Director of Client Services

Job Description

Job Description

Role Summary

We are seeking an accomplished Director to join our Phoenix consulting team in a leadership role, focused on client delivery and expansion, new pursuits and proposals, and consultant development. The ideal candidate brings a strong consulting or advisory background, deep finance and accounting expertise, and the executive presence to lead difficult conversations with confidence. This Director will manage a portfolio of client relationships, mentor and develop a team of consultants, and play an active role in scoping new engagements and supporting business development.

About NOW CFO

NOW CFO is one of the nation's leading providers of flexible accounting and finance solutions, ranging from interim/fractional CFO and Controllers to project-based consulting engagements to managed accounting services. NOW CFO is also a private equity-backed platform primed for exceptional investment and growth in the coming years.

Our Phoenix office is one of our highest growth practices, serving a diverse portfolio of clients across industries. We are dedicated to helping businesses achieve their financial objectives through expert guidance in financial reporting, analysis, strategic planning, and operational accounting, each engagement tailored to the distinct needs of our clients.

Key Responsibilities

• Lead and manage a portfolio of client engagements, serving as the primary relationship owner for assigned accounts

• Scope new client projects and develop engagement economics, staffing plans, and proposals

• Mentor and develop the Phoenix consulting team, acting as a day-to-day leader and coach

• Review consultant deliverables and maintain high standards of quality across all client work

• Balance time approximately 50/50 between billable client work, non-billable development work including sales pursuits, and internal team leadership

• Provide consulting services for clients, including accounting functions, reporting, forecasting, and planning activities

• Partner with senior leadership to drive market growth, team performance, and operational excellence

• Build and maintain strong relationships with client stakeholders, including CEOs, board members, private equity sponsors, and investors

• Support business development and sales efforts, including proposal development and participation in client pursuits

Required Qualifications

• Bachelor’s degree in finance, Accounting, or a related field required

• 10+ years of progressive finance or accounting experience, with demonstrated leadership responsibility

• 5+ years in a consulting, advisory, or outsourced finance capacity

• Proven ability to manage multiple client relationships simultaneously while executing against project timelines and deliverables

• Exceptional communication skills, able to navigate difficult conversations, influence senior stakeholders, and present complex financial matters clearly

• Experience developing proposals and supporting business development or client acquisition efforts

Preferred Qualifications

• CPA (active or inactive) and/or MBA designation strongly preferred

• Experience in business origination, networking, or client development

• Corporate or operational accounting background with strong technical accounting skills

• Project accounting or cost accounting experience

• Familiarity with multiple ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks, Dynamics)

Compensation & Benefits

NOW CFO offers a comprehensive benefits package, including:

• Competitive Salary

• Health, dental, and vision insurance

• Retirement savings plan with company match

• Paid time off and holidays

• Professional development and continuing education support

• Flexible/hybrid work arrangements to support work-life balance

• Internal mobility opportunities within a PE-backed, nationally growing firm

NOW CFO's Phoenix office is a collaborative, respect-first environment operating in one of the fastest-growing markets in the country. If you have a strong background in financial leadership and a passion for developing people and delivering results across diverse client environments, we invite you to apply.

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