Senior director of finance jobs in Hauppauge, New YorkCreate job alerts

Job Description W Services Group represents a team of subject matter experts in cleaning, construction, and emergency response services. Our quality focused employees and contract partners successfully develop, implement, and manage projects and programs for multi-site groups across North America. We have earned a reputation of being a high value provider and are best known for truly partnering with our clients in a highly collaborative environment. This level of partnership yields real solutions and best supports our clients’ brand image. Our structure is designed around our clients and is focused on being highly collaborative through market teams across all departments. Our personnel are empowered to make decisions and resolve issues in order to achieve a high level of client satisfaction in a rapidly changing environment. Partner with W Services to experience the difference and the new standard of clean. We are founded on the principles of a family business environment where the standard is to care, listen, respect, and trust one another. We are always looking for talented, enthusiastic people to join our team. We believe the successful growth of our company depends on the teamwork and commitment of our employees to deliver the best service and value for our customers. About the Role: The AR Manager Finance will be responsible for overseeing various accounting functions, including managing the Accounts Receivable (AR) team, ensuring accurate billing processes. This role involves leading multiple accounting processes, managing client interactions, and ensuring cross-departmental communication to maintain the accuracy of financial data, along with overseeing the timely collection of revenue and the management of client issues. PRIMARY RESPONSIBILITIES: Work Order Management/Invoices: • Manage monthly billing process, ensuring accuracy and timely invoicing., • Identifies and escalates to Director any write-offs for resolution including tax discrepancies, • Ensure the team invoices all work orders in billing status before month end., • Manage team tasks and escalations via RTS., • Run all weekly reports, including 3rd party systems for any rejections or issues with billing., • Collaborate with Senior Accountant & AR Collections Specialist to rectify all client overpayments., • Monitor finance inbox for all inquiries and requests., • Manage and support all AR processes, ensuring timely invoicing, collections, over payments, and cash application., • Partner with department managers to resolve billing disputes and improve client invoice processes., • Review AR dashboards and KPIs, including collection performance, cash conversion cycle, and customer payment behavior., • Ensure credit and collections policies align with company risk tolerance and revenue goals., • Monitor aging reports and establish proactive strategies to minimize delinquent accounts, write offs, and bad debt exposure. Should manager do something with Monitor aging reports? Department/ Team Management and Oversight: • Supervise and mentor the AR teams and conduct 1:1 meetings on a cadence basis., • Assist with the recruitment and onboarding and disciplinary process of new hires., • Oversee cross-training and development within the AR department., • Manages the creation and update of SOP’s., • Manage and track escalated client issues, working with other departments for resolutions., • Collaborate with Managers to capture all available billing for budget purposes., • Ensure continuous team growth through cross-training and performance evaluations. ADDITIONAL RESPONSIBILITIES: • Identify, recommend, and implement solutions for interdepartmental and business operations processes, • Collaborate with cross-functional departments to achieve operational excellence KNOWLEDGE AND SKILL REQUIREMENTS: • At least 3-5 years of experience in accounting, with a focus on AR., • Bachelor's degree in Accounting, Finance, or related field preferred., • Strong experience with accounting systems, bank reconciliations, and financial reporting., • Excellent management and communication skills with the ability to lead a team and collaborate across departments., • Detail-oriented, organized, and proactive in identifying and resolving issues., • Ability to work in a fast-paced environment and manage multiple priorities., • Proficient in Microsoft Office Suite, especially Excel., • Ability to work with clients and resolve complex payment issues., • Knowledge of cross-departmental billing processes., • Strong understanding of revenue recognition and month-end close procedures., • Familiarity with Service Channel, FM Pilot, and other related systems

