Senior Director, Transaction Advisory Services

About the role

Help lead and grow the Financial Advisory business and help manage the growing team.

Responsibilities

• Help grow the practice by selling new business and hiring and building a team
• Lead and play a key role in large scale projects including SPAC transactions, IPO Preparation, Technical Accounting, Audit Preparation, Financial Reporting, Acquisition Integration
• Proactively manage all aspects of consulting engagements to ensure timely and excellent client service delivery
• Assist in the review of technical memo's and other relevant analyses
• Communicate with clients and colleagues in written and oral form including drafting reports and client presentations
• Coordinate with clients and be able to serve as the primary point of contact
• Develop and maintain positive professional relationships with colleagues and clients
• Serve as a development coach/resource for managers
• Participate in various business development, firm marketing, and recruiting efforts
• Developing strong relationships with colleagues, existing clients, new clients, referral sources, and others in the industry
• Assisting in the overall engagement and client relationship process including client communication, invoicing, collections, managing budgets, preparing client deliverables, and presenting information to clients
• Assist with business development efforts including preparing proposals and attending industry and networking events
• Oversee and execute on A+ client delivery; Execute services and deliverables around Operational and Technical Accounting; including Accounting Policies & Procedures, Financial Statement Close Process and Process & Controls Implementation
• Lead, mentor and professionally develop CFO Advisory team members, actively participating in the career advisory and performance review process
• Build team culture and environment for scaling a hyper-growth consulting business
• Cultivate relationships with senior executives at client companies and private equity sponsors and leverage them to generate projects
• Support the business development team with client delivery or sector specific expertise
• Foster culture of growth and a business development mindset
• Act as a thought leader in the market
• Provide high-quality consulting services by taking personal ownership for delivering client engagements that are fact-driven, solution oriented and meet Armanino's A+ Execution standard for quality
• Supervise execution teams, providing senior project leadership and managing evolving client management needs

Requirements

• Minimum 10 years of relevant professional experience working in a client-serving role at a top-tier public accounting or financial advisory firm, and/or private industry experience at a senior level
• Proven experience successfully managing multiple complex projects at the same time, managing not only client/sponsor dynamics but internal team dynamics as well
• Bachelor's degree in a related field
• Strong Excel and PowerPoint skills
• Strong client service mindset

Benefits

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays