Director, Accounting and Finance Advisory Services

4 weeks 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.



  • Boca Raton, United States Atlantix Partners Full time

    Job Description Job Description Atlantix Partners LLC is an established business consultancy delivering integrated advisory services to middle market companies. We assist companies in achieving their business objectives by assisting with transforming processes, managing change, and mitigating risk. Since 2000, our firm has been a trusted partner to hundreds...


  • Boca Raton, United States Atlantix Partners Full time

    Job DescriptionJob DescriptionAtlantix Partners LLC is an established business consultancy delivering integrated advisory services to middle market companies. We assist companies in achieving their business objectives by assisting with transforming processes, managing change, and mitigating risk. Since 2000, our firm has been a trusted partner to hundreds of...


  • Boca Raton, FL, United States FORVIS Full time

    General information Name Tax - Managing Director Posting Title Managing Director | Tax Ref # 2232394 Date Published Monday, April 22, 2024 City Boca Raton State Florida Country United States Job Category Tax Office South Florida Advertised Location US-FL-Boca Raton Working time Full Time ...


  • Boca Raton, United States DEFENDERS Full time

    Company Overview: ADT has been in the business of helping save lives since 1874. As the #1 smart home security provider in the U.S., we help protect and connect families, businesses and larger commercial customer every day. Our continuous innovation, advanced technology and strategic partnerships deliver products and services that help protect life and...

  • Forensic Accountant

    23 hours ago


    Boca Raton, United States Berkowitz Pollack Brant Advisors + CPAs Full time

    Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City. With more than 300 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States. We are an...


  • Boca Raton, United States Blank Space Consultants Full time

    Job DescriptionJob DescriptionBlank Space Consultants is currently looking for an accounting and data guru with excellent Excel and accounting skills that is looking to be part of an innovative and rapidly growing team. Our boutique advisory firm helps local small businesses fix their accounting, their workflows and their technology, ultimately allowing for...


  • Boca Raton, Florida, United States Aligned Solutions Full time

    Aligned Solutions is seeking an experienced and dynamic Vice President of Finance for a well respected company in West Palm Beach, FL. This position requires on-site work. This role requires a seasoned professional with extensive experience in financial management, strategic planning, and leadership.Key Responsibilities:1\. Financial Strategy and Planning:\-...

  • Account Director

    5 hours ago


    Boca Raton, United States MDG SOLUTIONS, INC Full time

    Job DescriptionMDG is hiring! We are seeking an experienced Account Director to join the team. We have an exciting opportunity for a detail-oriented account director with 8-10 years of ad agency account management experience. We're seeking a professional multi-tasker, who works well under pressure and within tight deadlines, with traditional and digital...

  • Account Director

    1 hour ago


    Boca Raton, United States MDG SOLUTIONS, INC Full time

    Job DescriptionMDG is hiring! We are seeking an experienced Account Director to join the team. We have an exciting opportunity for a detail-oriented account director with 8-10 years of ad agency account management experience. We're seeking a professional multi-tasker, who works well under pressure and within tight deadlines, with traditional and digital...


  • Boca Raton, United States Blank Space Consultants Full time

    Job DescriptionJob DescriptionWe are currently seeking a passionate, personable and hands-on accountant to guide our clients and provide consultative accounting, advisory and analytics services while simultaneously helping clients accomplish their monthly goals. The ideal candidate should be comfortable working at different client locations and interacting...

  • Cost Accountant

    1 month ago


    Boca Raton, United States Envision Staffing Solutions Full time

    Job DescriptionJob DescriptionThe Company is a U.S.-based service provider specializing in commercial construction and roofing projects for domestic and international clients. The Cost Accountant will supervise daily operations concerning project activities, such as invoicing and reconciling budgeted costs, detecting discrepancies, and collaborating with the...


  • Boca Raton, United States BBMK Contracting LLC Full time

    Senior Project Cost Accountant - Private Sector – BlueTeam ***This position is onsite in Boca Raton, FL*** We are… BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world’s premier commercial portfolio owners and operators. We are a...


  • Boca Raton, United States Spyglass Partners LLC Full time

    Senior Finance Associate Direct Hire Boca Raton, FL Onsite Must have 3 years of experience in financial accounting Other core skills Experience with clients in the Financial Services sector at the Big 4 firms CPA preferred Experience with day-to-day accounting: AP/AR, GL and Payroll Month-end, quarter-end, year-end close process experience Spyglass Partners,...

  • Tax Manager

    1 week ago


    Boca Raton, United States FORVIS Full time

    Description & Requirements As a Tax Manager, you will have the opportunity to lead and develop a team while providing ultra-responsive customer service to our clients. If you have experience with managing tax advisory services, tax compliance, and tax provision to a diversified client base, this is the position for you! How you will contribute: Managing...


  • Boca Raton, Florida, United States BlueTeam Full time

    Senior Project Cost Accountant - Private Sector – BlueTeam***This position is onsite in Boca Raton, FL***We are...BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world's premier commercial portfolio owners and operators.We are a...


  • Boca Raton, United States Blue Team LLC Full time

    Senior Project Cost Accountant - Private Sector - BlueTeam ***This position is onsite in Boca Raton, FL*** We are... BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing - both domestic and international - and our clients are the world's premier commercial portfolio owners and operators. We are a turnkey...


  • Boca Raton, United States BlueTeam Full time

    Job DescriptionJob DescriptionSenior Project Cost Accountant - Private Sector – BlueTeam***This position is onsite in Boca Raton, FL***We are…BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world’s premier commercial portfolio...


  • Boca Raton, United States Blue Team LLC Full time

    Senior Project Cost Accountant - Private Sector – BlueTeam ***This position is onsite in Boca Raton, FL*** We are… BlueTeam is a U.S. based service provider specializing in commercial restoration, construction and roofing — both domestic and international — and our clients are the world’s premier commercial portfolio owners and operators. We are a...

  • Staff Accountant

    2 days ago


    Boca Raton, United States Hire Resolve Full time

    Job DescriptionJob DescriptionHire Resolve is a leading recruitment agency specializing in placing skilled professionals in finance and accounting roles. Our client, Hire Resolve, is seeking a talented Staff Accountant to join their team. As a Staff Accountant at Hire Resolve, you will be responsible for maintaining financial records, preparing financial...


  • Boca Raton, United States Cinch Home Services Full time

    Director, Digital and Product ManagementThis role, in concert with our engineering leadership, will be responsible for the creation of the solution approach, rationalization of the solution, presentation/communication of the solution, and as a guide to the delivery teams for realization of the solution. This role is also responsible for collaborating with...