Managing Director, Financial Accounting Advisory Services

3 months ago


Chicago, United States Intrinsic Full time
ABOUT INTRINSIC

At Intrinsic, we believe that success is built on strong relationships and exceptional service. Headquartered in Denver, Colorado, we are a majority employee-owned company that partners with private equity firms, their portfolio companies and the office of the CFO to provide transaction advisory services, valuation advice and accounting and finance support. Since our founding in 2010, we've focused on what matters most: our people and clients. We take pride in our collaborative approach, tailoring each engagement to the unique situation at hand. We deliver more than just quality-we provide an unparalleled client experience with every interaction. This commitment is reflected in the strength of our team and culture, fueling an environment where every professional is empowered to contribute and grow.

With our sights set firmly on your success, we give every project the attention it deserves. We are not just advisors-we're partners dedicated to propelling your business forward.

Financial Accounting Advisory Services ("FAAS")

Our Financial Accounting Advisory Services team partners with our clients and their portfolio companies to improve and enhance accounting and finance capabilities creating a foundation that can support company growth and value creation.

Intrinsic's decision to expand into this practice area is in response to listening to the pain points of our clients who typically encounter underdeveloped and under resourced accounting and finance departments through their investments in middle market and founder-owned companies. Post-closing, the demand on these teams increases meaningfully and the companies require additional technical accounting and finance support to deliver what's required to new ownership in an environment with increased operational complexity.

While this is our newest practice, Intrinsic's valuation and transaction advisory teams have been providing hands on post transaction finance support for clients for years. Through our exceptional team of CPAs, CFAs and extensive network of partners in private equity, tax, audit, etc. we have a strong track record of providing best in class work products combined with an unparalleled client experience.

What You'll Do:

Serve as a foundational leader within the Financial Accounting Advisory Services team empowered to refine the strategic vision and path for the practice, as well as define the operational playbook that will define our brand within the FAAS space.

Work closely with our FAAS team as well as our Valuation and Transaction Advisory leaders to identify opportunities, define solutions and execute engagements for clients in areas including but not limited to: leading cash to accrual based accounting transitions, refine and document accounting processes / procedures, improve financial close process and timeline, lead account reconciliations, plan and support the audit process, develop sponsor and/or lender reporting packages, etc.

You will bring your deep financial expertise and strong customer service ethic to:
  • Own multiple client engagements and teams, ensuring projects are on track and client is satisfied
  • Cultivate and expand client relationships with C-level personnel at portfolio company and PE sponsor level by identifying and driving business development activities
  • Serve as a leader in the practice and across the firm by mentoring, training and developing junior staff as well as engaging with the Board of Directors and other Senior Advisors
  • Contribute to the growth of the firm by sharing ideas, proposing solutions and improvements and leading internal initiatives as needed.
Ideally, You Have:
  • Minimum 8+ years of relevant professional experience working in a client serving role at a financial advisory firm, or a mix of client service and private industry experience at a senior level
  • Bachelor's degree in Accounting, Finance or related field. MBA is a plus
  • An external orientation with experience and/or aptitude driving revenue and developing a growing team; ideally in an entrepreneurial organization
  • Up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
  • Experience working with Private Equity and founder-led businesses
  • Excellent communication and interpersonal skills; ability to distill and articulate complex concepts
  • Strong Excel and PowerPoint skills
Ideally, You Are:
  • Excited to be part of a growing firm where there will be additional leadership growth opportunities
  • Adept at "rolling up your sleeves" on engagements while also being able to think strategically about the bigger picture
  • Passionate about client service and product quality
  • Comfortable being a seller/doer in a growing firm
  • Collaborative and a team player - enjoys working with team members with different styles and levels
  • Someone who enjoys mentoring others and leads by example
Base Salary: $190,000 to $250,000 + Bonus (dependent on revenue), benefits and equity ownership

We do not believe that there is a single, perfect background for the Managing Director role in our FAAS practice. A successful leader could pull relevant experience from a diverse set of different professional experiences so we encourage anyone with these skills who's excited about this entrepreneurial role to apply.

