Director of Advisory & Client Services
Key Responsibilities
Client Leadership

• Serve as the primary point of contact for a portfolio of business owner clients.
• Lead recurring financial reviews, budgeting discussions, cash flow planning, and strategic business meetings.
• Build trusted relationships with founders, executives, bankers, attorneys, and external advisors.
• Ensure exceptional client service and retention.

Hands-On Accounting & Finance

• Review and assist with monthly closes, financial statement preparation, account reconciliations, and reporting packages.
• Analyze financial results, identify trends, and provide actionable recommendations.
• Support bookkeeping, AR, AP, payroll, inventory, and back-office functions as needed.
• Build budgets, forecasts, cash flow models, and KPI dashboards.
• Assist clients with system implementations and process improvements.

Advisory & Growth Support

• Provide ongoing CFO-level guidance on profitability, working capital, growth planning, and operational performance.
• Assist with lender reporting, banking relationships, and financing activities.
• Support transaction readiness, quality of earnings preparation, and due diligence efforts.
• Participate in valuation, acquisition, and business sale discussions when appropriate.

Team Management

• Supervise accountants, analysts, and support staff.
• Review work product and ensure quality standards are maintained.
• Develop processes, workflows, and best practices to support firm growth.
• Mentor junior team members and foster a high-accountability culture.

Business Development

• Identify opportunities to expand existing client relationships.
• Participate in networking, referrals, and new business pursuits.
• Assist with proposals, onboarding, and client presentations.
• Represent the firm within the local business community.

Qualifications

• Bachelor's degree in Accounting or Finance.
• CPA strongly preferred.
• 8+ years of accounting, finance, advisory, public accounting, or outsourced CFO experience.
• Strong financial reporting, budgeting, forecasting, cash flow management, and operational finance experience.
• Experience working directly with business owners and executive leadership.
• M&A, transaction advisory, or business valuation exposure preferred.
• Ability to manage multiple clients while remaining deeply involved in execution.