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Finance Director

Roles & Responsibilities

  • 10+ years of progressive finance or accounting experience, with at least 5 years in a senior leadership role
  • Experience overseeing global or multi-entity financial operations, including intercompany accounting and international compliance
  • Demonstrated success supporting budgeting, forecasting, long-term financial planning, and executive-level reporting
  • Experience with mergers and acquisitions, including financial integration post-acquisition

Requirements:

  • Oversee global financial operations, including intercompany accounting, AR/AP, treasury, and liquidity management
  • Maintain executive oversight of invoicing, customer billing structures, and vendor payments to ensure strong cash discipline
  • Support month-end close processes with appropriate controls and visibility
  • Partner cross-functionally to ensure financial alignment with revenue strategy and campaign execution

Job description

This is a remote position.

The Company is a high-growth, entrepreneurial organization operating in the branded merchandise and promotional products space, serving clients across multiple international markets. With a strong reputation for creativity, executional excellence, and long-standing client partnerships, the company has scaled into a multi-entity, global operation. Backed by a progressive and people-first culture, the organization is driven by innovation, operational rigor, and a commitment to continuous improvement.


We are now seeking a strategic and hands-on Finance Director to lead global financial operations and partner closely with executive leadership to support continued growth and scalability. This individual will serve as a trusted advisor to the President and executive team, translating financial data into clear insights that drive confident decision-making, operational discipline, and long-term strategy.


The ideal candidate is a seasoned finance leader who brings both strategic vision and operational depth. They must be comfortable operating at a high level while also understanding the “nitty-gritty” of invoicing, billing structures, month-end processes, treasury management, and system optimization. Experience navigating international entities, supporting M&A activity and integration, and working within the promotional products or adjacent industries is strongly preferred. This leader will play a critical role in strengthening infrastructure, enhancing financial systems, and advancing a collaborative, innovative culture.


Scope of the Position

The Finance Director leads and oversees all global finance operations across multiple international entities. This role balances strategic financial leadership with operational oversight to ensure accuracy, compliance, scalability, and alignment with company growth objectives.


Reporting directly to the President, the Finance Director partners cross-functionally with Sales, Production, and Client Services to align financial structures with revenue strategy and client delivery. The role also oversees treasury, intercompany accounting, global payroll, compliance, financial planning, and system optimization. As the organization continues to scale, this leader will build processes, implement systems, and develop talent to support increasing complexity while maintaining agility.


Financial Management, Collaboration & Oversight


  • Oversee global financial operations, including intercompany accounting, AR/AP, treasury, and liquidity management


  • Maintain executive oversight of invoicing, customer billing structures, and vendor payments to ensure strong cash discipline


  • Support month-end and financial close processes with appropriate controls and visibility


  • Partner cross-functionally to ensure financial alignment with revenue strategy and campaign execution


  • Manage relationships with external accounting and financial partners across multiple jurisdictions


Financial Planning, Analysis & Strategy


  • Partner with executive leadership to lead annual budgeting, rolling forecasts, and long-range financial planning


  • Develop and refine financial models, reporting dashboards, and forecasting systems to support growth


  • Provide regular performance updates and strategic insights to executive leadership


  • Support M&A evaluation and integration efforts


  • Identify and drive financial and operational improvement opportunities


Payroll & Compliance


  • Oversee global payroll operations, ensuring accurate and timely processing across multiple countries


  • Ensure compliance with tax filings and regulatory requirements across all entities


  • Maintain transparency and governance across multi-jurisdiction financial operations


Team Leadership & Development


  • Build, coach, and develop a high-performing Finance team


  • Standardize roles, responsibilities, and processes to improve efficiency and accountability


  • Foster a culture of transparency, inclusion, and operational excellence


  • Contribute meaningfully to company culture and help advance it forward


Systems, Process Improvements & Technology


  • Evaluate, select, and implement scalable finance and accounting systems


  • Optimize ERP, tax automation, payroll, budgeting, and forecasting tools


  • Leverage a robust technology stack to enhance reporting quality, scalability, and operational efficiency


  • Drive continuous innovation in financial processes and infrastructure


Ideal Competencies and Behaviors

The next Finance Director should demonstrate:


Strategic & Operational Balance – Able to think long-term while understanding operational detail


Growth Mindset – Continuously seeking improvement, innovation, and scalable solutions


Global Financial Expertise – Strong experience managing international finance and payroll operations across multiple countries and jurisdictions


Financial Acumen – Deep command of treasury, compliance, billing structures, and multi-entity financial environments


Collaboration – Works effectively across departments and builds strong executive partnerships


Leadership & Accountability – Builds high-performing teams and models integrity and transparency


Industry Insight – Understands the nuances and financial dynamics of the promotional products or adjacent industries


Requirements

The company seeks a candidate who possesses:


  • 10+ years of progressive finance or accounting experience, with at least 5 years in a senior leadership role


  • Experience overseeing global or multi-entity financial operations, including intercompany accounting and international compliance


  • Demonstrated success supporting budgeting, forecasting, long-term financial planning, and executive-level reporting


  • Experience with mergers and acquisitions, including financial integration post-acquisition


  • Strong treasury management expertise, including cash flow planning and liquidity oversight


  • Proven experience overseeing global payroll operations and multi-jurisdiction tax compliance


  • Deep experience implementing and optimizing financial systems, ERP platforms, and financial planning tools within a robust technology stack


  • Strong understanding of billing structures, invoicing processes, AR/AP oversight, and revenue alignment


  • Industry experience within promotional products, branded merchandise, creative services, or a closely related sector strongly preferred


  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field; CPA or MBA preferred



Benefits

Compensation and Benefits


The Company offers a competitive compensation and benefits package including:


  • Base salary plus performance-based bonus (20–30%)

  • Comprehensive medical, dental, and vision benefits

  • 401(k) with employer match

  • Flexible paid time off and paid holidays

  • Fully remote work environment

  • Technology and home office support

  • Additional performance and team-based incentives


How to Apply

The Workplace Advisors is facilitating this confidential search process and will begin accepting applications immediately. Applications will be reviewed on a rolling basis. Interested candidates should submit:


  • A current resume

  • A cover letter detailing leadership experience and strategic accomplishments

  • Two to three professional references


All inquiries relating about this search should be directed to Lisa Ritchie, The Workplace Advisors: lisa@theworkplaceadvisors.com.  


Please note, all applicants for this position will be kept strictly confidential by The Workplace Advisors. 




Salary: 150,000-160,000

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