Full-time|Remote|New York, New York, United States; Remote
Role Overview Code and Theory is hiring an Associate Director of Client Finance. This role can be based in New York, NY or remote. What You Will Do Oversee financial operations for client projects Manage budgets and track project financials Work with cross-functional teams to support project delivery Apply financial analysis skills to guide decision-making C…
Full-time|$67K/yr - $90K/yr|On-site|Washington, DC Metro Area or NYC Metro Area
Overview: Axios is a dynamic media organization committed to delivering reliable and award-winning news content in an audience-centric format. We are seeking an Associate Director of Client Partnerships to join our expanding advertising team in New York, reporting directly to the Head of Strategic Partnerships! Importance of the Role: This position plays a crucial role in collaborating with both new and existing partners to drive Axios' revenue growth through effective client partnerships. In-Depth Expectations: The ideal candidate will demonstrate an entrepreneurial spirit and a strong passion for Axios' mission. This high-energy role requires a proactive mindset, superior communication abilities, effective prioritization, an understanding of partner business objectives, and a talent for crafting innovative solutions. Proven experience in lead generation is essential. What We’re Looking For: The ideal candidate should possess the following qualifications: A minimum of 5 years of experience in sales, specifically within the digital media/news sector. Established relationships with key agencies and brands. Experience in an outbound sales environment. A solid understanding of digital media, online marketing technologies, and Axios' competitive landscape. Exceptional collaboration skills, both within the team and across departments. Willingness to travel and engage in social events and networking opportunities. A growth mindset with a desire to continuously learn and enhance your skills. Comfortable balancing outbound sales strategies with nurturing inbound leads and existing client relationships.
Full-time|$105K/yr - $105K/yr|On-site|New York, New York, United States
At Code and Theory, we excel in blending creativity with technology to empower brands through seamless execution and transformative solutions. Our culture fosters innovation, enabling our teams to turn visionary ideas into impactful results, crafting memorable experiences for our clients and their audiences.ROLE OVERVIEWAs an Associate Director on our Client Engagement team, you will be integral in supporting various client accounts. Your contributions will ensure that internal teams deliver outstanding work, while you provide exceptional client service and aid in the daily operations that keep projects on course.Your collaboration with the senior client engagement lead will be essential in nurturing client relationships, identifying business needs, crafting presentations and proposals, and monitoring project advancements. This position is ideal for a curious, proactive, and organized individual eager to develop into a trusted partner for our clients.Understanding your clients deeply—sometimes better than they understand themselves—is crucial. You will act as a liaison between leadership and the wider agency, translating client needs into agency objectives. You'll work alongside your client engagement lead to create an environment conducive to excellent work by fostering strong relationships within the agency and with clients, ensuring the right talent is engaged at the right moments.While deep industry expertise is not required, a genuine interest in digital transformation and a proactive attitude are essential as you grow within our creative, technology-driven environment.
Full-time|$60K/yr - $75K/yr|On-site|New York, New York, United States
Join Situation Group, a renowned collective of digital-first advertising agencies and an award-winning nonprofit, as a Senior Client Finance Coordinator. This pivotal role serves as the cornerstone of financial expertise and the primary source of truth for your designated client portfolio.Your RoleIn this position, you will manage the entire financial lifecycle of assigned client accounts—transitioning from basic invoice processing to comprehensive financial oversight. You will act as the primary finance contact, guaranteeing that client budgets are thoroughly understood and reconciled, while spearheading process enhancements that reduce constant billing and foster consistency for both our clients and internal teams.By working closely with Account Management teams, you will translate Statements of Work (SOWs) and media plans into accurate, predictable billing outputs, establishing a strategic link between financial operations and client-facing business goals. You will take full ownership of the financial health of your client set, ensuring that all invoicing is precise, timely, and reflective of current budget realities.Our office is situated in midtown Manhattan, and the Senior Client Finance Coordinator is required to work in-office four days a week (Monday-Thursday).Key ResponsibilitiesFinancial Planning, Setup & OversightCollaborate with Account Leads to grasp client budget structures, converting SOWs and media plans into accurate billing milestones.Lead the client onboarding process for finance, including initial setup within our financial systems and recommending templates tailored to specific client requirements.Conduct weekly budget and billing status reviews with Account Leads to address any questions or concerns promptly.Draft quarterly billing schedules and obtain sign-offs from both Finance and Account Leads to ensure consistency.Billing Operations & ReconciliationOversee the invoice lifecycle for assigned clients, leveraging deep knowledge of SOWs and media plans to process invoices independently.Manage end-of-period (monthly/quarterly) work-in-progress, leading reconciliation meetings to review final production and media invoices, addressing overflow costs and pending inquiries.Ensure that all invoice formats, descriptions, and amounts are client-ready and delivered punctually in accordance with the billing schedule.Stakeholder & Relationship ManagementAct as the first point of contact for client financial inquiries; proactively escalate or resolve issues to minimize friction.Facilitate weekly standups with client teams to align on budget versus actuals.Prepare and distribute weekly Open AR reports, driving specific follow-ups with clients and internal stakeholders to resolve outstanding balances.
