Director, TW Solutions

Job Description


Director, TW Solutions
Location: Plano, TX (Hybrid) | Full-Time | $140,000 - $160,000 + Variable

About TW Solutions
Taylor White Solutions is the advisory arm of Taylor White, a 25-year-old finance and accounting talent and advisory firm. We provide tailored advisory services that help CFOs, Controllers, and finance leaders strengthen their organizations, accelerate transformation, and drive better financial performance.


Our work is led and executed by experienced operators - people who have held senior finance roles themselves and understand the realities of implementing change. We integrate with internal teams to provide support that adapts to each organization's structure and timeline, bringing Big Four, Fortune 500, and high-growth private company experience to bear on every engagement.


Our service lines:

• Functional Process Optimization
• Finance Transformation
• Close Process Optimization
• Financial Systems & AI
• Financial Reporting Effectiveness
• M&A Support
• Internal Controls & Governance
• Finance Org & Talent Assessment
• Cash & Treasury Management
• Financial Metrics & Analysis
• Audit Readiness
• Finance & Accounting Team Readiness

The Role
As a Director in TW Solutions, you will lead client engagements, serve as a trusted advisor to CFOs, Controllers, and finance leaders, and drive business development by identifying, cultivating, and closing new opportunities. You will work across a wide range of our service lines - helping clients optimize their finance functions, navigate complex accounting and reporting challenges, and execute transformation programs that create lasting organizational value.


This role is ideal for an entrepreneurial, client-first professional who brings deep operational finance expertise, a diverse industry background, and a genuine passion for the work. You will carry both an execution responsibility and a business development expectation.

Key Responsibilities Client Delivery & Advisory

• Lead and manage client engagements across the full TW Solutions service portfolio - including functional process optimization, finance transformation, close process improvement, financial systems advisory (ERP/AI), financial reporting effectiveness, M&A support, internal controls/governance, and audit readiness.
• Serve as primary day-to-day client relationship owner; act as a trusted advisor to CFOs, Controllers, VPs of Finance, and PE sponsors.
• Deliver white-glove service: ensure approach, deliverables, and timelines are consistently accurate, timely, and value-additive.
• Lead M&A transaction support - including pre-transaction readiness, financial due diligence, acquisition integration, carve-outs, chart of accounts harmonization, and post-deal reporting alignment.
• Drive end-to-end process diagnostics and future-state workflow design across O2C, P2P, and R2R cycles; implement scalable month-end and forecasting processes.
• Oversee financial reporting effectiveness initiatives: standardized templates, cross-entity consistency, FP&A/accounting alignment, and data quality improvement.
• Lead financial systems engagements - ERP selection, implementation oversight, reporting architecture, workflow automation, and AI-enabled optimization.
• Support internal audit and governance engagements: control framework design and evaluation, risk assessment, SOX compliance, and audit committee advisory.
• Lead, mentor, and develop engagement teams; build a culture of quality and continuous improvement.
• Develop and maintain engagement tools, templates, and case studies that strengthen the TW Solutions platform.

Business Development & Practice Growth

• Proactively identify and pursue new business opportunities across PE-backed, mid-market, founder-led, and public company clients.
• Develop and own a robust pipeline of prospects and referral relationships; maintain disciplined follow-up and cadence.
• Partner with the Taylor White BD team to support bid processes, proposals, and pitch presentations that clearly communicate the TW Solutions value proposition.
• Cross-sell TW Solutions capabilities into existing Taylor White staffing and interim clients; identify expansion opportunities within active engagements.
• Lead contract negotiations and scope development for new engagements.
• Build and maintain strong relationships with CFOs, PE operating partners, deal teams, and professional services referral sources.
• Represent Taylor White at industry events, networking forums, and thought leadership venues.
• Collaborate with firm leadership to define and execute growth strategies for the TW Solutions practice.

Qualifications Required

• CPA required; MBA preferred.
• 15+ years of progressive experience in finance leadership and/or advisory roles (e.g., Controller, CFO, Consulting Manager, Senior Manager at a public accounting or advisory firm).
• Proven track record winning and growing client relationships in a consulting, advisory, or client-facing professional services environment.
• Deep expertise in US GAAP, technical accounting, financial reporting, and internal controls.
• Hands-on experience with ERP systems - Oracle, NetSuite, Sage Intacct, Microsoft Dynamics, or similar - including implementation and optimization.
• Strong command of the full finance transformation toolkit: process optimization, close improvement, reporting architecture, systems integration, and organizational design.
• M&A experience across the transaction lifecycle: pre-deal readiness, diligence support, integration, and post-deal alignment.
• Excellent executive presence and client-facing communication skills - comfortable in the boardroom and in the weeds.
• Entrepreneurial mindset with the discipline to manage multiple engagements simultaneously.
• Ability to travel as needed for client engagements (under 15%).

Preferred

• Background in Big Four, national advisory firm, or high-growth private company environment.
• Experience across diverse ownership structures: PE-backed, public company, founder-led/family-owned.
• Familiarity with accounting operations: AP, AR, payroll, and transactional accounting workflows.
• Experience with financial planning, valuation models, and strategic pricing.
• Exposure to AI-enabled finance tools, RPA, and workflow automation platforms.
• Track record of cross-selling services and expanding relationships within existing client accounts.

Why Taylor White Solutions
Early-Stage Practice, Real Ownership


Join the TW Solutions practice during its formative stage - shape the service offerings, client approach, and team culture from the ground up.


Backed by 25 Years of Market Relationships


Leverage Taylor White's deep client network across PE, mid-market, and high-growth companies - a significant BD headstart.


Meaningful Variable Upside


Competitive base of $140-$160K with significant variable compensation tied to practice growth and origination.


Tight-Knit, Mission-Driven Team


A collaborative, high-trust environment where senior talent does senior work - no bureaucracy, no hand-holding, and no shortage of interesting problems.

Additional Information


Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.


From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.