Head of Finance

Directive Consulting is the leading B2B performance marketing agency that delivers real revenue—not just leads.

We use Customer Generation (a marketing methodology developed by us) to cut through the noise. Forget MQLs—we’re here to drive pipeline, fuel SQLs, and scale brands that are serious about growth. From Paid Media and SEO to CRO, RevOps, and Go-To-Market Strategy, we build marketing engines that win in SaaS and across B2B industries.

We move fast. We think boldly. We are elite. We hire people who challenge the status quo and push campaigns past what’s expected - sparking demand for bold, innovative brands. If you live for performance, love solving hard problems, and want your work to actually mean something, you’ll fit right in.

But here’s the fun part—we don’t just deliver results; we’re shaping the future of marketing. Ready to build something that breaks the mold?

The Head of Finance and Accounting is responsible for ensuring overall financial health of the business - past, present, and future. Past - ensuring historicals are accurate and taxes and notices for prior periods are followed up with for legal requirements. Present - working with all internal and external contacts to deliver upon any requests with strong insights and recommendations. Future - managing strong processes for an accurate model to ensure margins are upheld and cash is maintained and/or growing as well as proper goal setting with department heads.

Numbers:

• 3 Direct Reports; lead in Finance, Accounting Manager and Sr Accountant
• Annual budget is 720k for the department. I am willing to review the budget once we exceed 27m.
• We do planning twice a year (H1 & H2) and run the business in halves with reporting cadence on trimesters.
• Growing 3% MoM with 15% non-adjusted EBITDA

Top Priorities:

• Move the finance department into a more strategic function, currently we are strong at looking backwards and counting numbers. We are weaker at looking forward and developing strategy
• Weaker function in the leadership team and not a strong voice with department heads so budgets can seem fake and leakage/under-performance can occur.
• Cost centric and value weak. No direct understanding how cutting growth budget effects EBITDA, for example. I also would like to better understand how our cost per pitch effects budget for EBITDA and payback period.
• Taxes. With strong EBITDA, we need better tax planning. We are weak here.
• AP/AR/Budgeting are all weaker.
• Investing. How do we have 20% EBITDA and 40% YoY growth? Need to be wise + iterative into our investments and need real approach + hypothesis to spur revenue growth without cash absorption.
• Debt partners. We currently have small SBA loan, but understanding how to get access to capital without dilution is valuable for ourselves and potential M&A opps that may arise.
• Making us investment ready. We are going to market in the next 36 months and need the right financial leadership in place.

Role And Responsibilities:

1. Accounting: Holding team accountable for various initiatives such as 5 day close, various standardized reports, and work closely with external CPA firm to ensure tax and legal requirements are adhered to within budget
2. Finance: Manage financial model of business and associated reporting related to budgets, actuals, and goals are shared in a timely and accurate manner with peers so they can effectively manage their departments and grow the business
   1. Approve offers, raises, and promotions and make sure they follow our guidelines
   2. Hold department leaders accountable to margin expectations in their P&L in order to grow cash
3. Treasury: Cash is the most important number for Directive. Need to ensure it is managed at safe levels and continues to grow
   1. Properly monitor AR/AP process to keep overdue receivables down and escalate when necessary
4. Risk: Work with insurance brokers and make sure all requirements are met and any inquiries are followed up within a timely manner
5. Legal: Work with legal firm to make sure all requirements are met and any inquires are followed up within a timely manner
6. Corporate Development: Support More Good Capital. on a need basis and provide strong financial modeling and due diligence so smart investments are made
7. Accountability: I need leaders, not managers. Nobody wants a manager, everyone wants a leader. Build structure, create a cadence, support proactively, and empower your team with clear and concise communication + expectation setting.

Goals:

1. 55% Gross Margin

2. 24% Adj. Ebitda

Requirements:

• Bachelor’s degree in Finance, Accounting, or a related field; CPA a bonus
• 10+ years of progressive experience in finance and accounting roles, with at least 5 years in a leadership position
• Proven experience in a digital agency or similar services related industries
• Strong knowledge of financial regulations, accounting principles, and financial management systems
• Expertise in capital allocation to drive top-line revenue
• Proven ability to hold business units accountable to budget and goals
• Experience in Mergers and Acquisitions (M&A)
• Solid understanding and experience with tax regulations and compliance
• Confident in systematically leveraging debt for growth and expansion
• Excellent leadership, communication, and interpersonal skills
• Strong analytical and problem-solving abilities

What We Offer:

• Compensation for this role includes a competitive base salary
• 🙏 Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle
• Including a 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX)
• Benefits to Support the Whole Person:
• 🧠 Mental - Access to certified therapists through Spring Health, membership to Headspace
• 💪 Physical - Physical therapy through Omada, thousands of Aaptiv virtual workouts, complimentary One Medical membership for primary and virtual care
• 🛫 Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave
• 💰 Financial - Traditional and Roth 401(k) with a 3% company match
• 🌟 Bonus - Annual bonus based on tenure, which scales in total amount over time
• 🌴 Annual Company-wide Retreat
• Including a 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX)
• 🧠 Mental - Access to certified therapists through Spring Health, membership to Headspace
• 💪 Physical - Physical therapy through Omada, thousands of Aaptiv virtual workouts, complimentary One Medical membership for primary and virtual care
• 🛫 Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave
• 💰 Financial - Traditional and Roth 401(k) with a 3% company match
• 🌟 Bonus - Annual bonus based on tenure, which scales in total amount over time
• 🌴 Annual Company-wide Retreat
• 💰 Financial - Traditional and Roth 401(k) with a 3% company match
• 🌟 Bonus - Annual bonus based on tenure, which scales in total amount over time
• 🌴 Annual Company-wide Retreat

Work Environment Requirements

As a remote-first company, you’ll have the ability to work from your home office. For some positions, as posted, we will accommodate global opportunities where we have established businesses, including Canada, Mexico, and the UK. For global locations, you must have established and current work authorization and permanently reside in that country.

This role has the opportunity to operate 100% virtually from your home office. We primarily collaborate with our colleagues through virtual meetings (Zoom), and Slack. In this role, you will be required to operate a laptop computer (PC or Mac available), computer software platforms, and other office productivity tools as necessary. Due to the nature of this role, you must be able to remain stationary for extended periods, must be able to observe and interpret written and/or verbal communication, must have reliable internet access, and a professional background.

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

If you require reasonable accommodations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, direct your inquiries to recruiting@directiveconsulting.com.

Additional Information

At Directive, one of our core values is People First. We’re committed to fostering a more diverse and inclusive culture in the digital landscape. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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