Job Description
Job Description
Director of Finance and Administration
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Rochester, New York
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Insero Talent Solutions is recruiting for an experienced, hands-on Director of Finance and Administration to join a well-established, privately held organization in the Greater Rochester/Finger Lakes region.
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This is an exciting opportunity for a finance leader who enjoys operating at both the strategic and tactical levels, partnering closely with executive leadership, and driving financial performance across a dynamic, multi-department organization.
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The Director of Finance will oversee the organization's financial operations, accounting, reporting, budgeting, forecasting, cash flow management, and internal controls. Beyond traditional accounting responsibilities, this individual will serve as a trusted business partner to operational leaders, helping translate financial data into meaningful insights that support informed decision-making and long-term organizational success.
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The ideal candidate brings a strong foundation in accounting and financial management, paired with a continuous improvement mindset and the ability to identify opportunities to streamline processes, enhance systems, and create operational efficiencies.
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This is a highly visible leadership opportunity for someone who enjoys rolling up their sleeves, developing a small team, and making a meaningful impact across an organization.
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Responsibilities
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Financial Leadership & Business Partnership
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\n - Serve as a strategic financial partner to executive leadership and ownership, providing financial insight, analysis, and recommendations to support business performance and long-term planning.
\n - Oversee the organization's overall financial health, ensuring accurate reporting, sound financial controls, and effective management of financial resources.
\n - Partner closely with operational and departmental leaders to evaluate financial performance, identify trends, and support business decisions.
\n - Translate complex financial information into clear, actionable insights for individuals with varying levels of financial expertise.
\n - Participate in leadership meetings, presenting financial results, highlighting opportunities and risks, and helping drive organizational strategy.
\n - Balance high-level financial planning with hands-on involvement in day-to-day accounting and operational activities.
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Financial Reporting & Accounting Operations
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\n - Oversee the preparation and analysis of monthly, quarterly, and annual financial statements, including income statements, balance sheets, and cash flow reporting.
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Budgeting, Forecasting & Financial Analysis
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\n - Lead the annual budgeting process, ongoing forecasting, and financial planning initiatives in partnership with executive and departmental leadership.
\n - Work collaboratively with department leaders to develop budgets, monitor performance, and evaluate financial results.
\n - Provide guidance and education to operational leaders, helping strengthen their understanding of budgeting, forecasting, and financial accountability.
\n - Prepare financial models, variance analyses, and management reports to support strategic and operational decision-making.
\n - Analyze labor expenses, operating costs, revenue trends, and key performance indicators to identify opportunities for improved profitability and efficiency.
\n - Support capital expenditure planning and evaluate the financial impact of proposed investments and business initiatives.
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Cash Flow & Treasury Management
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\n - Oversee cash management, banking relationships, liquidity planning, and treasury-related activities.
\n - Develop and maintain cash flow forecasts to support both immediate operational needs and longer-term financial planning.
\n - Monitor the organization's cash position and provide leadership with regular reporting, analysis, and recommendations.
\n - Evaluate and improve payment processes, including opportunities for automation and enhanced efficiency.
\n - Support financial planning related to capital investments, operating requirements, and other organizational priorities.
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Systems, Process Improvement & Operational Oversight
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\n - Evaluate and enhance financial systems, accounting processes, and reporting practices to improve efficiency, accuracy, and scalability.
\n - Identify opportunities to streamline workflows, reduce manual processes, and improve data integration across accounting, payroll, and operational systems.
\n - Drive improvements in general ledger mapping, financial reporting, and internal controls while identifying opportunities for automation and system optimization.
\n - Oversee purchasing, vendor management, expense controls, and related financial operations.
\n - Partner with department leaders to monitor spending, evaluate costs, and identify opportunities for operational efficiencies.
\n - Maintain effective internal controls and ensure financial compliance across accounts payable, accounts receivable, cash management, payroll, and related functions.
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Team Leadership & Development
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\n - Lead, mentor, and develop a small accounting and purchasing team, fostering accountability, collaboration, and continuous improvement.
\n - Provide hands-on guidance and support while ensuring appropriate coverage, cross-training, and consistency in financial processes.
\n - Build strong relationships across departments and serve as an approachable financial resource to operational leadership.
\n - Promote a culture of financial accountability, proactive problem-solving, and data-driven decision-making.
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Qualifications
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\n - Bachelor's degree in Accounting, Finance, Business Administration, or a related field required.
\n - CPA or MBA, preferred.
\n - 7+ years of progressive accounting and finance experience, including financial reporting, budgeting, forecasting, and financial operations, including prior experience as a Controller, Director of Finance, Senior Finance Manager, or similar financial leadership capacity preferred.
\n - Strong technical accounting foundation with demonstrated experience managing general ledger activities, financial statements, reconciliations, and internal controls.
\n - Experience with financial planning and analysis, including budgeting, forecasting, cash flow management, and operational performance reporting.
\n - Demonstrated success identifying and implementing process improvements, particularly related to financial systems, reporting, automation, and workflow efficiencies.
\n - Advanced Excel skills and proficiency with accounting and financial reporting software; experience with system implementations, integrations, or optimization initiatives highly valued.
\n - Experience leading or mentoring accounting professionals and working collaboratively with cross-functional teams.
\n - Strong communication and presentation skills, with the ability to explain financial information and provide actionable guidance to non-financial stakeholders.
\n - Highly organized and detail-oriented, with strong analytical skills and a proactive approach to problem-solving.
\n - Comfortable operating in a lean team environment that requires both strategic leadership and direct involvement in accounting activities.
\n - Experience within a multi-department, operationally complex, or service-oriented business environment is beneficial.
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Job Tags
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