Sr. Director, Global Financial Services

HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users  with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.

With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.

As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.

The Sr. Director of Global Financial Services is a senior leadership role responsible for the strategic direction and daily management of the company's worldwide tax, treasury, payroll, and equity functions. This position will ensure regulatory compliance, optimize financial performance, and manage risks across all jurisdictions. A successful candidate will be an experienced, proactive leader who can effectively manage a complex, multi-disciplinary team and provide strategic counsel to senior management.

- Develop and oversee the global tax strategy, aligning it with overall business objectives.

- Ensure global tax compliance, including timely and accurate preparation and filing of all corporate tax returns, including income tax, VAT, and transfer pricing.

- Manage and mitigate tax risks by staying current with changes in international tax law and adapting the company's strategy accordingly.

- Build and develop a team of tax professionals, providing performance feedback and creating opportunities.

- Drive the transformation of the tax function, focusing on people development, process improvement, and technology implementation.

- Maintain ownership of tax internal controls and ensure compliance with Sarbanes Oxley

- Participate in annual audits and quarterly reviews with external auditors and executive management.

- Provide tax guidance on key business decisions, including mergers and acquisitions, cross-border transactions, and other strategic initiatives.

- Develop and maintain banking relationships and maintain, monitor and administrate banking platforms.

- Oversee the management of cash flow and liquidity to ensure adequate funding for operations and strategic initiatives. Optimize cash management processes and systems for efficiency and accuracy.

- Develop and implement strategies to manage financial risks, including interest rate, currency, and credit risks. Utilize hedging strategies and financial instruments as appropriate.

- Oversee the management of the company’s investment portfolio to maximize returns while ensuring compliance with investment policies and risk tolerance levels.

- Develop, implement, and maintain treasury policies and procedures to ensure compliance with regulatory requirements and industry best practices.

- Work closely with internal stakeholders, including finance, accounting, and operations teams, to support business objectives and drive financial performance. Over time, lead and mentor a small treasury team to achieve departmental goals.

- Leverage technology and financial systems to enhance treasury operations and drive innovation in cash management and financial analysis.

- Maintain ownership of treasury internal controls and ensure compliance with Sarbanes Oxley.

- Oversee the entire global payroll function, ensuring accurate and compliant processing for all employees across all jurisdictions.

- Establish and enforce payroll policies, procedures, and internal controls to maintain data integrity and mitigate risk.

- Work with Human Resources to align payroll processes with employee compensation and benefits programs.

- Drive the continuous development of the payroll function, focusing on people development, process improvement, and technology implementation.

- Lead the management and administration of the company's global equity programs.

- Ensure compliance with all legal and regulatory requirements related to equity compensation in relevant jurisdictions.

- Establish and enforce equity administration policies, procedures, and internal controls to maintain data integrity and mitigate risk.

- Drive the continuous development of the equity administration function, focusing on people development, process improvement, and technology implementation.

- Lead, mentor, and inspire a diverse team of finance and administrative professionals.

- Establish and maintain robust internal controls and governance frameworks across all areas of responsibility.

- Provide clear and timely reporting and insights to the CFO, CAO and other members of senior leadership.

- Identify opportunities for process improvements and drive strategic initiatives to enhance efficiency and accuracy.

- Bachelor's degree in Finance, Accounting, or a related field; advanced degree (e.g., Master's in Taxation) or certification (e.g., CPA, CFA) preferred.

- Extensive experience (typically 10+ years) in a senior leadership role overseeing tax and treasury functions within a global organization.

- Proven experience in working closely with payroll and equity administration is essential.

- Deep knowledge of international tax laws, treasury management principles, and financial regulations.

- Demonstrated ability to lead and develop high-performing teams.

- Excellent communication, interpersonal, and strategic thinking skills.

The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.

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