A leading accounting and finance advisory firm is seeking an experienced Office Managing Partner to lead and grow a key regional market. This senior leadership role will combine business development, client relationship management, team leadership, and oversight of accounting, finance, and transaction advisory engagements.
The ideal candidate will bring a strong accounting, finance, or transaction advisory background and an established network among CFOs, Controllers, private equity firms, and other senior finance executives. This is a market-facing opportunity for a leader who can expand the firm's presence, deepen strategic client relationships, and build a high-performing local team.
RESPONSIBILITIES
Lead and grow the firm's presence and market share within the local region
Develop new business opportunities and expand existing client relationships
Build and maintain relationships with CFOs, Controllers, private equity firms, and senior executives
Lead strategic client discussions and identify emerging business needs
Oversee key accounting, finance, transaction, and operational advisory engagements
Ensure high-quality client delivery and maintain strong executive-level relationships
Identify opportunities to introduce additional advisory services to existing clients
Recruit, lead, mentor, and develop the local team
Establish and execute market growth and business development strategies
Partner with senior leadership on office strategy and long-term growth
Represent the firm at industry events and within the local business community
QUALIFICATIONS
12+ years of experience in accounting, finance, transaction advisory, or related professional services
Significant experience in a client-facing advisory or consulting environment
Proven track record of generating new business and expanding client relationships
Established relationships with CFOs, Controllers, private equity firms, or other senior finance executives
Strong understanding of accounting and finance functions and related business challenges
Experience overseeing complex client engagements
Proven ability to recruit, manage, mentor, and develop high-performing teams
Strong executive presence and communication skills
Demonstrated ability to operate as a market-facing business leader
Strong strategic thinking and commercial judgment
Ability to collaborate effectively with senior leadership and multidisciplinary teams
CPA, MBA, or other relevant professional credential preferred
Numbers & Facts
Location
San Francisco, CA
Skills
Accountingunmatched
Business Administrationunmatched
Business Developmentunmatched
Business Growthunmatched
Business Strategyunmatched
Certified Public Accountant (CPA)unmatched
Communication Skillsunmatched
Consultingunmatched
Cross-Functionalunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Customer Support/Serviceunmatched
Executive Relationshipsunmatched
Financeunmatched
Financial Transactionsunmatched
Head of Financeunmatched
Leadershipunmatched
Market Shareunmatched
Mentoringunmatched
Needs Assessmentunmatched
Office Managementunmatched
Professional Servicesunmatched
Sales Managementunmatched
Strategic Planningunmatched
Team Lead/Managerunmatched
Team Playerunmatched
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