Technology/SaaS Managing Director - Financial Advisory Services (Charlotte)
$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!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 accountingCPA requiredExpert knowledge of U.S. GAAPSignificant 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 mattersSignificant experience in areas such as: Revenue recognition across a variety of industries (ASC 606) with heavy emphasis on Technology & SaaS arrangementsComplex 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 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: Boston Office; Tulsa Office; Miami Office; Dallas Office - HQ; Washington DC Office; Oklahoma City Office; Nashville Office; Raleigh Office; Phoenix Office; Atlanta Office; Houston Office; Salt Lake City Office; Denver Office; Tampa Office; Chicago Office; New York City Office; San Diego Office; Charlotte Office; Austin OfficeType: Full time
$163.15k - $271.92k
...you need at LPL Financial to shape your success... ...:The Regional Advisory Consultant (RAC)... ...with Client Success Managers (CSMs) to develop... ...’s full suite of services and act as a... ...model, services, and technology resources they... ...Remote Georgia; Charlotte, NC; Fort Mill, SCType...SuggestedFull timePart timeRemote workWork from homeHome office3 days per week$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... ...States; Houston, TX; Charlotte, NC; Dallas, TX; San...SuggestedFull timePart timeWork at officeRemote workFlexible hoursNight shift$275k
...capital raising and strategic advisory services to entrepreneurs, family-... ..., New York, Chicago, and Charlotte. Intrepid is the middle-... ...advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of... ...talented and experienced Managing Director for our Business &...SuggestedFull timePart timeWork at officeLocal areaRemote work$221.41k - $280.07k
...Philadelphia, McLean, Washington, Charlotte At EY, we’re all in to... ...Executive, Associate Director - Databricks – Financial Services About Sales & Strategic... ..., sector insight, technology expertise, and solution... ...insurance, and wealth/asset management spaces. You will...SuggestedSummer holidayFlexible hours- ...Chief Growth Officer (CGO), Music Technology & Subscription SaaS About the Company Fast-growing technology company in the creator economy... ..., and funnel optimization. Experience with GA4, Meta Ads Manager, Google Ads, and performance analytics is essential. The...Suggested
- ...assurance and consulting services with industry-leading... ...M&A Tax Senior Manager to lead the day-to-day... ...risks, opportunities, and financial impacts.Collaborate with... ...accounting, Big 4, advisory firm, or comparable environment... ...: US Remote; Charlotte, NC; Chattanooga, TN;...Full timeContract workPart timeWork at officeLocal areaRemote workFlexible hours
$171.7k - $236.1k
...CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement... ...direction across HR technology, Finance technology, and the... ...SummaryLocation: Minneapolis, Minnesota; Charlotte, North Carolina; New York,...Full timeTemporary workPart timeWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week$200k - $250k
...is the leading independent technology and service platform powering savings plans... ...of employer-sponsored financial wellness offerings. This role... ..., and Relationship Management teams to bring the vision to... ...Washington, DC; Philadelphia, PA; Charlotte, NC; Chicago, IL; Dallas,...Full timePart timeWork at officeRemote work- ...As a Senior Manager Finance for Overall P&L here at... ...responsible for overseeing the financial performance of the... ...to our Senior Director Data and Analytics, and... ...you’ll work out of our Charlotte, NC location on a Hybrid... ...through our Aerospace Technologies, Building Automation,...Temporary workPart timeFlexible hours
$285k - $425k
...be based in Towson, Maryland, Charlotte, North Carolina, or New... ...enables growth while appropriately managing risk.Risk Management &... ...ExcellencePromote efficient, scalable legal service delivery.Champion continuous... ...Legal Operations to improve technology adoption and operational...Full timePart timeLocal areaRemote work$179.5k - $280.5k
...Position SummaryThe CFO Advisory Director leads the execution... ...positions, managing delivery timelines, and... ...manage risks in client service deliveryDeliver timely... ...accounting concepts for both financial and non-financial... ...Aiken; Orlando, FL; Charlotte, NC; Coral Gables, FL...Full timePart timeWork experience placementWork at officeLocal area- ...by combining world class services, advisory and technology for our clients. We are committed... .... The Group Account Director is accountable for developing... ...parameters, and builds financial plans that exceed revenue... ...Account Director creates and manages high-performing teams that...Contract workPart time
$180.2k - $355.1k
...Engineering team in transforming technology platforms, driving innovation... ...can help clients improve financial performance, accelerate new digital... .... Work you'll do As a Senior Manager on the Insurance Solutions... ...efforts for Guidewire services, including pipeline development...Part timeWork at office$243.53k - $305.55k
