Principal - CFO Advisory

About the role

SC&H Group is seeking a Principal – CFO Advisory to lead the evolution of its Client Advisory Services (CAS) platform. This role is ideal for a senior leader with a blend of finance, technology, and client service expertise.

Responsibilities

• Grow and scale the CAS practice through business development, firm-wide collaboration, and active participation in industry and alliance networks.
• Serve as a trusted executive advisor to client CFOs and C-suite leadership, and act as the senior escalation point.
• Drive strategy execution and performance management on client engagements, including business planning, KPI establishment, and oversight of financial reporting, dashboard, and benchmarking automation.
• Lead client delivery excellence, ensuring consistent, high-quality execution across client engagement teams and portfolios.
• Improve scalability and efficiency by identifying and implementing process improvements and embedding automation, analytics, and AI-enabled technologies into CAS workflows.
• Provide technical and advisory leadership as a subject matter expert across accounting, advisory, and managed services solutions.
• Develop and lead high-performing teams by coaching, mentoring, and building technical and leadership capability across all levels.
• Enable integrated, firm-wide solutions by partnering across Advisory, Tax, Digital and Industry teams, and representing SC&H as a thought leader internally and externally.

Qualifications

• 12+ years of progressive experience in accounting, advisory, or professional services; public accounting and experience leading CAS engagements strongly preferred.
• 10+ years of leadership experience, including managing, developing, and mentoring high-performing teams.
• Bachelor's Degree in Accounting, Finance or other business related field is highly preferred. CPA/MBA strongly preferred.
• Deep understanding of U.S. GAAP and advanced accounting principles.
• Proven experience advising middle-market and growth-oriented businesses, including PE/VC-backed organizations.
• Strong technology orientation, with hands-on experience in Sage Intacct, NetSuite and/or QuickBooks Online experience a plus.
• Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
• Demonstrated ability to manage multiple client portfolios while maintaining accuracy, timeliness, and service excellence.