Director - Financial Services

The Director will be part of the Financial Services team, where enthusiasm and teamwork come first. PKF O’Connor Davies continues to grow its Financial Services practice and the candidate selected will have room for continued advancement and promotion throughout their career.

Essential Duties: 

• Lead engagements and perform work as an outsourced CFO/Controller working for clients in the Financial Services group.
• Maintain active communication with clients to manage expectations, ensure satisfaction, and lead change efforts.
• Accurately complete and review engagements in a manner that meets professional technical requirements.
• Consult, work with, and service the client base to make recommendations on business and process improvement.
• Understand and manage Firm risk on engagements and proposals.
• Identify and communicate to management suggestions to improve client internal controls and accounting procedures.
• Perform administrative tasks such as preparing training materials, prepare client bills and manage write-ups or offs of WIP as appropriate.
• Organize staffing and manage, develop, train and mentor staff on engagements.
• Assess staff performance for each engagement and for year-end reviews.
• Actively participate in recruiting talent for the Firm.
• Attend professional development events, networking events and engage in firm and training seminars on a regular basis.
• Generate new business opportunities by preparing and following up on firm proposals, participating in market facing activities and developing thought leadership materials for firm or external publication.
• Adhere to the highest degree of professional standards and strict client confidentiality.

Qualifications: 

• Bachelor’s or advanced degree in Accounting from an accredited college/university required.
• Active CPA license required.
• 6+ years’ progressive experience within Public Accounting.
• Excellent analytical, technical, and accounting skills.
• Experience generating new business opportunities by participating in market facing activities and developing thought leadership materials.
• Excellent interpersonal skills and strong work ethic.
• Ability to research complex accounting issues.
• Ability to train and mentor existing and new staff.
• Excellent communication and computer skills.
• Ability to work additional hours as needed to meet client deliverables.
• Must be willing to travel locally to clients when required and have access to a car.

PKFODA is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.

To all staffing agencies: PKF O'Connor Davies Advisory, LLC (“PKFODA”) will not be utilizing agencies to staff this position. Please do not forward resumes to PKFODA partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFODA on other positions must have an updated contractual agreement with PKFODA through the Director of Talent Acquisition. Please be reminded, PKFODA is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFODA.

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