Director | Accounting Advisory Services

#LI-CR2 #LI-Hybrid #CBIZAdvisory

The FAAS Director leads client service engagements involving complex accounting, financial reporting, SEC reporting, transaction support, and accounting transformation initiatives. The Director serves as a trusted advisor to CFOs, Chief Accounting Officers, Controllers, Audit Committees, and venture capital and private equity-backed companies while managing client relationships, developing staff, and contributing to practice growth.

Essential Functions and Primary Duties

• Supervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members.

• Advise clients on complex U.S. GAAP and SEC reporting matters. 

• Prepare and review technical accounting memoranda. 

• Assist with implementation of new accounting standards. 

• Advise on revenue recognition, leases, stock compensation, debt/equity transactions, business combinations, impairment, consolidation matters and other technical GAAP areas.

• Support mergers and acquisitions, purchase accounting, and divestitures. 

• Assist clients with IPO readiness and public company reporting. 

• Review registration statements, Forms 10-K, 10-Q, S-1, and related disclosures.

• Lead multiple engagement teams and oversee project execution. 

• Maintain executive-level client relationships. 

• Identify opportunities to expand services and enhance client value.

• Participate in proposal development and business development activities. 

• Build referral relationships with private equity firms, attorneys, bankers, and audit partners. 

• Assist in developing new service offerings and thought leadership.

• Mentor all levels of team personnel such as Senior Managers, Managers and Consultants. 

• Participate in recruiting, performance management, and career development initiatives. 

• Promote technical excellence and quality control.

Preferred Qualifications 

• 10+ years of experience in related field

• 10+ years supervisory experience

• Graduate or specialty degree preferred

• Strong technical accounting, finance, and SEC disclosure skills

• Ability to manage multiple workflows simultaneously while managing time and budget

• Prior experience managing teams and the development of others

Minimum Qualifications 

• Bachelor’s degree 
• 8 years of experience in related field
• 6 years supervisory experience
• Must have and preserve required licenses
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally 
• Proficient use of applicable technology
• Must be able to travel based on client and business needs