Accounting Advisory Director

4 weeks ago

San Francisco, United States RSM US LLP Full time

We are the 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 and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

Do you have a passion and a curiosity for understanding and helping private equity portfolio companies overcome their complex accounting and finance challenges?

Are you looking for a more flexible and balanced career?

Are you interested in joining an in-demand rapidly growing practice with experienced professionals of diverse backgrounds?

RSM is looking for a Director to join our Accounting and Finance Consulting (AFC) practice with a focus in providing accounting and finance advisory services to private equity clients and private equity held portfolio companies. RSM is focused on helping private equity leaders and their portfolio companies succeed. With over 1,800 private equity and venture capital client relationships and nearly 4,000 current private equity portfolio company clients, we work with our clients to create transformative value throughout the investment life cycle. Experienced in serving clients with a local, national or international presence, and across a variety of industries, our professionals bring deep industry expertise and experience advising our private equity clients on a wide range of transactions and events.

**Responsibilities**:

- Manage multiple concurrent engagements within the AFC practice to deliver high-quality advisory services to private equity firms and their portfolio companies
- Demonstrate intermediate to advanced knowledge of complex accounting concepts, including GAAP compliance, financial statement preparation and accounting policy development
- Work with leaders on "go to market" strategy, participating in proposals, pitch meetings, and developing marketing collateral to drive business development efforts
- Understand RSM's service lines and collaborate with cross-functional teams
- Support transactional activities by bringing accounting and finance expertise to due diligence, M&A integration, and financial modeling
- Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables
- Oversee engagement economics and manage appropriate resources for efficient engagement models
- Anticipate and address client concerns and escalate issues as they arise; identify performance improvement opportunities
- Develop others within the AFC practice through mentoring, training and advising on career development or participating in other Firm initiatives
- Develop a strategy to utilize relationships external to the firm with different types of Centers of Influence to effectuate business growth
- Actively read industry publications and stay up to date on industry trends, sharing relevant information with clients as considered applicable
- Ensure professional development through ongoing education
- Willingness to travel 25% or less of the year, depending on your clients

**Required Qualifications**:

- BS/BA Degree in Accounting, Finance or equivalent degree
- 8+ years of current or recent experience in accounting advisory services, with a focus on serving private equity clients and their portfolio companies
- Strong technical accounting knowledge, including proficiency in US GAAP and SEC reporting requirements
- Deep understanding of financial reporting requirements, transaction support, and regulatory compliance
- Excellent team and project management skills
- Experience managing client relationships and leading teams in a consulting environment
- Advanced written and verbal communication skills, with the ability to build rapport and credibility with diverse stakeholders A proven record of building profitable, sustainable client relationships

**Preferred Qualifications**:

- CPA or equivalent certification

Compensation Range: $122,300 - $245,900

Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

  • Director- Accounting Advisory

    2 weeks ago

    San Francisco, United States Regal Executive Search Full time

    Job Description Required Experience & Qualifications 15+ years of relevant accounting experience advising publicly traded companies on various technical accounting policies and standards (e.g. ASC 606, ASC 842, ASC 326) Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a...

  • Director- Accounting Advisory

    3 days ago

    San Francisco, United States Regal Executive Search Full time

    Job Description Required Experience & Qualifications 15+ years of relevant accounting experience advising publicly traded companies on various technical accounting policies and standards (e.g. ASC 606, ASC 842, ASC 326) Prior experience in professional services (public accounting or advisory firm), preferably at a large, global accounting firm or with a...

  • Accounting Advisory Apprentice

    4 weeks ago

    San Francisco, United States BPM Full time

    1-2 years of applicable work or internship experience (preferably in a bookkeeper or accountant type role in an accounting department) Demonstrated knowledge and practical use of Microsoft Office platforms and other accounting software applications, including Xero, QuickBooks, bill.com, Expensify, Concur, Excel Intent to graduate with the qualifying number...

  • Client Accounting and Advisory Lead

    2 weeks ago

    San Francisco, United States Lindquist, von Husen & Joyce LLP Full time

    **Client Accounting and Advisory Lead** **_Salary Range: $100,000 - $115,000; DOE_** **Lindquist, von Husen & Joyce LLP** is a premier public accounting firm located in the San Francisco Bay Area. Talent is our biggest asset and we believe in creating a place where you get the tools you need for success. When you succeed, we all do! We are currently looking...

