ROLE TITLE: Director of Finance
CENTER: Lloyd Leadership Team
REPORTS TO: Chief Executive Officer
The Director of Finance manages all financial and fiscal aspects of the firm’s operations, and provides leadership and coordination in the administrative, business planning, finance and budgeting efforts of the company.
They are responsible for directing the organization's overall financial policies by overseeing financial functions including the following areas: Accounting, Forecasting & Budgeting, Internal & External Financial Reporting, Analysis, Tax, Audit, and Treasury. In addition, they manage administrative functions including Payroll and Information Technology. The Director of Finance also assists in the development of strategic initiatives and develop policies and procedures for these initiatives success.
Within Lloyd, the Director of Finance assists in presenting solutions and services to large or high-profile clients, and meets with the company's most valuable clients and partners to gain feedback and help grow relationships. Lloyd’s Director of Finance also participates in business association meetings to create a network of contacts and promote a positive image of the firm in the community, or to raise funds or solicit investment from outside investors.
Finally, the Director of Finance makes sure that their team and the Lloyd Leadership Team (LLT) are informed about key initiatives and have the information they need to perform their roles.
Financial accounting and reporting
Payroll preparation and administration
Develop Strategy and Vision
Creates a Great Place to Work
Builds and Develops Team Members
Reporting & Measurement
Create, coordinate, and evaluate the financial programs and supporting information systems of the company to include budgeting, tax planning, real estate, and conservation of assets.
Approve and coordinate changes and improvements in automated financial and management information systems for the firm.
Ensure compliance with local, state, and federal reporting requirements.
Oversee the approval and processing of revenue, expenditure, and position control documents, department budgets, mass salary updates, ledger, and account maintenance and data entry.
Coordinate the preparation of financial statements, financial reports, special analyses, and information reports.
Develop and implement finance, accounting, billing, and auditing procedures.
Establish and maintain appropriate internal control safeguards.
Interact with other managers to provide consultative support to planning initiatives through financial and management information analyses, reports, and recommendations.
Ensure records systems are maintained in accordance with generally accepted auditing standards.
Develop and direct the implementation of strategic business and/or operational plans, projects, programs, and systems.
Assist in obtaining the necessary licenses and insurance required to manage ongoing business operations.
Analyze cash flow, cost controls, and expenses to guide business decisions. Analyze financial statements to pinpoint potential concerns.
Establish and implement short- and long-range goals, objectives, policies, and operating procedures for the Finance and other Centers within the firm.
Serve on planning and policy-making teams within the firm.
Engage proactively with external constituents including accountants, bankers, and attorneys.
Ensure compliance with federal, state and local government corporate governance requirements.
Ensure that all corporate agreements and contracts are properly executed and filed.
Other duties as assigned.
Act as a Lloydian cultural ambassador, representing and exemplifying the firm’s core values and behavioral norms at all time.
Grooms and develops potential successors from within and outside the organization.
Initiate and facilitate the development of a Finance Center capable of efficiently and effectively supporting the firm’s current fiscal management needs while accommodating plans for growth.
Knowledge and Skill Requirements:
Experience in strategic planning and execution. Knowledge of contracting, negotiating, and change management. Knowledge of finance, accounting, budgeting, and cost control principles including Generally Accepted Accounting Principles. Knowledge of automated financial and accounting reporting systems. Knowledge of federal and state financial regulations. Ability to analyze financial data and prepare financial reports, statements, and projections.
Requires professional written and verbal communication and interpersonal skills. Ability to motivate teams to produce quality materials within tight timeframes and simultaneously manage several projects. Ability to participate in and facilitate group meetings.
A willingness to work a flexible schedule.
Working conditions are normal for an office environment. Work may require occasional weekend and/or evening work.
Base Compensation: $120,000 - $150,000
Travel to various offices and off-sites.