Role OverviewLead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance. Drive change management initiatives to modernize service delivery through technology, standardized processes, and best practices. Build and maintain trusted relationships with client executives by understanding their business goals and delivering tailored solutions.
What You Will Do
Analyze financial performance, including KPIs, and provide actionable recommendations to improve profitability and cash flow. Collaborate cross-functionally with internal teams to deliver integrated client solutions. Develop client budgets and forecasts, offering consultative support on financial planning and strategy.
Why It Might Be a Fit
Minimum 8 years of relevant Public Accounting or industry accounting experience. Proven success leading teams through organizational change and process improvement. Strong project management and relationship-building skills, with a client-first mindset.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field
- CPA designation preferred
- Minimum 8 years of relevant Public Accounting or industry accounting experience
- Proven success leading teams through organizational change and process improvement
- Strong project management and relationship-building skills, with a client-first mindset
Benefits
- 8 health plan options
- dental and vision coverage
- opportunity to enroll in HSA with potential Firm contribution
- Employee Assistance Program
- firm-sponsored basic life and short and long-term disability coverage
- 401(k) savings plan & profit share
- Firm matching contribution
- well-being incentive
- education & certification assistance
- flexible time off
- family care leave
- parental leave
- family formation benefits
- cell phone reimbursement
- travel rewards
- critical illness & accident insurance
- hospital indemnity insurance
- legal
- long-term care
- pet insurance
- ID theft protection
- supplemental life/AD&D
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