Director, Finance & Accounting Advisory Services

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Manage a portfolio of multiple client relationships as the primary point of accountability.

• Convert finance challenges and objectives for PE-backed entities into actionable transformation strategies.

• Establish engagement strategies, outline workplans, and align workstreams with financial goals and investment theses.

• Identify underlying issues, address challenges, and develop financial infrastructure for sustainable success.

• Direct simultaneous post-acquisition integration and exit-preparation projects.

• Ensure the quality and defensibility of deliverables while making technical judgment decisions.

• Spearhead change management in finance and accounting.

• Expedite month-end closing processes and enhance financial reporting.

• Address technical accounting issues, including ASC 606, ASC 842, complex transactions, and carve-out accounting.

• Enhance cash flow visibility, controls, and management practices.

• Construct reporting and KPI frameworks.

• Oversee post-acquisition integration efforts, including COA harmonization, system consolidation, and team evaluation/design.

• Prepare businesses for exit strategies and readiness for sell-side engagements.

• Recruit, structure capacity, nurture talent, and provide constructive feedback.

• Develop the FAAS practice, refine delivery methodologies, and create frameworks and intellectual property.

• Present intricate findings to CFOs, PE operating partners, founders, and Boards.

• Advise stakeholders, articulate trade-offs, and facilitate aligned decision-making.

⛳️ Requirements

• CPA certification required (active or eligible).

• Over 8 years of progressive experience in Big 4 FAAS, PE-backed controllership or CFO advisory, top-tier consulting, or corporate finance leadership.

• Extensive experience in middle-market settings undergoing significant transformation.

• Proven expertise in close transformation, technical accounting (ASC 606/842/805), cash and working capital management, M&A integration, and exit preparation.

• Strong command of US GAAP, PE-specific accounting (normalization, carve-outs), and ERP/system frameworks.

• In-depth understanding of middle-market finance functions, including cash-to-accrual migrations, first-time audits, QuickBooks-to-ERP transitions, close process redesign, and financial infrastructure development.

• Willingness to travel 20 to 30% for engagement kickoffs and firm meetings.

• Exceptional executive-level communication and stakeholder management skills with PE Partners, CEOs, CFOs, and Boards.

• Capability to design and manage workplans across organizational change.

• Ability to navigate competing priorities from sponsors, management, and technical teams.

• Proficiency in building teams, hiring, developing talent, structuring capacity, and refining methodologies and playbooks.

🏝️ Benefits

• Annual discretionary bonus aimed at 15% of base salary.

• Medical, dental, and vision insurance coverage.

• 401(k) plan with employer contributions.

• Paid time off, encompassing vacation, sick leave, and company holidays.

• Paid parental leave benefits.

• Flexibility for hybrid and remote work options.

• Support for professional development.

• Reimbursement for continuing education expenses.

• Participation in the company's employee ownership model.

• Meaningful work-from-anywhere policies.