About the Company

For the past twenty plus years, IDOC has remained committed to the success of independent optometrists and today has emerged as a leading alliance of private optometric practice owners in the United States. Founded by an optometrist with the first-hand knowledge of private practice ownership, IDOC empowers independent owners to live the practice of their dreams. IDOC’s core value of “people first, always” and focus on innovation offer a significant competitive advantage to our membership of over 3,200 optometrists – enabling them to embrace change, seize opportunity, and position their practices for long-term success. IDOC serves its members through specialized services, expert guidance from industry-admired consultants, metric-based business analytics, personal account management, member-exclusive vendor discounts and rebates, continuing education opportunities and national, regional, and local peer networking events.

We are proud to be a Great Place to Work-Certified™ company! Check out what our employees say makes working here so great: https://www.greatplacetowork.com/certified-company/7025633

Role Summary

At IDOC, “we empower independent owners to live the practice of their dreams.” IDOC employees go to work every day with this “Why” as their motivation. Every role at IDOC is critical in helping to make our Members’ dreams become a reality. The Director of Finance & Accounting is a key leadership role within the Finance team, responsible for safeguarding company assets, ensuring the accuracy of monthly financial reporting, and optimizing the deployment of financial resources. This position plays a vital role in driving the financial integrity and strategic growth of the organization.

In collaboration with senior leadership, the Director will lead the annual audit, oversee technical accounting and close processes, streamline current close process and support the company’s budgeting and forecasting cycles. This role will also provide critical financial insights and risk assessments to help guide decision-making across the organization. Lead the day-to-day accounting and month end close processes.

1. Oversee all accounting functions and lead the monthly close process to ensure timely and accurate financial reporting.

2. Lead and manage the annual external audit, serving as the primary point of contact for auditors and ensuring full compliance with accounting standards.

3. Support budgeting and forecasting processes, including the development of the annual budget, monthly operating forecasts, and cash flow projections.

4. Analyze financial and operational performance, identifying trends, key drivers, and variances in revenue, expenses, capital expenditures, reserves, and cash flow.

5. Collaborate cross-functionally across Finance and Operations to enhance systems, processes, and reporting tools. Provide ad-hoc financial analysis to support strategic initiatives and business decisions.

6. This is a high-impact role ideal for a detail-oriented, strategic thinker who thrives in a fast-paced, mission-driven environment.

    Responsibilities: 

• Oversee and manage the accounting department functions, including payroll, tax provision calculations, balance sheet and cash flow statement development, Member invoicing, and month-close and year-end processes.
• Enhanced close process efficiency, enabling faster and more accurate financial reporting
• Collaborate with outside audit/tax firms and own financial audits and provide recommendations for continuous improvements.
• Manage and coordinate quarterly tax planning and filings.
• Assist with budgeting, forecasting initiatives throughout the various business entities, including monthly, quarterly, and annual financial reporting, providing budget to actual analysis.
• Develop, improve, and issue timely monthly financial records. Effectively communicate the financial results to each department leader.
• Assist with annual budgeting and forecasting processes, communicating guidelines and timelines, crafting, and maintaining budget templates, providing training, consolidating, and preparing presentation materials for leadership.
• Strengthen, document, and disseminate financial planning and analysis processes and standard methodologies, and contribute to the development and strengthening of organizational efficiency and effectiveness.
• Design, establish, and maintain an organizational structure to effectively accomplish the department’s goals and objectives.
• Provide expertise to help assess the needs of teams across the organization related to financial management and build resources, tools, and activities to further develop those skills.
• Work with the VP, FP&A to assist in the development of a strategy and plan for the various business units which includes strategic and transformational projects to drive continual automation and work reduction tools and processes to support effective and accurate financial planning across the organization.
• Other duties in support of the internal Finance team and as required and advised by the VP of FP&A.  These may, on occasion, be unrelated to the position described here.

 Requirements: 

• 10+ years of progressive experience in a financial/accounting role, including 5 years leading teams 
• Experienced in leading and developing teams
• B.S. in Finance or Accounting; MBA preferred
• CPA required
• Public Accounting experience is required
• Financial statement knowledge and understanding of US GAAP
• Experienced in leading audits, advanced account reconciliation, financial statement preparation (including multi-entity consolidation) and budget reporting.
• Strong analytical and problem-solving skills. Ability to evaluate financial and operating trends as well as the financial impact of new opportunities.
• Ability to meet deadlines including month-end close timeline schedules.
• Proficiency with Microsoft Office (strong Excel and PowerPoint a must).
• Detail oriented, proactive multi-tasker.
• Strong organization and prioritization skills.
• Ability to be flexible and work with different functions within the company.
• Ability to communicate confidently with members of senior management.
• Strong verbal and written communication skills.
• People management experience preferred.

Competencies:

• Team-oriented and “People First, Always” mindset; consistently meets commitments made to colleagues and helping others succeed.
• Kind, humble, and respectful attitude with a desire to serve others that supports our value of “Service at Our Core”.
• Values “Trusted Relationships” and builds strong client and partner relationships to deliver member-centric solutions; gains the confidence and trust of others through honesty, integrity, and authenticity.
• Understand what it truly means to be “Better Together” by seeing the value and effectiveness of collaboration, even when things are not certain, or the way forward is not clear.
• Honest, trustworthy, discreet, and highly protective of confidential information.
• Can analyze data and garner insights to formulate strategic decisions and put those into action.
• Ability to self-direct and effectively organize work, prioritize and manage multiple projects under tight deadlines.
• A mature and professional demeanor that engenders trust.
• Excellent oral communication skills both in-person and over the phone.
• Excellent written communication skills and grammar.
• A keen attention to detail and highly effective organization and prioritization skills including the ability to stay on task and maintain focus in a fast-paced environment.
• Organizational skills to prioritize workflow and manage multiple tasks.
• Comfort with following and developing checklist-based systems to ensure consistency and accuracy.
• Ability to meet deadlines consistently.
• Reliable, consistent, and punctual attendance.
• High personal standards for excellence and self-improvement.
• Self-reliant, flexible, and resilient.
• Ability to anticipate change and react efficiently and expeditiously.