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Director of Client Finance

Job Type : Direct
Hours : Full Time
Required Years of Experience : 5-7
Required Education : BS, BA, MBA
Travel : No
Relocation : No

Job Description :
A Business Management Consultant firm in the San Fernando Valley is seeking a Director of Finance. The Ideal Candidate would be responsible for overseeing service delivery, as well as acting as an outsourced CFO on behalf of our clients. You will also oversee all finance, accounting and compliance reporting for assigned clients by working with our accounting, accounts payable and payroll/HR staff, ensuring accuracy and timeliness of financial information. This position is highly visible to our clients and therefore, an upbeat personality and customer-service oriented sense of professionalism is a must.


  • Supervises financial and accounting services and provides direction in financial statement preparation, accounts payable, accounts receivable, expense tracking by grant, grant reporting – for both governmental and private grants, and ad hoc reporting as requested 

  • Reviews all financial statements as prepared by the accounting department to ensure compliance with GAAP

  • Prepares annual budgets and monthly forecasts for clients while providing valuable insight as to their financial condition

  • Oversees the annual financial and governmental A-133 audits – which would include work paper preparation, liaison with auditors and understanding of the governmental programs

  • Oversees and ensures the accuracy and timeliness of all compliance reporting

  • Serves as a fiscal liaison to Authorizers, Counties, State and Federal Agencies

  • Provides training to client staff to ensure internal controls are properly implemented and followed

  • Works with organizational leaders and other executives to ensure financial information is properly communicated

  • Exceeds clients’ expectations both in terms of quality and accuracy of information at all times

  • Develops and maintains long-term relationships with client leadership and staff • Maintains up to date knowledge of the industry and related funding through regular professional development

  • Mentors staff to ensure continued professional growth within the firm

Required Qualifications :

QUALIFICATIONS: Generally, any combination of education that would provide the required knowledge and skills for successful performance would qualify. A typical method of demonstrating these requirements would be


Bachelor’s degree in accounting or finance is required.

Master’s degree in Finance or Accounting is highly desired. 


  • 7 years of experience, a portion of which includes oversight and development of staff is required.

  • Experience in a professional service firm, such as a CPA firm is a plus. 

  • Experience in finance and operations is a plus. 

  • Non-profit accounting experience is a plus.


  • Certified Public Accountant is highly desired, but not required.


  • Maintain, encourage and participate in a close and highly collaborative team environment with clients and staff.

  • Exceptional customer service skills.

  • Strong written and verbal communication skills.

  • High organizational skills with attention to detail. 

  • Self-starter - able to prioritize and multi-task without daily direct supervision.

  • Computer skills and proficiency in Microsoft Office, particularly MS Excel.

  • Knowledge of Abila/Sage Non-Profit Accounting and Paychex/ADP software.

Skills :
accounting CPA Customer Service Excel Finance Paychex SAGE
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