CFGI

Director

CFGI

full-time

Posted on:

Location Type: Hybrid

Location: San Diego • California • 🇺🇸 United States

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Job Level

Lead

About the role

  • Work closely with ‘C-level’ management of Fortune 500, mid-cap, and start-up companies.
  • Lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing client relationships, and business development.
  • Interact with clients’ executive team and auditors, serving as a subject matter expert, leading clients through complex accounting issues and driving conclusions.
  • Lead client engagement and own client delivery on operational due diligence for complex transactions (i.e. – IPO’s, acquisitions and divestitures, stock offerings, debt raises).
  • Drive client deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination).
  • Serve as a subject matter expert on projects related to new ASC accounting standards.
  • Lead process improvement projects and implementation of changes.
  • Mentor managers and consultants, acting as a moral and ethical model, fostering engagement team professional growth, and providing constructive and actionable feedback.
  • Lead firm initiatives and identify areas for improvements.
  • Play an active role in the firm’s recruiting efforts, client relationship building, and business development efforts.

Requirements

  • An undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.
  • 12 plus years of experience in public accounting and/or industry accounting and/or finance.
  • Outstanding interpersonal, written, and oral communication skills and ability to assimilate easily into teams.
  • Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.
  • Proactive in identifying client needs and effective in building a strong relationship with clients.
  • Highly organized and focused and demonstrates the ability to set overall engagement expectations and direction.
  • Effective analytical and critical thinking abilities.
  • Entrepreneurial nature, self-motivated, ethical, and dependable.
  • High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.
  • Consistently seek opportunities to enhance your skills by attending higher-level training, develop firm training materials and enhance overall firm knowledge base.
Benefits
  • Gain exposure to a wide range of industries and/or projects.
  • Make a true business impact with your clients.
  • Own projects from start to finish.
  • Experience client interaction and thrive in a client-facing role.
  • Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.
  • Enjoy the flexibility of office/remote/client site work locations (engagement specific).
  • Create your own path.
  • Enjoy what you do!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
U.S. GAAPSEC reportingaccounting standardsfinancial analysisoperational due diligencereport writingbusiness developmentaudit coordinationprocess improvementfinancial regulatory compliance
Soft skills
interpersonal skillswritten communicationoral communicationanalytical thinkingcritical thinkingorganizational skillsrelationship buildingmentoringself-motivationethical decision-making
Certifications
CPAMBA
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