JOB SUMMARY

As the Director of Finance, you will be responsible for driving strategic initiatives, supporting a growing national firm, and strengthening partner success across the organization.

If you excel in dynamic environments, bring deep financial expertise, and enjoy building scalable solutions, this role offers the opportunity to directly influence the future of the firm.

JOB DESCRIPTION

Strategic Finance & Partner Equity

• Lead the creation, maintenance, and enhancement of complex financial models used for partner equity valuation, ensuring accuracy, transparency, and alignment with the firm’s ownership framework.

• Manage the annual partner buy‑in process, including model updates, valuation reviews, stakeholder coordination, and clear communication to candidates and current partners.

• Provide ongoing analysis, reporting, and insights on partner growth, compensation alignment, capital requirements, and long‑term ownership strategy.

M&A Diligence & Integration

• Lead financial diligence on potential acquisitions, including quality of earnings, financial risk assessment, and alignment with strategic objectives.

• Support integration activities, evaluate expected versus actual performance, and recommend improvements to strengthen financial outcomes and operational alignment.

Procurement Optimization & Operational Efficiency

• Modernize and strengthen the firm’s procurement function by enhancing processes, policies, compliance, and spend visibility.

• Develop scalable procurement practices that support firm growth, cost optimization, and transparent decision-making.

• Proactively identify opportunities to reduce spend, eliminate inefficiencies, and elevate vendor negotiation strategies while maintaining quality and service standards.

Partner Lifecycle & Leadership Development Support

• Support the management of the partner lifecycle, including pipeline development, onboarding, transitions, and retirements.

• Contribute to succession planning and long-term leadership readiness across the partnership.

• Provide trend analysis and forecasting related to partner performance, future leadership needs, and firm growth trajectories.

Technology, Systems, & Implementation Leadership

• Oversee Workday FINS and PSA readiness, partnering with Finance, HR, and IT to ensure smooth deployment and adoption.

• Drive Salesforce (SFDC) and Aiwyn integration to enhance financial operations, billing workflows, and data quality.

• Advocate for the adoption of modern financial tools, improving automation, reporting, scalability, and effectiveness across Finance.

• Lead cross-functional projects focused on operational optimization, process improvement, and system modernization.

Cross‑Functional Collaboration & Project Leadership

• Coordinate finance-related initiatives across departments, ensuring alignment, communication, and timely execution.

• Utilize strong project management capabilities to manage multiple priorities and drive initiatives from concept to implementation.

Supervisory responsibilities

• Will lead and supervise subordinate team members

Work environment

• Work is conducted in a professional office environment with minimal distractions

Physical demands

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• Must be able to lift up to 15 pounds at a time

Travel required

• Limited travel may be requested for attending events, conferences, or internal meetings

Required education and experience

• Bachelor’s degree in finance, accounting, business administration, or a related field

• Minimum of 10 years’ progressive experience in finance, project management, or implementation leadership

• Hands-on experience with Workday, Salesforce, and relevant financial technology platforms

• Proven success in financial analysis, business case development, ROI evaluation, equity planning, capital transactions, procurement strategy, and partner lifecycle support

Preferred education and experience

• MBA or CPA is highly desirable

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

WHO WE ARE

UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.

WHAT WE OFFER

POSITIVE WORK ENVIRONMENT

Enjoy a collaborative and supportive work environment where teamwork is valued.

ATTRACTIVE COMPENSATION PACKAGES

Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.

COMPREHENSIVE BENEFIT PACKAGE

Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.