Client Accounting Services Director – Finance and Growth

Location: Atlanta, GA or Chattanooga, TN,None,None

Why Windham Brannon:

Windham Brannon is a recognized leader in providing assurance, tax and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people – by offering more to our team, we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all of our employees a diverse, equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Offering more for your career…

Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. That’s why we prioritize the following for our people.

·        Diversity, Equity, and Inclusion Advisory Council that advocates for important employee initiatives

·        Dedicated learning and development budget for each employee

·        Coaches and talent advisors who are dedicated to your career growth and development, helping you thrive in the workplace

·        Referral, performance, and business development bonus opportunities

Offering more for your life…

Our competitive benefits package is designed to positively impact your life outside of work.

·        Hybrid and flexible work environment

·        Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance

·        401(k) plan with company matching

·        PTO, paid holidays, and summer hours

Offering more for your community…

Windham Brannon believes that we succeed as a firm when those in our community can succeed, too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month, and we provide regular volunteer support to several not-for-profit organizations throughout the year.

Our CAS team is growing and is looking for a Financial Executive to join the team… 

What you will be doing…

We are seeking a strategic and entrepreneurial Financial Executive to provide high-level financial leadership to our firm clients. This role combines financial expertise with a business development acumen, making it ideal for a finance executive who enjoys both advising clients and helping grow the firm’s footprint. You will work across a portfolio of businesses, offering strategic insights, improving financial operations, and identifying new opportunities for growth.

Internal & External Business Development

·         Cultivate and maintain relationships within your network to identify and generate new business opportunities and foster strategic relationships.

·         Identify and pursue new business opportunities, including referrals, partnerships, and upselling services to existing clients.

·         Represent the firm at networking events, industry conferences, and client meetings.

·         Identify, pursue and manage business development opportunities, maintaining detailed activity records and pipeline progress within the CRM system.   

·         Assist in proposal development and client onboarding processes.

·         Build and maintain strong relationships with clients, acting as a trusted advisor and long-term partner.

Client Financial Leadership

·         Serve as a strategic advisor to clients on financial planning, budgeting, forecasting, and capital strategy.

·         Oversee financial reporting and ensure compliance with GAAP and regulatory standards.

·         Analyze financial data to identify trends, risks, and opportunities.

·         Develop and implement financial controls, policies, and procedures.

·         Support fundraising, M&A, and investor relations activities.

·         Oversee financial reporting, KPI tracking and other dashboard reporting

·         Present financial insig