All candidates must reflect the values that are core to our firm:
  • Craftsperson - We earn the respect of our clients by putting in the work so that our knowledge on matters where we serve them extends well beyond their own understanding. They come to respect and rely on us in this regard. We take enormous personal pride in our ability to contribute in this way. The satisfaction derived from mastery of the art we practice, indicated by our client's acknowledgment of it, and the authenticity of the relationships we build because of it, is the marquee reason we stay in this business.
  • Relatable - When our clients think about who they'd like to spend time with outside of work, they think fondly of us. We genuinely like and respect each other. Our conversations are informed, but casual. They don't feel the need to put on a corporate veneer when interacting with us, and we relate our knowledge to them succinctly, and in plain English. We get them to "ah, I got it" with expert precision in a humble yet confident way.
  • Trusted Partner - A natural result of being both relatable and a master craftsman is that we become trusted partners - effective extensions of the clients we work with. Work is awarded on an uncontested basis. Over time, they may ask us to help with endeavors they know lay beyond our stated services, having developed confidence by observing us in situations where we innovate at the margin and find unique solutions in the normal course of traditional engagements. Their respect for us may manifest in other ways as well, like asking about what other kinds of work our firm performs, or referrals to other service providers. They use us as a filter and beacon for other craftspeople.
  • Responsive - We care about our clients and we want them to know that. The way we show it is through responsiveness. Getting a quick response from us, at any time of day or night, even if it's a few words, makes them know this. When we interact with them in this way, it builds a new and special dimension to the relationship. A personal one.
  • Intellectual Curiosity - Part of our wiring is that we're nerds at some level. We might have a little social anxiety, and we find solace and enjoyment in diving into topics that sharpen the saw in our craft. We're not on a path of continuous improvement for financial reasons. We actually enjoy tinkering with concepts and tools that elevate our game. Sometimes we might want to take on an assignment that doesn't fit with our strategy because something about it will give us the opportunity to personally explore something new.
  • Commitment To The Firm - We have profound organizational ambition. We enjoy winning as a team and watching the flywheel accelerate through collaboration. We like winning independently to motivate our colleagues, and we love nothing more than watching them respond with big wins of their own. We love being the underdog together and the comradery that comes from building something special - with fewer resources and less capital than our competitors - and our clients love being a part of the process as well as we grow.
  • Commitment To Each Other - As much as we like winning together, we like learning and growing together. We acknowledge each of us was carefully chosen for our inherent traits as continuous learners, having a strong desire to improve as both professionals and people. We strive to understand the challenges and demands of one another's roles and we solve our problems, together. We know that the key to our respective individual successes is underpinned by our growth as leaders and our ability to win as a team, and we improve on both, daily.


Intrinsic LLC participates in E-Verify, the federal program for electronic verification of employment eligibility. Learn More.

  • Chicago, United States Intrinsic Full time

    ABOUT INTRINSIC At Intrinsic, we believe that success is built on strong relationships and exceptional service. Headquartered in Denver, Colorado, we are a majority employee-owned company that partners with private equity firms, their portfolio companies and the office of the CFO to provide transaction advisory services, valuation advice and accounting and...


  • Chicago, United States Ankura Full time

    Ankura is a team of excellence founded on innovation and growth.Our Audit Advisory Team of professionals includes several former senior officials from the PCAOB, including the Divisions of Enforcement and Investigation (DEI) and Registrations and Inspections (DRI). In addition, we have former senior officers from the SEC Division of Enforcement, certified...


  • Chicago, Illinois, United States RSM US LLP Full time

    Unlock Your Potential as a Strategic Accounting Advisory Leader at RSM US LLPWe are the leading provider of professional services to the middle market globally, our purpose is to empower clients and people to realize their full potential in an ever-changing business landscape.RSM has helped thousands of firms achieve their objectives, serving clients with...


  • Chicago, United States Chicago Public Schools Full time

    ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ Chicago Public Schools (CPS) is a district on the rise, serving over 320,000 students in 500+ schools and employing over 44,000 people, most of them teachers. CPS has set...


  • Chicago, Illinois, United States CohnReznick LLP Full time

    About UsCohnReznick LLP is a leading professional services firm providing advisory, assurance, and tax services to clients across various industries. As a dynamic and innovative company, we are committed to creating opportunities for our employees, delivering exceptional value to our clients, and making a positive impact on our communities.Job SummaryWe are...

  • Disputes Advisory

    1 month ago


    Chicago, United States Hilco Valuation Services, LLC Full time

    Disputes Advisory - Valuation Consulting (Manager/Vice-President) Hilco Disputes Advisory Services is a growing division of Hilco Valuation Services. As a part of Hilco Enterprise Valuation Services, the Disputes Advisory practice provides case assessment, complex financial modeling, valuation analysis, damages formulation, and expert witness testimony in a...