About Burkland AssociatesAt Burkland Associates, our mission is to empower dreams through strategic financial guidance. We believe that helping startups turn their visions into reality can significantly impact the world. Our team of seasoned professionals is trusted by entrepreneurs who seek industry-leading expertise. In the past year alone, our clients have successfully raised over $3 billion.As a remote-first organization, we pride ourselves on our vibrant team of over 180 talented individuals and a client base exceeding 800. Our commitment to fostering innovation and growth is unwavering.Role OverviewWe are seeking a Director of Finance specializing in Fintech & SaaS to assist venture-backed companies navigating complex, data-driven, and regulated sectors. In this role, you will enable founders to scale their businesses responsibly by developing robust forecasting models, revenue strategies, and financial controls. You will also play a vital role in fundraising efforts, optimizing growth, and managing investor relations.This position is perfect for finance professionals who excel at the intersection of technology, metrics, and capital markets.Your Daily ResponsibilitiesLead financial planning and analysis (FP&A), forecasting, and board reporting for fintech and SaaS clients.Develop and maintain key performance indicator (KPI) frameworks specific to SaaS and fintech (e.g., MRR/ARR, churn, net retention, CAC payback).Collaborate with founders on fundraising models, valuation narratives, and investor presentations.Assist with revenue recognition, deferred revenue, and multi-product pricing strategies.Provide insights on cash-runway risks, burn optimization, and growth trade-offs.Mentor junior consultants in analytics and reporting.
About the Position: Bluefishai is seeking a dynamic and experienced Director of Finance to propel our financial operations as we embark on our next phase of growth. This pivotal role will encompass ownership of Financial Planning & Analysis (FP&A) and strategic finance, while also supervising key accounting and controllership functions to maintain robust financial discipline, accurate reporting, and scalable processes. In this high-impact position, you will serve as both a strategic partner to the organization and a hands-on leader, ensuring precision, control, and rigor across our finance and accounting functions. Key Responsibilities Finance Leadership & Strategic Partnership (FP&A) Lead the company’s budgeting, forecasting, and long-term planning processes on a monthly, quarterly, and annual basis. Develop and sustain the core SaaS financial model and operational metrics such as ARR, NRR, GRR, CAC, LTV, payback, and churn. Collaborate with Go-To-Market leadership to forecast bookings, assess pipeline health, and plan capacity. Work closely with Product and Engineering teams on headcount planning, expenditure forecasting, and ROI analysis. Conduct monthly variance analysis and provide executive-level insights on performance and key drivers. Oversee the creation of executive dashboards and materials for Board reporting. Accounting Oversight & Controllership Duties Manage the monthly, quarterly, and annual close processes to ensure accuracy, timeliness, and quality. Supervise internal accounting resources and liaise with external accounting firms. Establish and maintain strong financial controls, approvals, and audit-ready processes as the company grows. Ensure compliance with and correct treatment of: Revenue recognition (ASC 606) Deferred revenue and billing operations Accruals and prepaid expenses Compensation expense and equity accounting coordination Expense classification and departmental reporting Oversee critical accounting workflows, including: Accounts payable and vendor management Payroll coordination and reconciliations Bank and balance sheet reconciliations General ledger integrity and chart of accounts evolution Prepare for and support annual audits, tax filings, and other compliance requirements, in collaboration with external providers. Implement and enhance core systems and workflows (NetSuite/QBO, Ramp, Stripe, Bill.com, etc.). Finance Operations & Scaling Establish scalable processes and systems to support the growing finance function.
Join Alloy as our Director of Finance, where you'll play a pivotal role in shaping the financial strategy of our dynamic organization. In this senior leadership position, you will oversee financial planning, analysis, and operational management. Your expertise will guide our finance team in achieving operational excellence and driving sustainable growth.
Key Responsibilities:Embrace and exemplify the core values of IMA.Appreciate and foster diversity, equity, and inclusion within the IMA team.Provide expert and timely support to Commercial Lines Service Teams through various communication channels including AMS, email, and phone.Efficiently manage workload while adhering to deadlines and special instructions, demonstrating meticulous attention to detail.Assist Account Managers by executing tasks assigned through Epic related to client-facing deliverables in the Center of Excellence.Responsibilities include, but are not limited to: processing Auto ID Cards, handling Claim Reporting Instructions, creating and inputting Premium & Loss Summary, processing endorsements and invoices, managing Experience Mod Ordering and E-filing, preparing renewal invoices, obtaining MVRs, ordering Loss Runs, uploading files to client-facing portals, conducting policy quick checks, compiling individual loss run data, and preparing renewal applications and audits.Participate in special projects as directed.
Director of FinanceAbout Mecka AIMecka AI is at the forefront of developing the data infrastructure layer for robotics and embodied AI, creating innovative solutions that empower leading teams across North America and Asia.Our mission is to design and manage comprehensive global systems that facilitate data capture, data labeling, and hardware-driven workflows. As we expand, establishing robust financial frameworks is essential to our ongoing success.The RoleWe are seeking a passionate and experienced Director of Finance to spearhead our financial operations as we scale our global presence. This pivotal position will be responsible for financial planning, reporting, operational finance, and financial infrastructure within the organization. You will work intimately with the founders and senior leadership to enhance strategic decision-making while establishing scalable financial systems to support our rapid international growth.This is a full-time position based in our New York City office.Key ResponsibilitiesFinancial Strategy & PlanningLead financial planning and forecasting processes across the organization.Develop financial models to support strategic initiatives and operational decisions.Collaborate with leadership to guide budgeting, capital allocation, and long-term financial planning.Deliver insights and recommendations that foster company growth and operational efficiency.Financial Infrastructure & SystemsDesign and implement scalable financial systems as the organization evolves.Transition finance operations from early-stage processes (spreadsheets) to structured ERP and financial management systems.Establish processes for reporting, reconciliation, and financial controls.Ensure the reliability of financial operations as transaction volume and complexity increase.Accounting & ComplianceOversee all accounting, reporting, and compliance activities within the organization.Coordinate with external accountants, auditors, and tax advisors to ensure smooth operations.Maintain compliance with relevant financial regulations and reporting standards.Uphold strong financial governance and internal control measures.International Finance OperationsManage finance operations across multiple jurisdictions, ensuring compliance and efficiency.
