Financial Services Managing Director - Financial Advisory Services

Embark • Boston, MA

4d • $250,000 • Hybrid

About The Position

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. The Advisory Managing Director - FAS will report to our Execution Leadership team and will be a leader within our FAS practice, helping drive firm growth and delivering high-quality client service in a variety of our practice offerings including technical & complex accounting, financial reporting, accounting clean-up & audit readiness, capital markets transactions, and more. You will work closely with clients, both public and private, across a variety of industries, specifically asset management, financial services, and banking, and sizes providing oversight and development to our team of consultants.

Requirements

• 15+ years of experience in “Big 4”/national public accounting firm/consulting and/or corporate accounting
• CPA required
• Expert knowledge of U.S. GAAP
• Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters
• Significant experience in areas such as: Revenue recognition across a variety of industries (ASC 606), Business combinations (ASC 805), Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815), Derivatives and hedge accounting (ASC 815), Variable interest entities & consolidations (ASC 810), Income taxes (ASC 740), SEC Regulations S-K and S-X
• Deep experience in asset management, financial services, and/or banking Industries.
• Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers.
• Proven success in identifying client needs across all Embark service offerings and delivering tailored solutions that drive value.
• Strong business development skills with a track record of driving growth in a professional services environment.
• Ability to develop and execute a strategic vision for our accounting advisory practice.
• Excellent communication, negotiation, and presentation skills both written and oral.
• Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts.
• A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently.
• Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.
• Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality
• Exceptional skills in leading and developing teams of consultants.

Responsibilities

• Drive firm growth within the FAS practice.
• Deliver high-quality client service in technical & complex accounting, financial reporting, accounting clean-up & audit readiness, capital markets transactions, and more.
• Work closely with clients, both public and private, across a variety of industries (asset management, financial services, and banking).
• Provide oversight and development to the team of consultants.
• Build and sustain relationships with senior leadership, executives, and key decision-makers.
• Identify client needs across all Embark service offerings and deliver tailored solutions that drive value.
• Drive growth in a professional services environment.
• Develop and execute a strategic vision for the accounting advisory practice.
• Lead effectively across different teams ensuring collaborative, cross-functional efforts.
• Manage and resolve conflicts efficiently.
• Handle both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.
• Manage multiple client engagements effectively without compromising service quality.
• Lead and develop teams of consultants.

Benefits

• Unlimited PTO
• Comprehensive healthcare: 100% paid premiums for you and your family
• $150 monthly stipend for holistic development
• Access to CPE credits, learning platforms, coaching, and professional development
• Up to 3% 401(k) matching
• Financial advisory services
• Monthly social events within your market
• Charitable matching

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: High school or GED