Accounting Advisory Principal

Plante MoranGreenwood Village, CO
Hybrid

About The Position

Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Our management consulting team focuses on our clients' critical business needs. From strategy to operations and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks. At Plante Moran, we have the privilege of serving clients and providing consultative services as they face challenges and seek new opportunities. Your role is a hands-on engagement leader responsible for delivering complex accounting advisory engagements, leading teams, managing client relationships, and building the practice. You will serve as a recognized subject matter expert in accounting, finance and financial reporting practices, including addressing service needs as it relates to technical accounting application (e.g., US GAAP), accounting operational shortcomings and staffing voids, assurance and tax readiness, financial analysis and budgeting, post-acquisition accounting integrations, and any other scenarios where clients do not possess either the capacity or acumen to address accounting and finance objectives on their own.

Requirements

  • 10+ years of experience
  • Bachelor's degree in accounting, and/or Business Administration is required
  • Proven practice development experience is required
  • The Principal role is expected to uphold and exhibit attitudes / behaviors that recognize responsibility for the P&M team as a whole, and contribute to Firm initiatives
  • Leads and conducts practice activities in a manner that is consistent with and promotes Firm values
  • The Principal is a “hands on” role with engagement responsibilities
  • Must be able to remain in a stationary sitting position for at least 75% of the time
  • Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English

Nice To Haves

  • CPA strongly preferred; historical finance and accounting experience equivalent to designation all acceptable
  • Demonstrates proven expert-level skills by consulting and directing multifaceted client engagements
  • Directing efforts related to current hot topics for CFOs, Controllers, VPs of Finance, BOD Audit and Finance Committees and other accounting and finance governance and leadership roles
  • Address multiple client engagements and administrative demands simultaneously
  • Leading engagement contract, risk management, and public accounting practices and procedures
  • Able to navigate accounting systems and other financially oriented tools
  • Ability to coach and extract performance from team members on a project even when it is a stretch engagement for the team member
  • Ability to coordinate information flow with multiple sources (Client management, team, staff, etc.) and interact with client personnel, grasp key issues, diagnose situations, and identify client needs

Responsibilities

  • Delivering complex accounting advisory engagements
  • Leading teams
  • Managing client relationships
  • Building the practice
  • Serve as a recognized subject matter expert in accounting, finance and financial reporting practices, including addressing service needs as it relates to technical accounting application (e.g., US GAAP), accounting operational shortcomings and staffing voids, assurance and tax readiness, financial analysis and budgeting, post-acquisition accounting integrations, and any other scenarios where clients do not possess either the capacity or acumen to address accounting and finance objectives on their own
  • Direct all phases of client engagements, including planning, execution, analysis, and reporting
  • Lead and deliver multifaceted accounting and finance advisory engagements across a wide range of industries
  • Oversee development of clear, client-ready reports and presentations outlining findings and recommendations
  • Ensure timely technical reviews and quality standards across all engagements
  • Lead, mentor, and develop engagement teams; provide direction, coaching, and timely performance feedback
  • Oversee staffing, delegation, and team performance to support engagement objectives and staff development
  • Conduct performance reviews and career planning discussions aligned with practice and firm goals
  • Contribute to recruiting, retention, training, and broader people initiatives
  • Foster a collaborative team environment consistent with firm values
  • Manage multiple engagements and client relationships while maintaining high client satisfaction
  • Own engagement economics, including budgeting, realization, billing, and collections
  • Coordinate internal and external resources to deliver high-quality advisory services
  • Anticipate client needs, proactively address issues, and serve as a trusted advisor
  • Maintain awareness of market trends and competitive landscape to effectively position the firm
  • Drive practice growth through client expansion, cross-serving, referrals, and new service offerings
  • Lead proposal development and engagement letter execution
  • Actively build and manage a portfolio of senior client decision-makers
  • Develop and execute a personal marketing plan and contribute to firm-wide business development efforts
  • Mentor others in developing practice development capabilities and support team-based sales efforts
  • Uphold and exhibit attitudes / behaviors that recognize responsibility for the P&M team as a whole, and contribute to Firm initiatives
  • Lead and conduct practice activities in a manner that is consistent with and promotes Firm values
  • Consulting and directing multifaceted client engagements

Benefits

  • Robust benefits package
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life insurance
  • Flexible Time Off
  • Various pre-determined holidays
  • 401(k) plan
  • Flexible benefits plans
  • Business-related travel expense reimbursement
  • Lodging reimbursement for business-related use
  • Meal reimbursement for business-related use
  • Pension plan (for eligible administrative and paraprofessional staff)
  • Discretionary bonus plan (for eligible staff)
  • Option to elect health insurance (for some contingent staff positions)
  • Limited paid sick time (for some contingent staff positions)
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