C

Current

Accounting firm alliance providing non-attest services

Finance Director

Corporate Finance & FP&AConfirmed live in the last 24 hours
Full-timeOcean Township, NJ, USA$156k - $187.5k /yr

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Economics, or a related field is required.
  • At least 10 years of progressive FP&A, corporate finance, or related experience, including significant hands-on business partnering.
  • Experience within professional services, a private-equity-backed platform, or another multi-entity or multi-location business.
  • Advanced financial modeling skills and a strong understanding of GAAP, financial statements, and services-business economics.
  • Experience with ERP, planning, and BI tools such as NetSuite, Adaptive, SAP, Anaplan, Power BI, Tableau, Databricks, or similar platforms.
  • Strong executive communication skills and the ability to turn complex financial and operational information into a clear point of view.
  • Demonstrated ability to influence senior stakeholders, solve ambiguous problems, and operate effectively in a fast-paced environment.
  • Must be based in the New York Metro area.

Responsibilities

  • Own monthly and quarterly financial reporting, translating performance, variances, and underlying drivers into clear recommendations for leadership.
  • Lead the annual budget, long-range planning, and rolling forecasting processes.
  • Define and monitor KPIs across revenue, margin, utilization, realization, client profitability, and other key operating metrics.
  • Partner closely with firm and regional leaders on growth initiatives, operational performance, resource allocation, pricing, and other strategic decisions.
  • Investigate performance issues to identify root causes, leading indicators, and actionable opportunities for improvement.
  • Develop scenario models and analyses supporting investments, acquisitions, market expansion, and other strategic alternatives.
  • Support financial diligence, integration modeling, synergy tracking, and other acquisition-related activity.
  • Drive follow-through on financial recommendations and ensure resulting actions are carried through to completion.
  • Improve FP&A infrastructure, reporting processes, dashboards, automation, and self-service analytics in partnership with Corporate Finance teams.

Desired Qualifications

  • MBA and/or CPA.
  • Experience supporting accounting, consulting, or other professional services businesses.
  • Experience within a high-growth or acquisition-driven organization.

About the Company

Current

Accounting firm alliance providing non-attest services

Crete Professionals Alliance (Crete PA) partners with the non-attest arms of US accounting firms to scale their practices while preserving the local firm’s brand, leadership, and culture. It provides centralized back-office services—like talent, HR, finance, legal/compliance, technology, and business development—through subsidiary entities that handle tax and other non-attest work, while partner CPA firms maintain audit and attest services. Crete PA takes majority stakes in partner firms, with original owners retaining a minority equity position to stay involved. The company differentiates itself by offering large-scale national resources and technology-focused tools, including AI, without forcing firms to lose their brand or leadership, and it aims to grow through acquisitions to build a nationwide accounting platform.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
2023

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