Director of Operations, Financial Advisory Services

EisnerAmper • Santa Clara, CA

1d • Hybrid

About The Position

EisnerAmper is seeking a Director of Operations for its Financial Advisory Services (FAS) Practice Group. This role is crucial for managing the operational backbone of a large and diverse practice, encompassing various financial advisory services. The Director of Operations will partner with practice leaders to enhance processes, align with firm strategy, support growth, and integrate new teams. This position requires a leader who can bring structure, accountability, and operational focus to enable client-facing leaders to concentrate on client delivery and practice growth.

Requirements

• Bachelor's degree in business administration, finance, accounting, or a related field
• 15 or more years of experience in an operations, finance, or business management role within a professional services organization (e.g., CPA firm, law firm, investment bank, consulting firm)
• 7+ years of experience managing or supervising a team
• Operational expertise across financial advisory matters such as bankruptcy, restructuring, transaction advisory, forensic, litigation, or valuation services, gained through direct experience or close support of practitioners in these areas

Nice To Haves

• Master's degree in business administration, finance, or accounting
• Direct experience supporting a bankruptcy, restructuring, transaction advisory, forensic, litigation, or valuation practice, including familiarity with retention and fee applications, case administration, or court reporting requirements
• Experience leading merger integration efforts, including aligning systems, staffing, reporting, and client processes following an acquisition or practice combination
• Experience coaching or developing practice leaders, partners, or managing directors, building their leadership and people-management capabilities
• CPA or a similar professional credential preferred
• Strong proficiency in financial storytelling, with the ability to present complex analysis to senior leadership in a concise and insightful way
• Hands-on experience developing and leading budgeting and forecasting processes for a practice group or business unit
• Experience building and delivering PowerPoint presentations to senior leadership
• Advanced Excel skills for financial modeling and scenario analysis, broader proficiency across Microsoft Office tools (Word, PowerPoint, Teams, and SharePoint), and familiarity with AI-enabled productivity tools such as Microsoft Copilot and data visualization tools such as Power BI
• Proven ability to work across multiple levels of leadership, build trust with partners and managing directors, and handle confidential information with a high degree of integrity
• A proactive, curious, and self-directed professional who thrives in a fast-paced, growing practice group
• Strong critical thinking, problem-solving, and relationship-building skills
• Workflow and process improvement experience, including the use of technology to drive efficiency, paired with a clear understanding of appropriate risk controls

Responsibilities

• Oversee day-to-day operations across all FAS practices, including workflow management, staffing and resource plans, reporting, financial operations, risk management, and internal communications.
• Manage the FAS practice group's financial forecasting process, supporting budgeting, revenue, and profitability decisions.
• Design and produce a recurring reporting package with operational and financial key performance metrics for practice leadership and advise on areas for improvement.
• Maintain oversight of engagement setup, conflicts of interest checks, retention and fee applications, and billing practices.
• Lead post-merger and post-acquisition integration efforts for FAS, aligning systems, staffing, reporting, and client processes.
• Lead or support strategic initiatives focused on practice growth, client experience, staffing model design, risk management, and practice group expansion.
• Coach and develop practice leaders, partners, and managing directors on operational and people-management practices.
• Coordinate recruitment, onboarding, and workforce planning for strategic hires.
• Serve as a liaison across partners, managing directors, and internal teams, addressing inquiries and developing action plans.
• Support leadership forums by developing agendas, facilitating meetings, tracking action items, and preparing talking points.
• Mentor, supervise, and develop team members who support FAS operations.

Benefits

• Flexibility to manage your days in support of our commitment to work/life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Director