Director, Finance & Accounting Advisory Services

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of simultaneous client relationships as the primary point of accountability, converting PE-backed financial challenges and objectives into actionable transformation strategies.

• Establish the strategic vision, outline the workplan, and ensure that each workstream aligns with the client's financial objectives and the overarching investment thesis.

• Navigate complex stakeholder dynamics, aligning sponsors, management teams, and technical advisors while identifying risks and trade-offs before they escalate into obstacles.

• Oversee multiple engagements related to post-acquisition integration and exit readiness, ensuring the quality and defensibility of all deliverables.

• Make informed decisions on technical issues, prioritize tasks when workstreams overlap, and guarantee that the team delivers with accuracy and efficiency.

• Develop the team around you, taking responsibility for recruitment, structuring capacity, and nurturing talent throughout your engagements.

⛳️ Requirements

• CPA certification is required (active or eligible).

• A minimum of 8 years of progressive experience in Big 4 FAAS, PE-backed controllership or CFO advisory, top-tier consulting, or corporate finance leadership, particularly in middle-market environments undergoing significant transformation.

• Proven expertise across various domains: close transformation, technical accounting (ASC 606/842/805), cash and working capital management, M&A integration, and exit preparation, demonstrating leadership in these workstreams rather than mere participation.

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

• Extensive understanding of the realities faced by middle-market finance functions: cash-to-accrual migrations, first-time audits, QuickBooks-to-ERP transitions, redesigning close processes, and building financial infrastructure to accommodate growth and complexity.

• Travel is necessary for engagement kickoffs and firm meetings (estimated 20 to 30%).

🏝️ Benefits

• Medical, dental, and vision insurance.

• A 401(k) plan with employer contributions.

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

• Paid parental leave.

• Hybrid and remote work flexibility.

• Support for professional development and reimbursement for continuing education.

• Participation in the firm's employee ownership model.