Managing Director of Client Accounting and CFO Advisory Services jobs in United States
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Stambaugh Ness · 2 weeks ago

Managing Director of Client Accounting and CFO Advisory Services

Stambaugh Ness (SN) is a professional services firm serving clients nationally with a singular focus on architecture, engineering, and related industries. The Managing Director of Client Accounting and CFO Advisory Services will lead the outsourced accounting and CFO advisory practice, driving operational excellence and expanding impact in the AE industry while reporting directly to the CEO.

Management Consulting
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Comp. & Benefits

Responsibilities

Develop and execute the strategic vision for the Client Accounting and CFO Advisory Services practices aligned with SN’s growth objectives
Lead and mentor a high-performing teams of accounting professionals specializing in Deltek Vision, Vantagepoint and Ajera
Oversee the delivery of outsourced accounting, financial reporting, and CFO advisory services, ensuring high client satisfaction and retention
Drive scalability by strengthening on and offshore delivery teams, improving processes, identifying new service opportunities, and expanding market presence in AE industry
Leverage automation, AI tools, and ERP platforms to enhance service delivery and generate actionable client insights. Establish KPIs, implement best practices, and ensure compliance with industry and regulatory standards

Qualification

Deltek VisionVantagepointAjeraCFO advisoryCPAMBALeadershipStrategic visionClient relationship managementProcess optimizationIndustry knowledgeCommunication skillsInterpersonal skillsTeam mentoring

Required

Bachelor's degree in accounting, Finance, or related field
10+ years of experience in outsourced client accounting or CFO advisory, with 5+ years in a leadership capacity leading scalability
Proven ability to lead teams and deliver strategic financial guidance
Excellent communication and interpersonal skills
Strong familiarity with Deltek Vision, Vantagepoint, or Ajera
Deep understanding of AE industry challenges and opportunities

Preferred

CPA and/or MBA, a plus

Benefits

Health & Wellness Your Way: Choose from three medical plans designed to fit different needs and budgets.
Wellness Support: Access to Teladoc's zero-cost telehealth services and Husk Wellness for exclusive discounts on gym memberships, nutrition guidance, and mental health support
Time Off, When You Need It: Recharge with our flexible PTO policy and enjoy 10 paid holidays
Flexible Spending Options: Maximize your health and dependent care through employer-backed HSAs and FSAs
Peace of Mind: Your well-being is covered with employer-paid life, AD&D, and comprehensive short- and long-term disability
More Ways to Thrive: Tap into our Employee Assistance Program for support, plus access to InsurChoice for personal insurance options.

Company

Stambaugh Ness

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Stambaugh Ness is a professional services firm serving clients nationally with a singular focus on architecture, engineering, and related industries.

Funding

Current Stage
Growth Stage

Leadership Team

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Steven L. Hake, CPA
CEO & President
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Mike Benjamin
CFO Advisor
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Company data provided by crunchbase