Job description

Abdo, a growing accounting and advisory firm, is seeking a Director of Finance / Controller to join the firm’s leadership team and to lead the firm's finance function with discipline and insight in support of the firm's goals. We are looking for a thoughtful, forward-thinking, and relationship-oriented individual to come grow alongside us. At Abdo , we’re not your typical accounting firm. For us, ‘Lighting the path forward’ means that we go well beyond traditional accounting and auditing to deliver solutions that help our clients succeed. We carefully seek out the best people and trust them to make a difference in helping our clients navigate forward with confidence. Our culture is built on the following principles: Relationships: We give our best to our clients and to each other. Teamwork: We accomplish great things together. Growth & Development: We get better every day. Key responsibilities include: Financial Operations & Process Leadership Actively participate in firm strategic planning sessions, providing financial insight that supports new business strategies, growth, and sustainability. Own the accuracy, timeliness, and integrity of the firm’s accounting close, financial reporting, and forecasting processes. Lead ongoing process improvement efforts across the accounting and finance function, streamlining workflows and eliminating inefficiencies. Champion the adoption of technology and automation tools to increase accuracy, efficiency, and capacity within the finance team. Lead the budgeting process and provide recommendations for enhancing financial performance and identifying opportunities for improvement. Financial Reporting & Analysis Ensure timely, accurate financial reporting for leadership and partners. Develop, monitor, and analyze meaningful Scorecard measurables that align with the firm’s strategic direction. Communicate financial performance, trends, and forecasts, providing insights that support both short- and long-term decision-making. Oversee expense tracking and reporting to ensure accuracy and accountability. Actively utilize firm-approved technology and AI-enabled tools to improve efficiency and accuracy, while exercising appropriate professional judgment Cash Flow and Capacity Management Monitor cash flow to maintain liquidity and financial stability. Evaluate capital requirements and oversee cash management practices, coordinating with banking partners as directed by firm leadership. Assess firm capacity for growth by reviewing financial performance and budget alignment across departments. Risk Management and Compliance Establish effective internal controls and appropriate segregation of duties, ensuring compliance with federal, state, and local financial and tax regulations. Oversee tax planning and compliance, including tax return preparation and filing, collaborating with advisors when necessary. Oversee firm insurance coverage to minimize risk and legal exposure. Team Leadership and Development Lead and develop the accounting and finance team, establishing clear roles and accountability across the function Provide technical training and mentorship to build bench strength within the team Support firm leadership and partners by providing financial insight for strategic planning (V/TO) and new business initiatives Ideal Director of Finance / Controller candidate has: Bachelor’s degree in Accounting or Finance, or applicable field; CPA highly desirable 10+ years in progressively responsible financial leadership roles, preferably in public accounting, professional services, or a multi-divisional, production environment experience 10+ years of demonstrated leadership/management experience; leadership experience in the Entrepreneurial Operation System (EOS) preferred Proven success leading finance technology, automation, and process improvement initiatives Strong interpersonal skills, ability to communicate and manage well at all levels of the organization, including management of remote staff High level of integrity and dependability with a strong sense of urgency and results-orientation PC proficiency is essential (Windows environment), and strong working knowledge of Excel is necessary Sage Intacct experience is a plus Attracting, developing, and retaining the best employees are our highest priorities at Abdo. Listed as one of America's Top Recommended Tax and Accounting Firms by Forbes, we are always seeking talented individuals who can contribute to the continued growth and success of our firm. If you desire flexibility and control in your work schedule along with recognition for your efforts, Abdo has the opportunity you’re looking for! Apply online TODAY! Flexible Workplace: Abdo approaches the hybrid work environment through flexible workplace options of working mostly from home or working mostly from the office. We want our people to work where they work best! Interviews for this position may be conducted via Zoom video. Additional Information: At Abdo, we are committed to providing fair, transparent, and competitive compensation that reflects the unique skills and experiences of each candidate. The estimated base pay range for this role is $140,000 - $185,000. Offers are typically made below the maximum to allow room for future compensation increases in the role. The compensation offer will be based on factors such as experience, education, licensure, certifications, skills, and business needs. All employees have the opportunity to earn discretionary bonuses based on demonstration of extraordinary performance, special projects of significant importance, or other major accomplishments. Directors are also eligible for a management bonus program which is awarded based on the consideration of individual contributions, team accomplishments, and firm growth. Abdo cares about the wellbeing of our team members and offers a comprehensive benefits package to support this. Our benefits package includes: Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options 22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave 401(k) plan with employer contributions up to 4.5% Abdo-sponsored telehealth platform Technology reimbursement Half day Fridays June through September (2 months of 36 hr work weeks & 2 months of 40 hr work weeks) Professional expenses and CPA support and bonus Benefits offerings are based off benefits eligibility requirements being met. View more information on our comprehensive benefits package on our Careers page. Abdo LLP is committed to providing equal employment opportunities to all employees and applicants for employment without regard to any legally-recognized basis “protected class” including but not limited to: race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, marital status, or any other characteristics protected under federal, state, or local laws. If you need assistance or reasonable accommodations through our recruiting process, please email us at careers@abdosolutions.com . We will not be hiring candidates from agencies for this position.

Requirements

Must-haves

Our culture is built on the following principles:
Relationships: We give our best to our clients and to each other.
Teamwork: We accomplish great things together.
Growth & Development: We get better every day.
Financial Operations & Process Leadership
Actively participate in firm strategic planning sessions, providing financial insight that supports new business strategies, growth, and sustainability.
Own the accuracy, timeliness, and integrity of the firm’s accounting close, financial reporting, and forecasting processes.
Lead ongoing process improvement efforts across the accounting and finance function, streamlining workflows and eliminating inefficiencies.
Champion the adoption of technology and automation tools to increase accuracy, efficiency, and capacity within the finance team.
Lead the budgeting process and provide recommendations for enhancing financial performance and identifying opportunities for improvement.
Financial Reporting & Analysis
Ensure timely, accurate financial reporting for leadership and partners.
Develop, monitor, and analyze meaningful Scorecard measurables that align with the firm’s strategic direction.
Communicate financial performance, trends, and forecasts, providing insights that support both short- and long-term decision-making.
Oversee expense tracking and reporting to ensure accuracy and accountability.
Actively utilize firm-approved technology and AI-enabled tools to improve efficiency and accuracy, while exercising appropriate professional judgment
Cash Flow and Capacity Management
Monitor cash flow to maintain liquidity and financial stability.
Evaluate capital requirements and oversee cash management practices, coordinating with banking partners as directed by firm leadership.
Assess firm capacity for growth by reviewing financial performance and budget alignment across departments.
Risk Management and Compliance

Nice-to-haves

10+ years of demonstrated leadership/management experience; leadership experience in the Entrepreneurial Operation System (EOS) preferred
Sage Intacct experience is a plus
Professional expenses and CPA support and bonus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

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Platform: bamboohr
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto