Director, Finance & Accounting Advisory Services
About The Position
This senior advisory role requires a blend of technical expertise, client relationship management, and practice building. As the Director of Finance & Accounting Advisory Services (FAAS), you will be responsible for setting the quality standard for serving PE-backed portfolio companies during critical finance function transformations. You will have the authority to shape engagement strategies, make decisions on complex technical accounting matters, and advise PE sponsors, CFOs, and Boards on high-stakes decisions. The role involves managing a portfolio of client relationships, translating finance challenges into transformation plans, and fixing past issues while building future infrastructure to enhance enterprise value. This is also an entrepreneurial opportunity to define delivery methodologies, build the team, refine client engagement strategies, and establish foundational frameworks for the growing FAAS practice.
Requirements
- CPA required (active or eligible).
- 8+ years of progressive experience in Big 4 FAAS, PE-backed controllership or CFO advisory, top-tier consulting, or corporate finance leadership.
- Significant experience in middle-market environments with companies undergoing meaningful transformation.
- Demonstrated mastery across multiple domains: close transformation, technical accounting (ASC 606/842/805), cash and working capital management, M&A integration, and exit preparation.
- Experience leading these workstreams.
- Authoritative command of US GAAP, PE-specific accounting (normalization, carve-outs), and ERP/system landscapes.
- Deep fluency in middle-market finance functions: cash-to-accrual migrations, first-time audits, QuickBooks-to-ERP transitions, close process redesign, and building finance infrastructure.
- Ability to command the room with PE Partners, CEOs, CFOs, and Boards.
- Ability to translate complex accounting into plain-English business implications.
- Experience designing and owning workplans that align people, systems, and processes.
- Experience navigating competing stakeholder priorities.
- Ability to set the standard for quality, client experience, and engagement execution.
- Decisiveness under pressure and in ambiguous situations.
- Intellectual versatility to discuss technical accounting and present value creation roadmaps.
- Ability to build teams, hire well, develop people deliberately, structure capacity, and create a positive work environment.
- Entrepreneurial mindset, capable of building and refining methodology, deliverables, and playbooks.
Responsibilities
- Set the strategic direction and define workplans for client engagements, ensuring alignment with finance goals and investment thesis.
- Manage multi-stakeholder dynamics, aligning sponsors, management teams, and technical advisors.
- Surface risks and trade-offs proactively.
- Diagnose root causes, remediate issues, and build finance infrastructure for long-term success.
- Lead concurrent engagements in post-acquisition integration and exit preparation.
- Ensure the quality and defensibility of all deliverables.
- Make judgment calls on technical accounting matters and set priorities.
- Oversee finance and accounting change management.
- Drive month-end close acceleration and financial reporting transformation.
- Resolve technical accounting issues (ASC 606, 842, complex transactions, carve-out accounting).
- Improve cash flow visibility, controls, and management.
- Build reporting and KPI infrastructure.
- Manage post-acquisition integration activities (COA harmonization, system consolidation, team assessment & design).
- Lead exit preparation and sell-side readiness initiatives.
- Present complex findings with clarity to CFOs, PE operating partners, and founders.
- Guide stakeholders toward aligned decisions by framing trade-offs and anticipating objections.
- Build and develop the team through hiring, structuring capacity, and providing feedback.
- Contribute to the growth of the FAAS practice by refining delivery methodology, developing frameworks, and shaping operational standards.
- Model the expected standard of work and client service.
Benefits
- Medical, dental, and vision insurance
- 401(k) plan with employer contribution
- Paid time off, including vacation, sick leave, and company holidays
- Paid parental leave
- Hybrid and remote work flexibility
- Professional development support
- Continuing education reimbursement
- Employee ownership model
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
High school or GED
Number of Employees
11-50 employees
