Managing Director - Account Lead (Finserv/Banking)
Full-time
Infinitive Inc
About Infinitive:
Infinitive is a Data & AI consultancy that enables global brands to deliver results through insights, innovation, and efficiency. We possess deep industry and technology expertise to drive and sustain adoption of new capabilities. We match our people and personalities to our clients' culture while bringing the right mix of talent and skills to enable high return on investment.
Infinitive has been named “Best Small Firms to Work For” by Consulting Magazine 8 times. Infinitive has also been named a Washington Post “Top Workplace,” Washington Business Journal “Best Places to Work,” and Virginia Business “Best Places to Work.” About this Role:
Infinitive is looking for candidates who are experienced leaders, who are accountable, passionate, assertive, proactive, open & honest, results oriented, and adaptable. The ideal candidate will drive new sales, client growth, foster deep relationships, drive account/client financial management, and lead end to end execution of projects/programs. We are currently looking for a Managing Director – Account Lead who will:
Infinitive is a Data & AI consultancy that enables global brands to deliver results through insights, innovation, and efficiency. We possess deep industry and technology expertise to drive and sustain adoption of new capabilities. We match our people and personalities to our clients' culture while bringing the right mix of talent and skills to enable high return on investment.
Infinitive has been named “Best Small Firms to Work For” by Consulting Magazine 8 times. Infinitive has also been named a Washington Post “Top Workplace,” Washington Business Journal “Best Places to Work,” and Virginia Business “Best Places to Work.” About this Role:
Infinitive is looking for candidates who are experienced leaders, who are accountable, passionate, assertive, proactive, open & honest, results oriented, and adaptable. The ideal candidate will drive new sales, client growth, foster deep relationships, drive account/client financial management, and lead end to end execution of projects/programs. We are currently looking for a Managing Director – Account Lead who will:
- Work with market development (sales) to develop annual account plans.
- Identify and sell new and expansion opportunities with existing and new buyers, as well as extension opportunities for existing work.
- Author and negotiate SOW’s for extensions/expansions/new work.
- Define and achieve individual and account targets, including for sales, managed revenue, personal revenue/billability, and margin).
- Create pricing models for all new opportunities and facilitate internal and client review.
- Lead as well as support new client sales opportunities.
- Fearlessly meet new client contacts, introducing them to who and what Infinitive is.
- Be on-site at client sites for in person meetings with clients and Infinitive consultants (primarily in northern Virginia); be able to occasionally travel to other client sites to meet with clients and contacts, support delivery and our consultants, and support Infinitive/client events (e.g., other locations on the east coast).
- Deliver with high quality, high client satisfaction using metrics to measure.
- Lead and manage Infinitive consultants; be a strong people leader, lead by example, be a coach and mentor, and always have an open-door policy.
- Document and communicate roles and responsibilities for all resources.
- Follow Infinitive (or client) delivery framework to include but not limited to; project governance structure, detailed workplan, status reporting, risk/issue management, recurring internal governance reviews.
- Conduct monthly account plan reviews with relevant internal stakeholders.
- Closely manage against revenue, sales, and margin targets.
- Ensure time-entry compliance for all account resources and approve in timely fashion.
- Maintain accurate monthly revenue and margin forecast for account/project, and be accurate and on-time with all administrative functions.
- Actively participate and be present in internal and client meetings, whether in person or on video conference (including being on camera).
- Live the Infinitive values and fundamentals, including Do the Right Thing, Strive to Be Great, Honor Commitments, Think and Act Like an Owner, Have a Bias for Action, and others.
- Minimum 10 years of prior consulting or business development experience.
- Proven experience selling, growing, and managing a multi-million-dollar book of business.
- Experience in banking, financial services, media, or education.
- Deep background and understanding in application development/cloud engineering/data, and can be hands-on in a delivery role where appropriate (this may take the form of being knowledgeable in SQL, Python, or other language/technologies).
- Previous experience and success at a consulting firm.
- Bachelor’s degree in business or related field of study.
- Excellent verbal and written communication skills; excellent presentation skills – comfortable and willing to present.
- The ability and desire to lead and support delivery and sales.
- Experience managing multiple projects/programs across the full project lifecycle in fast-paced, dynamic, and sometimes ambiguous environments.
- Adept with Microsoft Office and/or Google Suite, including being able to quickly create professional, impactful, and clear proposal decks.
- Desire and ability to provide mentorship and consistent, timely feedback to support the growth and success of others.
