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Director, Accounting and Finance Advisory Services

3 months ago


Boca Raton, United States Atlantix Partners Full time
Job DescriptionJob Description

This is a remote role, but prospects in EST or CST time zone location are preferred.

Want to make an impact? Come join us

Job Description

The Director of Advisory Services will support the Senior Managing Director leading the firm's fastest-growing segment, the Advisory Services line. This position will include leading large accounts, managing client relationships and working with executive management and BOD as well as, developing and strengthening client relationships, ensuring quality and timeliness of client deliverables, and managing and developing staff as well as participating in business development efforts.

Responsibilities:

  • Direct hands-on delivery and management of supporting teams; this includes delivery, client management, account expansion, and work product excellence
  • Leverage experience to provide a breadth of client services, from technical accounting, general accounting, FP&A and M&A services
  • Structure and manage multiple advisory engagements, working with cross-functional teams
  • Motivate, manage, develop, and coach engagement teams
  • Structure and be part of delivery teams for client projects and develop quality control plans for new projects and engagements
  • Manage budgets and financial outcomes of engagements by optimizing staffing
  • Develop plans for and lead proactive communication with clients and engagement teams, especially on project status and potential issues
  • Participate in business development to identify potential targets, and expand existing engagements
  • Scope projects in support of business development

Required Skills/Certifications:

  • Bachelor's degree in Accounting, Graduate degree preferred with CPA designation
  • 10+ years of relevant experience in accounting and/or transaction advisory, or similar services, including 6+ years in audit with a Big Four or other nationwide recognized accounting firms
  • Previous consulting experience strongly preferred
  • Corporate accounting experience is a plus
  • Demonstrated experience managing and supervising multiple teams through complex transactions
  • Excellent problem solving, analytical and interpersonal skills
  • Experience interacting directly with C-suite personnel
  • Accustomed to managing transaction deadlines
  • Ability to manage and prioritize multiple projects simultaneously
  • Ability to develop solutions - Independent thinker, quick on your feet
  • Must be able to travel to clients, as needed (approx. 40% of time)

About the Company

Atlantix Partners is a growing national advisory firm with 8 offices throughout North America and over 400 professionals. Founded in 2000 and headquartered in Fort Lauderdale, FL, Atlantix Partners is a leading provider of accounting and financial advisory services, providing comprehensive solutions to challenging issues facing Chief Financial Officers in privately held and publicly traded companies.