Financial Services 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!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
$163.15k - $271.92k
...ingredients you need at LPL Financial to shape your success... ...Overview:The Regional Advisory Consultant (RAC)... ...closely with Client Success Managers (CSMs) to develop and... ...LPL’s full suite of services and act as a referral... ...; Remote Georgia; Charlotte, NC; Fort Mill, SCType...SuggestedFull timePart timeRemote workWork from homeHome office3 days per week$243.53k - $305.55k
...Location: New York, Charlotte, Stamford, Hoboken, Iselin At EY, we’re all in... ...better working world. Sales Executive, Financial Services – Associate Director – (New York or Charlotte) The... ...deepen the customer relationship management. You'll drive global account strategy...SuggestedWork experience placementSummer holidayFlexible hours- ...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;...SuggestedFull timeContract workPart timeWork at officeLocal areaRemote workFlexible hours
$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$243.53k - $305.55k
...Location: New York, Charlotte, Stamford, Hoboken, Iselin At EY, we’re all... ...working world. Sales Executive, Financial Services – Associate Director – (New York or Charlotte) Our... ...deepen the customer relationship management. You'll drive global account strategy...SuggestedWork experience placementSummer holidayFlexible 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... ...States; Houston, TX; Charlotte, NC; Dallas, TX; San...Full timePart timeWork at officeRemote workFlexible hoursNight shift$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$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$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$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- ...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
$176.63k - $353k
...seeking a Client Executive Senior Director - Banking - Charlotte to join our team in Charlotte,... ...industry expertise in Banking & Financial Services, combining advisory consulting, data & intelligence,... ...engagement and relationship 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- ...CHARTWELLS HIGHER EDUCATION (CHARLOTTE, NC) Join our campus team... ...HR processes, systems, and service delivery models to improve efficiency... ...-focused approach to risk management Build strong, trust-based... ...strategy to operational and financial outcomes Proven ability to...Full timeTemporary workPart timeSummer holidayLocal areaRemote workFlexible hours
- ...Institutional Division), we manage $2.6 trillion in assets, providing... ..., investment, and advice services, in defined contribution plans... ....QualificationsTen years financial services experience with at least... ...: Malvern, PA; Charlotte, NC; Dallas/Ft. Worth, TX; Scottsdale...Full timePart time
- ...to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries. Our... ...as we are, join our team. KPMG is currently seeking a Managing Director to join our Accounting Methods and Credit Services practice...Part timeLocal area
- ...Managing Director, Transaction Advisory Services About the Company Globally recognized organization providing transaction advisory services with... ...side and sell-side engagements, capital raising, and financial sponsor coverage. This role requires a dynamic individual...
- ...Syndicated Finance Group (SFG) is part of Capital & Advisory Solutions within Commercial Banking. SFG specializes in complex financial situations involving syndicated and... ...interaction with senior bankers and executive management within client firms. As a Client Executive...Part time
- ...Watson (NASDAQ: WLTW ) is a leading global advisory, broking and solutions company that... ...territories. We design and deliver solutions that manage risk, optimize benefits, cultivate... ...Towers Watson.The RoleAs a Managing Director you will make a valuable difference every...Temporary workPart timeWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$270k - $410k
...Practice. Locations: Charleston, SC | Charlotte, NC | Miami, FL | Nashville, TN | New... ...matters Work directly with clients and manage sophisticated compensation and benefits... ...academic credentials and commitment to client service Compensation & Benefits: ~...$120.4k - $220.7k
...Location: Chicago, Charlotte, New York, San Francisco At EY, we’re all in... ...working world. EY-Parthenon – Deals – Financial Diligence – Financial Services – Director The opportunity EY-Parthenon’s... ...sectors: Wealth and asset management: Investment managers, hedge funds...Work experience placementSummer holidayWork at officeLocal areaFlexible hours$225.6k - $338.4k
...governance across enrollment, billing, customer service, and operational functions, delivering... ..., CT; Chicago, IL; Columbus, OH; Charlotte, NC) will have the expectation of working... ...application of evaluation, monitoring, model risk management, and responsible AI practices in...Full timeTemporary workPart timeWork at officeRemote work3 days per week$205k - $380k
...alignment of sourcing, supplier management, and procurement operations... ...with business and financial goalsDrive enterprise spend... ...disabled veteran, Armed Forces Serviced Medal veteran, recently separated... ...your privacy rights.SummaryLocation: Charlotte, NCType: Full time...Full timePart timeFor contractorsWork at officeLocal area$171.7k - $236.1k
...About Our CompanyWe’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024... ...you.SummaryLocation: Minneapolis, Minnesota; Charlotte, North Carolina; New York, New York; Boston,...Full timeTemporary workPart timeWork experience placementH1bWork at officeWork from homeVisa sponsorship1 day per week$200k
...ensuring excellence in pipeline management, process adoption, and... ...will lead a team of Account Directors selling our fully integrated... ...and compliance solutions and services into our largest customer accounts... ...located in or near Charlotte, NC or Houston, TX, we are also...Part timeRemote work$257.25k
...our members to achieve financial security through... ...products, exceptional service and trusted advice. We... ...OpportunityThe VP, Risk Management - Property & Casualty... ...Plano, TX; Phoenix, AZ; Charlotte, NC; Tampa, FL. Relocation... ...and the board of directors.Serve as a key adviser...Full timeTemporary workPart timeH1bWork at officeRemote workHome officeRelocation packageFlexible hours- ...pod of instructional designers, subject matter experts, product managers, engineers, and designers - setting direction, priorities, and... ...to work in the United StatesLocationRemote, or based in our Charlotte, NC headquarters. Occasional travel required.PayTypeSalaryHiringMinRate...Part timeFlexible hoursShift work
$200k - $250k
...independent technology and service platform powering savings plans... ...of employer-sponsored financial wellness offerings. This role... ...Operations, and Relationship Management teams to bring the vision to... ...Washington, DC; Philadelphia, PA; Charlotte, NC; Chicago, IL; Dallas,...Full timePart timeWork at officeRemote work$275k
...suite of capital markets, banking, and financial products and services. A trusted partner to our clients,... ...group in New York City or Charlotte. In this role you will drive and support... ...services to clients at the executive management level, managing client relationships...Full timePart timeWork experience placement
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