Technology/SaaS Managing Director - Financial Advisory Services
$250kEmbark
Experience a 45X+ award-winning culture! Embarkers enjoy: Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits: Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions Comprehensive healthcare: 100% paid premiums for you and your family Whole human growth: $150 monthly stipend for holistic development Career advancement: Access to CPE credits, learning platforms, coaching, and professional development Financial support: Up to 3% 401(k) matching and financial advisory services Team and community engagement: Monthly social events within your market, charitable matching, and great people! About the Role: Reporting to our Execution Leadership team, you will be a leader within our FAS practice, helping drive firm growth and delivering high quality client service in a variety of our practice offerings, including technical & complex accounting, financial reporting, accounting clean-up & audit readiness, capital markets transactions, and more. You will work closely with clients, both public and private, across a variety of industries and sizes providing oversight and development to our team of consultants. To be a good fit for our Managing Director - Financial Advisory Services role, you will have: 15+ years of experience in “Big 4”/national public accounting firm/consulting and/or corporate accounting CPA required Expert knowledge of U.S. GAAP Significant experience working with private equity-sponsored companies across various high-growth industries (e.g., Technology & SaaS) Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters Significant experience in areas such as: Revenue recognition across a variety of industries (ASC 606) with heavy emphasis on Technology & SaaS arrangements Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815) Derivatives and hedge accounting (ASC 815) Variable interest entities (ASC 810) Income taxes (ASC 740) SEC Regulations S-K and S-X. Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs and delivering tailored solutions that drive value. Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice. Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts. A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships. Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality Exceptional skills in leading and developing teams of consultants Typical compensation range starting at $250,000+ based on experience, plus bonus potential In closing... If this role sounds exciting, apply and let's start the conversation! All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
$112.7k - $206.5k
...better working world. FAAS Manager - Finance Optimization EY focuses... ..., inclusive culture and technology to become the best version... ...and relationships across EY’s service lines and with external... ...experience in public accounting, financial advisory, industry, or a related...SuggestedSummer holidayWork at officeFlexible hours- ...J.P. Morgan Asset & Wealth Management delivers industry-leading investment... ...goals. J.P. Morgan Private Advisory is a cross-disciplinary... ...regulatory, strategic, and financial objectives. Serve as a resource... ..., accounting, or financial services firm preferred ~...SuggestedWork experience placementBank staffWork at office
$150k - $225k
Alvarez & Marsal is hiring a Director for their Financial Reporting Advisory team in Dallas, Texas. The role involves delivering financial reporting solutions... ...include preparing financial reports, managing clients' financial processes, and driving working capital...Suggested- ...creating a future where technology drives business value... ...modernize financial operations, increase visibility... ...enterprise. We are seeking a Manager, Financial Planning... ...report to the Senior Director, FP&A and partner... ...exposure to GTM in B2B SaaS environment 2+ years...SuggestedWork experience placementWork at officeLocal areaFlexible hours3 days per week
- ...creating a future where technology drives business value... ...modernize financial operations, increase visibility... ...We are seeking a Manager, Corporate Financial Planning... ...with the Senior Director, FP&A and functional finance... ...~ Strong command of SaaS financial metrics and...SuggestedWork experience placementWork at officeLocal areaFlexible hours3 days per week
$146.7k - $335.1k
...better working world. FAAS – Senior Manager When our clients are facing... ...else can. The opportunity Our Financial Accounting Advisory Services (FAAS) team is growing exponentially... ..., industry practices and new technologies Ideally you’ll also have A master...Summer holidayFlexible hours- ...Business Assurance Services About the... ...Internet Information Technology & Services... ...Networks Equinix Financial Networks Global... ...Enterprise SAAS ISP About the... ...annual assurance and advisory plan that is in line... ...remediation. Hiring Manager Title Chief...Flexible hours
- ...Officer (CISO), Technology Risk secures Goldman... ...Technology Risk, Advisory is the... ...secure products and services, embedding implementation... ...Review impact of SaaS applications and... ..., infrastructure management. PREFERRED... ...learning alongside financial engineering to continuously...
$154.4k - $181.5k
...West Monroe is currently seeking a Manager to join our CFO Advisory team within our Operations Excellence... ...with other consulting solutions (e.g., technology and vertical practices). What you’... ..., educating channel partners on Financial Management offerings, farming opportunities...Full timeLocal areaImmediate startFlexible hours$140k - $160k
Advisory Manager Consultant Experience a 45X+ award‑winning culture! Embarkers... ..., accounting, HR, and technology leaders with forward‑... ...professional development Financial support: Up to 3% 401(k) matching... ...and financial advisory services Team and community engagement...$250k - $375k
...Managing Director In The Executive Compensation And Board Advisory Practice As a Managing Director in the Executive Compensation... ...(e.g. scope of work, Master Services Agreements) Be a positive... ...excellence in all that is done Financial: Manage own pipeline,...Full timeTemporary workWork at officeLocal areaFlexible hours- DXC Technology Inc. is looking for an Insurance Product Marketing Manager in Dallas, Texas. This role emphasizes content production and campaign execution within the insurance technology sector. Your experience in digital marketing, along with a proven track record in content...