- Located in the DC Metro area with the ability to regularly be onsite in client offices in northern Virginia, and at Infinitive headquarters in Ashburn.
- Training in large account sales and management.
- Familiarity with Cloud Service Providers, including AWS.
- Familiarity with Salesforce.
- Avid user of LinkedIn.
- Experience in offering and practice development.
- Experience with marketing and marketing campaigns.
Vacancy posted 28 days ago
Similar jobs that could be interesting for youBased on the Managing Director - Account Lead (Finserv/Banking) in Washington DC vacancy
- ...in Washington, DC that is seeking an experienced Director of Accounting to join their team. This role serves as the senior... ..., quarterly, and annual financial statements and management reports Monitor cash flow, banking relationships, and treasury functions to ensure...Suggested
$182k - $291k
...greatest potential. Title and Summary Director, Account Management About the Role The Director,... ...deepening executive engagement, and leading the pipeline development of emerging... ...our opportunities in Innovation, Open Banking, Artificial Intelligence, Thought Leadership...SuggestedFull timePart timeWorldwideFlexible hours- ...that is seeking a high-performing Accounting Manager who is ready to take the next step into a Director of Accounting role. This... ...statements in accordance with U.S. GAAP Lead month‑end and year‑end close... ...Monitor cash balances, banking activity, wire transfers, and overall...Suggested
- ...Health is recruiting for a Director of Finance and... ...engagement in the day‑to‑day management of the organization’s accounting and financial operations.... ...advisory firms, auditors, banking partners, and other key stakeholders... ...matters. In addition to leading the finance function, the...SuggestedWork at officeLocal area
$94k - $126k
...play a key role in supporting daily cash management operations, payment processing, and... ...troubleshoot payments in Kyriba; input wires via banking portals* Monitor Positive Pay and ACH... ...exceptions across all bank platforms/accounts* Perform daily cash positioning and liquidity...SuggestedDaily paidFull timeWork experience placementWork at office- ...Services space is seeking a Senior Treasury Analyst to support daily cash management, liquidity forecasting, banking operations, and treasury reporting functions. This role will work closely with Accounting, FP&A, and senior finance leadership to optimize cash flow, maintain...Temporary work
- ...research support to the company treasury and finance operations. Manages and facilitates data and information exchanges with management, as well as banks, other lenders, investors, rating agencies, vendors, accountants and auditors. It includes project management...Contract workTemporary work
$28.9 - $47.71 per hour
...Supports the treasury department by managing cash flow, optimizing liquidity, and ensuring... ...for senior management. Coordinates banking relationships and ensures cost‑effective... ...upgrades. Qualifications Bachelor's Degree in accounting, finance, business administration, or a...Work experience placementLocal area- ...play a key role in supporting daily cash management operations, payment processing, and... ...troubleshoot payments in Kyriba; input wires via banking portals Monitor Positive Pay and ACH... ...exceptions across all bank platforms/accounts Perform daily cash positioning and liquidity...Daily paid
$95k - $105k
...play a key role in supporting daily cash management operations, payment processing, and... ...troubleshoot payments in Kyriba; input wires via banking portals Monitor Positive Pay and ACH... ...exceptions across all bank platforms/accounts Perform daily cash positioning and liquidity...Daily paidFull timeWork experience placementWork at office$66k
...Are FTI Consulting is the leading global expert firm for... ...multinational corporations, law firms, banks and private equity firms on... ...disputes, navigating crises, managing risk and optimizing... ...reporting Operational bank account management: Support banking...Full timeVisa sponsorshipWork visa$90k - $110k
...part of the team responsible for treasury management and accounts payable, and will primarily focus on... ...administration teams, and will also take a lead role in electronic payment initiatives... ...unclaimed property exposure. Review bank account analysis statements to ensure...Temporary workWork experience placement$92.5k - $125k
...This role works closely with the senior management and senior team members of the Treasury... ...cash and investment positions across all banking platforms, TMS (Kyriba), and ERP (SAP).... ...stakeholders, banking partners, and the Accounts Payable team.* Monitor and manage daily...Bank staffWork at officeFlexible hours3 days per week$66k - $113.5k
...global tasks. Key responsibilities span cash management, reporting, data visualization, forecasting, and operational banking activities. Responsibilities Cash Management:... ...summarize drivers and exceptions. Operational Bank Account Management: support banking access, issue...Full timeShift work$125k - $150k
