Director of Finance & Accounting
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?
Directive is seeking a hands-on Director of Finance & Accounting to oversee the accounting function behind a leading B2B performance marketing agency. Reporting to the Head of Finance, you’ll run close, reporting, controls and treasury, while having FP&A responsibilities.
Direct Reports:
Controller
IT Department
Top Priorities:
Move the finance department into a more strategic function. The primary opportunity is strengthening our labor model, optimizing staffing and billable utilization, and driving disciplined cost management to expand direct margins and overall profitability.
Be a strong voice with department heads so budgets have power and under-performance can be wisely identified.
Create a strong understanding/model of how growth investments impact EBITDA and ensure we are optimized in our capital allocation.
Deep improvement of tax planning. With strong EBITDA, we need better tax planning. We are weak here.
Build visibility into capital investment and have strong hypothesis around outcomes and timelines. It’s important that we are able to invest cash while still growing EBITDA.
Build a high-performance financial operating engine that enhances visibility, margin discipline, and scalability as we prepare the business for long-term growth, incubation opportunities and potential future capital events.
Become investment ready. We are going to market in the next 36 months and need the right financial leadership in place.
Role and Responsibilities:
Close and Reporting: Holding team accountable for a timely and GAAP-compliant 5 day financial close. Deliver financial reports and department P&Ls.
Controls: Design and enforce accounting policies, internal controls and segregation of duties.
Treasury: Cash is the most important number for Directive. Need to ensure it is managed at safe levels and continues to grow
Properly monitor AR/AP process to keep overdue receivables down and escalate when necessary
Revenue & Margin: Oversee revenue recognition for retainer and project-based client contracts. Prepare FP&A report to support the company’s gross margin and EBITDA targets.
Treasury & Banking: Manage cash, banking relationships and 13-week cash flow forecast.
Team Leadership: Manage and develop the Controller, who covers AR/AP reconciliations and close support.
Systems & Processes: Improve system and reporting automation.
Goals:
65% Gross Margin
35% 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 within performance marketing agencies
Experience in a digital agency or similar services related industries a plus
Strong knowledge of financial regulations, accounting principles, and financial management systems
Proven ability to hold business units accountable to budget and goals
Solid understanding and experience with tax regulations and compliance
Excellent leadership, communication, and interpersonal skills
Strong analytical and problem-solving abilities
What We Offer:
🏠 We have a set living wage at Directive; the actual salary may vary based on Directive's compensation practices, job related skills, and depth of experience
🙏 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
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.
Skills
As published by ashby · 20 questions · 1 written answer
Basics
Name, Email, Resume
Short answers (5)
- Phone Number optional
- Current Location
- If yes, briefly describe your role and the type of financial/accounting work you managed in that environment.
- Please list what agencies you've worked at and for how long at each.
Pick from a list (14)
- Do you have experience owning & managing the month-end close process from start to finish?
- Which accounting/ERP systems have you used?
- How many years of experience do you have managing or leading a finance or accounting team?
- Have you directly managed the financial performance of a business with multiple departments, business units, or service lines?
- Have you been responsible for developing and managing company budgets and financial forecasts?
- Have you owned or overseen cash flow forecasting, treasury management, and banking relationships?
- Have you overseen accounts receivable, accounts payable, collections, and working capital management?
- Have you been responsible for establishing or maintaining accounting controls, GAAP compliance, and revenue recognition policies?
- How would you rate your experience with financial planning and analysis (FP&A), including budgeting, forecasting, variance analysis, and financial modeling?
- Do you hold an active CPA license?
- Have you worked for a service-based business (such as an agency, consulting firm, SaaS, or other professional services organization)?
- How many years of experience do you have working at a digital marketing/performance marketing agency?
- Are you eligible to work in the US now and in the future without sponsorship?
- Do you currently reside in the US?
Written answers (1)
- What is your minimum annual salary expectation in USD?