Director role in Accounting and Finance Consulting practice. Overseeing financial planning, analysis, and client relationship management in a fast - paced setting.
About the role
- Manager in Finance Transformation area guiding CFO clients through strategy and operations complexities. Leveraging expertise for performance improvement and technology alignment.
Responsibilities
- Lead client finance and/or accounting functions, including accounting and operational process improvements, financial system integration, financial close management enhancement, and system strategy/selection
- Design and advise on best practices for accounting processes and controls across various functional areas such as order-to-cash, procure-to-pay, record-to-report, financial reporting, and FP&A
- Provide guidance developing target operating models and managing change accordingly
- Assist clients in navigating complex corporate transactions, such as acquisition integrations, divestitures/carve-outs, and public company readiness
- Identify pain points and improvements in key process areas, including controls, and support the implementation of solutions
- Optimize and automate processes and controls to enhance efficiency
- Assist in system and people integrations, identifying efficiencies between the client’s accounting systems and other tools
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.
Requirements
- 5+ years of relevant experience in high-growth or pre-IPO commercial/non-financial services companies
- Prior experience in professional services (public accounting or advisory firm)
- Expertise in finance transformation, system implementation, operations improvement, business process improvement, and acquisition and divestiture implementation in the commercial industry
- Experience with Finance Operating Model design, Close Management, Financial Reporting, Integrations, IPO readiness, and Internal Controls
- ERP system experience in Workday, Oracle, SAP, Netsuite or Intacct
- Proven leadership experience fostering an environment of collaboration and excellence
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
- Bachelor’s degree in Accounting, Business, Finance or other technical discipline
- At lease one of the following certifications: CPA, CISA, CFE, CPA, PMP
Benefits
- comprehensive healthcare options, including medical, dental, and vision coverage
- flexible spending accounts
- 401(k) with company matching
- generous parental and maternity leave policies
- technology stipends
- wellness reimbursement programs
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