  • Accounting Advisory Apprentice

    1 week ago

    San Francisco, United States BPM Full time

    1-2 years of applicable work or internship experience (preferably in a bookkeeper or accountant type role in an accounting department) Demonstrated knowledge and practical use of Microsoft Office platforms and other accounting software applications, including Xero, QuickBooks, bill.com, Expensify, Concur, Excel Intent to graduate with the qualifying number...

  • Associate Director

    3 weeks ago

    San Diego, United States Proven Recruiting Full time

    Associate Director - Notable Advisory Firm! Are you looking to join an employee-centric company where you will have the ability to make a strong impact to the team's success? This growing advisory firm is looking for an Associate Director to spearhead the Finance & Accounting efforts. Will that be you? Apply now to learn more! Who You Are: Bachelor's...

  • Manager- Accounting Advisory

    4 weeks ago

    San Francisco, United States Regal Executive Search Full time

    Manager - Accounting Advisory / Technical Accounting Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditor Accounting, Technical, Manager, Advisor, Account, Staffing, Consultant

  • Senior Consultant

    7 days ago

    San Francisco, United States Regal Executive Search Full time

    Responsibilities Participate in and/or lead project teams providing Accounting Advisory services Communicate effectively with clients to convey project findings, updates and recommendations Create presentations that effectively inform and influence client Prepare high quality deliverables for management review Collaborate with the company and client team...

  • Senior Consultant

    1 week ago

    San Francisco, United States Regal Executive Search Full time

    Responsibilities Participate in and/or lead project teams providing Accounting Advisory services Communicate effectively with clients to convey project findings, updates and recommendations Create presentations that effectively inform and influence client Prepare high quality deliverables for management review Collaborate with the company and client team...

  • Manager- Accounting Advisory

    2 weeks ago

    San Francisco, United States Regal Executive Search Full time

    Manager- Accounting Advisory / Technical Accounting Job Number: 2406 Job Description Manager – Accounting Advisory / Technical Accounting Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of...

  • Manager- Accounting Advisory

    1 week ago

    San Francisco, United States Regal Executive Search Full time

    Manager- Accounting Advisory / Technical Accounting Job Number: 2406 Job Description Manager Accounting Advisory / Technical Accounting Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of...

  • Accounting Advisory

    3 days ago

    San Francisco, United States Regal Executive Search Full time

    Job Description Accounting Advisory – Consultant Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with...

  • Manager- Accounting Advisory

    2 weeks ago

    San Francisco, United States Regal Executive Search Full time

    Job Description Responsibilities: Provide guidance on all areas involving accounting/finance functions to include: financial reporting, operational accounting, technical accounting, transactions Manage client accounts, projects, and engagements, including: work plans, staffing, deadlines, and budgets throughout all lifecycle phases – strategy,...

  • Senior Manager

    2 weeks ago

    San Francisco, United States Regal Executive Search Full time

    Senior Manager - Accounting Advisory / Technical Accounting Job Number: 2408 Job Description Senior Manager – Accounting Advisory / Technical Accounting Senior Manager-level financial consultants will work closely with ‘C-level’ management of Fortune 500, mid-cap and start-up companies. Senior Managers lead project teams and interact with clients and...

  • Senior Manager

    1 week ago

    San Francisco, United States Regal Executive Search Full time

    Senior Manager - Accounting Advisory / Technical Accounting Job Number: 2408 Job Description Senior Manager Accounting Advisory / Technical Accounting Senior Manager-level financial consultants will work closely with C-level management of Fortune 500, mid-cap and start-up companies. Senior Managers lead project teams and interact with clients and their...

  • Sr. Director, Tax – US

    2 months ago

    San Jose, United States PayPal Holdings, Inc. Full time

    PayPal Corporate Tax has an exciting executive-level opportunity for a Senior Director, Tax US & Corporate Advisory. This role will lead a team of US tax planning professionals responsible for partnering with the business in the delivery of new bus Director, Tax, Advisor, Business, Payment, Accounting, Business Services

  • Private Client Relationship Advisor

    4 weeks ago

    San Francisco, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Private Client Relationship Advisor

    2 weeks ago

    San Francisco, California, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Private Client Relationship Advisor

    4 weeks ago

    San Francisco, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Private Client Relationship Associate

    1 week ago

    San Francisco, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over...