The Managing Director of Accounting Advisory position has primary responsibility of assisting with oversight over a service line and engagement team. As a leader of the firm, the Managing Director will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities:

• Assist in leading the growth of the Advisory practice by partnering with Leadership in developing and implementing strategic and tactical plans in accordance with the firm’s mission and vision and the commitment to always act as a trusted partner to our clients.
• Elevate the Centri Brand by demonstrating thought leadership and embracing our marketing and sales programs.
• Building national relationships to further expand the Centri Brand in developing business and revenue for the Firm. 
• Lead and manage multiple concurrent engagements within the Accounting Advisory practice to provide technical accounting and financial or business advisory guidance to clients.
• Demonstrate advanced knowledge of complex accounting concepts to support Firm initiatives and development opportunities with internal knowledge sharing and panel discussions.
• Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables.
• Collaborate directly with firm specialists/subject matter experts on complex accounting matters
• Responsible for ensuring the engagement team has an in-depth understanding of the client’s business.
• Assist in other duties and projects as assigned.

Required Skills/Abilities:

• Strong working knowledge of the Generally Accepted Accounting Principles.
• Thrives in an environment of changing priorities.
• Ability to work towards enhancing technical and project management skills through on the job feedback and performance evaluations.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Above average written and verbal communication skills.
• Have an understanding of the services offered by the Firm, look for opportunities to represent the Firm, grow the client base and increase brand recognition.
• Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become and expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Active CPA
• 12+ years of relative accounting experience; public accounting or professional services experience highly preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.

This position is an exempt position as it relates to the fair labor standards Act.  Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

This Director will provide accounting advisory services including, but not limited to, IPO and M&A Readiness, SEC Compliance & Financial Reporting, CFO Advisory, Transaction Advisory, Technical Accounting Research, and addressing the need for continuous improvement and optimization of the finance and accounting functions. In addition, the ideal candidate has a strong desire to build and maintain a book of business. To succeed in this role, you should also have strong coaching and team management skills, as well as the desire to mentor staff

Responsibilities:

• Delegate the preparation of the financial statements and technical accounting position papers to the engagement team members for both public and private companies, as well as other required support materials
• Review accounting memos, financial statements, and other client deliverables prepared by engagement team members, ensuring general accounting standards are applied appropriately
• Independently provide conclusions and recommendations on application of complex accounting guidance to clients and external parties
• Independently facilitate calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals
• Assist engagement partners in developing budget plans, communicate those budgets to the engagement team and monitor team progress
• Take ownership engagements while managing upward and downward expectations to ensure deadlines are met and project stays on budget
• Lead multiple engagement teams simultaneously to further the Firm’s goals and objectives

Qualifications:

• Bachelor's degree in relevant discipline (e.g. Accounting, Finance or Business Related Field) required
• Twelve plus years of relative accounting experience; public accounting or professional services experience highly preferred.
• CPA license is required
• Strong working knowledge/expertise with any of the following:
• Preparation of SEC filings including Form 10-K, 10-Q, S-1 and 8-K/A
• Addressing SEC Comment Letters
• Technical Accounting Research & Position Papers
• IPO Readiness & Reporting
• Carve-out Financial Reporting

Salary Statement:

The salary range(s) displayed is/are specifically for those potential hires who will perform work in or reside in the location(s) listed below, if selected for the role. Any offered salary is determined based on internal salary ranges, applicant's skills and prior relevant experience, certain degrees and certifications (e.g. CPA), for example.

New York City Salary Range: Low: $175,000 - High: $215,000 (NYC)

• Coordinate defining and managing the vision, strategy, and roadmap for the Finance CoE, targeting the office of the CFO.  
• Define and champion the vision for integrating next-generation AI, including agentic workflows, into the Finance Applications suite.
• Develop and maintain a long-term AI roadmap that transforms how the office of the CFO operates, focusing on automation, insight generation, and decision intelligence.
• Drive the delivery of Finance Applications incorporating the suite of Anaplan platform components (including model and UX building, Application Framework, AI, user management, data integration, reporting, forecasting, etc.).
• Allocate resources and prioritize initiatives across the team to align with business objectives.
• Lead, mentor, and grow a team of product managers, recruit, hire, and onboard new talent to build a high-performing team.
• Define and track key performance indicators (KPIs) to measure the success and impact of Finance Applications.
• Drive Alignment and consensus across Anaplan’s Product Management, Sales, Customer Success, and GTM Enablement Teams to ensure seamless integration of Finance Applications into Anaplan’s GTM motion.
• Work with Anaplan Partners to help define and certify partner-built applications.
• Mentor other product managers on the team, lead by example, and help to establish best practices for the product management organization.

