Director of Accounting & Advisory Services

Director of Accounting & Advisory Services Position Overview

A growing financial services and business advisory firm is seeking a hands-on leader to scale its outsourced accounting and financial advisory practice. This individual will oversee client delivery, develop and manage a team of accounting professionals, establish standardized processes, and help expand the firm's advisory capabilities.

Key Responsibilities

• Build and lead an advisory team, including recruiting, training, and managing accounting and controller-level professionals.
• Develop standardized procedures, quality controls, reporting practices, and performance metrics to support consistent service delivery.
• Manage a portfolio of clients, overseeing month-end close, financial reporting, accounting judgments, and financial statement accuracy.
• Provide financial planning and analysis support, including budgeting, forecasting, cash flow management, KPI reporting, and financial presentations.
• Serve as a technical resource for complex accounting matters and provide strategic guidance to business owners.
• Evaluate accounting technology, system integrations, automation, and AI solutions to improve workflows and financial reporting.
• Partner with business development and client service teams to define service offerings, support client onboarding, and identify growth opportunities.
• Monitor team capacity, service quality, client retention, and profitability to support the continued expansion of the practice.

Qualifications

• Experience leading an outsourced accounting, client advisory, or fractional controller function.
• Strong technical accounting knowledge, including financial reporting and generally accepted accounting principles (GAAP).
• Experience with budgeting, forecasting, cash flow analysis, and management reporting.
• Proven ability to recruit, develop, and lead accounting professionals.
• Strong client relationship, communication, and presentation skills.
• Familiarity with cloud-based accounting platforms, financial systems integrations, automation, and emerging AI tools.

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