Senior Director of Client Services
4 weeks ago
This is a remote role that allows you to work from anywhere in the USA, preferably in locations with eastern or central time zones. As a Client Service Director, you will lead the delivery of multiple client engagement projects and help support the growth of Atlantix Partners across the United States for middle-market organizations with annual revenue of $500M plus.
Responsibilities:- Accounting and Finance Advisory: Work independently and collaboratively on diverse projects involving complex financial and operational challenges, including Interim Controller/CFO, SEC reporting, M&A, IPO Readiness, Financial transformation, SOX Compliance, Technical Accounting, FP&A, ERP implementation, and more.
- Account Management: Function as the firm's representative during client engagements, help grow the company by supporting business development and identifying growth opportunities at both new and existing clients, and craft client solutions.
- Client Delivery: Perform and oversee executive project management, leading teams to ensure effective project delivery, client satisfaction, and contractual deliverables, oversee client engagement budgets, and work closely with resource management to assign required resources for client engagements.
- 15-plus years of professional experience working in a client-serving role at a top-tier public accounting firm or other accounting/financial advisory or private industry experience.
- Experience leading client relations, including attending audit meetings at a top-tier public accounting firm.
- Bachelor's degree in accounting, graduate studies, and a CPA are highly preferred.
- Proven experience managing multiple projects at the same time, leading teams, and managing client relations.
- Strong knowledge of GAAP with experience managing complex financial accounting and operational issues.
- Deep experience in technical accounting, such as Revenue Recognition, Lease Accounting, Purchase Accounting, and more.
- Experience with SEC reporting, FP&A, Mergers & Acquisitions, IPO readiness, Process Improvement, and ERP Implementations are desirable assets.
- Experience working with Fortune 500 and mid-sized companies, both privately owned and publicly traded.
- Experience working with ERP systems and strong level of expertise with Excel.
- Ability to effectively communicate complex issues and solutions.
- Someone who enjoys mentoring and coaching team members.
- Values exceptional customer service.
- Willing to travel according to client needs.
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