaders to improve financial accountability and resource allocation.
Financial Reporting & Analysis
- Oversee timely and accurate monthly, quarterly, and annual financial reporting.
- Completion of all T2s
- Prepare management reports, dashboards, and financial presentations for senior leadership and, where applicable, the Board of Directors.
- Analyze revenue, expenses, margins, cash flow, working capital, and key performance indicators.
- Develop meaningful financial metrics to measure business performance.
Accounting & Controls
- Oversee accounting operations, including accounts payable, accounts receivable, general ledger, payroll, and financial close processes.
- Ensure compliance with applicable accounting standards, tax requirements, and regulatory obligations.
- Maintain strong internal controls and financial governance.
- Coordinate with external auditors, tax advisors, banking partners, and other financial service providers.
Cash Flow & Risk Management
- Manage cash flow forecasting and liquidity planning.
- Monitor working capital and optimize cash management.
- Identify financial, operational, and business risks and recommend appropriate mitigation strategies.
- Support insurance, banking, financing, and other financial arrangements as required.
Team Leadership
- Lead, mentor, and develop the finance and accounting team.
- Establish clear goals, performance expectations, and professional development plans.
- Promote a culture of accountability, accuracy, continuous improvement, and business partnership.
- Evaluate and improve finance systems, processes, and technology.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- CPA, CFA, MBA, or other relevant professional designation is an asset.
- 5+ years of progressive experience in finance, accounting, financial planning and analysis, or a related discipline.
- Demonstrated experience leading budgeting, forecasting, financial reporting, and strategic analysis.
- Strong understanding of accounting principles, financial controls, and business finance.
- Experience managing and developing finance professionals.
- Strong analytical, problem-solving, and decision-making skills.
- Excellent communication and presentation abilities.
- Advanced proficiency in Excel and financial reporting/ERP systems.
Preferred Experience
- Experience in a senior finance leadership role within a growing or complex organization.
- Experience with financial systems implementation, process improvement, and automation.
- Strong commercial and operational understanding, with the ability to connect financial performance to business strategy.
- Experience managing external auditors, tax advisors, lenders, and other external stakeholders.
Financials:
- Full time - full time in office with option for hybrid after first 3 months
- Pay Range - 120k to 170k
- Comprehensive benefits program - including dental care, vision care, and paid time off
- Annual bonus based on profitability on business
