Managing Director – Professional Services

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

📋 Description

• Take ownership and lead AIOA's Professional Services Practice as an independent business unit, complete with its own P&L, team of CFOs, and client portfolio.

• Manage client portfolio outcomes at the practice level, focusing on retention, satisfaction, NPS, and opportunities for expansion.

• Act as the escalation point for complex or at-risk client scenarios.

• Establish quality standards for financial advisory services, including utilization analysis, revenue recognition, billing efficiency, and cash flow management.

• Promote service expansion within the existing client base.

• Define the ideal client profile in collaboration with the Business Development team.

• Close professional services opportunities identified by Business Development.

• Provide workbook analysis and facilitate Value Workshops.

• Build strategic partnerships with attorneys, bankers, and networks within the professional services sector.

• Recruit, develop, retain, and manage capacity for the practice team.

• Hold CFOs accountable for client outcomes, team health metrics, and adherence to EOS commitments.

• Create career paths and development plans for various roles within the practice.

• Cultivate the practice's core values and collaborate with Talent on hiring decisions.

• Manage revenue, cost efficiency, profitability, budgeting, and the complete practice P&L.

• Formulate and implement the annual practice plan.

• Report on practice performance to the EVP, Operations through Scorecard, Rocks, and L10 meetings.

• Drive process enhancements and best practices throughout the firm.

• Enhance AIOA's external reputation via industry events, publications, and referral partnerships.

• Monitor service-driven business models, billing trends, partner economics, pricing strategies, and M&A activities.

• Advocate for technology standards and support the introduction of new service lines or delivery methods.

• Fulfill internal responsibilities, training, to-dos, and quarterly Rocks.

• Engage in the Brand Ambassador program.

• Maintain security protocols to protect client assets and firm data.

⛳️ Requirements

• Bachelor's degree in accounting, finance, or a related field.

• 12–15+ years of progressive experience in accounting and financial leadership within professional service businesses.

• Demonstrated success in leading, managing, and holding teams accountable for outcomes.

• Profound knowledge of service-based business models, utilization and realization metrics, billing structures, and revenue recognition.

• Proven experience managing client portfolios and achieving practice-level business results.

• Established presence or network within the professional services industry, with the credibility to represent AIOA externally.

• Exceptional executive-level communication skills with business owners, partners, and external advisors.

• Experience in a multi-client or Client Accounting Services (CAS) environment is highly preferred.

• Strongly preferred experience in P&L ownership or business unit management.

• Familiarity with EOS is preferred.

• CPA certification is strongly preferred.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401K with employer matching.

• Life insurance coverage.

• Long and short-term disability benefits.

• HSA, FSA, and dependent care options available.

• Tenured PTO program, where paid time off increases with years of service.

• Professional development budget for conference attendance, industry association memberships, and speaking engagement support.

• Certification support and assistance for continuing education.

• Performance bonus linked to business unit performance.

• Flexible and trust-based work environment.

• True business ownership without equity risk.

• Participation in shared results generated by the practice.