Full-time|On-site|New York, New York, United States
Join Summus Global as a Finance Associate, where you will play a pivotal role in managing financial operations and supporting our growth initiatives. You will be responsible for conducting financial analyses, preparing reports, and assisting with budgeting processes.
Join phia as a Finance & Strategy Associate, where you will play a crucial role in supporting our financial planning and strategic initiatives. This position will involve analyzing financial data, preparing reports, and collaborating with cross-functional teams to drive business growth. If you are passionate about finance and strategy, and eager to make an impact in a dynamic environment, we want to hear from you!
About UsAt Burkland Associates, we are dedicated to the mission of Accelerating Dreams. We believe in the power of transforming aspirations into reality to drive meaningful change in the world. As industry leaders, we provide invaluable expertise to startups, helping them focus on their core business while we manage their financial operations. In the past year, our clients successfully raised over $3 billion, a testament to our commitment to excellence.We are proud to be a remote-first organization, fostering a culture that values our employees and clients alike. Our team of over 180 skilled professionals serves more than 800 clients, all unified by our core values: Fresh Perspectives, Exponential Value, Empathy, and Being a Trusted Partner.Role OverviewAs the Director of Finance, you will lead a team of talented consultants, steering financial operations that empower our venture-backed startup clients. Your responsibilities will encompass finance transformation, financial planning and analysis (FP&A), and cash-flow management. You will be the primary strategic partner, ensuring that Burkland’s methodologies and quality standards are fully implemented throughout your projects.A Day in Your RoleOversee monthly financial closes, board reporting, budgeting, forecasting, and investor communications.Implement standardized FP&A frameworks, scenario models, dashboard templates, and fundraising toolkits developed by Burkland.Customize processes for revenue recognition, KPI tracking, and cash-runway analysis tailored to each client's unique business model.Serve as a key advisor for financial risks, providing insights on fundraising strategies, pricing optimization, and capital allocation to founders and executive teams.Facilitate recurring finance steering meetings, creating actionable plans to enhance growth and improve profit margins.Collaborate with internal teams at Burkland to gather client feedback, refine our fractional offerings, and test new tools such as BI connectors and forecasting systems.Mentor junior consultants assigned to your clients by reviewing deliverables and coaching them on best practices.Monitor and report on client success metrics, ensuring alignment with overall strategic goals.
We are seeking a dynamic and strategic Director of Client Experience to join our team at Known. In this pivotal role, you will lead initiatives to enhance client engagement, ensuring that our clients receive unparalleled service and support throughout their journey with us. You will leverage data-driven insights to inform strategies, develop innovative solutions, and foster strong relationships with our clients.
ABOUT ORCHESTRAOrchestra is a forward-thinking strategic communications and marketing firm designed to navigate today's intricate environment. By analyzing audiences and crafting innovative strategies, we unify people, platforms, and narratives that resonate, empowering our clients to cultivate enduring influence. Our comprehensive programs range from high-level strategic business advisory to detailed tactical implementation. With a diverse team of over 700 professionals, we bring expertise across various sectors including consumer goods, technology, nonprofits, real estate, sports, travel, and hospitality, among others. Orchestra comprises prominent agencies such as BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward, and Small Girls PR. Additionally, we have launched Brightmode, a recruitment agency for communications experts, and Versus Media Group, a politically-focused media strategy team. Discover more at www.orchestraco.com.ABOUT THIS ROLEThe Senior Analyst, Client Finance is pivotal in enhancing Orchestra's financial operations within designated sectors. Serving as a vital collaborator with Client Finance leadership and vertical teams, you will provide analytical and operational support for revenue reporting, forecasting, and the overall revenue cycle. This mid-senior level position is tailored for individuals who are detail-oriented, analytically adept, and thrive in complex, multi-system environments.Role location: This position is based in our New York, N.Y. office on a hybrid schedule. The Finance team is required to be in-office at least three days per week.KEY RESPONSIBILITIES & QUALIFICATIONSAs a Senior Analyst, Client Finance, you will:Assist with the month-end closing procedures across assigned sectors, including:Facilitating month-end close processes for designated verticals, encompassing revenue recognition analysis and the preparation of necessary supporting documentation.
Join Ramp as an Associate in Strategic Finance, where you will play a crucial role in analyzing financial data and supporting strategic initiatives. This position offers a unique opportunity to collaborate with cross-functional teams and contribute to the growth of the company. Your insights will help shape our financial strategies and drive impactful decisions.
