Strategic Finance Lead

Role Overview

• Own full-cycle accounting across multiple client entities.
• Manage general ledger activities, reconciliations, journal entries, and month-end close processes.
• Oversee bill payments, approvals, audit trails, and cash management activities.
• Monitor cash flow, liquidity, and banking operations.
• Maintain accurate financial records using platforms such as QuickBooks, Xero, or Intacct.
• Prepare and deliver client-ready financial reporting packages, including profit and loss statements, balance sheets, net worth statements, and cash flow reports.
• Perform variance analysis against budgets, forecasts, and prior performance.
• Ensure reporting is accurate, reconciled, and decision-ready.
• Transform financial reporting into actionable insights that support business and personal financial decisions.
• Present financial information clearly to both financial and non-financial stakeholders.
• Translate financial data into meaningful recommendations and strategic insights.
• Lead financial planning discussions around liquidity, spending optimization, and major financial decisions.
• Build scenario models to evaluate investments, real estate decisions, hiring plans, and other strategic initiatives.
• Identify financial risks, inefficiencies, and opportunities proactively.
• Support clients in making informed decisions through thoughtful financial analysis.
• Coordinate with CPAs, legal advisors, payroll providers, and other external stakeholders.
• Support tax planning workflows by preparing financial information and documentation.
• Maintain strong financial governance, controls, and documentation standards.
• Monitor unusual financial activity and proactively escalate potential issues.
• Help ensure seamless financial operations across multiple entities and stakeholders.
• Evaluate and implement improvements to financial systems and reporting workflows.
• Support automation and dashboard initiatives that improve financial visibility.
• Strengthen financial controls, documentation, and audit readiness.
• Identify opportunities to improve operational efficiency and reporting quality.
• Help build scalable financial processes that support long-term growth.

Requirements

• 5–10+ years of experience in strategic finance, FP&A, family office environments, public accounting, corporate finance, or similar finance leadership roles.
• Strong foundation in full-cycle accounting, financial reporting, reconciliations, month-end close, and financial controls across multiple entities.
• Demonstrated experience building financial models, scenario analyses, forecasts, and decision-support tools that influence business outcomes.
• Proficiency with accounting platforms such as QuickBooks, Xero, Intacct, and advanced Excel or Google Sheets.
• Strong ability to communicate financial information clearly and confidently with clients and senior stakeholders, translating complex financial concepts into practical recommendations.
• Excellent financial analysis, commercial judgment, and problem-solving skills with a proactive approach to identifying risks and opportunities.
• Ability to independently manage complex financial responsibilities while balancing execution with strategic advisory work.
• CPA (or equivalent professional accounting qualification) strongly preferred.