...Accounting Manager Location: Upper Marlboro, MD Work Model: Hybrid (3 days in office / 2 remote)... ...seeking an experienced Accounting Manager to lead day-to-day accounting operations for... ..., corporate accounting policies, and banking activities Oversee sales and use tax ,...Full timeWork at officeRemote work- ...Accounting Supervisor – KADMAR SHIPPING, We are seeking an experienced Accounting Supervisor to manage banking and treasury operations, oversee supplier and customer accounts, and ensure compliance with internal controls. Responsibilities Banking & Treasury Operations...Full time
- ...Job Summary The Senior Accounting Manager will be responsible for managing personnel in the accounting... ...vendor relationships, such as CPA, banking, etc. Work with accounting software to... ...200,000 insurance claims annually for leading national and regional Workers’ Compensation...Temporary workRemote workWork from home
$100k - $115k
...Accounting Manager - Laurel, MD CFS is partnering with a growing organization to identify an... ...will handle core accounting functions, lead the month-end close process, and assist... ...tracking, forecasting, and coordination with banking partners Maintain and enforce...Contract work$140k
...Accounting Manager (Professional Services | Washington, DC Area) This is a unique opportunity... ...receivable oversight, cash management, and bank reconciliations Oversee and review... ...collections, and select accounting processes Lead month-end and year-end close processes,...- ...Accounting Manager The Campaign for Tobacco-Free Kids is the leading advocacy organization working to reduce tobacco use and its... ...accurate vendor records, including banking information and tax documents... ...(C)(4) entities. Work with Director of Grants Accounting &...Weekly payWork at officeRemote workWorldwideFlexible hours2 days per week
$102.1k - $187k
...a better working world. Tax Services Manager - Financial Services Office - Customer Tax... ...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...reporting (IRC Sections 1441 to 1446), Foreign Account Tax Compliance Act (FATCA), and domestic...Summer holidayWork at officeRemote workFlexible hours- ...This association in DC is seeking an Accounting Director to take ownership of day-to-day accounting... ...receivable, payroll processing, bank and credit card reconciliations, general... ...financial reporting deliverables on track. Manage monthly, quarterly, and annual financial...Weekly payWork at office3 days per week
- ...Shermen Bank International is a specialized Edge Act Corporation, chartered... ...is seeking a Treasurer to lead the Bank’s balance sheet strategy, liquidity management, and funding operations. Reporting... ...Profile Degree in Finance, Accounting or Business or similar required....
- ...leader within the Finance & Accounting (F&A) team, responsible... ...leadership and the Board of Directors. In addition to core... ...enhancing processes, and leading change across the organization... ...to external auditors. Manage cash operations, banking relationships, corporate card...
- ...seeking an experienced Financial Reporting Manager to oversee regulatory and SEC financial reporting for a publicly traded banking organization. This role is responsible for... ...SEC reports, researching technical accounting issues, supporting audits, and maintaining...
$200k - $275k
...influence enterprise-wide direction while leading a high-performing finance... ...Performance Oversee all aspects of financial management, including accounting, budgeting, forecasting, and... ...relationships with external partners, including banking institutions, auditors, tax advisors...Work at officeLocal areaFlexible hoursNight shift$250k - $300k
...Chief Financial Officer (CFO) to lead the organization’s financial... ...oversees all finance and accounting functions, ensures financial... ...reporting, budgeting, and cash flow management Ensure accurate and timely... ...with GAAP Manage treasury, banking relationships, debt, and liquidity...$96.51k - $155.38k
...Town of Vienna Revenue Manager Pay Grade 126: $96,5... ...collection, customer account maintenance, payment... ...coordination with the Deputy and Director of Finance; develops... ...policy. Manages banking, billing, and payment... ...job conditions that may lead to injury or health hazards...Local area$250k
...BOOK First Book is a leading nonprofit social enterprise... ...leadership across accounting, financial planning and... ...audit, tax, and risk management. The CFO is responsible... ...functions. Manage banking relationships, credit... ...including the Board of Directors. Strategic mindset balanced...Contract workWork at officeLocal areaRelocation package- ...oriented and driven Controller to lead and strengthen our financial... ..., you will oversee all daily accounting activities, including... ...compliance with GAAP. You will manage the full month-end close process... ...of completion basis. Perform banking activities and reporting...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director - Account Lead (Finserv/Banking). Be the first to apply!
Related searches
- technical executive Washington DC
- executive assistant to chief executive officer Washington DC
- executive leadership development program Washington DC
- chief executive officer Washington DC
- executive associate Washington DC
- executive support Washington DC
- housing executive Washington DC
- chief executive Washington DC
- chief strategy officer Washington DC
- chief content officer Washington DC