...Location: New York, Charlotte, Stamford, Hoboken, Iselin... ...world. Sales Executive, Financial Services – Associate Director – (New York or Charlotte... ...the customer relationship management. You'll drive global account... ...complex digital, technology and/or managed services...Work experience placementSummer holidayFlexible hours- ...-based infrastructure technology environments. The ideal... ...on threats to crypto services. You will be responsible... ...platforms.Direct and manage adversarial testing... ...programs (Credit, Market, Financial Crimes, Operational,... ...SummaryLocation: ISELIN, NJ; CHARLOTTE, NCType: Full time...Full timeContract workPart timeWork experience placementRemote work
$243.53k - $305.55k
...Location: New York, Charlotte, Stamford, Hoboken, Iselin... ...world. Sales Executive, Financial Services – Associate Director – (New York or Charlotte... ...customer relationship management. You'll drive global account... ...complex digital, technology and/or managed services...Work experience placementSummer holidayFlexible hours$275k
...capital markets and advisory solutions,... ...clients' overall financial needs, with consideration... ...an Executive Director level Project Finance... ...and advisory services to corporate and... ...Rates, FX, Treasury Management, etc.)Represent... ...50 S Tryon St. - Charlotte, North Carolina 2...Full timePart timeWork experience placementWork at office$218.4k - $273k
...Health is an enterprise health technology company providing a... ...corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured... ...a Vice President of Judi SaaS Sales to grow our sales... ...$200,400 - $250,500 USD Charlotte, NC $182,000 - $227,500 USD...Contract workLocal area$275k
...comprehensive suite of banking, capital markets and advisory solutions, including a full complement... .... We focus on our clients' overall financial needs, with consideration and respect... ...York, New York 10001550 S Tryon St. - Charlotte, North Carolina 28202New York City-Pay Range...Full timePart timeWork experience placement- ...our long and rich heritage of pioneering technologies for over a century. Today, our... ...Region of the US (remote). The role will manage a team of Sales Mangers and drive revenue... ...enable teams in selling products/solutions/services to customers, focusing on volume, mix and...Part timeRemote work
$161.93k - $269.88k
...The Senior Manager will play a key role within... ...Deloitte, we provide services using an approach designed... ..., business models and financial accounting areas, helping... ..., SPAC, and other CMT advisory engagements. You’ll closely... ...-edge tools and technology. You will leverage your...Part timeWork at officeRemote workVisa sponsorship- ...Client, a global advisory firm, is... ...to join its Technology Investment... ...New York or Charlotte. The Vice President... ...-enabled services,... ...assignments. Manage all aspects... ...materials, financial models, valuation... ...with Managing Directors and Directors... ...Software / SaaS FinTech...
$221.41k - $280.07k
...Alliance Sales Executive, Associate Director - Databricks - Financial Services Location: New York Other... ...sales leadership, sector insight, technology expertise, and solution depth to drive... ...markets, insurance, and wealth/asset management spaces. You will proactively...Summer holidayFlexible hours- ...Chief Financial & Administrative Officer (CFAO) About the Company... ...Industry Information Technology and Services Type Non Profit... ...in the technology sector, SaaS businesses, or related industries... ...strategy. Hiring Manager Title CEO Functions...
- ...The KPMG Advisory practice is at the forefront of transformation... ...seeking a Technical Director - Accounting Advisory Services in Accounting Advisory Services... ...team of associates to managers around similar technical... ...organization conducting financial audit or corporate...Part timeH1bLocal area
$25k
...communications officer • charlotte nc Last updated:... ...today: HR Advisory for the mental health... ....The Chief Financial Officer Job Description... ...Chief Product & Technology Officer.Siftwell... ...and trusted service provider, is entering... ....Direct and manage all aspects and functions...Full timeContract workWork from homeWorldwideShift work$176.63k - $353k
...Client Executive Senior Director - Banking - Charlotte to join our team in... ...expertise in Banking & Financial Services, combining advisory consulting, data & intelligence... ...and customer‑centric technology solutions to drive... ...development.Manage multi‑million‑dollar portfolios...Temporary workPart timeRemote workFlexible 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...
$140k - $170k
...Bekaert delivers innovative advisory, assurance and tax services to our clients. We are... ...are seeking a Senior FP&A Manager to join our team. Senior... ...A leader responsible for financial planning, forecasting, and... ..., FL; Orlando, FL; Charlotte, NC; Greenville, SC; Coral...Full timePart timeWork experience placementLocal areaRemote work$171.5k - $307.5k
...Our Deloitte Sales & Service team empowers organizations to build deeper... ...analytics, Generative AI, transformative technologies, and creative design. We can enhance customer... ...strategy, technology, creativity, and ongoing managed services to solve the biggest problems that...Part timeLocal area
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