Technology/SaaS Managing Director - Financial Advisory Services (Dallas)
$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
- ...accounting, HR, and technology leaders with forward... ...401(k) matching and financial advisory servicesTeam and community... ...people!Advisory Managing Director:Managing directors... ...growth in a professional services environment. Ability... ....SummaryLocation: Dallas Office - HQ; Denver...SuggestedFull timePart timeWork at office
$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... ..., TX; Charlotte, NC; Dallas, TX; San Francisco,...SuggestedFull timePart timeWork at officeRemote workFlexible hoursNight shift$212.6k - $250.1k
...impact?West Monroe is seeking a Senior Manager to lead EPM and FP&A advisory and solution architecture within... ...advisor to CFOs and finance technology leaders, maintain a market-informed... ...human review, data protection, and financial control disciplineBusiness Development...SuggestedPart timeLocal areaImmediate startFlexible hours$212.6k - $250.1k
...Monroe is seeking a Senior Manager to lead cost... ...within our growing CFO Advisory team in our Operations... ...transformation leader who combines financial rigor, operating model... ..., third-party spend, technology, facilities, and other... ..., shared services, outsourcing, process...SuggestedTemporary workPart timeLocal areaImmediate startFlexible hoursShift work$212.6k - $250.1k
...Monroe is seeking a Senior Manager to join our growing Office of the CFO Advisory team within our... ...process architecture, service delivery design, organizational... ...activities so that technology investments are built on... ...FP&A, Treasury, Tax, or Financial Reporting.Experience...SuggestedPart timeWork at officeLocal areaImmediate startFlexible hours$212.6k - $250.1k
...West Monroe is seeking a Senior Manager to lead close, consolidation,... ...within our growing CFO Advisory team. This role is for a finance... ...audit partners, and finance technology stakeholders.As a Senior Manager... ...control, auditability, or financial reporting integrity. You will...Part timeLocal areaImmediate startFlexible hours- ...Sabre is an AI-native technology leader, backed by... ....We are seeking a Director of Global... ...strategic focus, financial rigor, and the confidence... ...dedicated leadership role managing global... ...travel technology or SaaS environments managing... ...1SummaryLocation: Dallas-Fort Worth...Full timePart timeWorldwideFlexible hoursShift work
$350k
...better world by combining world class services, advisory and technology for our clients. We are committed... ...forward. What this job involvesThe Managing Director, Occupier Services, Industrial is a... ....Location:On-site –Chicago, IL, Dallas, TX, New York, NYIf this job description...Part timeLocal area- ...donation at a time. Grateful Giving is a new technology platform that empowers individuals,... ...individuals to serve on our national Executive Advisory Board and local Giving Leadership... ...per quarter, total of 4-6 hours per year Financial commitment: donating once per quarter to...Local areaRemote work
- ...Dallas, TXSales – Sales Engineers /Full-time Remote /RemoteCOMPANY... ...with sales and product management to align customer requirements... ...a combination of exceptional technology and communication skills to ensure... ...experience in high-growth SaaS companies, ideally within the...Full timePart timeRemote work
$168.8k - $230.1k
...providing executive level advisory on equity plan... ...Oversee delivery of equity services to ensure engagements... ...professionally develop Senior Managers, Managers, and broader... ...long-term financial incentive plan, subject... ...network.SummaryLocation: Dallas, Texas; Chicago, Illinois...Full timeContract workPart timeLocal areaFlexible hours$168.8k - $230.1k
...Job Responsibilities Financial Planning and Analysis,... ...client delivery; Execute services and deliverables... ...professionally develop CFO Advisory team members, actively... ..., organizational, management, analytical, decision-... ...Pennsylvania; Denver, Colorado; Dallas, Texas; New York City,...Full timeContract workPart timeWork experience placementLocal areaFlexible hours$250k - $375k
...SummaryAs a Managing Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for... ...terms (e.g. scope of work, Master Services Agreements)Be a positive role... ...and analysis of numerical and financial dataAn executive presence with...Temporary workPart timeWork at officeLocal areaFlexible hours- ...looking for Territory Sales Manager to join our team. Family-owned... ...commitment to providing quality service to our agents and customers,... ...resources in personnel and technology are the foundation of our promise... ...candidate must be in the Dallas - Ft. Worth area. SCOPE:...Temporary workWork experience placementFlexible hours
$125k - $255k
