Managing Director - Client Advisory Services

Job Description

Job DescriptionDescription:

About the Company:

Gallagher, Flynn & Company, LLP (GFC) is a fully integrated professional services firm that offers an extensive range of amenities that encompass accounting and assurance, tax compliance and consulting, transaction and management advisory services, finance and accounting outsourcing, HR consulting, and more. GFC has been nationally recognized as a Best Firm to Work For by Accounting Today, as well as a Best Place to Work in Vermont since 2012.

We offer a hybrid work environment, a flexible work schedule, an excellent benefits program, professional education opportunities, competitive compensation, and most importantly, a people-focused culture with genuine support inside and outside of work.

Role of a Managing Director - Client Advisory Services (CAS) Practice

The Managing Director of a Client Advisory Services (CAS) practice is a senior leadership role focused on overseeing and driving the strategic growth, operational excellence, and client success of the CAS practice within a professional services firm. This position combines leadership, client engagement, and operational management to deliver high-value, outsourced accounting and advisory services to a diverse client base.

Key Responsibilities

Strategic Leadership

• Define and implement the vision, strategy, and goals for the CAS practice, aligning with the firm’s overall objectives.
• Identify and develop new service offerings to meet evolving client needs and market demands.
• Lead business development efforts, including identifying opportunities, managing key client relationships, and expanding the CAS client base.
• Build cross functional relationships and collaborate strategically with practice leaders at the firm.

Team Leadership and Development

• Build, lead, and mentor a multi-site team of CAS professionals, fostering a culture of excellence, collaboration, and innovation.
• Provide training and career development opportunities for team members to support their growth.
• Collaborate with other firm leaders to align talent acquisition, succession and retention strategies.

Client Engagement

• Act as a trusted advisor to clients, providing high-level financial insights, strategic advice, and guidance on business decisions.
• Ensure exceptional service delivery by overseeing the quality and timeliness of work performed for clients.
• Build long-term relationships with clients by demonstrating deep industry expertise and value-driven solutions.
• Oversee the execution of CAS engagements, including financial reporting, budgeting, forecasting, and other outsourced accounting services.

Operational Excellence

• Develop and implement efficient workflows, leveraging technology to enhance accuracy and productivity.
• Monitor key performance indicators (KPIs) for the practice, ensuring operational efficiency and profitability.
• Manage the CAS practice financials, including P&L, budgeting, forecasting

Market Positioning

• Serve as the face of the CAS practice at industry events, conferences, and networking opportunities.
• Position the firm as a thought leader by contributing to articles, webinars, and other educational content.
• Maintain awareness of industry trends, emerging technologies, and regulatory changes impacting the CAS space.

Required Qualifications and Skills

• Bachelor’s degree in Accounting, Finance, or a related field (CPA, CMA, or MBA preferred).
• 10+ years of experience in accounting, finance, or client advisory services, with a proven track record of leadership.
• Demonstrated ability to lead and inspire teams while managing multiple priorities.
• Deep understanding of CAS, including financial reporting, advisory, and technology solutions (e.g., QuickBooks, NetSuite, Sage).
• Demonstrated ability to think strategically and innovatively, with a proactive approach to identifying opportunities, driving change, and delivering impactful solutions in dynamic environments.
• Strong business development skills, with the ability to identify opportunities and close new engagements.
• Exceptional interpersonal, communication, and presentation skills.

Impact of the Role

The Managing Director of a CAS practice plays a pivotal role in enhancing client satisfaction, driving both firm and CAS growth, and maintaining operational excellence. They are a key influencer and decision-maker, ensuring the practice is innovative, profitable, and a market leader in delivering outsourced financial solutions.

Gallagher, Flynn & Company, LLP (GFC) is an equal opportunity employer and do not discriminate in employment based on race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or other non-merit factor.

Requirements: