Senior Director of Financial Solutions at Jobgether – United States

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Director of Financial Solutions in the United States.

The Senior Director of Financial Solutions will lead and scale the financial services delivery organization, ensuring operational excellence, consistent client outcomes, and high-performing teams. This role provides strategic and hands-on leadership across Accounting, Onboarding, and Tax service lines, translating organizational strategy into scalable execution. The position emphasizes people development, cross-functional collaboration, and continuous improvement of processes and performance metrics. The leader will drive operational efficiency, enhance client satisfaction, and implement standardized approaches across a multi-department, remote-friendly environment. This role is ideal for an experienced executive who thrives in dynamic settings, balancing strategic vision with operational accountability and team mentorship.

• Lead day-to-day operations across all Financial Solutions service lines, including Outsourced Accounting, Onboarding, and Tax, ensuring consistent, high-quality delivery.
• Translate strategy into clear operational plans, workflows, and measurable performance expectations.
• Drive standardization, process improvement, and operational efficiency across teams, removing bottlenecks and scaling service delivery.
• Establish and monitor KPIs and operational metrics to track client satisfaction, retention, utilization, and service quality.
• Partner with Finance, Sales, Marketing, and HR to align resources, budgets, and capacity with business needs.
• Lead and develop Directors and their teams, fostering a culture of accountability, performance, and continuous development.
• Serve as a liaison between executive leadership and frontline delivery teams, maintaining effective communication and operational alignment.

• 10–15+ years of progressive experience in accounting, financial services, or professional services.
• 7–10+ years of experience leading managers of managers within multi-functional service delivery teams.
• Proven ability to operate and scale multi-department organizations with accountability for performance, efficiency, and client outcomes.
• Demonstrated success in process improvement, system implementation, or organizational change initiatives.
• Strong business acumen with expertise in capacity planning, resource allocation, and cost management.
• Data-driven approach to decision-making using KPIs, operational metrics, and client feedback.
• Excellent communication, coaching, and leadership skills across remote and distributed teams.
• Bachelor’s degree required; CPA or advanced degree preferred.
• Ability to work within Central or Eastern Time zones, with flexibility for virtual and occasional in-person engagements.

• Competitive salary commensurate with experience and performance.
• Full-time remote work with a dedicated home office environment.
• Comprehensive health, dental, and vision insurance coverage.
• Retirement savings plan with company matching.
• Paid time off, parental leave, and other work/life balance benefits.
• Employee development programs, coaching, and leadership training opportunities.
• Collaborative, inclusive, and high-performing culture with team engagement initiatives.