• Delivery to the market of Finance Applications and feature enhancements.
• Adoption and successful completion of enablement by Anaplan Teams.
• Value of sales of Finance Applications.
• Evaluation and feedback from Product Management, Sales, Solution Consulting, Professional Services, GTM Enablement, Customers, and SMEs.

• Bachelor’s degree in Finance, Computer Science, Information Systems, Business, or related field. Advanced degree preferred.
• 10+ years of experience in a related field or similar positions.  
• Proven experience in product management and application development, with a focus on finance-related software solutions.
• Strong understanding of financial planning processes, methodologies, and systems with domain expertise in financial planning and analysis (FP&A).
• Experience building multi-dimensional planning models, ideally on the Anaplan platform.
• Experience managing a portfolio of products and making strategic trade-offs.
• Strong understanding of modern AI concepts, including generative AI, large language models (LLMs), and agentic frameworks.
• 3+ years of experience in managing and leading a team of product managers.
• Proven ability to hire, develop, and retain top product talent
• Experience working with cross-functional teams in an Agile development environment.
• Excellent communication, leadership, and stakeholder management skills.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple projects simultaneously.

#LI-SP1

Centri is not a traditional accounting firm. We are a forward-thinking advisory and accounting consulting firm helping innovative companies navigate complexity and scale intelligently.

Marketing plays a critical role in that growth — and this position sits at the center of it.

We are looking for a Marketing Analyst who wants to do more than generate reports. This is a role for someone who enjoys measuring performance, identifying trends, strengthening data integrity, and helping leadership clearly understand what’s driving marketing impact.

If you’re energized by turning campaign data into insight — and insight into action — this role was built for you.

The Marketing Analyst supports the firm’s marketing and sales efforts through data-driven analysis, campaign reporting, market research, and performance insights. This role is responsible for measuring the effectiveness of marketing initiatives, identifying trends in client behavior, and delivering recommendations that help grow the firm’s visibility, pipeline, and client relationships. 

The ideal candidate brings strong analytical skills, experience with marketing performance metrics, hands-on management of HubSpot CRM, and familiarity with the professional services environment (accounting, advisory, legal, or consulting). 

Core Responsibilities

Marketing Campaign & Performance Analysis

• Track, analyze, and report on marketing campaign performance across digital marketing efforts, email campaigns, event attendance, and conference activity using HubSpot and Google Analytics.
• Develop dashboards and deliver regular KPI reporting to leadership on lead generation, engagement, conversion, and ROI.
• Monitor website traffic, SEO performance, and online behavior trends through HubSpot and Google Analytics.
• Evaluate the effectiveness of thought leadership, content performance, webinars, sponsorships, conferences, and firm events.

Strategic Growth & Marketing Support

• Partner with marketing and sales teams to support strategic initiatives and growth campaigns that drive revenue, new client acquisition, and brand awareness.
• Provide insights on target industries, client segments, and service-line opportunities.
• Translate marketing and client data into actionable insights for the Chief Marketing Officer and firm leadership.
• Support annual marketing planning through trend analysis and campaign performance learnings.
• Recommend improvements to targeting, messaging, channel strategy, and overall marketing efficiency based on insights derived from HubSpot and Google Analytics.

Market & Industry Research

• Conduct research on market trends, client needs, competitor activity, and industry benchmarks.
• Research and provide data to support emerging service opportunities within accounting and advisory markets.

Audience Segmentation & CRM Management (HubSpot)

• Drive client and prospect profiling through data analysis and create audience segmentation at the firm, industry, and service-line levels.
• Maintain accurate marketing contacts, tagging, audience creation, and pipeline tracking within HubSpot.
• Manage data integrity, list management, and marketing outreach reporting in HubSpot to ensure information remains accurate and up to date.

Attribution, Forecasting, & Collaboration

• Collaborate with industry and service practice leaders to provide marketing attribution and forecasting for digital marketing, social media, event participation, and conferences.
• Support Firm initiatives and development opportunities.
• Beginning to build in person connections with the team and peers in the Firm.
• Work to build relationships and promote collaboration in a hybrid environment.

Agency Partnership Support

• Serve as a key contact with Tower Marketing (Digital Marketing Agency) to support digital marketing campaigns, including SEO, GEO, and paid efforts.

 Required Skills/Abilities:

• Thinks like a strategist but operates like an analyst
• Enjoys building structure in a growing, evolving environment
• Energized by influencing decisions at the leadership level
• Works comfortably where relationships and reputation matter
• Strong knowledge of marketing principles, campaigns, and design concepts.
• Demonstrable ability to multi-task and adhere to deadlines.
• Attention to detail and well organized to analyze plans and campaigns.
• Good knowledge of market research techniques and databases
• Excellent knowledge of MS Office (particularly Word, Powerpoint and Excel), marketing computer software and online applications (CRM tools, Online analytics, Google Adwords etc.)
• Excellent communication and people skills.

 Education and Experience

• 3–5 years of experience in marketing analytics or business intelligence.
• Experience in professional services (accounting, consulting, legal, advisory) preferred.
• Strong proficiency in HubSpot and Google Analytics.
• Strong Excel skills and working knowledge of data visualization platforms, specifically PowerBI.
• Familiarity with SEO, GEO, paid search, digital advertising metrics, LinkedIn engagement, and email performance reporting.

Why Join Centri?

• Work in a modern, entrepreneurial professional services firm
• Be part of a collaborative, people-first culture
• Have direct exposure to senior leadership
• Influence real growth decisions
• Grow your career in a firm that values innovation and forward thinking

At Centri, marketing is not a support function — it is a growth driver. This role plays a key part in shaping how we scale.

What Success Looks Like

Success in this role means delivering accurate and insightful reporting that drives smarter marketing decisions, improves visibility into campaign ROI and audience development, strengthens alignment between marketing activity and firm growth priorities, and provides reliable analytics support for marketing impact and client acquisition efforts.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Travel will be 5% of the time when necessary.

This Senior Associate will work with our hiring managers to develop and implement creative, proactive and effective recruiting strategies related to short and long term recruitment needs.  Also, you will work with a variety of our teams in emerging industries such as Cannabis, Life Sciences, Technology, Digital Assets. 

Responsibilities:

• Hiring full-time candidates to fulfill the hiring needs of the firm, including but not limited to, interacting with and developing relationships with candidates, screening applicants, reviewing resumes for interview selection and managing the offer process
• Work with the hiring managers to develop and implement creative, proactive and effective recruiting strategies related to short and long term recruitment needs; this includes competitive intelligence, researched-based candidate pipeline development and proactive network generation
• Responsible for driving and managing the recruiting pipeline and reporting on results to leadership
• Working with hiring managers and firm leadership to determine hiring strategy for filling positions in designated offices and service lines
• Collaborate with other Talent Acquisition team members as necessary to execute a consistent strategy; collaborate with other HR functions and resource management in designated offices

Qualifications:

• Minimum two years of experience in talent acquisition or similar role; preferably within a professional services environment
• Bachelor’s degree from an accredited college or university or equivalent preferred
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint and Outlook), strong attention to detail and excellent organizational skills with an ability to coordinate multiple projects and processes
• Excellent communication skills, detail oriented, time and project management and presentation skills and the ability to build strong relationships with internal and external colleagues

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer. 
• Must be able to lift items up to 30 pounds at times. 
• Must be able to travel up to 25%. 

The M&A Tax Director has the primary responsibility of oversight over the Tax Advisory and Technical Accounting engagement work plans. As a leader of the firm, the M&A Tax Director will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities: 

• Advise clients within private and publicly traded companies on corporate tax services including tax implications on business objectives, planning, researching, evaluating alternative actions, and other mergers and acquisitions activities.
• Lead projects and assist clients on current issues including bankruptcy, emergence planning, out of court workouts, debt restructurings, tax basis, earning and profits, section 382 studies, and transaction cost analysis.
• Support and collaborate with other team members of the M&A Tax practice by providing subject matter expertise on delivering due diligence and tax structuring services, as well as various technical tax issues including consolidating returns, S Corps, Partnerships, LLCs, and LLPs.

• Identify more complex scope problems that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring them to the attention of the engagement director.
• Lead client calls to build and develop quality relationships with clients to ensure exceptional client service. Manage project status, develop project plans for accurate completion at the deliverable level.
• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc. to meet time restraints and deadlines.
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.
• Participate in the performance process to provide feedback for team members. Identifying additional training or parts of engagements that are beneficial for team members education. Reaching out to Human Resources when potential issues arise.
• Continue coaching the team to share knowledge in connection with the CPE committee to develop team members for the next level.
• Assist a managed book of $1,500,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Proficient knowledge of corporate, partnership tax regulations and code sections, specifically around transactions and other transaction-related topics (Sec. 382, debt, transaction costs, etc.)
• Thrives in an environment of changing priorities.
• Strong selling skills; can communicate the value proposition of the services offered.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Excellent written and verbal communication skills.
• Understand the services offered by the Firm, proactively look for opportunities to represent the Firm, rapidly grow the client base, and increase brand recognition across multiple markets.
• Recognize opportunities for learning by pursuing challenging assignments and an insatiable desire to become an expert.
• Experience with U.S. GAAP (SEC 10-K/10Q, ASC 740, FIN 48) and related tax accounting guidance a plus.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills.; tax software skills such as Thomson Reuters ONESOURCE or Corptax, a plus.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Professional Designation (CPA, EA, or JD/LLM) required. Any individual who does not possess at least one of the approved designations has one year from their date of hire to obtain at least one of the approved designations. CPA highly preferred.
• 8+ years of relative accounting experience; federal tax and/or mergers and acquisitions in a public accounting firm, corporate tax departments, or law firm.

The Tax Advisory Manager has the primary responsibility of oversight over the Tax Advisory and Technical Accounting engagement work plans. As a leader of the firm, the Tax Advisory Manager will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities:

• Advise clients within private and publicly traded companies on tax implications of business objectives, evaluate alternative actions, and identify appropriate methods of complying with tax laws and regulations as well as the accounting requirements of ASC 740.
• Provide tax provision calculations for global or domestic interim and year-end income tax provisions.
• Identify complex tax issues that may arise within the engagement, as well as opportunities for ancillary service offerings. Bring the issues along with possible solutions to the Director.
• Maintain industry knowledge of tax policy and law changes to ensure the tax provision model reflects the appropriate tax provision calculation.
• Prepare tax account reconciliations and assist in the validation of deferred taxes and tax payable balances.
• Research complex tax and technical accounting topics to write and review basic tax technical memos and be able to write more complex tax technical accounting memos to support key tax accounting positions and the tax accounting implications of significant transactions.
• Support internal teams by providing subject matter expertise as well as financial statement auditors.
• Lead client calls to build and develop quality relationships with clients to ensure exceptional client service. Manage project status, develop project plans for accurate completion at the deliverable level.

• Responsible for understanding engagement economics, leveraging the team appropriately, monitoring margin, scheduling, invoicing, etc. to meet time restraints and deadlines.
• Leadership responsibilities include building in person connections with the team, peers and senior leaders in the Firm.
• Oversee a managed book of $1,200,000 in revenue.
• Support Firm initiatives and development opportunities.
• Work to build relationships and promote collaboration in a hybrid environment.

Required Skills/Abilities:

• Strong tax technical knowledge including ASC 740/FIN 48
• Experience with Federal R&D credits preferred.
• Thrives in an environment of changing priorities.
• Interpersonal skills to interact in a team environment and foster client relationships.
• Excellent written and verbal communication skills.
• Understand the services offered by the Firm, proactively look for opportunities to represent the Firm, rapidly grow the client base, and increase brand recognition across multiple markets.
• Recognize opportunities for learning by pursuing challenging assignments and an insatiable desire to become an expert.
• Proficient in Microsoft Office Suite with an emphasis on Excel skills and tax software skills.

Education and Experience:

• Bachelor’s degree in Accounting or equivalent required.
• Close to obtaining CPA Certification.
• 6+ years of relative accounting experience; public accounting, a mixture of public and corporate tax, or professional services experience is highly preferred.
• 3+ years of supervisory experience preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Must be able to travel up to 25%.

This position is an exempt position as it relates to the fair labor standards Act.  Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The IT Systems Administrator is responsible for managing and optimizing Centri’s entire technology ecosystem, ensuring security, reliability, and performance across all platforms. This includes Microsoft 365 and Azure environments, Check Point security infrastructure, and a diverse set of business-critical applications. The role also focuses on integrating modern productivity tools such as Microsoft Copilot and Power Platform (Power Apps, Dataverse, Copilot Studio) into the Microsoft 365 and Azure environments to drive automation and efficiency. The ideal candidate will have hands-on experience with enterprise systems administration, security best practices, and automation, while supporting a hybrid workforce and collaborating across departments.

Core Responsibilities

Microsoft 365 & Azure Administration

• Administer and optimize Microsoft 365 services (Exchange Online, OneDrive, Teams, Teams Phone, SharePoint) and Microsoft Azure resources (VMs, Storage, Networking).
• Integrate Microsoft Copilot, Power Apps, Dataverse, and Copilot Studio into Microsoft 365 and Azure environments to enhance automation, workflows, and business intelligence.
• Oversee roadmap releases for Microsoft 365 and Azure, ensuring proper testing, deployment, and documentation.

Security & Network Infrastructure

• Manage SASE solutions, including FWaaS, ZTNA, CASB, SWG, and VPN/SDP technologies to ensure secure cloud access and robust protection against external threats.
• Manage identity protection and management solutions (Passwordless authentication, MFA, Conditional Access, DLP) and maintain compliance with security standards (SOC 2, ISO 27001).
• Collaborate with Information Security to enforce security policies and respond to incidents.

Enterprise Applications & Business Systems

• Administer and support company-wide systems including:

• Finance & Accounting: FloQast, QuickBooks, Bill.com, NetSuite
• CRM & Marketing: HubSpot
• Audit & Compliance: DataSnipper, Intelligize, Trullion
• Security & Training: Bitwarden, KnowBe4
• Reservation & Scheduling: Skedda

• Ensure integration, uptime, and performance of these platforms while coordinating with vendors and internal stakeholders.

Automation & Optimization

• Develop PowerShell scripts for automation of administrative tasks and reporting.
• Build workflows and apps using Power Apps, Dataverse, and Copilot Studio to streamline business processes.
• Optimize system performance through proactive monitoring and capacity planning.

Disaster Recovery & Business Continuity

• Manage backup and recovery strategies for Microsoft 365, Azure, and critical business systems.
• Support Azure Site Recovery and business continuity planning initiatives.

Endpoint & Device Management

• Administer Microsoft Intune for device compliance, mobile device management, and endpoint security.

Collaboration & Support

• Provide advanced technical support for Microsoft 365, Azure, Windows operating systems, and SaaS applications.
• Train end-users on new features and best practices.
• Maintain confidentiality of all client and employee information.
• Promote collaboration and relationship-building in a hybrid work environment.

• Support Firm initiatives and development opportunities.

 Required Skills/Abilities:

Candidates must have extensive hands-on experience with all of the following:

• Microsoft 365 and Azure administration (Exchange, OneDrive, Teams, SharePoint, VMs, Storage, Networking).
• Integration and administration of Microsoft Copilot, Power Apps, Dataverse, and Copilot Studio within Microsoft 365 and Azure environments.
• Check Point security services (FWaaS, VPN/SDP).
• Identity protection and management (MFA, Conditional Access, DLP).
• PowerShell scripting for automation.
• Experience in API configuration, integration, and troubleshooting.
• Endpoint management via Microsoft Intune and RMM.
• Administration of enterprise SaaS platforms (FloQast, QuickBooks, Bill.com, NetSuite, HubSpot, DataSnipper, Intelligize, Trullion, Bitwarden, KnowBe4, Skedda).
• Strong knowledge of network and SASE solutions infrastructure design and maintenance.
• Excellent problem-solving, troubleshooting, and communication skills.

 Education and Experience

• Bachelor’s degree in Computer Science or related field.
• Minimum of 7 years of experience in IT systems administration.
• Preferred Certifications:

• • Microsoft 365 Certified: Enterprise Administrator Expert
  • Microsoft Certified: Azure Administrator Associate
  • Microsoft Certified: Azure Security Engineer Associate
  • Microsoft Certified: Power Platform Functional Consultant Associate
  • Check Point Certified Security Administrator (CCSA)
  • Microsoft Certified: Security, Compliance, and Identity Fundamentals

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift items up to 30 pounds at times.
• Travel will be 25% of the time when necessary.