Full-time|$190K/yr - $257K/yr|On-site|New York, United States
At Anaplan, we are a group of visionaries dedicated to enhancing business decision-making through our advanced AI-driven scenario planning and analysis platform. By leveraging our technology, our clients can stay ahead of their competition and adapt to market changes effectively.The common thread that binds Anaplanners across various teams and locations is our unwavering commitment to our clients’ success and our vibrant Winning Culture.Our clientele includes some of the most recognized names globally, with over 2,400 companies such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer trusting our cutting-edge platform.Our Winning Culture fuels our innovative teams. We embrace diverse perspectives and ideas, act like leaders regardless of our titles, strive for ambitious goals, and celebrate our achievements—big and small.Guided by principles that emphasize strategic leadership, core values, and disciplined execution, you will find inspiration, connection, development, and rewards at Anaplan. We welcome your individuality—join us to shape the future together!We tackle the most significant challenges for teams focused on financial close and consolidation, planning and analysis, and performance management. With world-class user adoption and flexibility, our out-of-the-box Finance Applications, combined with the embedded Anaplan Intelligence platform, are transforming the value we offer, delivering insights faster than ever. Our solutions empower some of the largest enterprises globally, offering real-time insights that facilitate intelligent, data-driven decisions to enhance performance and improve decision-making.As a Domain Expert within Anaplan’s Integrated Business Applications team, you will be a trusted leader and subject matter expert, at the forefront of our transformation journey. You will assist clients in realizing the full potential of Anaplan's Financial Planning Applications. This is a remarkable opportunity for a seasoned leader with extensive finance expertise, strong relationships, and exceptional collaboration skills to define the future of our finance solutions.
Join AECOM as the Director of Finance Industry Consulting, where you will lead strategic financial initiatives and provide expert guidance to our clients in the finance sector. With a focus on innovation and excellence, you will collaborate with diverse teams to deliver high-quality consulting services that drive financial performance and sustainability.
Full-time|$115K/yr - $135K/yr|On-site|New York, NY
Zocdoc’s Strategic Finance Associate works alongside sales, marketing, and product teams to analyze and forecast important financial drivers. This position plays a key role in supporting decisions that shape the company’s financial direction and long-term growth. The role is based in New York, NY. What you’ll do Provide strategic finance and analytical support to business units through forecasting, reporting, modeling, financial analysis, and business case preparation What makes a strong fit Interest in applying technology to strategic data analysis Enjoys collaborating and building relationships across teams Shows initiative and welcomes new challenges Comfortable adapting to change and uncertainty This role suits someone who likes solving complex problems and wants to work with others to improve healthcare access and efficiency.
Company Overview At Accordion, we believe in redefining the finance landscape, particularly in unlocking the value potential within private equity-backed portfolio companies. Our team operates at the intersection of sponsors and management teams, providing hands-on, execution-focused support throughout every phase of the investment lifecycle, ultimately enhancing the office of the CFO. Joining Accordion means becoming part of a dynamic community of over 1,400 finance and technology professionals in an agile, high-growth, entrepreneurial environment. Here, you can make a significant impact on the future of Accordion by participating in a culture that prioritizes collaboration and a collective commitment to building something exceptional. Based in New York City, Accordion has a global presence with 10 offices worldwide. We invite you to be a part of our journey! Transformation: Finance Transformation As the complexity of business transactions continues to grow, CFOs of private equity-backed firms are increasingly driven to extract strategic insights that propel their businesses forward. Today’s finance organizations are evolving beyond mere reporting; they are tasked with analyzing data to deliver insights that inform critical business decisions. Efficient processes and robust control environments expedite financial reporting and enhance accuracy, allowing finance teams to focus on generating future enterprise value. Accordion’s Transformation Practice is a dedicated team that delivers strategic advisory and hands-on execution support for PE-backed portfolio companies. We tackle a wide array of post-transaction and transformational challenges, including profitability enhancements, optimization of finance processes, liquidity improvements, revenue cycle management, and technology/AI enablement. We are doers and problem solvers, equipped to navigate complexity and create enterprise value for our clients. This position is based in our New York City office and operates in a hybrid model, allowing for remote work two days a week. Ideal candidates should be local to the New York City area. Note: This position is not eligible for immigration sponsorship. Your Responsibilities: As the Director of Finance Transformation, you will collaborate closely with team members to provide exceptional service to clients within the CFO office of private equity portfolio companies. Your focus will be on finance strategy and process enhancements, including but not limited to: Leading finance function diagnostics: evaluating an organization’s personnel, processes, and technology to generate recommendations and a value-creation roadmap. Designing and executing process enhancements to improve financial operations.
Join Talkiatry as the Director of Strategic Finance, where you will spearhead our financial strategy and drive the growth of our innovative mental health practice. In this dynamic and influential role, you'll collaborate closely with executive leadership and cross-functional teams to enhance strategic decision-making and support our rapid expansion.This pivotal position will lead the Strategic Finance function within our broader finance team, reporting directly to the CFO. Your expertise will be instrumental in shaping our long-term business strategy and its execution.About Talkiatry:At Talkiatry, we are revolutionizing psychiatry by making mental health care accessible and responsible. Founded by a patient and a triple-board-certified psychiatrist, our mission is to tackle the challenges that both patients and providers face in receiving and delivering high-quality treatment.Each year, 60% of adults in the U.S. with a diagnosable mental illness go untreated due to inaccessibility of care. Meanwhile, 45% of clinicians find themselves out of network with insurers because of low reimbursement rates and overwhelming paperwork. Our innovative technology combined with a patient-centered approach allows us to deliver the essential care that patients need while enabling psychiatrists to focus on their passion for medicine.
