Role OverviewThe Principal will serve as the primary point of contact for key clients, fostering long-term relationships, and understand client needs to translate them into actionable strategies and solutions.
What You Will Do
Serve as the primary point of contact for key clients, conduct executive-level presentations, facilitate strategic discussions, and develop and execute account strategies to increase revenue and client impact.
Why It Might Be a Fit
The successful candidate will have a proven track record of leading client engagements and business development, recognized expertise in working with private equity backed portfolio companies, and a deep understanding of professional services delivery models and client lifecycle.
Requirements
- BA/BS degree in a relevant field
- Ten (10) plus years of experience in professional services, consulting, or a related field
- CPA certification, required for accounting Principals
- Proven track record of leading client engagements and business development
- Recognized expertise in working with private equity backed portfolio companies
- Deep understanding of professional services delivery models and client lifecycle
- Experience in managing engagement budgets, expenses, and performance management
- Ability to articulate complex financial data and review significant findings
- Outstanding communication and interpersonal skills
- Familiarity with industry trends, regulatory environments, and competitive landscapes
- Exceptional leadership and team management capabilities
- Strong business acumen and strategic thinking
- Proven capability to engage senior stakeholders and facilitate consensus effectively
- Demonstrated capacity to develop innovative solutions tailored to the unique challenges presented by individual clients
- High integrity and moral character; committed to following quality control standards
Benefits
- Flexible Time Off (FTO) Policy
- Paid holidays
- Comprehensive wellness program
- Flexible work arrangements
- Health, dental, vision, life, and accident/death/disability insurance options
- HSA employer contribution
- Nine (9) paid holidays annually
- A robust paid Parental Bonding Leave program
- 401(k) with employer contributions
- CPA bonus with four (4) paid exam days & four (4) paid study days
- Tuition reimbursement
- Generous employee referral bonus program
- Client referral bonus program
- Pet insurance
- FORCE – Sikich community volunteer program
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