Grant Thornton (US)

Financial Planning and Analysis

• Lead project management of strategic finance initiatives, including M&A integration, process optimization, and operational transformation
• Develop and maintain detailed project plans, timelines, and status reports to ensure accountability and transparency
• Coordinate cross-functional teams to drive execution and resolve issues quickly
• Support the CFO and senior finance leaders with executive-level presentations, briefings, and decision-support materials
• Facilitate effective communication and information flow across Finance and Accounting teams
• Identify opportunities for process improvement and implement scalable solutions
• Demonstrate adaptability and emotional intelligence in navigating diverse stakeholder needs and team dynamics
• Maintain momentum on broader transformation efforts and ensure seamless integration of financial processes, systems, and reporting structures
• Report to the Chief of Staff within the Office of the CFO

Finance Manager

Director

• Originate new sales opportunities by consistently and systematically initiating sales calls and contacts; pursue prospects to secure meetings and win referrals
• Meet sales production targets and goals with minimal oversight and direction
• Project executive presence; build effective and collaborative relationships with senior Partners and C‑Suite executives
• Identify key decision makers at client and prospect organizations at the C‑Suite and Board levels
• Identify winning strategies by understanding the client’s needs; coach Grant Thornton teams through the pursuit life cycle
• Participate in Grant Thornton services sales presentations and conduct face-to-face meetings with prospects
• Execute account strategy and plan that best leverages Grant Thornton’s resources to meet the prospect’s business needs and issues
• Participate in trade organizations and informal networks to develop, build, and sustain robust professional relationships
• In partnership with marketing, execute events and other outreach campaigns to identify and engage targets and build the Grant Thornton brand
• Work with local office service line leaders to maximize cross-selling opportunities
• Negotiate and participate in pricing strategy to make Grant Thornton competitive
• Regularly (daily) and consistently use CRM system to ensure that data reporting, customer information, and sales activity/pipeline are up to date
• Other duties as assigned

Client Relationship Executive – Director

• Originate new sales opportunities by consistently and systematically initiating sales calls and contacts
• Meet sales production targets and goals with minimal oversight and direction
• Project executive presence; build effective and collaborative relationships with senior Partners and C-Suite executives
• Identify key decision makers at client and prospect organizations at the C-Suite and Board levels
• Engage in enterprise-level conversations around Growth, Risk, Profitability & Performance Management
• Identify winning strategies by understanding client needs and coach Grant Thornton teams through the pursuit life cycle
• Participate in Grant Thornton services sales presentations and conduct face-to-face meetings with prospects
• Execute account strategy and plan to leverage Grant Thornton’s resources to meet prospect business needs
• Participate in trade organizations and informal networks to develop and sustain professional relationships
• Partner with marketing to execute events and outreach campaigns to identify and engage targets and build the brand
• Work with local office service line leaders to maximize cross-selling opportunities
• Negotiate and participate in pricing strategy to remain competitive
• Regularly (daily) and consistently use CRM system to keep data reporting and pipeline up to date
• Other duties as assigned

• Originate new sales opportunities by consistently and systematically initiating sales calls and contacts; pursue prospects to secure meetings and win referrals.
• Meet sales production targets and goals with minimal oversight and direction.
• Project executive presence; build effective and collaborative relationships with senior Partners and C-Suite executives.
• Identify key decision makers at client and prospect organizations at the C-Suite and Board levels.
• Possess the ability to have enterprise-level conversations in areas such as Growth, Risk, Profitability & Performance Management.
• Identify winning strategies by understanding the client’s needs; coach Grant Thornton teams through the pursuit life cycle.
• Participate in Grant Thornton services sales presentations and conduct face-to-face meetings with prospects.
• Execute account strategy and plan that best leverages Grant Thornton’s resources to meet the prospect’s business needs and issues.
• Participate in trade organizations and informal networks to develop, build, and sustain robust professional relationships.
• In partnership with marketing, execute events and other outreach campaigns to identify and engage targets and build the Grant Thornton brand in the marketplace.
• Work with local office service line leaders to maximize cross-selling opportunities.
• Negotiate and participate in pricing strategy to make Grant Thornton competitive.
• Regularly (daily) and consistently use CRM system to ensure that data reporting, customer information, and sales activity/pipeline are up to date.
• Other duties as assigned.