Full-time|Remote|New York, New York, United States; Remote
Role Overview Code and Theory is hiring an Associate Director of Client Finance. This role can be based in New York, NY or remote. What You Will Do Oversee financial operations for client projects Manage budgets and track project financials Work with cross-functional teams to support project delivery Apply financial analysis skills to guide decision-making C…
Full-time|$67K/yr - $90K/yr|On-site|Washington, DC Metro Area or NYC Metro Area
Overview: Axios is a dynamic media organization committed to delivering reliable and award-winning news content in an audience-centric format. We are seeking an Associate Director of Client Partnerships to join our expanding advertising team in New York, reporting directly to the Head of Strategic Partnerships! Importance of the Role: This position plays a crucial role in collaborating with both new and existing partners to drive Axios' revenue growth through effective client partnerships. In-Depth Expectations: The ideal candidate will demonstrate an entrepreneurial spirit and a strong passion for Axios' mission. This high-energy role requires a proactive mindset, superior communication abilities, effective prioritization, an understanding of partner business objectives, and a talent for crafting innovative solutions. Proven experience in lead generation is essential. What We’re Looking For: The ideal candidate should possess the following qualifications: A minimum of 5 years of experience in sales, specifically within the digital media/news sector. Established relationships with key agencies and brands. Experience in an outbound sales environment. A solid understanding of digital media, online marketing technologies, and Axios' competitive landscape. Exceptional collaboration skills, both within the team and across departments. Willingness to travel and engage in social events and networking opportunities. A growth mindset with a desire to continuously learn and enhance your skills. Comfortable balancing outbound sales strategies with nurturing inbound leads and existing client relationships.
Full-time|$105K/yr - $105K/yr|On-site|New York, New York, United States
At Code and Theory, we excel in blending creativity with technology to empower brands through seamless execution and transformative solutions. Our culture fosters innovation, enabling our teams to turn visionary ideas into impactful results, crafting memorable experiences for our clients and their audiences.ROLE OVERVIEWAs an Associate Director on our Client Engagement team, you will be integral in supporting various client accounts. Your contributions will ensure that internal teams deliver outstanding work, while you provide exceptional client service and aid in the daily operations that keep projects on course.Your collaboration with the senior client engagement lead will be essential in nurturing client relationships, identifying business needs, crafting presentations and proposals, and monitoring project advancements. This position is ideal for a curious, proactive, and organized individual eager to develop into a trusted partner for our clients.Understanding your clients deeply—sometimes better than they understand themselves—is crucial. You will act as a liaison between leadership and the wider agency, translating client needs into agency objectives. You'll work alongside your client engagement lead to create an environment conducive to excellent work by fostering strong relationships within the agency and with clients, ensuring the right talent is engaged at the right moments.While deep industry expertise is not required, a genuine interest in digital transformation and a proactive attitude are essential as you grow within our creative, technology-driven environment.
Full-time|$60K/yr - $75K/yr|On-site|New York, New York, United States
Join Situation Group, a renowned collective of digital-first advertising agencies and an award-winning nonprofit, as a Senior Client Finance Coordinator. This pivotal role serves as the cornerstone of financial expertise and the primary source of truth for your designated client portfolio.Your RoleIn this position, you will manage the entire financial lifecycle of assigned client accounts—transitioning from basic invoice processing to comprehensive financial oversight. You will act as the primary finance contact, guaranteeing that client budgets are thoroughly understood and reconciled, while spearheading process enhancements that reduce constant billing and foster consistency for both our clients and internal teams.By working closely with Account Management teams, you will translate Statements of Work (SOWs) and media plans into accurate, predictable billing outputs, establishing a strategic link between financial operations and client-facing business goals. You will take full ownership of the financial health of your client set, ensuring that all invoicing is precise, timely, and reflective of current budget realities.Our office is situated in midtown Manhattan, and the Senior Client Finance Coordinator is required to work in-office four days a week (Monday-Thursday).Key ResponsibilitiesFinancial Planning, Setup & OversightCollaborate with Account Leads to grasp client budget structures, converting SOWs and media plans into accurate billing milestones.Lead the client onboarding process for finance, including initial setup within our financial systems and recommending templates tailored to specific client requirements.Conduct weekly budget and billing status reviews with Account Leads to address any questions or concerns promptly.Draft quarterly billing schedules and obtain sign-offs from both Finance and Account Leads to ensure consistency.Billing Operations & ReconciliationOversee the invoice lifecycle for assigned clients, leveraging deep knowledge of SOWs and media plans to process invoices independently.Manage end-of-period (monthly/quarterly) work-in-progress, leading reconciliation meetings to review final production and media invoices, addressing overflow costs and pending inquiries.Ensure that all invoice formats, descriptions, and amounts are client-ready and delivered punctually in accordance with the billing schedule.Stakeholder & Relationship ManagementAct as the first point of contact for client financial inquiries; proactively escalate or resolve issues to minimize friction.Facilitate weekly standups with client teams to align on budget versus actuals.Prepare and distribute weekly Open AR reports, driving specific follow-ups with clients and internal stakeholders to resolve outstanding balances.
