Accounting Advisory Market Leader

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. 

Position Overview:

The Market Leader will influence the direction of the AAS practice and its team members by playing a vital role in growth efforts, serving our customers, coaching team members, and collaborating with Firm leadership.  We are looking for an innovative builder who is passionate about expanding the reach of the practice, investing in team members, and the success of our customers. This leader will serve as a high-level finance expert, advising in areas of budgeting, forecasting, analysis, and strategic planning for AAS customers across a variety of industries, geographies, and in various stages of life cycles. As a leader in our AAS practice, this individual will be expected to embrace and promote the firm’s mission, vision, and values across all activities.

Responsibilities:

BUSINESS DEVELOPMENT:

·     Drive growth opportunities by leveraging existing networks and constantly seeking the development of new business relationships

·     Create a business development strategy and work with leadership on best practices around executing that strategy

·     Demonstrate an entrepreneurial spirit centered on achieving customer expansion goals while maintaining a superior level of service to our customers

·     Collaborate with firm leadership to identify ways to expand our service offerings to current customers

CLIENT SERVICE:

·       Approach client service with a CFO mindset, identifying areas for improvement, developing a strategy around implementation, and working with AAS colleagues to execute that strategy.

·       Focus efforts on the areas of financial planning and analysis, helping customers with the measurement of current performance and making recommendations for future financial strategy.

·       Work with AAS team members to analyze economic conditions and evaluate how they impact customer business operations, providing customers with proactive and anticipatory strategic planning.

·       Manage a diverse portfolio of customers, providing oversight to project managers regarding quality, timeliness, and customer experience.

·       Provide oversight, mentoring, risk management, and quality control for the team.

·       Collaborate with customers in a trusted advisory relationship for their business decisions’ success.

Requirements:

·         A Bachelor’s degree in accounting or finance

·         A seasoned professional with a blend of 10+ years of experience in public accounting, corporate finance, or consulting roles.

·         Demonstrated success or a strong desire to drive new business and expand existing networks.

·         A natural inclination toward relationship building.

·         A strong understanding of financial statements

·         Strong problem-solving and critical thinking skills

·         Excellent written and oral communication skills, particularly in setting expectations.

·         Experience in and passion for mentorship and team collaboration

·         Strong time-management skills

·         MBA, CPA, or CFA certification