...DescriptionThe Managing Director, Captive Insurance Banking, is part of the Global Specialty Products... ..., written and fully executed Master Service Agreement and Statement of Work for... ...Chicago, IL; Detroit, MI; Charlotte, NC; Dallas, TX; Atlanta, GA; Vermont; Nashville, TN...Full timePart timeWork at officeRemote workWork from homeFlexible hours$298k
...are seeking a Senior Director of AI Solutions to lead... ...reusable patterns for prompt management, tool integration,... .... Background in SaaS or enterprise software... ...AnnualUnited States - Dallas Infomart Office DAI :... ...help you plan for your financial future. - Paid Time Off...Full timePart timeWork at office$195.5k - $239.5k
...99603 Work Areas Management Consulting, Technology & Engineering Employment Type... ...Atlanta, Austin, Boston, Chicago, Dallas, Houston Description... ...as a leader in enterprise and financial services architecture.Support business development...Permanent employmentFull timePart timeWork at officeLocal areaHome office3 days 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... ..., PA; Charlotte, NC; Chicago, IL; Dallas, TXType: Full time...Full timePart timeWork at officeRemote work- ...Sabre is an AI-native technology leader, backed by one... ...accelerate software delivery.Manage global network,... ...portfolio of products and services and engage internal... ...large divisions with full financial authority and... ...Hybrid#LI-CN1SummaryLocation: Dallas-Fort Worth...Full timePart timeWorldwide
$302.2k - $324.9k
...employee-owned professional services firm. We provide strategy and technology services across... ...Vice President for our Dallas office. In this role, you... ...delivery, including project management, quality assurance, and... ..., health concierge, and financial wellness toolCompany paid...Part timeWork at officeLocal areaFlexible hours$213.74k - $284.88k
...provider of corporate services.With a corporate purpose... ...that include finance, technology, human resources and... ...and is based in either Dallas, TX or Chicago, ILHOW... ...portfolio risk strategy and financial objectivesOwn the end-... ...portfolio company management, property staff, and...Full timeContract workPart timeWork at officeLocal area$170k - $230k
...from global quick-service restaurants to multinational... .... As an Account Manager on the AWS Retail... ...intersection of technology and the world's... ...(CxO, VP, IT Director) across headquarters... ...software, cloud or SaaS markets selling to... ...benefits at .USA, TX, Dallas - 170,000.00 - 230...Part timeLocal areaFlexible hours- ...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
- ...join our Operational Accounting team in Dallas, TX. We take pride in what we do and wholeheartedly... ...meaningful information, and leveraging technology to streamline our processes. If you are... ...systems· Ensures the integrity of financial data by reviewing journal entries,...Part timeWork at officeNight shift
$220k - $330k
...San Francisco, California / Dallas, Texas / RemoteHivemind Special... ...the mission of protecting service members and civilians with intelligent... ...Asia-Pacific, Shield AI’s technology actively supports operations... ...updates that drive decisions.Manage transitions of maturing...Full timeTemporary workPart timeWork at officeWorldwide$150k - $250k
...Stanley (“MS”) is a global financial services firm that conducts its business... ...Securities, Wealth Management, and Asset Management. Wealth... ...including brokerage, investment advisory, financial and wealth... ...ability with PBs, MSSB Division Directors, FAs, Branch Managers,...Temporary workPart timeLocal areaImmediate start- A boutique financial advisory firm in Dallas is seeking an Executive Assistant to support the Executive Chairman. This full-time, in-office role requires... ...skills, with responsibilities including calendar management, travel logistics, and confidential correspondence. Candidates...Full time
- ...degree in a related field; Master’s degree preferred.Minimum 10 years of progressive leadership experience within a Managed Service Provider or related technology services environment required.Minimum 7 years of people leadership experience, including leadership of leaders....Full timeTemporary workPart timeWork at officeFlexible hours
$207.9k - $283.2k
...help you succeed. This Managing Director role is responsible... ...Armanino’s Valuation and Financial Modeling practice by... ...partnering across advisory practices to deliver... ...deliver integrated client service. Recognized industry... ..., Pennsylvania; Dallas, Texas; Denver, Colorado...Full timeContract workPart timeLocal areaFlexible hours- ...DescriptionManaging Director - Oil and Gas will... ...responsible for managing the bank’s strategic... ...tailored financial solutions, overseeing... ...management and strategic advisory.Key... ...delivery of banking services. Foster strong working... ...SummaryLocation: Houston, TX; Dallas, TXType: Full time...Full timePart timeWork at officeRemote workWork from homeFlexible hours
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