Managing Director - Account Lead (Finserv/Banking)
Infinitive Inc
Job Description
Job Description
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.”
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.
Powered by JazzHR
gQI8FN6XYZ
$140k - $175k
...Feldesman LLP is seeking an experienced Director of Accounting to join our Washington, DC office.... ...and is responsible for the day-to-day management and oversight of the Firm’s accounting... ..., payroll, trust accounting, bank reconciliations, and month-end and year...SuggestedFull timeWork at office- ...Director of Finance and Accounting This is a unique opportunity for an ambitious finance... ...professional to build and lead the Company's finance and... ...financial statements and management reports. Oversee... ...accounts receivable, payroll, banking relationships, and cash management...SuggestedFull timeCasual workWork at officeLocal areaAfternoon shift
- Lead all accounting and financial operations of the Company Own the monthly, quarterly, and annual financial... ...and timely financial statements and management reports Oversee accounts payable, accounts receivable, payroll, banking relationships, and cash management...SuggestedWork at officeLocal area
$120k
...experienced Senior Treasury Analyst / Treasury Manager to join a growing finance organization... ...in cash management, liquidity, banking relationships, and financial analysis, along... ...balances and ensure appropriate funding across accounts and entities. Prepare and maintain...SuggestedTemporary workLocal area- ...matters, we’d like to meet you. POSITION OVERVIEW The Accounting Manager is the CEO’s finance and accounting partner and manages all... ...and expanding exposure and responsibilities from developing banking relationships and supporting debt financing to support for...SuggestedFull timeLocal area
$160k - $220k
...oversee financial reporting, accounting, budgeting, forecasting, cash management, treasury, financial... ...Controllers, Directors of Finance, or VPs of Finance... ...organizational decision-making. Lead the company's accounting... ...treasury activities, banking relationships, financing...Full timeTemporary work$58k - $78k
...isCoStarGroup? CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and... ..., including cash & investment management, global banking design and implementation, and transaction... ...and analysis Maintain bank account database and ensure all accounts are...Full timeWork at officeMonday to Friday- ...support global treasury operations, including cash and investment management, banking design, and transaction processing. This in-office role runs... ...build and maintain treasury infrastructure, manage bank accounts, and help standardize payment processes while applying...Work at officeMonday to Friday
- ...Analyst to support global treasury operations, including cash management, banking design, and transaction processing. You will help build and... ...daily cash activities, compile reports, maintain bank accounts, and help standardize payment processes. #J-18808-Ljbffr CoStar...Work at officeMonday to Friday
$58k - $78k
...Group? CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and... ...operations, including cash & investment management, global banking design and implementation, and... ...reporting and analysis Maintain bank account database and ensure all accounts are...Work at officeMonday to Friday$140k - $150k
...Title: Accounting Manager Department: Finance & Accounting Reports to: Controller Direct reports: 1–2 (Staff / Senior Accountant... ...and related tools (e.g., expense, billing, payroll, and banking integrations). Drive automation and efficiencies that shorten...Full timeLocal area- ...area. Under the direction of the Director, Financial Services, the Accounting Manager plans, directs, and oversees the... ...financial management. The position also leads continuous process improvement... ...management activities, including banking operations, cash transactions,...Full timeImmediate start
$90k - $120k
...POSITION OVERVIEW The Accounting Manager reports to the Owner and manages all of the accounting and finance activities of the business. The... ...payroll, and other applicable taxes. • Supervise AP, AR, banking, and payroll in a productive, team-focused environment. •...Full timeLocal area- ...professionally and effectively with management as needed. Activities... ...processing, settlement, and accounting of cash activities across the... ...submitted through Themis and banking platforms in accordance with... ...within treasury systems. Lead the daily review of cash activity...Daily paidFull timeContract workWork at officeLocal areaVisa sponsorshipWork visa
$165k - $175k
...Position - Senior Manager of Financial Reporting (SEC Reporting)... ...winning and publicly traded banking institute and regional leader... ...to transition into a market leading company. The Financial Reporting... ...candidates should have public accounting experience with publicly...Full time- ...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,...
