Job Description

About the Role

Financial Reporting & Accounting Operations

• Own the monthly and annual close process, including journal entries, account reconciliations, and preparation of accurate financial statements.
• Oversee day-to-day accounting operations, including accounts payable, accounts receivable, payroll, general ledger management, and reconciliations.
• Ensure financial records are accurate, complete, and maintained in accordance with generally accepted best practices.
• Deliver timely, accurate financial reporting to leadership and the Board as needed.

Budgeting, Forecasting & Financial Planning

• Lead the annual budget process and ongoing forecasting across service lines.
• Monitor revenue, profitability, backlog, and cash position, and report on trends and risks to leadership.
• Support pricing, costing, and project profitability decisions in partnership with Business Development and Leadership.
• Manage cash flow planning and treasury activities.

Systems, Controls & Compliance

• Own the finance and accounting systems used for reporting, billing, and forecasting, including evaluation, deployment, and integration of new or upgraded systems.
• Establish and maintain internal controls and accounting; preparation for future audit readiness
• Ensure tax, audit, and regulatory compliance, acting as primary point of contact for external review of financial statements and tax matters.
• Lead continuous process improvements for accuracy and efficiency as the organization scales.

Strategic Planning & Business Partnership

• Partner with the executive leadership on financial strategy, including long-range planning and decision support.
• Provide financial input and analysis to support complex multi-year customer contracts, profitability of client project proposals, and new business initiatives.

Team Leadership

• Set priorities, allocate work, and support the professional development of the finance function as it grows.
• Hire and directly manage third-party or in-house accounting staff.
• Collaborate cross functionally across the organization, including operations, sales, marketing, HR

What we're looking for

• Strong business acumen and hand-on leader, with ability to operate across accounting, FP&A, systems, and compliance without a large supporting team.
• People management experience, including mentoring and developing a small team.
• Highly refined written and verbal communication skills; comfortable presenting to executive leadership and the Board.
• 10+ years of progressive finance and accounting experience, including full-cycle accounting and financial leadership Bachelor's degree in Accounting, Finance, or related field required; CPA designation preferred.
• Direct experience with NetSuite ERP, including administration, and implementing integrations.
• Solid working knowledge of GAAP, internal controls, and audit/tax processes.
• Advanced spreadsheet and financial modeling skills; comfort building budgeting and forecasting tools.
• Familiarity with Clinical research organizations, including CAP/CLIA or other regulated laboratory environments is an asset but not required.
• Experience with international business, including intercompany transactions, consolidations; ASPE (Canada) working knowledge a plus.