Director - Finance

Adeptus Advisors Group; New York (NY); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

Disability Insurance

401(k) Plan

Professional growth

Job summary

Current is seeking a hands-on Finance Director to serve as the embedded financial partner to firm and regional leadership. You will own financial planning, reporting, forecasting, analytics, and cost management while guiding leaders on operational drivers of performance.

The role requires NY Metro-based presence, deep FP&A expertise, executive presence, and ability to work in detail with cross-office collaboration across New York and New Jersey.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 10+ years of progressive FP&A, corporate finance, or related experience.
• Experience within professional services, a multi-entity or multi-location business.
• Advanced financial modeling skills and strong GAAP understanding.
• Experience with ERP, planning, and BI tools such as NetSuite, Adaptive, SAP, Anaplan, Power BI, Tableau, Databricks.
• Strong executive communication and stakeholder influence skills.
• Based in the New York Metro area.

Responsibilities

• Own monthly and quarterly financial reporting with clear leadership recommendations.
• Lead annual budget, long-range planning, and rolling forecasts.
• Define and monitor KPIs across revenue, margin, utilization, realization, and profitability.
• Partner with leaders on growth initiatives and resource allocation.
• Investigate performance issues and identify root causes with actionable improvements.
• Develop scenario models for investments, acquisitions, and market expansion.
• Support diligence, integration modeling, and synergy tracking for acquisitions.
• Drive FP&A infrastructure improvements and self-service analytics.

Skills

Financial analytics

Executive communication

GAAP knowledge

Stakeholder management

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA

CPA

Tools

NetSuite

Adaptive

SAP

Anaplan

Power BI

Tableau

Databricks

Job description

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

About The Role

Adeptus Partners is seeking a hands-on Finance Director to serve as the embedded financial partner to firm and regional leadership. Reporting to the Regional Vice President at Current, this role will own financial planning, reporting, forecasting, business analytics, and cost management while helping leaders understand the operational drivers behind performance. The ideal candidate combines deep FP&A expertise with strong business judgment, executive presence, and a willingness to work directly in the details. This role requires regular engagement with Adeptus offices across New York and New Jersey, and candidates must be based in the NY Metro area.

Responsibilities

• Own monthly and quarterly financial reporting, translating performance, variances, and underlying drivers into clear recommendations for leadership.
• Lead the annual budget, long-range planning, and rolling forecasting processes.
• Define and monitor KPIs across revenue, margin, utilization, realization, client profitability, and other key operating metrics.
• Partner closely with firm and regional leaders on growth initiatives, operational performance, resource allocation, pricing, and other strategic decisions.
• Investigate performance issues to identify root causes, leading indicators, and actionable opportunities for improvement.
• Develop scenario models and analyses supporting investments, acquisitions, market expansion, and other strategic alternatives.
• Support financial diligence, integration modeling, synergy tracking, and other acquisition-related activity.
• Drive follow-through on financial recommendations and ensure resulting actions are carried through to completion.
• Improve FP&A infrastructure, reporting processes, dashboards, automation, and self-service analytics in partnership with Corporate Finance teams.

Qualifications

Basic Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 10+ years of progressive FP&A, corporate finance, or related experience, including significant hands‑on business partnering.
• Experience within professional services, a PE‑backed platform, or another multi‑entity or multi‑location business.
• Advanced financial modeling skills and strong understanding of GAAP, financial statements, and services‑business economics.
• Experience with ERP, planning, and BI tools such as NetSuite, Adaptive, SAP, Anaplan, Power BI, Tableau, Databricks, or similar platforms.
• Strong executive communication skills with the ability to turn complex financial and operational information into a clear point of view.
• Demonstrated ability to influence senior stakeholders, solve ambiguous problems, and operate effectively in a fast‑paced environment.
• Based in the New York Metro area.

Preferred Qualifications

• MBA and/or CPA.
• Experience supporting accounting, consulting, or other professional services businesses.
• Experience within a high‑growth or acquisition‑driven organization.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We Provide a Robust Benefits Package, Including

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company‑Paid Life and Long‑Term & Short‑Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.