About Burkland AssociatesAt Burkland Associates, our mission is to empower dreams through strategic financial guidance. We believe that helping startups turn their visions into reality can significantly impact the world. Our team of seasoned professionals is trusted by entrepreneurs who seek industry-leading expertise. In the past year alone, our clients have successfully raised over $3 billion.As a remote-first organization, we pride ourselves on our vibrant team of over 180 talented individuals and a client base exceeding 800. Our commitment to fostering innovation and growth is unwavering.Role OverviewWe are seeking a Director of Finance specializing in Fintech & SaaS to assist venture-backed companies navigating complex, data-driven, and regulated sectors. In this role, you will enable founders to scale their businesses responsibly by developing robust forecasting models, revenue strategies, and financial controls. You will also play a vital role in fundraising efforts, optimizing growth, and managing investor relations.This position is perfect for finance professionals who excel at the intersection of technology, metrics, and capital markets.Your Daily ResponsibilitiesLead financial planning and analysis (FP&A), forecasting, and board reporting for fintech and SaaS clients.Develop and maintain key performance indicator (KPI) frameworks specific to SaaS and fintech (e.g., MRR/ARR, churn, net retention, CAC payback).Collaborate with founders on fundraising models, valuation narratives, and investor presentations.Assist with revenue recognition, deferred revenue, and multi-product pricing strategies.Provide insights on cash-runway risks, burn optimization, and growth trade-offs.Mentor junior consultants in analytics and reporting.
About the Position: Bluefishai is seeking a dynamic and experienced Director of Finance to propel our financial operations as we embark on our next phase of growth. This pivotal role will encompass ownership of Financial Planning & Analysis (FP&A) and strategic finance, while also supervising key accounting and controllership functions to maintain robust financial discipline, accurate reporting, and scalable processes. In this high-impact position, you will serve as both a strategic partner to the organization and a hands-on leader, ensuring precision, control, and rigor across our finance and accounting functions. Key Responsibilities Finance Leadership & Strategic Partnership (FP&A) Lead the company’s budgeting, forecasting, and long-term planning processes on a monthly, quarterly, and annual basis. Develop and sustain the core SaaS financial model and operational metrics such as ARR, NRR, GRR, CAC, LTV, payback, and churn. Collaborate with Go-To-Market leadership to forecast bookings, assess pipeline health, and plan capacity. Work closely with Product and Engineering teams on headcount planning, expenditure forecasting, and ROI analysis. Conduct monthly variance analysis and provide executive-level insights on performance and key drivers. Oversee the creation of executive dashboards and materials for Board reporting. Accounting Oversight & Controllership Duties Manage the monthly, quarterly, and annual close processes to ensure accuracy, timeliness, and quality. Supervise internal accounting resources and liaise with external accounting firms. Establish and maintain strong financial controls, approvals, and audit-ready processes as the company grows. Ensure compliance with and correct treatment of: Revenue recognition (ASC 606) Deferred revenue and billing operations Accruals and prepaid expenses Compensation expense and equity accounting coordination Expense classification and departmental reporting Oversee critical accounting workflows, including: Accounts payable and vendor management Payroll coordination and reconciliations Bank and balance sheet reconciliations General ledger integrity and chart of accounts evolution Prepare for and support annual audits, tax filings, and other compliance requirements, in collaboration with external providers. Implement and enhance core systems and workflows (NetSuite/QBO, Ramp, Stripe, Bill.com, etc.). Finance Operations & Scaling Establish scalable processes and systems to support the growing finance function.
Join Alloy as our Director of Finance, where you'll play a pivotal role in shaping the financial strategy of our dynamic organization. In this senior leadership position, you will oversee financial planning, analysis, and operational management. Your expertise will guide our finance team in achieving operational excellence and driving sustainable growth.
Key Responsibilities:Embrace and exemplify the core values of IMA.Appreciate and foster diversity, equity, and inclusion within the IMA team.Provide expert and timely support to Commercial Lines Service Teams through various communication channels including AMS, email, and phone.Efficiently manage workload while adhering to deadlines and special instructions, demonstrating meticulous attention to detail.Assist Account Managers by executing tasks assigned through Epic related to client-facing deliverables in the Center of Excellence.Responsibilities include, but are not limited to: processing Auto ID Cards, handling Claim Reporting Instructions, creating and inputting Premium & Loss Summary, processing endorsements and invoices, managing Experience Mod Ordering and E-filing, preparing renewal invoices, obtaining MVRs, ordering Loss Runs, uploading files to client-facing portals, conducting policy quick checks, compiling individual loss run data, and preparing renewal applications and audits.Participate in special projects as directed.
Director of FinanceAbout Mecka AIMecka AI is at the forefront of developing the data infrastructure layer for robotics and embodied AI, creating innovative solutions that empower leading teams across North America and Asia.Our mission is to design and manage comprehensive global systems that facilitate data capture, data labeling, and hardware-driven workflows. As we expand, establishing robust financial frameworks is essential to our ongoing success.The RoleWe are seeking a passionate and experienced Director of Finance to spearhead our financial operations as we scale our global presence. This pivotal position will be responsible for financial planning, reporting, operational finance, and financial infrastructure within the organization. You will work intimately with the founders and senior leadership to enhance strategic decision-making while establishing scalable financial systems to support our rapid international growth.This is a full-time position based in our New York City office.Key ResponsibilitiesFinancial Strategy & PlanningLead financial planning and forecasting processes across the organization.Develop financial models to support strategic initiatives and operational decisions.Collaborate with leadership to guide budgeting, capital allocation, and long-term financial planning.Deliver insights and recommendations that foster company growth and operational efficiency.Financial Infrastructure & SystemsDesign and implement scalable financial systems as the organization evolves.Transition finance operations from early-stage processes (spreadsheets) to structured ERP and financial management systems.Establish processes for reporting, reconciliation, and financial controls.Ensure the reliability of financial operations as transaction volume and complexity increase.Accounting & ComplianceOversee all accounting, reporting, and compliance activities within the organization.Coordinate with external accountants, auditors, and tax advisors to ensure smooth operations.Maintain compliance with relevant financial regulations and reporting standards.Uphold strong financial governance and internal control measures.International Finance OperationsManage finance operations across multiple jurisdictions, ensuring compliance and efficiency.
