Position Summary
The
Associate Director of Finance plays a critical leadership role within the Finance Department, contributing to strategic decision-making while ensuring the company’s financial health, accuracy, and regulatory compliance. This role requires a hands-on finance professional with broad experience across accounting and finance operations, including financial reporting, budgeting, audits, payroll, and inventory accounting.
The ideal candidate has a strong command of
U.S. GAAP, advanced Excel capabilities, and experience working closely with executive leadership, cross-functional teams, and external partners such as auditors and tax advisors. This position balances
strategic financial leadership with
hands-on operational execution.
Key ResponsibilitiesFinancial Operations & Accounting Oversight
- Oversee and/or perform core accounting functions, including:
- Accounts Receivable (AR) and Accounts Payable (AP)
- Expense accruals and prepaid expenses
- Payroll and commission processing, including compliance
- Inventory valuation, cost accounting, and COGS (standard vs. actual costing)
- Maintain and enforce strong internal controls to ensure compliance with U.S. GAAP and regulatory requirements
- Ensure accurate and timely monthly, quarterly, and annual financial close processes
Financial Reporting & Analysis
- Oversee preparation of financial statements, including P&L, balance sheet, and cash flow statements
- Conduct detailed financial analysis and present actionable insights to executive leadership
- Prepare financial reports and presentations for senior management, board meetings, and investors
- Perform financial modeling to support capital investments, equipment financing, and strategic initiatives
Budgeting, Forecasting & Strategic Planning
- Lead budgeting, forecasting, and long-term financial planning aligned with organizational objectives
- Monitor financial performance against budgets and forecasts, identifying risks and opportunities
- Support leadership with data-driven recommendations to support business growth and efficiency
Audit, Tax & Compliance
- Manage and support internal and external financial audits
- Oversee compliance with U.S. federal and state tax regulations, including income tax and sales/use tax filings
- Coordinate with external tax advisors to ensure timely and accurate tax reporting
- Support tax planning initiatives to optimize the company’s tax position
Systems, Process Improvement & Cross-Functional Collaboration
- Partner with cross-functional teams including Manufacturing, Operations, Product Development, and Commercial teams to ensure financial alignment
- Support financial and operational system implementations, migrations, and upgrades, ensuring data accuracy and process alignment
- Drive continuous improvement of financial systems, reporting tools, automation, and controls
Leadership & Team Development
- Mentor and guide finance team members, fostering accountability, collaboration, and continuous improvement
- Provide hands-on leadership while supporting team development and operational excellence
Qualifications
Required
- Bachelor’s degree in Finance, Accounting, or a related field
- 7–10 years of progressive finance and accounting experience, including 2–3 years in a leadership or managerial role
- Strong working knowledge of U.S. GAAP with hands-on experience across multiple accounting functions
- Proven experience managing full-cycle financial reporting, budgeting, forecasting, and audits
- Advanced proficiency in Microsoft Excel for financial modeling, variance analysis, and reporting
- Experience preparing materials for executive leadership, board members, investors, and financial institutions
- Strong analytical, organizational, and communication skills
Preferred
- MBA and/or CPA designation
- Experience with QuickBooks Online (preferred) and ERP systems such as Zoho, SAP, Oracle, or similar platforms
- Experience in pharmaceutical, healthcare, or manufacturing environments
- Demonstrated ability to work effectively in fast-paced, cross-functional organizations
Core Competencies
- Financial Leadership & Strategic Thinking
- U.S. GAAP Compliance & Internal Controls
- Financial Reporting & Analysis
- Budgeting, Forecasting & Long-Term Planning
- Audit & Tax Coordination
- Process Improvement & Automation
- Cross-Functional Collaboration
- Team Leadership & Development
