Director, Accounting Advisory (Financial Services)

Transform Your Career  

We deliver unparalleled opportunities for growth and career advancement. Our dynamic, entrepreneurial culture supports your journey every step of the way.  

Embrace new challenges and deliver real value to some of the world’s most influential Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Work side by side with business leaders to solve complex client challenges and make a true impact. Love what you do as part of a diverse organization committed to collaboration and continuous learning.  

The Team - Accounting Advisory  

Our team is comprised of a powerful mix of seasoned professionals with public accounting experience and business consultants with a deep expertise in a broad range of industries. We take a comprehensive approach to helping clients navigate through the IPO process, M&A lifecycle support, and leverage our own Technical Accounting Solution Center to address critical financial reporting and technical accounting issues for clients.  

Your Impact  

• Advise financial services and banking clients—both publicly traded and privately held—on a wide range of strategic initiatives including IPO preparation, transaction support, carve-outs and spin-offs, audit readiness, and adoption of new accounting standards. 

• Collaborate with clients and internal teams on technical accounting and control-related matters, offering research-backed guidance and actionable recommendations. 

• Develop and deliver presentations on technical concepts, project plans, delivery strategies, milestones, and outcomes to client stakeholders. 

• Monitor team progress to ensure alignment with work programs and professional standards. 

• Educate internal and external audiences on accounting best practices, especially as they relate to emerging financial technologies and digital assets. 

• Design and implement innovative business solutions to enhance the firm’s methodology and client delivery. 

• Build trust and credibility as a strategic advisor in the financial services and digital currency space. 

• Contribute to leadership by expanding service offerings, mentoring junior staff, building high-performing teams, and delivering exceptional client service. 

• Manage client relationships with a focus on identifying and securing new business opportunities. 
• Participate actively in career development initiatives and technical training programs. 

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Your Experience 

Minimum Qualifications 

• Bachelor’s degree in Accounting. 

• CPA and/or CMA (Certified Management Accountant) 

• 10+ years of experience in professional services (public accounting or advisory)  

• Deep expertise and established relationships in the Financial Services industry, with exposure to digital currency or fintech environments. 

• Strong knowledge of SEC reporting, U.S. GAAP and SOX standards 

• Proven understanding of accounting and audit practices, procedures, and reporting standards. 

• Demonstrated success in business development through account growth and new client acquisition. 
• Flexibility to travel at least 25% 

Preferred Qualifications 

• Master’s in Accounting, MBA, CPA, CIA. 

• Knowledge of common Enterprise Resource Planning (ERP) and accounting systems (i.e., Oracle, SAP, PeopleSoft, JD Edwards, Workday, NetSuite, Microsoft Dynamics 365). 

• Proven leadership in building and motivating teams that exceed client expectations. 

• Experience managing and executing complex projects in dynamic, fast-paced environments.