Job Description The Senior Accountant plays a critical role in the continued growth and operational excellence of IntelliShift. Reporting to the Senior Director of Finance, this position is responsible for ensuring timely, accurate, and compliant financial reporting while driving efficiency and consistency in accounting operations. This individual will be hands-on in managing the month-end close, maintaining reconciliations, supporting audits, and ensuring the integrity of revenue and expense accounting. The role partners closely with both the FP&A function (led by the Senior Financial Analyst, FP&A) and the broader Finance and Operations teams to ensure seamless alignment between accounting results and forecast performance. Financial Reporting · Prepare monthly, quarterly, and annual financial statements in compliance with US GAAP. · Ensure the timely and accurate closing of accounting periods in Sage Intacct. · Reconcile key balance sheet accounts, including cash, accounts payable, accounts receivable, inventory, deferred revenue, and accrued expenses. · Perform variance analyses and assist FP&A in explaining differences between actual results and forecasts. · Support consolidation and intercompany accounting, including elimination entries and reconciliations. · Maintain documentation and schedules supporting audit readiness and management reporting. Audit and Compliance · Coordinate with external auditors for annual audits and interim reviews, ensuring all requests and schedules are completed accurately and on time. · Prepare audit schedules and supporting documentation for key accounts such as revenue, AR, AP, deferred revenue, and payroll accruals. · Assist in maintaining and improving internal controls over financial reporting, particularly around revenue recognition, capitalization, and expense management. Revenue Recognition (ASC 606) · Assist the Senior Director of Finance in ensuring accurate revenue recognition under ASC 606, including multi-element and subscription-based arrangements. · Maintain and reconcile deferred revenue balances monthly, ensuring alignment with billing and contract terms. · Collaborate with Sales, CX, and Billing to ensure proper item setup, price book maintenance, and compliance with deal desk guidelines. · Prepare supporting schedules for revenue reporting, including backlog, churn, and NRR. Cash Management, Accounts Payable, & Accounts Receivable · Own the accounts payable process, including vendor onboarding, invoice coding, approval workflows, and payment processing in Bill.com or similar systems. · Manage employee T&E reimbursements and ensure compliance with expense policies. · Support cash management and bank reconciliations, partnering with FP&A on cash forecasting. · Oversee accounts receivable and collections follow-up to improve cash flow and reduce DSO. · Assist with weekly cash flow reporting and variance analysis. Tax Compliance · Ensure compliance with multi-state tax requirements and nexus rules for sales and use taxes. · Manage state sales tax filings and reporting through Avalara or equivalent integrations. · Assist with income and franchise tax filings by coordinating with external tax advisors and preparing supporting schedules. · Maintain up-to-date knowledge of tax regulations relevant to the company’s multi-state footprint. Budgeting and Forecasting Support · Collaborate with the Senior Financial Analyst, FP&A to align actuals with forecasts and budgets. · Provide data integrity checks and reconciliations between the general ledger and forecast models. · Support the preparation of departmental expense analyses and variance explanations. · Participate in the annual budget process, ensuring accounting data feeds accurately into forecast assumptions. System Optimization and Process Improvements · Leverage Sage Intacct automation features and integrations (Salesforce, Genesis, Bill.com, Ramp, Versapay) to streamline data flows. · Proactively identify and implement process improvements to shorten the close timeline and increase data accuracy. · Assist in the rollout and documentation of new accounting workflows related to new products or pricing models. · Contribute to system testing, training, and adoption as part of continuous finance system optimization initiatives. Collaboration and Communication · Serve as a liaison between Accounting, FP&A, and Operations to ensure accurate and timely sharing of financial data. · Support financial reviews by providing clear documentation, reconciliations, and variance narratives. · Assist the Senior Director and VP of Finance in preparing materials for management, audit, and board reporting. Requirements · Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred. · 4+ years of progressive accounting experience, ideally within SaaS or technology industries. · Strong knowledge of US GAAP, ASC 606, and general ledger accounting principles. · Experience with Sage Intacct or similar ERP; comfort with integrated systems (Salesforce, Bill.com, Ramp, Avalara). · Excellent attention to detail and ability to manage multiple priorities in a fast-paced environment. · Strong analytical, organizational, and communication skills; team-oriented mindset. · Demonstrated initiative in process improvement and automation. Benefits We offer competitive compensation, commensurate with experience; $85K-$90K base salary plus bonus. We also offer outstanding benefits to simplify the lives of our employees and show them how much we appreciate their contributions. IntelliShift provides company-subsidized medical, dental, and vision insurance for all FT employees, 401K with a 4% company contribution, and unlimited PTO

Job DescriptionDescription: Work Location: Hauppauge, NY About Us: Hanover Bank– When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts! Job Summary Hanover Bank is looking for a full-time Senior Commercial Underwriter to join our team. The Senior Commercial Underwriter is responsible for underwriting commercial loans, inclusive of C&I and CRE loans, while ensuring compliance with appropriate company credit policies and procedures. They will analyze the character, collateral, cash flow, capital, and conditions of every credit request and make an informed and objective credit decision. Essential Job Duties and Responsibilities • Examine overall credit file documentation to ensure accuracy and completeness., • Review financial statements, tax returns, personal financial statements, loan-to-value ratios, credit reports, appraisal reports, and Phase I reports., • Analyze all cash flow information and collateral., • Perform required underwriting stress tests on proposed commercial originations., • Discuss any potential underwriting exceptions and review with the Director of Commercial Credit., • Discuss new loan transactions with the sponsoring Lending Officer and Senior Management, when appropriate., • Prepare written credit memos for new loans or renewals to be submitted for signature approval or to the Loan Committee for approval., • Assist in ensuring the loan processing staff procure the appropriate information necessary to finalize incomplete loan packages., • Stay abreast of any changes in loan underwriting policy and procedural changes., • Effectively communicate with clients on underwriting issues or the need for additional data, including reaching out to customers directly when required to secure additional credit information to process the new credit transaction., • Periodically perform reviews and cash flow assessments on commercial loans to ensure sufficient debt service coverage, collateral coverage and appropriate risk rating classifications., • Ensure compliance with all regulations, policies, and procedures. Perform additional accountabilities, as required., • Stay abreast of market conditions affecting the commercial real estate market or local market information affecting C&I customers., • Perform portfolio management, including loan extensions, renewals, and modifications on existing loans., • Perform annual reviews, including risk rating recommendations on existing loans., • Perform other miscellaneous credit-related responsibilities as needed., • Mentor Commercial Underwriters, including providing support, training, and guidance on best practices., • Review the Credit Memos of Commercial Underwriters to ensure accuracy and to provide feedback., • Aid in the development of underwriting processes and procedures. Education and Experience • Bachelor's degree in Business, Finance, or a related field preferred, but not required, • 10 or more years of experience in CRE and/or C&I underwriting, • Formal Credit training, or commensurate training or experience, • Knowledge of financial statement spreading and credit analysis, • Proficient in Microsoft Office Suite, • Team player with the ability to adapt to changes, multitask, and work in a fast-paced, growing environment, • Ability to effectively train and mentor, • Strong verbal and written communication skills Our Benefits: Health & Wellness Benefits · Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options) · Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) · Company-paid Long-Term Disability Insurance Voluntary Benefits · Additional Life and AD&D Insurance for employee, spouse, and dependents · Voluntary Short-Term Disability Insurance · Pet Insurance · Legal Services Plan · Accident Insurance · Hospital Indemnity Insurance · Cancer Care Insurance Retirement · 401(k) Plan with Company Match Time Off & Recognition · Paid Personal Time Off (PTO) · Paid Company Holidays · Annual Performance Bonuses · Annual Salary Increases Employee Engagement · Company-sponsored Events · Employee Contests and Recognition Programs Salary: $125,000.00 - $153,000.00; placement within this range will vary based on experience and skill level. Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Requirements: