Managing Director - Accounting Advisory

Posted 18 Days Ago
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Tampa, FL
Expert/Leader
Financial Services
The Role
The Managing Director of Accounting Advisory oversees financial reporting and technical accounting engagements, develops strategic plans, ensures project timelines and resource allocation, and manages client expectations. This role requires strong leadership, project management, and client relationship skills to elevate the firm’s advisory practice.
Summary Generated by Built In

Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be.  You’re not just a number. You’re part of the Centri Family.

Career Advancement:

  • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory

The Managing Director position has the primary responsibility of oversight over the Financial Reporting and Technical Accounting engagement work plans. As a leader of the firm, the Managing Director will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency. 

Core Responsibilities:  

  • Lead the growth of Centri’s Financial Reporting Advisory practice by developing and implementing strategic and tactical plans in accordance with the firm’s mission and vision and the commitment to always act as a trusted partner to our clients 
  • Elevate the Centri Brand by demonstrating thought leadership and embracing our marketing and sales programs. 
  • Work with the Market and Service Line leaders to penetrate the market and service lines and pivoting the strategic plan depending on the conditions.  
  • Review of overall team assignment to ensure engagement risk aligns with team experience. 
  • Assist engagement partners in developing budget plans, communicate those budgets to the engagement team, and monitor team progress, prioritize projects and determine components to be completed, review of project plans and timing to ensure segment revenue is met. 
  • Timely completion of project schedules ensuring the appropriate amount of resources are dedicated to individual projects. Continuous monitoring of resource allocation to avoid over-scheduling individual team members. Ensuring overall KPIs for people are maintained (ex. utilization, capacity, leverage)  
  • Ensure timely completion of periodic invoices of projects. Manage engagement profit margin through client invoice process ensuring expectations are aligned between client and internal team.  
  • Provide oversight of the research by team members on complex accounting topics, to evaluate potential solutions and provide guidance to the team on the next steps.  
  • Provide oversight to the team conclusions and recommendations on the application of complex accounting guidance to clients and external parties, as requested by the client. 
  • Provides Oversight of calls with the SEC, client auditors, client legal counsel, etc. as deemed necessary to accomplish project goals. 
  • In-depth understanding of engagement requirements and client’s business.  Responsible for knowledge sharing of client’s business to the engagement team.  
  • Manage client expectations of deadlines including being proactive and responsive to their needs in a timely manner. 
  • Lead multiple engagement teams simultaneously to further the Firm’s goals and objectives.  
  • Attend conferences, speak on panels, and network to build segment groups.  
  • Specialize and develop a strategic plan for the growth of a specific segment. 


Required Skills/Abilities: 

  • Strong working knowledge of the Generally Accepted Accounting Principles.  
  • Thrives in an environment of changing priorities.  
  • Ability to work towards enhancing technical and project management skills through on-the-job feedback and performance evaluations.  
  • Interpersonal skills to interact in a team environment and foster client relationships. 
  • Above average written and verbal communication skills. 
  • Be a thought leader both internally and externally facing the organization by presenting complex accounting topics during internal trainings and external panels.  
  • Understand the services offered by the Firm, look for opportunities to represent the Firm, grow the client base, and increase brand recognition. 
  • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become an expert. 
  • Proficient in Microsoft Office Suite with an emphasis on Excel skills.  


Education and Experience: 

  • Bachelor’s degree in Accounting or equivalent required.  
  • Active CPA  
  • 12+ years of relative accounting experience; public accounting or professional services experience is highly preferred.  


This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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Top Skills

Excel
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The Company
Englewood, CO
135 Employees
On-site Workplace
Year Founded: 2011

What We Do

Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and multilayered skill sets to ensure the work gets done right.

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