HBSR is seeking a Director of Finance to be primarily based in the Lincoln office, with occasional presence in the Boston office and some flexibility for remote work. This is a full time, exempt position.
The Director of Finance has overall responsibility for both managerial accounting and financial accounting of the firm. This role oversees the preparation and integrity of all financial reports, general ledger and subsidiary ledgers, and shareholder capital account records, ensuring accuracy and compliance. The Director controls and manages cash flow, banking relationships, and the firm’s investments; prepares reports for internal and external purposes; and participates on the Retirement Administrative Committee. The Director of Finance also administers the firm’s 401(k)/Profit Sharing Plans under the direction of the Retirement Administrative Committee. This position provides leadership and direction for the daily operations of the accounting department, including staffing, training, workflow management, and quality assurance. The Director ensures that accounting systems, procedures, and reports are reliable and transparent, and that internal controls are consistently followed. In collaboration with the Management Committee, the Director of Finance advises on and implements short and long-term financial and business strategies to support the firm’s goals.
Specific Responsibilities
- Oversee all financial operations of the firm, including general ledger maintenance, financial reporting, cash flow management, and budgeting.
- Prepare, review, and analyze financial statements, management reports, and key performance indicators to support strategic decision-making.
- Manage banking and investment relationships, monitor compliance with loan covenants, and ensure strong internal financial controls.
- Lead the preparation of annual budgets and forecasts; provide regular financial updates to the Management Committee and department heads.
- Oversee payroll, tax filings, and regulatory reporting to ensure compliance with applicable laws and firm policies.
- Administer the firm’s 401(k)/Profit Sharing Plan and coordinate annual audits and filings.
- Supervise and mentor the accounting staff, fostering collaboration, accountability, and professional development.
- Partner with firm leadership on compensation planning, insurance renewals, and financial aspects of employment agreements.
- Provide financial insights and recommendations to support firm strategy, growth, and operational efficiency.
The successful candidate will possess:
- A minimum of seven years of progressively responsible finance or accounting experience required to develop the expertise necessary to oversee complex financial operations and banking relationships within a professional services firm.
- Bachelor’s degree in finance, accounting, or a related field required; CPA certification strongly preferred (MBA or advanced degree also desirable).
- Demonstrated skills in supervising, mentoring and coaching others. Ability to work in a collaborative teamwork environment and able to share information with others.
- Knowledge of accounting and financial principles in order to assume responsibility for the firm's financial health.
- Ability to demonstrate impeccable integrity in personal and fiduciary matters.
- Strong computer skills, including Microsoft Word, Excel, Outlook, Adobe, iManage or similar document management system, web interfaces/browsers (Firefox, Internet Explorer, Google Chrome, or equivalent), and financial, billing, and payroll systems.
- Strong organizational skills and excellent attention to detail.
- Ability to meet deadlines and able to follow up and follow through.
- Ability to work on multiple projects, under tight deadlines required, performing the essential duties of the position with time constraints and interruptions.
- Excellent communication, oral, written and interpersonal skills.
- Ability to maintain confidentiality in all client and firm matters.
- Ability to organize and prioritize numerous tasks and assign daily work to ensure completion under time constraints.
- Ability to maintain a professional demeanor in all situations and exhibit a flexible approach.
- Ability to interact with all levels of personnel with professionalism and tact.
Reports to: Management Committee
The anticipated salary range for this position is $150,000-$200,000. The actual offered rate will be based on job-related factors, including but not limited to qualifications and experience. This range represents HBSR’s reasonable estimate of starting salary at the time of posting.
To apply, please send resume, cover letter and salary requirement to hradmin@hbsr.com.
HBSR does not accept unsolicited agency referrals or submissions.
EOE
Hamilton, Brook, Smith & Reynolds, P.C. is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, veteran status or any other status protected under local, state or federal laws.