Financial Services Managing Director - Financial Advisory Services (Dallas)
$250kEmbark Consulting
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 necessaryGrowth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clientsAward-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our teamEmbark 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 passionsComprehensive healthcare: 100% paid premiums for you and your familyWhole human growth: $150 monthly stipend for holistic developmentCareer advancement: Access to CPE credits, learning platforms, coaching, and professional developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social events within your market, charitable matching, and great people!Advisory Managing Director - FAS: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, specifically asset management, financial services, and banking, 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 accountingCPA requiredExpert knowledge of U.S. GAAPSignificant experience leading the research, analysis, documentation, and implementation of technical and complex accounting mattersSignificant experience in areas such as: Revenue recognition across a variety of industries (ASC 606)Business combinations (ASC 805)Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815)Derivatives and hedge accounting (ASC 815)Variable interest entities & consolidations (ASC 810)Income taxes (ASC 740)SEC Regulations S-K and S-XDeep experience in asset management, financial services, and/or banking Industries.Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs across all Embark service offerings 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 qualityExceptional skills in leading and developing teams of consultantsTypical compensation range starting at $250,000+ based on experience, plus bonus potentialIn 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.SummaryLocation: New York City Office; Tulsa Office; Miami Office; Boston Office; Dallas Office - HQ; Oklahoma City Office; Washington DC Office; Nashville Office; Raleigh Office; Phoenix Office; Atlanta Office; Houston Office; Salt Lake City Office; Pittsburgh Office; Denver Office; Tampa Office; Chicago Office; San Diego Office; Charlotte Office; Austin OfficeType: Full time
- ...to 3% 401(k) matching and financial advisory servicesTeam and community... ...and great people!Advisory Managing Director:Managing directors in consulting... ...growth in a professional services environment. Ability to develop... ....SummaryLocation: Dallas Office - HQ; Denver Office;...SuggestedFull timePart timeWork at office
$168.8k - $230.1k
...Job Responsibilities Financial Planning and Analysis,... ...client delivery; Execute services and deliverables... ...professionally develop CFO Advisory team members, actively... ..., organizational, management, analytical, decision-... ...Pennsylvania; Denver, Colorado; Dallas, Texas; New York City,...SuggestedFull timeContract workPart timeWork experience placementLocal areaFlexible hours$168.8k - $230.1k
...providing executive level advisory on equity plan... ...Oversee delivery of equity services to ensure engagements... ...professionally develop Senior Managers, Managers, and broader... ...long-term financial incentive plan, subject... ...network.SummaryLocation: Dallas, Texas; Chicago, Illinois...SuggestedFull timeContract workPart timeLocal areaFlexible hours$250k - $375k
...SummaryAs a Managing Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for... ...terms (e.g. scope of work, Master Services Agreements)Be a positive role... ...and analysis of numerical and financial dataAn executive presence with...SuggestedTemporary workPart timeWork at officeLocal areaFlexible hours$125k - $255k
...DescriptionThe Managing Director, Captive Insurance Banking, is part of the Global Specialty Products... ..., written and fully executed Master Service Agreement and Statement of Work for... ...Chicago, IL; Detroit, MI; Charlotte, NC; Dallas, TX; Atlanta, GA; Vermont; Nashville, TN...SuggestedFull timePart timeWork at officeRemote workWork from homeFlexible hours$213k
...capital markets and advisory solutions across a range... ...industries. The Managing Director will be responsible for... ...execution of long-term financial plans that align with... ...strategic advisory services and capital-raising solutions... ..., TX; Charlotte, NC; Dallas, TX; San Francisco,...Full timePart timeWork at officeRemote workFlexible hoursNight shift$150k - $250k
...Stanley (“MS”) is a global financial services firm that conducts its business... ...Securities, Wealth Management, and Asset Management. Wealth... ...including brokerage, investment advisory, financial and wealth... ...ability with PBs, MSSB Division Directors, FAs, Branch Managers,...Temporary workPart timeLocal areaImmediate start- A boutique financial advisory firm in Dallas is seeking an Executive Assistant to support the Executive Chairman. This full-time, in-office role requires... ...skills, with responsibilities including calendar management, travel logistics, and confidential correspondence. Candidates...Full time
$207.9k - $283.2k
...help you succeed. This Managing Director role is responsible... ...Armanino’s Valuation and Financial Modeling practice by... ...partnering across advisory practices to deliver... ...deliver integrated client service. Recognized industry... ..., Pennsylvania; Dallas, Texas; Denver, Colorado...Full timeContract workPart timeLocal areaFlexible hours- ...DescriptionManaging Director - Oil and Gas will... ...responsible for managing the bank’s strategic... ...tailored financial solutions, overseeing... ...management and strategic advisory.Key... ...delivery of banking services. Foster strong working... ...SummaryLocation: Houston, TX; Dallas, TXType: Full time...Full timePart timeWork at officeRemote workWork from homeFlexible hours
$212.6k - $250.1k
...ready to make an impact?West Monroe is seeking a Senior Manager to lead EPM and FP&A advisory and solution architecture within our growing CFO... ...maintaining appropriate human review, data protection, and financial control disciplineBusiness Development and alliance leadershipBuild...Part timeLocal areaImmediate startFlexible hours$212.6k - $250.1k
