Principal Finance Lead, Director

Devonshire_Jobs Principal Finance Lead, Director

Job Overview​​

The position requires a strategic mindset, collaborating closely with the President and Senior Leadership Team to develop and implement our strategic plans. Responsibilities include supervising treasury, accounting, budgeting, tax, and audit activities for the entire organization. Upholding financial and accounting system controls and standards, as well as delivering timely financial and statistical reports for management, lenders, and business partners, are also essential aspects of the role. This role will report directly to the President and have visibility with the Treasurer as well as the Board of Directors.

The successful candidate will also be accountable for leading, mentoring, and overseeing the accounting staff, as well as providing financial education and training throughout the organization. This position is based in Cambridge, MA with a hybrid work arrangement, allowing employees to choose between in-person and remote work in most situations while maintaining a flexible schedule (1-2 days a week onsite is expected).

Key Responsibilities:

  • Oversee and maintain the high level of performance of our accounting staff.
  • Manage financial software and data.
  • Work with the Controller and outside CPAs on tax planning, the annual review, and indirect rate audits.
  • Perform cash flow forecasting and reporting.
  • Oversee cash management, manage the line of credit, and other treasury functions.
  • Coordinate the Company’s financial planning, annual operating and capital budgets, and long-term financial plans consistent with company objectives.
  • Prepare monthly management reports for the Board of Directors (BoD) and other reports as needed and communicate financial performance and trends to the BoD and senior leadership throughout the year.
  • Benchmark the financial and operating performance of the firm against peer groups and identify opportunities for improvement.
  • Monitor and analyze monthly operating results against budget at the enterprise and project levels.
  • Make recommendations to improve the Company’s financial and project management functions.
  • Assist the President and Board of Directors in establishing and implementing short and long-range goals, objectives, policies, and operating procedures, particularly as they pertain to fiscal responsibility, risk management, and financial goals.
  • Work closely with the President and bank officer to manage debt financing and debt service payments.
  • Recommend major economic objectives and policies for the firm.
  • Work with the President and management team to develop/maintain the firm’s five-year business plans.
  • Assist management (Group Directors) with revenue forecasts and project financial performance.
  • Provide financial training for project managers and emerging project managers.
  • Facilitate project financial review meetings.
  • Review client contracts and NDAs, including insurance requirements, billing rates, and other terms. (Or, oversee the administration of outside contracts review).
  • Oversee the project accounting lifecycle.

Additional Corporate Duties

  • Oversee and administer the Company’s ESOP. Liaise with outside advisors for annual valuation.
  • Manage the 401k Plan.
  • Review and advise the President on insurance coverage at the company, branch, and project levels.
  • Coordinate with insurance provider(s) and legal counsel concerning claims or potential claims.
  • Maintain shareholder records, and oversee the purchase and sale of Company shares.
  • Monitor compliance with ownership issues as outlined in the Company’s Articles of Organization.
  • Negotiate leases for Company offices.
  • Advise the President and Board of Directors on general policy matters that are governed by the Company’s Articles of Organization.
  • Special projects as required.


  • Over 10 years of experience as a controller or in a leadership role in private industry, specifically in professional services firms. 
  • Knowledge or experience in public accounting.
  • Strong understanding of finance, accounting, budgeting, FAR cost principles, and GAAP.
  • Demonstrated proficiency in project-based accounting software, Microsoft Office suite, and related software products.
  • Previous experience with Deltek Vantagepoint is a bonus, but not mandatory.
  • Familiarity with federal and state financial regulations.
  • Proficiency in the requirements for working with government agencies and conducting related audits.
  • Preference for candidates with experience in organizations with multiple office sites.
  • Completion of an undergraduate degree in accounting or finance. Possession of a CPA or MBA qualification is highly preferred, but not required.

Additional Skills

  • Excellent management and leadership skills, able to inspire and motivate staff to deliver high-quality work within tight deadlines.
  • Experience and ability to provide mentorship and guidance to team members.
  • Effective collaboration with clients, vendors, the President, the Board of Directors, and staff.
  • Demonstrated strategic thinking and problem-solving abilities.
  • Proficient in facilitating group meetings and fostering productive discussions.
  • Strong professional communication skills, both written and verbal.
  • Advanced skills in data analysis and preparation of accurate and timely financial reports and statements, presented in a user-friendly manner for various stakeholders.
  • Able to manage multiple tasks simultaneously and meet deadlines with ease.
  • Attentive to detail, ensuring a high level of accuracy and thorough follow-through.

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