Job description
Join Summit Financial Group, a leading firm in strategic financial management. We are seeking a Director of Financial Management to lead corporate finance, FP&A, treasury, and risk management for a high-growth portfolio. You will partner with the CEO and CFO to shape long-term value creation, translate strategy into actionable plans, and drive accuracy and accountability across the organization.
In this senior, results-driven role, you will oversee financial planning, budgeting, forecasting, cash flow management, financial reporting, and internal controls. You will lead a small team, implement best-in-class processes, and ensure compliance with GAAP and IFRS while evaluating investment opportunities and financing options.
Ideal candidates combine technical fluency in financial modeling with strategic leadership and excellent communication skills. If you thrive in a fast-paced environment, enjoy solving complex problems, and want to influence company trajectory, this is your opportunity.
Location: New York, NY with hybrid work options. Competitive compensation and benefits package.
Responsibility
- Lead the annual budgeting and quarterly forecasting process, delivering accurate results to executives.
- Develop and maintain robust financial models (LFM, scenario planning, NPV/IRR) to support strategic initiatives.
- Manage month-end close, financial reporting, and variance analysis with strict internal controls.
- Oversee treasury, cash flow management, debt planning, and liquidity optimization.
- Partner with business units to drive performance improvements, cost optimization, and capital allocation decisions.
- Lead and develop the finance team, fostering a high-performance culture and strong internal collaboration.
- Ensure compliance with GAAP and IFRS, coordinate with external auditors, and maintain SOX controls where applicable.
Qualification
- Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA/CA/CFA preferred.
- 8+ years of progressive experience in corporate finance, FP&A, or accounting with leadership responsibilities.
- Advanced financial modeling skills (Excel, VBA, and data analytics); experience with ERP systems (SAP, Oracle, NetSuite).
- Strong knowledge of GAAP/IFRS, internal controls, and risk management.
- Proven track record influencing strategic decisions and communicating with C-suite stakeholders.
- Demonstrated leadership and people management capabilities; cross-functional collaboration and project management.
- Excellent written and verbal communication skills; ability to translate complex data into actionable insights.