$105k - $135k
...leader in AI-driven property management technology. Today, we power the... ...technology/software sales (SaaS, PaaS, enterprise software,... ...employees, ensuring long-term financial security. Wellness initiatives... ...phone plan and discounts on services or local business partnerships...Local areaRemote workWork from homeWorldwideHome officeFlexible hours- ...of third parties, suppliers, SaaS providers, contractors, and digital... ...automated workflows and managed operations. Founded by... ...era of cybersecurity and build technology that helps organizations stop... ...~ Demonstrated analytical, financial modeling, and business planning...Temporary workFor contractorsLocal areaRemote workRelocationFlexible hoursShift work
- ...Managing Director, Executive Recruiting About the Company International... ...& Professional Services Information Technology & Services Technology... ...intelligence education financial services healthcare... ...Classifications B2B SAAS Enterprise About the...
- ...Strategic Account Development Executive to promote its suite of SaaS tools, specializing in building relationships with SMB... ...a track record in B2B sales, especially in SaaS or restaurant technology, and be comfortable working in fast-paced environments. Comprehensive...Remote jobFlexible hours
- Senior Managing Director, Economic Incentives Advisory Dallas, TX, United States Chicago, IL, United States Atlanta, GA, United States New York, NY, United... ...life cycle. Newmark’s comprehensive suite of services and products is uniquely tailored to each client, from...Local area
- DoorDash USA is seeking a Strategic Account Development Executive to drive the adoption of SaaS tools among our restaurant partners. You will manage a full-cycle sales process, engaging decision-makers and utilizing data-driven strategies to close deals efficiently. This...2 days per week3 days per week
$120k - $140k
...builds end-to-end foodservice technology for healthcare and senior... ...fast, and we’re looking for a Director, Account Executive to close a... ...sales strategy and pipeline management, build a high-performing culture... ...revenue targets ~5+ years of SaaS sales experience in a fast-...Full timeWork at officeRemote workShift work$125k - $138k
...better world by combining world class services, advisory and technology for our clients. We are committed... ...markets, sustainability, project management, and operations, giving you the resources... ...audiences: Distill complex financial structures, market dynamics, and transaction...Daily paidWork at officeLocal areaRelocation3 days per week- ...of Executive Search, Board, and Advisory projects for multiple clients... ...business development, and knowledge management. The Researcher provides... ...member would focus on the IT Services Segment. Practice Team Summary The technology industry is one of the main drivers...Work experience placementShift work
- ...Managing Director, Strategic Account About the Company Popular workplace collaboration... ...Categories Information Technology Productivity Tools Project Management SaaS Task Management Information Technology & Services Technology Consulting &...
- ...a leading provider of Revenue Cycle Management (RCM) services, certified in SOC2 compliance and recognized... ...edge projects, leveraging the latest technologies and methodologies to deliver... ...experience, preferably in healthcare/RCM or SaaS. Qualification: Bachelor's degree...Full time
$171.6k - $392.1k
...working world. EY's Oracle Services practice is a national... ..., delivering and managing large, complex full lifecycle... ...applications and technology. The Oracle Services... ...NetSuite applications financial modules including an understanding... ...to lead and execute SaaS implementations....Summer holidayFlexible hoursShift work$142.6k - $261.5k
...Transformation enabled by SAP technology can help organizations... ...delivery streams, manage projects, and engage... ...quality client services. Monitor progress, manage... ...industry benchmarks, and advisory experience within... ..., including P_S4FIN - Financials in SAP S/4HANA for SAP...Summer holidayImmediate startFlexible hours$142.6k - $261.5k
...Transformation enabled by SAP technology can help organizations... ...responsibilities As a Manager in Technology Analysis... ...quality client services. Monitor progress,... ...industry benchmarks, and advisory experience within finance... ..., including P_S4FIN – Financials in SAP S/4HANA for SAP...Summer holidayImmediate startFlexible hours- ...Internal Audit - Cloud Technology Auditor (Vice... ...reliability of financial reports, monitoring... ..., and advising management on developing smart... ..., the Board of Directors and Risk Committee... ...on Financial Services Possess a degree... ...models (IaaS, PaaS, SaaS) Familiarity with...Local area
- ...Vice President of Product, Practice Management About the Company Leading provider... ...501-1000 Categories Information Technology & Services Technology Electronic Health Records... ...healthcare, health tech, or vertical SaaS serving professional or regulated...
$150k - $165k
A financial services company is seeking a Vice President to support financial advisory services in Dallas, TX. Responsibilities include preparing financial analyses, managing client engagements, and building relationships with clients and advisors. Candidates need a bachelor...- ...Vice President, Sourcing & Vendor Management About the Company Innovative management... ...Consulting & Professional Services Information Technology & Services HR Outsourcing Services... ...Business Classifications B2B SAAS Enterprise About the Role...
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