Client Accounting Services Director – Finance and ...

Our CAS team is growing and is looking for a Financial Executive to join the team…What you will be doing…We are seeking a strategic and entrepreneurial Financial Executive to provide high-level financial leadership to our firm clients. This role combines financial expertise with a business development acumen, making it ideal for a finance executive who enjoys both advising clients and helping grow the firm’s footprint. You will work across a portfolio of businesses, offering strategic insights, improving financial operations, and identifying new opportunities for ternal & External Business DevelopmentCultivate and maintain relationships within your network to identify and generate new business opportunities and foster strategic relationships.Identify and pursue new business opportunities, including referrals, partnerships, and upselling services to existing clients.Represent the firm at networking events, industry conferences, and client meetings.Identify, pursue and manage business development opportunities, maintaining detailed activity records and pipeline progress within the CRM system.Assist in proposal development and client onboarding processes.Build and maintain strong relationships with clients, acting as a trusted advisor and long-term partner.Client Financial LeadershipServe as a strategic advisor to clients on financial planning, budgeting, forecasting, and capital strategy.Oversee financial reporting and ensure compliance with GAAP and regulatory standards.Analyze financial data to identify trends, risks, and opportunities.Develop and implement financial controls, policies, and procedures.Support fundraising, M&A, and investor relations activities.Oversee financial reporting, KPI tracking and other dashboard reportingPresent financial insights and recommendations to client leadership teams and boards.Support clients on strategic and ad hoc projects, including profitability analysis, process optimization, internal control enhancements, new accounting standard implementation, and acquisition-related analysis and integration.Team Collaboration & MentorshipWork closely with internal accounting teams to align financial strategy with operational execution.Mentor junior finance professionals and contribute to internal knowledge sharing.What you bring…Demonstrated success in business development, client relationship management, or sales support.Proven experience as a CFO, VP of Finance, or senior finance executive, ideally in a consulting or multi-client environment.Leverage a strong business acumen and prior experience to understand client needs, provide strategic insights, and drive value-added solutions across engagements.CPA, MBA, or equivalent financial credentials strongly preferred.Strong understanding of financial modeling, strategic planning, and operational finance.Excellent communication and interpersonal skills.Proficiency with accounting and financial software (e.g., QuickBooks, NetSuite, Xero).Entrepreneurial mindset with a passion for helping businesses fortable working in fast-paced, evolving environments.Strong ethical standards and a commitment to confidentiality.*Preferred: Consideration will be given to candidates in the Atlanta or Chattanooga area who are comfortable working in a hybrid model. The CAS team works remotely, with periodic in-office meetings for those in the local market. We will also consider strong candidates that are remotely based in other geographic locations. #J-18808-Ljbffr

Created: 2025-09-17