- ...oversight of the school's financial management, business operations, human... ...Strategy and Planning: Lead budgeting, financial reporting... ...Oversee the Business Office, accounting, payroll, risk management,... ...'s endowment administration, banking relationships, annual audits,...Full timeSummer workWork at officeDay shift
- ...retail assets. We are seeking a talented Accounting Manager / Controller to join a collaborative, entrepreneurial team and lead the financial accounting operations of a... ...prepare journal entries, and complete monthly bank, balance sheet, and intercompany...Remote work
- ...experienced Financial & Regulatory Reporting Manager to oversee key regulatory and external... ..., regulatory reporting, technical accounting, and controls. Responsibilities Lead preparation and review of quarterly and annual bank regulatory filings Oversee reporting...Full time
- ...Finance & Accounting Specialist Overview We're seeking a detail-oriented Finance & Accounting... ...assist with cash transfers Monitor banking activity and follow up on outstanding... ...finance leadership, including records management and filing Qualifications ~ Bachelor...Full timeLocal area
$80k - $90k
...Supervisor, Accounts Payable Location: Washington, DC (on-site/hybrid... ...as much as running. You'll lead a small, capable team, tighten... ...processing when volume calls for it Manage the full procure-to-pay cycle... ...onboarding, W-9 collection, banking changes, and fraud-prevention...Full time- ...seeking a Human Capital Manager with a background in... ...Excepted Service (CES) sub-directorate, the Human Capital... ...offices and maintain accountability of all assigned tasks.... ...PowerPoint). Ability to lead several tasks... ...event. Never provide your banking information to a third...Temporary workFlexible hours
$160k - $185k
...seeking an experienced Controller/CFO to lead the firm's accounting and financial operations. This newly... ..., financial reporting, cash management, trust accounting, and financial analysis... ...with external accountants, auditors, banking partners, and other advisors. Maintain...Full timeWork at officeFlexible hours- ...senior finance leader to oversee all accounting and financial operations. You will own... ...close, prepare accurate statements, manage AP/AR, payroll, banking, and cash flow forecasting while partnering... ..., and management reporting tools, lead budgeting and long-range planning,...
$150k - $175k
...Washington, DC metro area, is a leading property operations and investment management company, focused on delivering exceptional... ...Corporate Controller to lead our Accounts Payable, Payroll, and Treasury... ...corporate cash management, banking relationships, liquidity forecasting...Hourly payTemporary work- ...ll be guided and coached by the Board of Directors composed of professionals with years of... ...transactions and receipts Partner with Managers to develop and continually improve... ...review by the Board of Directors Maintain banking records and balances Required to...Permanent employmentImmediate start10 hours per week
- ...Executive Officer, the CFO leads all aspects of finance, accounting, budgeting, financial... ...audit, compliance, risk management, and financial strategy for... ..., Chief Program Officer, Director of External Affairs, and... ...Oversee cash flow forecasting, banking relationships,...Local area
- ...driven, analytical, and results-oriented Accounts Receivable Manager to join our growing finance team.... ...role, you will report to the CFO and lead the Accounts Receivable function while... ...Compliance & Audit Support Perform bank reconciliations and oversee day-to-day...
- ...partner to the CEO and Board of Directors, driving the financial... ...stage. This role is pivotal in leading all aspects of finance, including accounting, reporting, audit, treasury,... ...also be responsible for managing lender, investor, and banking relationships, as well as partnering...
- ...pivotal role, with a focus on building and leading the finance function from the ground up.... ...strategy, preparing for fundraising, managing the investor data room, and establishing... ...fintech, crypto, Web3, payments, or digital banking. The role requires a deep understanding...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Director - Account Lead (Finserv/Banking). Be the first to apply!
- nonprofit board member Washington DC
- executive team lead asset protection Washington DC
- chief innovation officer Washington DC
- chief nursing officer Washington DC
- assisted living executive director Washington DC
- chief growth officer Washington DC
- chief executive officer ceo Washington DC
- executive functioning Washington DC
- president Washington DC
- executive security Washington DC