  • Chicago, United States Baker Tilly Full time

    Director, Municipal Advisory UtilitiesApply locations: USA IL Chicago, 205 N Michigan Ave; USA WI Milwaukee; USA KS Overland Park; USA KS Remote; USA MA TewksburyTime type: Full timePosted on: Posted 16 Days AgoJob requisition id: JR101335OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and...

  • Managing Consultant

    13 hours ago


    Chicago, United States CrossCountry Full time

    By joining our rapidly growing Accounting Advisory practice, you will serve as a trusted partner to our clients. You’ll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a...

  • Managing Director

    3 months ago


    Chicago, United States Mesirow Financial Full time

    Managing Director – Debt Capital Markets (DCM) Job Category : Professional Requisition Number : MANAG002239 Posted : September 4, 2024 Employment Type : Full-Time Locations Chicago, IL 60654, USA 353 North Clark Street New York, NY 10017, USA 140 East 45th Street, 30th Floor Miami, FL 33131, USA 600 Brickell Avenue, Suite 2525 Mesirow is an independent,...

  • Managing Director

    3 months ago


    Chicago, United States Mesirow Financial Full time

    Managing Director – Debt Capital Markets (DCM) Job Category: Professional Requisition Number: MANAG002239 Posted: September 4, 2024 Employment Type: Full-Time Locations Chicago, IL 60654, USA 353 North Clark Street New York, NY 10017, USA 140 East 45th Street, 30th Floor Miami, FL 33131, USA 600 Brickell Avenue, Suite 2525 Mesirow is an...


  • Chicago, Illinois, United States Ocean Tomo, LLC Full time

    About Ocean Tomo, LLCWe are a leading provider of Expert Opinion, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, clear-cut analysis, and an understanding of both...


  • Chicago, IL, United States Regal Executive Search Full time

    Job Description Vice President, Accounting Advisory Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture.We provide a sole source for integrated investment banking, transaction support, and strategic finance services that enable businesses to better prepare for and...


  • Chicago, Illinois, United States Selby Jennings Full time

    **Job Title:** Director - Restructuring and Private Equity Consulting**Company Overview:** Our boutique advisory firm specializes in turnaround and restructuring, providing tailored solutions to clients navigating complex financial challenges. We offer strong deal flow, a collaborative culture, and competitive compensation.**Position Overview:** We are...


  • Chicago, Illinois, United States Voyage Advisory Full time

    Voyage Advisory is seeking a skilled Financial Systems Analyst Lead to join our team. The ideal candidate will have experience in business systems analysis in finance/accounting, with a strong knowledge of GAAP standards and process flow diagramming. This role involves interviewing stakeholders to identify current state finance workflows, reviewing...


  • Chicago, Illinois, United States RSM US LLP Full time

    We are a leading provider of professional services to the middle market globally. Our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.Our exceptional people are the key to our unrivaled, inclusive culture and talent experience. You'll find an environment that inspires and empowers you...

  • Accounting Director

    1 month ago


    Chicago, United States Jet Support Services , Inc. Full time

    About JSSI For more than 35 years, Jet Support Services, Inc. (JSSI) has been the leading independent provider of maintenance support, advisory services, software, and financial tools to the business aviation industry. With 6,000+ aircraft supported by maintenance programs and software platforms, JSSI leverages this wealth of data, scale, and innovation to...


  • Chicago, United States Andersen Full time

    The Firm: Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive global presence among professional services organizations. You'll...


  • Chicago, United States Baker Tilly Advisory Group Lp Full time

    Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...


  • Chicago, Illinois, United States Huron Consulting Group Full time

    Huron is a global consultancy that partners with clients to drive strategic growth and navigate change. Through a combination of strategy, expertise, and creativity, we help clients accelerate operational, digital, and cultural transformation.The opportunity: We are seeking an experienced and dynamic Business Development Director to lead our financial...


  • Chicago, United States Disability Solutions Full time

    Opportunity ID 7945/*generated inline style */ Department(s) Advisory/*generated inline style */ Location(s) Chicago/*generated inline style */ Function Transaction and Valuation Advisory /*generated inline style */ Job description As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business...