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Position Summary
The Finance Director is a strategic partner to the CEO and executive team, responsible for overseeing the financial health and performance of a multi-entity organization, including a national restoration franchising brand, two operational franchise units, a land management company, and two emerging businesses. The Finance Director leads financial planning, reporting, risk management, and funding strategy to support growth and scalability across the portfolio.
Primary Duties and Responsibilities
- Provide strategic financial leadership across all six business entities.
- Lead budgeting, forecasting and financial modeling activities.
- Implement and maintain consolidated financial reporting and dashboards.
- Optimize cash flow, working capital, and treasury management across the portfolio of companies.
- Lead banking relationships, credit facilities, insurance and investment strategies
- Evaluate financial performances of franchisee and support sustainable growth of the franchising model.
- Oversee accounting operations, audits, and internal controls to ensure compliance and accuracy.
- Partner with operational leaders to drive profitability and efficiency through data and KPI’s
- Manage and develop finance team members to support business needs and succession planning.
- Support franchise expansion and new business development.
- Manage to GAAP principles and provide accounting views for Tax, Managerial and Investors.
Qualifications
- Bachelor’s degree in finance, Accounting or related field (MBA Preferred)
- CPA
- 7-10+ years of experience in a senior finance role; multi-entity or franchise experience preferred.
- Strong knowledge of GAAP, forecasting, budgeting, and financial modeling.
- Proven success in implementing scalable financial systems and controls
- Experience in working with private equity, investors, or lenders.
- Strong interpersonal and leadership skills with the ability to influence at all levels.
- Advanced Excel and accounting software proficiency (example: QuickBooks, NetSuite, Sage, etc.)
- Qvinci experience preferred – reporting consolidator of QuickBooks.
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
