Director of Finance

POSITION: Director of Finance

Lumsden McCormick is seeking a strategic and hands-on Director of Finance to lead and manage the firm’s complete accounting function. This is a high-impact leadership role that owns day-to-day accounting operations and provides financial insights and forward-looking analysis to support the firm's growth and profitability.

This position reports directly to firm leadership and serves as a trusted advisor to the Managing Partner and Chief Operating Officer. The Director of Finance will serve as a one-person finance department (with the department expected to expand as the firm continues to grow), requiring strong technical accounting expertise and the ability to think strategically, improve systems, and build scalable processes.

Responsibilities

Financial Operations & Reporting

• Own and manage the full accounting cycle across multiple affiliated entities
• Ensure the accuracy and integrity of all financial records and transactions
• Prepare monthly financial statements and management reporting packages
• Maintain fixed asset schedules and complete balance sheet reconciliations
• Oversee partnership accounting, including capital account maintenance, partner distributions, and confidential reporting
• Prepare annual surveys and required financial reporting
• Monitor daily cash flow and oversee firmwide cash management

Revenue, Billing & Cash Management

• Oversee firmwide time entry, billing, and accounts receivable processes
• Support leadership with billing strategy and collections
• Review accounts payable transactions and ensure accurate general ledger posting
• Oversee vendor compliance reporting, including the preparation of 1099s
• Strengthen internal controls and safeguard financial and data security

Financial Analysis, Systems, & Leadership Support

• Analyze the firm’s P&L, revenue trends, expense drivers, and margins
• Develop clear, actionable financial dashboards and reporting tools
• Provide forward-looking insights and recommendations to support growth and profitability
• Continuously evaluate and improve accounting processes and efficiency
• Support and implement technology improvements related to accounting systems and automation
• Serve as a trusted financial resource to firm leadership
• Present financial information clearly and confidentially to leadership

Experience

• Bachelor’s degree in accounting or business administration is required
• Minimum of 5 years of progressive accounting of finance experience, including ownership of the full accounting cycle
• Strong knowledge of accounting principles and financial reporting, with the ability to analyze financial data and provide meaningful insight
• Experience overseeing billing, accounts receivable, and cash management processes
• Strong customer service orientation with the ability to effectively support internal teams, leadership, vendors, and external business partners
• Experience with CCH Axcess, AccuFund, BILL, or Tallie is a plus

Benefits

As an employee at Lumsden McCormick,our employees enjoy a variety of benefits within their employment with us,including:

• Medical, Dental, and Vision insurance plans, HRA, and FSA
• Retirement Plan: A 401(k) plan to help employees save for their future, with firm contributions and profit sharing
• Life and Disability Insurance: Basic life and AD&D insurance, as well as long-term disability insurance, and pet insurance options
• Paid Time Off: Generous paid time off policies, including vacation, sick leave, holidays, and bereavement
• Professional Development: Opportunities for continuing education, professional memberships, and certifications
• Flexible hybrid work environment

Company Culture

Our firm prides itself on fostering a collaborative, supportive, and growth-oriented work environment. We value integrity, professional excellence, and strong client service. As Director of Finance, you will contribute meaningfully to the firm’s financial strength and long‑term success.

APPLICATION INSTRUCTIONS

To apply for any of our open positions, submit your resume via our online application. Please email [email protected] if you have questions.

The salary range for this opportunity is $100,000 – $150,000 and is commensurate with experience.

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