Technology/SaaS Managing Director - Financial Advisory Services jobs in United States
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Embark ยท 5 months ago

Technology/SaaS Managing Director - Financial Advisory Services

Embark is a unique consulting firm dedicated to solving complex problems for finance, accounting, HR, and technology leaders. The Managing Director - Financial Advisory Services will lead the FAS practice, driving firm growth and delivering high-quality client service across various practice offerings, while overseeing a team of consultants.

Management Consulting
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Comp. & Benefits
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H1B Sponsor Likelynote

Responsibilities

Helping drive firm growth and delivering high quality client service in a variety of our practice offerings, including technical & complex accounting, financial reporting, accounting clean-up & audit readiness, capital markets transactions, and more
Work closely with clients, both public and private, across a variety of industries and sizes providing oversight and development to our team of consultants

Qualification

CPAU.S. GAAPRevenue recognitionFinancial instrument transactionsPrivate equity experienceSEC RegulationsBusiness developmentCommunication skillsProblem-solvingTeam leadership

Required

15+ years of experience in 'Big 4'/national public accounting firm/consulting and/or corporate accounting
CPA required
Expert knowledge of U.S. GAAP
Significant experience working with private equity-sponsored companies across various high-growth industries (e.g., Technology & SaaS)
Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters
Significant experience in areas such as: Revenue recognition across a variety of industries (ASC 606) with heavy emphasis on Technology & SaaS arrangements, Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815), Derivatives and hedge accounting (ASC 815), Variable interest entities (ASC 810), Income taxes (ASC 740), SEC Regulations S-K and S-X
Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs and delivering tailored solutions that drive value
Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice
Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts
A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships
Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality
Exceptional skills in leading and developing teams of consultants

Benefits

Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!

Company

Embark

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Embark is a financial advisory consulting firm that helps clients solve their complex financial problems with forward-thinking solutions.

H1B Sponsorship

Embark has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2025-09-04Private Equity

Leadership Team

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L. Felice Gorordo
CEO & Board Member
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Paul Allen
Founder
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Company data provided by crunchbase