Full-time|On-site|New York, New York, United States
Join Summus Global as a Finance Associate, where you will play a pivotal role in managing financial operations and supporting our growth initiatives. You will be responsible for conducting financial analyses, preparing reports, and assisting with budgeting processes.
Join phia as a Finance & Strategy Associate, where you will play a crucial role in supporting our financial planning and strategic initiatives. This position will involve analyzing financial data, preparing reports, and collaborating with cross-functional teams to drive business growth. If you are passionate about finance and strategy, and eager to make an impact in a dynamic environment, we want to hear from you!
About UsAt Burkland Associates, we are dedicated to the mission of Accelerating Dreams. We believe in the power of transforming aspirations into reality to drive meaningful change in the world. As industry leaders, we provide invaluable expertise to startups, helping them focus on their core business while we manage their financial operations. In the past year, our clients successfully raised over $3 billion, a testament to our commitment to excellence.We are proud to be a remote-first organization, fostering a culture that values our employees and clients alike. Our team of over 180 skilled professionals serves more than 800 clients, all unified by our core values: Fresh Perspectives, Exponential Value, Empathy, and Being a Trusted Partner.Role OverviewAs the Director of Finance, you will lead a team of talented consultants, steering financial operations that empower our venture-backed startup clients. Your responsibilities will encompass finance transformation, financial planning and analysis (FP&A), and cash-flow management. You will be the primary strategic partner, ensuring that Burkland’s methodologies and quality standards are fully implemented throughout your projects.A Day in Your RoleOversee monthly financial closes, board reporting, budgeting, forecasting, and investor communications.Implement standardized FP&A frameworks, scenario models, dashboard templates, and fundraising toolkits developed by Burkland.Customize processes for revenue recognition, KPI tracking, and cash-runway analysis tailored to each client's unique business model.Serve as a key advisor for financial risks, providing insights on fundraising strategies, pricing optimization, and capital allocation to founders and executive teams.Facilitate recurring finance steering meetings, creating actionable plans to enhance growth and improve profit margins.Collaborate with internal teams at Burkland to gather client feedback, refine our fractional offerings, and test new tools such as BI connectors and forecasting systems.Mentor junior consultants assigned to your clients by reviewing deliverables and coaching them on best practices.Monitor and report on client success metrics, ensuring alignment with overall strategic goals.
We are seeking a dynamic and strategic Director of Client Experience to join our team at Known. In this pivotal role, you will lead initiatives to enhance client engagement, ensuring that our clients receive unparalleled service and support throughout their journey with us. You will leverage data-driven insights to inform strategies, develop innovative solutions, and foster strong relationships with our clients.
ABOUT ORCHESTRAOrchestra is a forward-thinking strategic communications and marketing firm designed to navigate today's intricate environment. By analyzing audiences and crafting innovative strategies, we unify people, platforms, and narratives that resonate, empowering our clients to cultivate enduring influence. Our comprehensive programs range from high-level strategic business advisory to detailed tactical implementation. With a diverse team of over 700 professionals, we bring expertise across various sectors including consumer goods, technology, nonprofits, real estate, sports, travel, and hospitality, among others. Orchestra comprises prominent agencies such as BerlinRosen, Civitas Public Affairs Group, Derris, Glen Echo Group, Inkhouse, M18, Message Lab, Onward, and Small Girls PR. Additionally, we have launched Brightmode, a recruitment agency for communications experts, and Versus Media Group, a politically-focused media strategy team. Discover more at www.orchestraco.com.ABOUT THIS ROLEThe Senior Analyst, Client Finance is pivotal in enhancing Orchestra's financial operations within designated sectors. Serving as a vital collaborator with Client Finance leadership and vertical teams, you will provide analytical and operational support for revenue reporting, forecasting, and the overall revenue cycle. This mid-senior level position is tailored for individuals who are detail-oriented, analytically adept, and thrive in complex, multi-system environments.Role location: This position is based in our New York, N.Y. office on a hybrid schedule. The Finance team is required to be in-office at least three days per week.KEY RESPONSIBILITIES & QUALIFICATIONSAs a Senior Analyst, Client Finance, you will:Assist with the month-end closing procedures across assigned sectors, including:Facilitating month-end close processes for designated verticals, encompassing revenue recognition analysis and the preparation of necessary supporting documentation.
Join Ramp as an Associate in Strategic Finance, where you will play a crucial role in analyzing financial data and supporting strategic initiatives. This position offers a unique opportunity to collaborate with cross-functional teams and contribute to the growth of the company. Your insights will help shape our financial strategies and drive impactful decisions.
