Fractional CFO providing strategic financial leadership and support for ambitious start - ups. Driving transformative financial initiatives and managing cash flow across a flexible portfolio.
About the role
- Senior Manager in CFO Advisory delivering client-centered financial solutions and leading teams. Driving business development initiatives and overseeing engagement quality for a prominent advisory firm.
Responsibilities
- Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
- Be accessible and anticipate client needs, questions, and issues
- Schedule internal and external deadlines to meet client expectations for delivery
- Interact at the highest levels of client organizations
- Resourceful at gaining exposure to client activities offering potential for application of firm services
- Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
- Establish record of gaining client use of wide range of firm services
- Set and achieve challenging profitability, billing, and collection objectives
- Handle heavy load, including complex/demanding clients
- Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
- Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
- Create opportunities to gain new clients
- Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
- Regularly look for opportunities, recommendations, and additional firm services that could benefit client
- Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
- Lead by example to positively impact employee morale
- Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
- Attain positions of leadership in designated business/professional organizations providing advantageous new business opportunities
Requirements
- Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
- Five (5)+ years’ of supervisory experience, mentoring and counseling associates
- Relevant bachelor’s degree in accounting, finance or related
- Certified public accountant (CPA)
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
- Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
- Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
- Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
- Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations.
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
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