Director of Finance

B

Boaz Partners

Director of Finance

Allentown, PA
Full Time
Paid
  • Responsibilities

    The Opportunity

    Under the direction of the President, the Director of Finance directs and oversees the overall financial management of the corporation, including accounting, financial reporting, treasury/cash management, forecasting, ERP oversight, and inventory-related financial activities.

    The Director of Finance is a key leadership team member responsible for financial strategy and operational oversight across US operations. This role combines strong technical finance expertise with proactive leadership, cross-functional collaboration, and a commitment to continuous improvement. The Director of Finance ensures the accuracy and integrity of all financial reporting, manages critical business processes, and serves as a credible financial voice to the board of directors and senior leadership.

    Key Outcomes

    • Deliver timely, accurate monthly financial statements and board packages with strategic insights.
    • Own and optimize ERP system (DelmiaWorks IQMS) to support accurate production reporting and sub-ledger integrity.
    • Lead raw material forecasting (~40M lbs. aluminum annually) and maintain strong supplier relationships.
    • Maintain full compliance with bank loan covenants, tax obligations, and audit requirements.
    • Develop management accounting tools (customer margin analysis, pricing optimization, working capital metrics).
    • Foster a high-performing, proactive finance team through coaching and development.

    Responsibilities

    1) Financial Leadership & Reporting

    • Oversee monthly financial closing processes; prepare and present comprehensive financial statements and operations packages to the board of directors and senior management.
    • Compile and present monthly financial packages to the board (three members with banking sector expertise); respond to board inquiries with credible analysis.
    • Manage cash flow, working capital, bank borrowing status, and banking relationships (PNC and others).
    • Complete bank reporting for loan covenants; approve company wire transfers and sign/approve all checks and wire transfers.
    • Schedule payment of all federal/state tax obligations with guidance from external auditors; file PA & NJ use tax and Commercial Activity Tax returns.
    • Work directly with other leadership team members on cost tracking and cost controls.
    • Develop and maintain management accounting tools and analysis (customer margin analysis, pricing optimization, working capital metrics).

    2) Business Process Ownership

    • Take ownership of critical business processes, including order-to-cash, inventory tracking, and raw material forecasting.
    • Oversee the ERP system (DelmiaWorks IQMS cloud platform) and manage the ERP Analyst reporting relationship.
    • Identify systemic issues in production reporting and subledgers; communicate and assist in resolving them.
    • Drive improvements in financial systems and reporting capabilities to support business decision-making.
    • Review, develop, refine, implement, and monitor accounting controls.

    3) Raw Material & Supply Chain Finance

    • Lead forecasting and ordering processes for raw materials (approximately 40 million pounds of aluminum annually).
    • Coordinate with key aluminum suppliers; manage supplier financing negotiations and cost optimization strategies.
    • Monitor and manage significant capital commitments (e.g., $450,000+ per railcar purchases).
    • Determine quantity and record entries from aluminum hedging (ADMIS).

    4) Team Leadership

    • Supervise and develop a finance team of three direct reports: AP/AR Manager, Staff Accountant, and ERP Analyst.
    • Foster a proactive, collaborative team culture that supports the organization’s strategic objectives.
    • Provide ongoing coaching, development, and performance management to team members.

    5) Accounting & Financial Controls

    • Supervise day-to-day functions of the Finance Department, including supervision of Staff Accountants.
    • Supervise monthly closing and preparation of consolidating financial statements.
    • Provide calculation and preparation of the annual budget.
    • Coordinate annual audit/review with outside auditors (RLB).
    • Perform all transactions and reporting for Ramsey Palmerton LLC.
    • Assist with customer-related credit and A/R collection activities.

    6) Administrative & Governance

    • Manage insurance policy administration, renewal processes, and broker relationships.
    • Oversee corporate governance compliance, state/federal registrations, and legal entity maintenance; coordinate with CSC (vendor) on filings.
    • Coordinate annual report, obedience reporting, and other non-recurring tasks (SBIR, PennTap credits, outside financing pursuit).
    • Support special projects and initiatives as needed (capital expenditures, expansion planning, ERP implementation support).

    Qualifications

    • Minimum Bachelor’s degree in Accounting, Finance, or related field (MBA / CPA / CMA preferred).
    • Minimum 15 years of total finance experience, with at least 5+ years in a management-level role within a manufacturing setting.
    • ERP experience required; cloud-based ERP experience preferred.
    • Strong knowledge of GAAP accounting principles and financial reporting.
    • Advanced Excel and financial analysis capabilities; proficiency in Outlook, TEAMS, PowerPoint, and Word.
    • Demonstrated ability to manage and develop finance teams.
    • Ability to work accurately within frequent deadlines with strong attention to detail.
    • Excellent communication skills and ability to function in a professional manner; board-level financial reporting experience preferred.
    • Familiarity with AI tools and their application to accounting/finance processes preferred.

    Competencies

    Proactive Leadership • Business Acumen • Financial Integrity • Cross-Functional Collaboration • Resilience • Communication • Ownership Mentality • Flexibility & Adaptability • Cultural Fit

    Working Environment

    • Work is performed in a climate-controlled office environment.
    • While performing duties, employee will transition between sitting and standing with considerable computer and office equipment use.
    • One day per week work-from-home flexibility; minimal to no travel required.
    • Standard business hours with flexibility to meet business needs.