Finance & Accounting Advisory - Managing Director
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Before you apply
LocationSalt Lake City, UT
Work modehybrid
Typefull-time
SeniorityDirector
Experience12+ yrs
DepartmentFinance & Accounting Advisory
Company size1,001–5,000 people
PostedJul 26, 2024 · 2y ago
Verified live14h ago
At a glanceSummarised by Seekless from the posting.
12+ years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance
Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC)
Experience serving as a trusted advisor to executive stakeholders, including CFOs, CAOs, Controllers, Audit Committees, Boards of Directors, private equity sponsors, founders, and investors
Experience leading significant client portfolios, business units, industry verticals, or service lines, including responsibility for engagement quality, client satisfaction, revenue growth, and strategic planning
Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing to practice growth through thought leadership, networking, speaking engagements, or market development
Experience developing senior leaders, building high-performing teams, and contributing to recruiting, succession planning, performance management, and organizational growth initiatives
Experience advising clients on complex accounting, financial reporting, transaction, regulatory, operational, or finance transformation matters while serving as an executive-level problem solver during significant business events
CPA license
Experience with SEC reporting, IPO readiness, registration statements, or public-company financial reporting environments
Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, debt/equity transactions, consolidations, or impairments
Experience supporting significant transactions including IPOs, deSPAC transactions, carve-outs, spin-offs, M&A transactions, capital raises, debt offerings, or private equity-backed transactions
Outstanding interpersonal, written, and verbal communication skills with the ability to influence executive stakeholders and drive strategic decisions
Proactive in identifying client needs and developing long-term trusted advisor relationships
Highly organized with the ability to lead large client portfolios, multiple teams, and competing priorities
Effective analytical and critical thinking abilities
Entrepreneurial, self-motivated, ethical, and dependable
High energy with a commitment to exceptional client service, talent development, and business growth
Finance & Accounting Advisory – Managing Director
Managing Directors at CFGI work closely with C-level executives at Fortune 500, mid-cap, and start-up companies. As a Managing Director, you will take ownership of strategic client relationships, lead complex engagements, drive business development, and play a critical role in the firm’s growth and long-term success.
Take ownership of your career at CFGI:
Responsibilities
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Lead high-impact engagements across a wide range of industries and complex accounting topics.
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Serve as a trusted advisor to executive leadership on technical accounting, financial reporting, transactions, and strategic business initiatives.
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Build and expand long-term client relationships while growing CFGI’s market presence.
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Drive firm initiatives, contribute to thought leadership, and develop the next generation of leaders.
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Enjoy the flexibility of office, remote, and client-site work locations (engagement specific).
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Create your own path.
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Enjoy what you do!
What you might expect:
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Serve as a subject matter expert advising executive leadership on complex accounting, financial reporting, IPO, M&A, carve-out, divestiture, capital markets, and other strategic transactions.
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Lead and oversee all aspects of client engagements, including engagement strategy, staffing, execution, quality, economics, and client satisfaction.
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Guide clients through SEC reporting and regulatory compliance, including Forms 10-K, 10-Q, S-1, S-4, registration statements, and technical accounting matters.
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Drive business development through new client acquisition, expansion of existing client relationships, proposal leadership, networking, and market development initiatives.
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Contribute to practice growth through methodology development, thought leadership, internal training, and continuous improvement initiatives.
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Mentor and develop professionals across all levels while fostering a culture of collaboration, accountability, and excellence.
What you must have:
•
12+ years of experience in public accounting, accounting advisory, consulting, and/or corporate accounting/finance.
•
Minimum of 2 years of experience at a Big 4 firm (Deloitte, EY, KPMG, or PwC).
What sets you apart:
•
Experience serving as a trusted advisor to executive stakeholders, including CFOs, CAOs, Controllers, Audit Committees, Boards of Directors, private equity sponsors, founders, and investors.
•
Experience leading significant client portfolios, business units, industry verticals, or service lines, including responsibility for engagement quality, client satisfaction, revenue growth, and strategic planning.
•
Demonstrated success originating new business, expanding existing client relationships, developing referral networks, and contributing to practice growth through thought leadership, networking, speaking engagements, or market development.
•
Experience developing senior leaders, building high-performing teams, and contributing to recruiting, succession planning, performance management, and organizational growth initiatives.
•
Experience advising clients on complex accounting, financial reporting, transaction, regulatory, operational, or finance transformation matters while serving as an executive-level problem solver during significant business events.
Nice to have:
•
CPA license.
•
Experience with SEC reporting, IPO readiness, registration statements, or public-company financial reporting environments.
•
Experience preparing or reviewing technical accounting memoranda and advising on complex accounting matters, including revenue recognition, leases, business combinations, stock-based compensation, debt/equity transactions, consolidations, or impairments.
•
Experience supporting significant transactions including IPOs, deSPAC transactions, carve-outs, spin-offs, M&A transactions, capital raises, debt offerings, or private equity-backed transactions.
Who thrives here:
•
Outstanding interpersonal, written, and verbal communication skills with the ability to influence executive stakeholders and drive strategic decisions.
•
Proactive in identifying client needs and developing long-term trusted advisor relationships.
•
Highly organized with the ability to lead large client portfolios, multiple teams, and competing priorities.
•
Effective analytical and critical thinking abilities.
•
Entrepreneurial, self-motivated, ethical, and dependable.
•
High energy with a commitment to exceptional client service, talent development, and business growth.