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[Remote] Director of Finance

Remote, USA Full-time Posted 2026-06-21

Note: The job is a remote job and is open to candidates in USA. PPi Software and Services is seeking a Director of Finance who will serve as the financial backbone of the company, providing analytical clarity and strategic insight to enable informed decision-making. This role involves overseeing all finance operations, ensuring compliance, and transforming financial processes through automation and AI integration.

Responsibilities

  • Own all accounting operations and ensure compliance with relevant standards
  • Deliver timely, accurate financial reporting packages; monthly, quarterly, and annual (including Board reports), together with appropriate financial KPIs
  • Own Finance systems architecture and data strategy
  • Establish, maintain, and continuously improve internal controls and financial processes to support scalability, audit and exit readiness
  • Transform monthly close into a highly automated, near real-time process
  • Build and maintain scalable, driver-based financial models aligned to SaaS metrics
  • Transition forecasting to continuous, AI-assisted planning cycles
  • Deliver actionable insights on unit economics, pricing, growth efficiency and capital allocation
  • Enable self-service analytics for business leaders
  • Act as a financial business advisor to functional leaders (Sales, Product & Engineering, Operations)
  • Identify financial and operational risks and implement mitigation strategies in coordination with leadership
  • Design a lean, high-impact finance organization augmented by AI agents and automation
  • Establish clear interaction models between humans and AI (human-in-the-loop controls, exception handling, oversight)
  • Foster a culture of continuous improvement, leveraging technology to scale output without proportional headcount growth

Skills

  • Bachelor's degree in Accounting, Finance, or a related field required
  • CPA required
  • Demonstrated ability to own full finance function end-to-end, including reporting and tax
  • Hands on proficiency with financial systems and data visualization platforms such as Power BI, Netsuite, Quickbooks or equivalent
  • Data driven and intellectually curious
  • Ability to communicate complex financial information clearly to executives, operators, and investors
  • Ability to work independently, anticipate the needs of leadership and follow through without close supervision
  • High integrity, sound judgment, and comfort operating in a results-driven, deadline-oriented environment
  • 6 or more years of progressive experience in finance or accounting
  • 3 or more years of experience in a mid-tier accounting firm
  • 2-3 years of experience as a Controller
  • Demonstrated experience using AI tools, including generative AI, AI-enhanced ERP or FP&A platforms, and automation tools, an asset
  • Proven track record of finance transformation and systems implementation an asset; a technology forward mindset
  • Experience in a high-growth SaaS or technology environment an asset

Benefits

  • This is a full-time position.
  • The Director of Finance is expected to maintain regular availability during standard business hours.
  • Occasional additional hours may be required during peak financial cycles such as month-end close, year-end reporting, budget season, or time-sensitive strategic initiatives.
  • This role operates in a hybrid work environment, combining remote work with in-office collaboration as needed.

Company Overview

  • We provide 360 degree support for managed long term care plans by providing outstanding, HIPAA-compliant software and services that meet Medicaid and Medicare requirements. It was founded in 1998, and is headquartered in Verona, Wisconsin, USA, with a workforce of 51-200 employees. Its website is https://ppi.com.
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