A prestigious business management firm seeks a Director, Business Management to join their dynamic team. Firm is searching for an experienced Director in the industry to lead a dedicated Business Management service team that handles a group of several large clients. The Director role requires deep technical accounting acumen. This person will communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of accounting professionals. This position is part of the management team, and will participate in key decisions for their clients.

 

Responsibilities:

• Lead and manage one or more business management client service teams.
• Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
• Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
• Prepare financial statement summaries as required for Partners.
• Assist Partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
• Regular communication with Partners regarding client financial matters.
• Regular communication with clients to answer questions, fulfill requests, and provide financial advice when needed.
• Attend client financial meetings.
• Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
• Coordinate with the tax department on client tax matters.
• Other related duties as assigned.

 

REPORTING & COMMUNICATION

• Oversee and review weekly, monthly, quarterly and annual financial reporting.
• Ensure financial data is accurate and current at all times.
• Review all client reports prior to being sent.
• Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients.
• Communicate regularly with clients regarding their financial position, projections, and cash management.
• Communicate regularly with client’s staff as applicable.
• Communicate regularly with Partners regarding client’s financial position.

 

PLANNING

• Assist in preparing client’s short and long term financial projections.
• Monitor and direct the implementation of strategic business plans.
• Manage cash flow between client entities, investment accounts, and bank accounts and plan for future cash needs.
• Provide input to the tax department to create annual tax projections.

 

OPERATIONS

• Participate in key decisions as a member of the management team.
• Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
• Manage one or more business management accounting teams.
• Ensure deadlines are being met, and internal processes and procedures are being followed.
• Work as part of the new client onboarding team as needed.

 

RISK MANAGEMENT

• Regularly review client insurance policies and coverage levels.
• Monitor any open legal issues involving the client.
• Advise client on appropriate and reliable control systems for staff and entities.

 

Qualifications:

• Bachelor's degree in Accounting; or other related Business field preferred.
• Certified Public Accountant or Enrolled Agent preferred.
• 10-15 years of related experience in the Business Management field, and/or working with high-net-worth individuals.

 

 

Benefits:

Firm offers a great variety of benefits and perks to their employees. Some of these include:

• Medical, Dental and Vision coverage
• Flexible Spending Account
• Basic Life and AD&D
• Voluntary Life and AD&D
• Long Term Disability
• Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
• Genetic Screening and Cancer Support
• Pet Insurance
• Accrue 20 PTO days annually
• 401k, Match and Profit Sharing Plan
• 10 Paid Holidays and 1 Floating Holiday

 

 

 

 

 

Many of our job openings can be viewed at https://consultativesg.crelate.com/portal

 

 

Posted On: Friday, October 25, 2024
Compensation: $175,000 - $240,000