...impact?West Monroe is seeking a Senior Manager to lead close, consolidation, reconciliation... ...engagements within our growing CFO Advisory team. This role is for a finance transformation... ...compromising control, auditability, or financial reporting integrity. You will also...Part timeLocal areaImmediate startFlexible hours$212.6k - $250.1k
...West Monroe is seeking a Senior Manager to join our growing Office of the CFO Advisory team within our Operations Excellence... ...connect process architecture, service delivery design, organizational... ...to-Pay, FP&A, Treasury, Tax, or Financial Reporting.Experience advising...Part timeWork at officeLocal areaImmediate startFlexible hours$212.6k - $250.1k
...West Monroe is seeking a Senior Manager to lead cost optimization and... ...within our growing CFO Advisory team in our Operations Excellence... ...leader who combines financial rigor, operating model expertise... ...organizational simplification, shared services, outsourcing, process...Temporary workPart timeLocal areaImmediate startFlexible hoursShift work- ...Chief of Staff - Dallas Dallas Location: US or Canada Type: US Applicants - Full... ...that conviction in every engagement. From advisory and tooling to implementation and... ...fundraising efforts for funds or clients Managing investment funds Managing CEOs at client...Full timeFor contractorsRemote work
$250k
...independent strategic and financial advice to corporations... ...and valuation advisory. Our unmatched transaction... ...other related advisory services for a broad range of U... ...presentations, management presentations, and other... ...USA; Chicago, IL, USA; Dallas, TX, USAType: Full time...Full timePart timeImmediate start$180k - $225k
...member of the Retail Asset Management team and operating and... ...ensure all leases are financially structured to maximize... ..., bankers and other service providers)Visit all... ...a world-class medical advisory team, a mental health... ...active.SummaryLocation: Dallas, TX; Denver, COType:...Full timeTemporary workPart timeWork experience placementFlexible hours$161.93k - $269.88k
...The Senior Manager will play a key role within our... ...clients. At Deloitte, we provide services using an approach designed to... ...industries, business models and financial accounting areas, helping your... ...of IPO, SPAC, and other CMT advisory engagements. You’ll closely work...Part timeWork at officeRemote workVisa sponsorship- ...level.As a Lending Specialist in the U.S. Private Bank, you will manage our most complex borrowing relationships by presenting J.P.... ...including, but not limited to: investment management, trusts and financial planning Expert knowledge of and proven success with complex credit...Part timeLocal area
$350k
...better world by combining world class services, advisory and technology for our clients. We... ...way forward. What this job involvesThe Managing Director, Occupier Services, Industrial is a senior... ....Location:On-site –Chicago, IL, Dallas, TX, New York, NYIf this job description...Part timeLocal area$175k - $300k
...seeking a dynamic Director to join our... ...A, and corporate advisory. The ideal candidate... ...and settlement, financial modeling, financial... ...evaluations, and project management Drive development... ...implementation services for liquidations,... ..., Colorado; Dallas, Texas; New York...Full timeContract workPart timeLocal areaWork from homeFlexible hours$188.1k - $256.2k
...Responsible for hands on management of project teams,... ...negotiation and settlement, financial modeling, financial... ...implementation services for liquidations, bankruptcy... ...participating in the career advisory and performance review... ....SummaryLocation: Dallas, Texas; Salt Lake City...Full timeContract workPart timeLocal areaFlexible hours$242.9k - $280.07k
...to build a better working world. Sales Executive, Financial Services – Associate Director, Dallas - WAM Our Sales function brings together... ...to grow revenue and deepen the customer relationship management. You'll drive global account strategy, rigorous account...Work experience placementSummer holidayFlexible hours- ...Advisory Board Member About the Company Global organization increasing the accessibility... ...Industry Non-Profit Organization Management Type Non Profit Founded... ...on proposed motions, prior to Board of Directors vote Engaging in an assigned Steering...
- ...We are seeking individuals to serve on our national Executive Advisory Board and local Giving Leadership Councils around the country.... ...commitment: 1-1.5 hours per quarter, total of 4-6 hours per year Financial commitment: donating once per quarter to the local nonprofit...Local areaRemote work
- ...(Client Accounting & Advisory Services) practice could be a great... ...to hire a Chief Financial Officer with Healthcareindustry... ...group, based out of Dallas, TX office location.As... ...planning, risk management, ratio and KPI analysis, and board of director interactions.Lead financial...Full timePart timeWork at officeLocal areaNight shift
$250k - $300k
...support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement... ...Transformation practice as a Managing Director with a focus within the energy sector... ...Office; Denver Office; Tulsa Office; Dallas Office - HQ; Oklahoma City OfficeType...Full timeTemporary workPart timeWork at office$120k
...Digital Banking Manager – To $120K – Dallas, TX – Job # 3559FR Who We Are The Symicor Group is a boutique... ...to ensure digital bank growth and financial profitability goals are achieved and... ...innovative digital solutions for products, services, processes, customer experiences,...Shift work$250k - $375k
Summary As a Managing Director in the Executive Compensation and Board Advisory Practice, you will be responsible for selling,... ...employer of choice culture. Financial Manage own pipeline, assess market... .... Identify new product and service opportunities. Coordinate...Temporary workWork at officeLocal areaFlexible hours$161.5k - $299.7k
...development, implementation and management of network strategies... ...contracting and servicing strategies as well as... ...reporting and financial reporting.10. Maintain... ...management experience at a director level including assisting... ...; TX - El Paso; TX - Dallas; TX - Mesquite; TX -...Full timeContract workPart timeRemote work
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