p>The successful candidate will have: • 10+ years of financial leadership experience, with at least 5 years specifically in professional services industries • Bachelors degree in accounting, finance, or related field • Proven success in executive-level financial advisory roles for professional services companies • Demonstrated ability to drive strategic growth initiatives • Have a love of entrepreneurial, growth-minded small businesses • Experience managing multiple client relationships, preferred • Strong mentoring and team development abilities • Strong technical accounting and finance expertise, including, resource utilization, and technology investment planning • Growth mindset and commitment to continuous learning.
Financial Planning & Analysis • Create sophisticated financial models to evaluate business decisions, including service expansion, technology investments, and office expansions • Develop long-range cash forecasts and capital planning specifically addressing cyclical nature of professional services • Analyze business performance and identify optimization opportunities for service delivery efficiency and client profitability • Design and monitor key performance indicators (KPIs) relevant to the needs of the client's business operations • Prepare annual operating plans with variance analysis.