JOB SUMMARY

The Senior Director of Finance plays a critical leadership role in advancing the firm’s financial strategy, supporting partner success, and enabling sustainable growth across a national professional services organization. This role leads complex financial modeling, partner equity planning, acquisition diligence, and operational optimization initiatives that directly impact the firm’s long-term performance.

Working closely with executive leadership and partners, the Senior Director will provide strategic financial insights, drive data-informed decision-making, and develop scalable financial frameworks that support the firm’s evolving ownership structure and growth strategy.

The ideal candidate thrives in a dynamic environment, brings deep financial expertise, and has a strong track record of building modern financial systems, processes, and analytical capabilities.

JOB DESCRIPTION

Strategic Finance & Partner Equity

• Lead the design, maintenance, and continuous improvement of complex financial models supporting partner equity valuation, ownership structures, and capital planning

• Manage the annual partner buy-in process, including valuation updates, model enhancements, stakeholder coordination, and clear communication to partner candidates and existing partners

• Provide strategic analysis and reporting on partner performance, capital contributions, compensation alignment, and long-term ownership strategy

• Deliver insights to firm leadership to support equity planning, partnership growth, and financial sustainability

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

• Lead financial diligence for potential acquisitions, including quality of earnings analysis, financial risk assessments, and valuation considerations

• Evaluate financial alignment with firm strategy and identify opportunities to strengthen value creation

• Support post-acquisition integration activities, including performance tracking, financial reporting alignment, and synergy realization

• Monitor expected versus actual acquisition outcomes and recommend operational or financial improvements

Partner Lifecycle & Leadership Development Support

• Support management of the partner lifecycle, including pipeline development, onboarding, transitions, and retirement planning

• Contribute to succession planning and leadership readiness initiatives across the partnership

• Provide forecasting and analysis related to partner performance, leadership capacity, and long-term growth planning

Technology, Systems, & Implementation Leadership

• Oversee finance readiness and implementation support for Workday Financial Management and Workday Professional Services Automation, partnering with Finance, HR, and IT to ensure effective deployment and adoption

• Support integration of Salesforce and Aiwyn to enhance billing operations, financial workflows, and data quality

• Champion adoption of modern financial tools that increase automation, reporting capability, and operational scalability

• Lead cross-functional initiatives focused on financial systems modernization and process improvement

Cross‑Functional Collaboration & Project Leadership

• Coordinate finance-related initiatives across departments to ensure alignment, transparency, and effective execution

• Lead complex projects from concept through implementation, utilizing strong project management and stakeholder engagement skills

• Serve as a strategic finance partner to leadership teams across the firm

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 15 + years’ progressive experience in finance, project management, or implementation leadership

• Demonstrated experience with enterprise financial systems including Workday Financial Management, Salesforce, or similar platforms

• Proven expertise in financial modeling and strategic analysis, business case development and ROI analysis, equity planning and capital transactions, procurement strategy and cost optimization, and partner lifecycle and ownership planning

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.