Withum · 2 weeks ago
Financial Services Industry Leader
San Francisco, CA
Full-time
Hybrid
Director/Executive
$170K/yr - $250K/yr
8+ years expWithum is a dynamic company focused on fostering talent and collaboration. They are seeking a Financial Services Industry Leader to build and lead a Financial Services Practice in the San Francisco area, responsible for developing the local team and executing market strategies.
AccountingAdvertisingConsultingEdTechFinanceFinancial ServicesMedia and Entertainment
Hiring Manager
Michelle Malette
Responsibilities
Achieving associated growth goals in revenue, team head count and key ecosystem relationships
Being a focal point for collaboration, coordination and communication with your team and the national practice
Identifying and leading a coordinated, cross functional team to pursue FS growth opportunities within the San Francisco marketplace
Overseeing and evaluating all key organizational sponsorships and affiliations
Actively participating in strategy sessions, marketing calls and events with the National technology team
Working with industry, service line engagement teams to ensure appropriate resources and deliverables are provided to our FS clients
Ensuring you are ever aware of our clients’ position, personnel, activity, issues and challenges in order to provide support
Providing thought leadership to the San Francisco FS market
Actively participating in and contributing to the industry and service line leadership providing perspective and commentary on areas of opportunity and challenge presented to Withum in the FS marketplace
Qualification
Required
Bachelor's Degree in accounting or finance from an accredited institution, is required
CPA, JD, LLM, or MST required
Minimum of 8+ years of professional services experience required
Minimum 5 years industry knowledge within the DS sector required
Demonstrated strategic leadership. Defining market opportunities, creating a strategic plan, process and deployment capabilities
Demonstrated process creation. Adept at developing and deploying best of breed business development and relationship management practices
Outstanding multitasking skills and organization
Strong verbal, writing and presentation skills a must
Strong leadership skills. Demonstrate ability to set strategy and lead a team of professionals in a variety of capacities and different position responsibilities
Project management. Must demonstrate ability to manage time, multi-task, and meet deadlines for themselves and their firm team members
Tangible and demonstrated experience in formal sales process deployment, use and training
Ability to adhere to an environment of accountability and responsibility – no excuses
Ability to constructively monitor, formally (CRM) and informally (personal interaction) personal and client account performance
Creative problem solving & conflict resolution
Attentiveness to detail
Outgoing personality and self-starter
Outstanding relationship management skills and personal networking skills are essential
Preferred
An MBA is a plus
Partner / Senior Manager from a Top 50 CPA Firm is a plus
Benefits
Competitive benefits package
Bonus program (for eligible roles) based on individual and firm performance
Company
Withum
Withum is a accounting and consulting firm focus on technology and media.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jim Bourke
Managing Director Advisory Services
V
Val Orekhov
Partner
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