Manager

• Lead technical delivery for client digital transformation projects leveraging Microsoft cloud and modern workplace capabilities
• Advise clients and lead teams to integrate Microsoft Suite solutions to drive client value
• Define go-to-market approach, services, and external marketing plan for Microsoft capabilities
• Advise TE/TM teams on leveraging Microsoft platform and provide industry-specific expertise to the platform
• Support significant sales and partner/manage relationship with Microsoft across TE and its tools
• Source, identify and qualify leads and execute solution-based selling at CXO/VP level
• Produce proposals, reports, presentations and spreadsheets using MS CRM, Word, Excel and PowerPoint
• Collaborate across multidisciplinary teams and contribute to an effective team environment
• Travel to client sites as needed (~40%) and attend in-person at least two days a week per hybrid model

Technology Modernization Manager

• Assist in full life cycle implementations including planning, design, & build phases
• Responsible for documenting business requirements, system design and transformational goals
• Configure applications and conduct iterative unit testing
• Help to create training materials and quick reference guides to support user adoption
• Conduct training classes to prepare end users for deployment
• Provide post-production support
• Participate in full life cycle implementations
• Assist in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures
• Meet or exceed targeted billing hours (utilization)
• Other duties as assigned

Workday Manager – Technology Modernization

Marketing

• Partnering with the leaders for our three service lines (Advisory, Audit & Tax) to identify and scope solution-specific priorities.
• Translating solution priorities into marketing plans that align with firm-wide objectives and complement ongoing enterprise-wide marketing campaigns.
• Collaborating across marketing teams (campaign, content, web, etc.) to bring solution marketing plans to life.
• Planning, executing and tracking the marketing performance of solution aligned initiatives, sales plays and micro campaigns (including M&A).
• Planning and overseeing the execution of solution-specific partnerships and sponsorships that enhance our brand presence and generate qualified leads.
• Coordinate with our Alliances team to fully activate the marketing potential of our solution-specific partnerships.
• Analyzing marketing data to understand performance and improve ROI.
• Working with onshore and offshore members of our events and sponsorships center of excellence to elevate execution standards.
• Serving as the primary point of contact for marketing matters within the service lines, addressing challenges and analyzing requests and opportunities.
• Maintaining and optimizing the solution presence and description on external website.
• Other duties as assigned.

Solutions Marketing Manager

• Initiate, qualify, and develop new business with target organizations to meet or exceed sales goals.
• Generate new business opportunities for Grant Thornton across all service lines within a specific geographic market and designated industry verticals.
• Focus on a defined list of assigned targets and a select number of existing accounts for revenue expansion; align pursuit efforts with local office leadership.
• Originate new sales opportunities via systematic outreach; pursue prospects to secure meetings and referrals.
• Meet sales production targets and goals with minimal oversight.
• Project executive presence; build collaborative relationships with senior Partners and C-Suite executives and identify key decision makers at client/prospect organizations.
• Conduct enterprise-level conversations in Growth, Risk, Profitability & Performance Management; coach Grant Thornton teams through the pursuit life cycle.
• Participate in sales presentations and face-to-face meetings; execute account strategy and planning to leverage Grant Thornton resources.
• Participate in trade organizations and networks; partner with marketing to execute events and outreach campaigns to build the Grant Thornton brand.
• Work with local office service line leaders to maximize cross-selling; negotiate and participate in pricing strategy.
• Regularly and consistently use CRM daily to ensure data reporting, customer information, and sales pipeline are up to date.
• Other duties as assigned.