As Centri continues its rapid expansion—including through targeted acquisitions—the CFO will play a key role in driving financial strategy, supporting M&A execution, and building a scalable infrastructure for sustained growth. A key member of the executive team, the Chief Financial Officer (CFO), reporting to the CEO, will serve as a strategic business partner and be responsible for oversight of the Finance function within the Firm. The CFO will have primary day-to-day responsibility for planning, implementing, managing and controlling all financial activities of the Firm including accounting, budgeting, financial reporting and treasury. 

Core Responsibilities:

• Build, develop and lead a strong Finance department. Ensure the efficient day-to-day operation of the accounting and finance functions through direct supervision and overall goal setting for the department.
• Serve as key business partner and contributor to growth strategies, business development programs and long-range planning, ensuring that current revenue-generating strategies create Firm value. Prepare special analyses/evaluations in support of major business decisions.
• Ensure that standardized financial management policies and procedures are in place and followed; evaluate internal controls and maintain a system of controls over accounting transactions.
• Partner with the CEO, executive team and Head of Corporate Development to evaluate and pursue strategic acquisition opportunities that align with Centri’s long-term growth goals including financial due diligence, integration planning, post-close integration and advising on capital strategy and financing alternatives.
• Collaboratively develop operating policies and procedures and improvement programs for the achievement of business objectives.
• Build and maintain primary banking relationships. Coordinate the reconciliation of all cash accounts, provide investment oversight, including cash management.
• Direct the Firm’s annual budget process. Oversee the short-and long-term financial health of the Firm. Provide financial guidance to management on budgetary controls, costs, pricing, cost estimating or other special assignments.
• Provide strategic fiscal planning to offer a basis for future decision-making in the Firm, including future expansion.
• Present financial, legal and other operational items to executive management and the Firm Advisory Board.
• Work closely with the CHRO to review employee benefit plans and annual renewal analysis.
• Oversee the Firm’s agreements, contracts and engagement letters with respect to legal requirements, proposed modifications and risk identification partnering with outside counsel as appropriate.
• Coordinate filing of income and all other tax returns and ensure proper maintenance of accounting records and documentation in compliance with statutory requirements and policies. Oversee the preparation of annual K-1 tax worksheets/schedules. Coordinate with external auditors and Human Resources for annual benefit plan audits.
• Partner with the CEO and executive team to evaluate growth strategies, including finance structures, M&A opportunities, and other capital financing alternatives.

Qualifications: 

• BS in Accounting, Finance or Business expected. 
• CPA certification or MBA degree is required.
• Minimum of 20 years of progressive accounting and finance experience, with at least 10 years of experience at the executive level.
• At least 10 years of experience in the professional services industry.
• M&A and Capital Financing experience preferred.
• Experience with NetSuite or comparable ERP platform valued.
• Experience overseeing a multiple office environment preferred.
• Advanced Excel skills and proficiency in Word and PowerPoint.
• Strong appreciation for procedure, process and operational excellence.
• Excellent presentation skills; strong executive presence and public speaking ability.
• Strong network of external professional contacts.
• Ability to write accurately and succinctly

The Vice President of Business Development will be responsible for managing and overseeing the sales operations of the Firm. This role is responsible for designing strategic plans to meet sales targets, developing, and cultivating relationships with new clients and managing and upselling to existing clients. 

Core Responsibilities

• Design, implement, and manage sales forecasting, planning, and budgeting processes. 
• Provide leadership to the sales organization, and counsel to the Chief Revenue Officer, in implementing sales organization objectives that appropriately reflect the firm’s business goals.
• Responsible for equitably assigning sales force quotas and ensuring the firm’s financial objectives are optimally allocated to all sales channels and resources through the quota program
• Accountable for the timely assignment of all sales organization objectives.
• Partner with Segment/Industry/Market Leader(s) to identify opportunities for sales process improvement.
• Responsible for the optimal deployment of sales personnel. Makes recommendations for changing sales roles, coverage models, or team configurations in order to maximize sales productivity.
• Work closely with sales leadership and Human Resources, establishes a sales force training plan focused on developing and reinforcing critical sales competencies.  Prioritizes training objectives for selling, sales management, and sales support roles.
• Work with Human Resources and senior sales leadership, designs sales incentive compensation programs that provide market-competitive pay, reinforce sales organization strategy, and align with business and sales organization objectives.

 Education and Experience

• 10+ years of sales and/or business development experience, preferably in a professional services firm
• Minimum of 5+ years strategic business development experience
• Bachelor’s degree in business administration, finance and/or marketing

#LI-Hybrid