Full-time|$190K/yr - $257K/yr|On-site|New York, United States
At Anaplan, we are a group of visionaries dedicated to enhancing business decision-making through our advanced AI-driven scenario planning and analysis platform. By leveraging our technology, our clients can stay ahead of their competition and adapt to market changes effectively.The common thread that binds Anaplanners across various teams and locations is our unwavering commitment to our clients’ success and our vibrant Winning Culture.Our clientele includes some of the most recognized names globally, with over 2,400 companies such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer trusting our cutting-edge platform.Our Winning Culture fuels our innovative teams. We embrace diverse perspectives and ideas, act like leaders regardless of our titles, strive for ambitious goals, and celebrate our achievements—big and small.Guided by principles that emphasize strategic leadership, core values, and disciplined execution, you will find inspiration, connection, development, and rewards at Anaplan. We welcome your individuality—join us to shape the future together!We tackle the most significant challenges for teams focused on financial close and consolidation, planning and analysis, and performance management. With world-class user adoption and flexibility, our out-of-the-box Finance Applications, combined with the embedded Anaplan Intelligence platform, are transforming the value we offer, delivering insights faster than ever. Our solutions empower some of the largest enterprises globally, offering real-time insights that facilitate intelligent, data-driven decisions to enhance performance and improve decision-making.As a Domain Expert within Anaplan’s Integrated Business Applications team, you will be a trusted leader and subject matter expert, at the forefront of our transformation journey. You will assist clients in realizing the full potential of Anaplan's Financial Planning Applications. This is a remarkable opportunity for a seasoned leader with extensive finance expertise, strong relationships, and exceptional collaboration skills to define the future of our finance solutions.
Join AECOM as the Director of Finance Industry Consulting, where you will lead strategic financial initiatives and provide expert guidance to our clients in the finance sector. With a focus on innovation and excellence, you will collaborate with diverse teams to deliver high-quality consulting services that drive financial performance and sustainability.
Full-time|$115K/yr - $135K/yr|On-site|New York, NY
Zocdoc’s Strategic Finance Associate works alongside sales, marketing, and product teams to analyze and forecast important financial drivers. This position plays a key role in supporting decisions that shape the company’s financial direction and long-term growth. The role is based in New York, NY. What you’ll do Provide strategic finance and analytical support to business units through forecasting, reporting, modeling, financial analysis, and business case preparation What makes a strong fit Interest in applying technology to strategic data analysis Enjoys collaborating and building relationships across teams Shows initiative and welcomes new challenges Comfortable adapting to change and uncertainty This role suits someone who likes solving complex problems and wants to work with others to improve healthcare access and efficiency.
Company Overview At Accordion, we believe in redefining the finance landscape, particularly in unlocking the value potential within private equity-backed portfolio companies. Our team operates at the intersection of sponsors and management teams, providing hands-on, execution-focused support throughout every phase of the investment lifecycle, ultimately enhancing the office of the CFO. Joining Accordion means becoming part of a dynamic community of over 1,400 finance and technology professionals in an agile, high-growth, entrepreneurial environment. Here, you can make a significant impact on the future of Accordion by participating in a culture that prioritizes collaboration and a collective commitment to building something exceptional. Based in New York City, Accordion has a global presence with 10 offices worldwide. We invite you to be a part of our journey! Transformation: Finance Transformation As the complexity of business transactions continues to grow, CFOs of private equity-backed firms are increasingly driven to extract strategic insights that propel their businesses forward. Today’s finance organizations are evolving beyond mere reporting; they are tasked with analyzing data to deliver insights that inform critical business decisions. Efficient processes and robust control environments expedite financial reporting and enhance accuracy, allowing finance teams to focus on generating future enterprise value. Accordion’s Transformation Practice is a dedicated team that delivers strategic advisory and hands-on execution support for PE-backed portfolio companies. We tackle a wide array of post-transaction and transformational challenges, including profitability enhancements, optimization of finance processes, liquidity improvements, revenue cycle management, and technology/AI enablement. We are doers and problem solvers, equipped to navigate complexity and create enterprise value for our clients. This position is based in our New York City office and operates in a hybrid model, allowing for remote work two days a week. Ideal candidates should be local to the New York City area. Note: This position is not eligible for immigration sponsorship. Your Responsibilities: As the Director of Finance Transformation, you will collaborate closely with team members to provide exceptional service to clients within the CFO office of private equity portfolio companies. Your focus will be on finance strategy and process enhancements, including but not limited to: Leading finance function diagnostics: evaluating an organization’s personnel, processes, and technology to generate recommendations and a value-creation roadmap. Designing and executing process enhancements to improve financial operations.
Join Talkiatry as the Director of Strategic Finance, where you will spearhead our financial strategy and drive the growth of our innovative mental health practice. In this dynamic and influential role, you'll collaborate closely with executive leadership and cross-functional teams to enhance strategic decision-making and support our rapid expansion.This pivotal position will lead the Strategic Finance function within our broader finance team, reporting directly to the CFO. Your expertise will be instrumental in shaping our long-term business strategy and its execution.About Talkiatry:At Talkiatry, we are revolutionizing psychiatry by making mental health care accessible and responsible. Founded by a patient and a triple-board-certified psychiatrist, our mission is to tackle the challenges that both patients and providers face in receiving and delivering high-quality treatment.Each year, 60% of adults in the U.S. with a diagnosable mental illness go untreated due to inaccessibility of care. Meanwhile, 45% of clinicians find themselves out of network with insurers because of low reimbursement rates and overwhelming paperwork. Our innovative technology combined with a patient-centered approach allows us to deliver the essential care that patients need while enabling psychiatrists to focus on their passion for medicine.
