At a Glance
- Tasks: Lead client engagements in financial advisory and drive impactful business transformations.
- Company: Fast-growing consulting firm known for its entrepreneurial and high-performance culture.
- Benefits: Competitive salary package, hybrid work model, and opportunities for professional growth.
- Other info: Collaborative team environment with a focus on technology and innovation.
- Why this job: Make a significant impact on complex transactions and enhance your leadership skills.
- Qualifications: 10+ years in financial consulting, active CPA, and strong understanding of GAAP principles.
A fast-growing consulting and advisory firm providing integrated solutions across the full business lifecycle, from transaction advisory and valuations to CFO advisory, performance improvement and restructuring. Known for its entrepreneurial, high-performance culture, the firm partners with clients to navigate complex transactions, improve performance and drive lasting business transformation.
The Accounting Advisory Transformation team provides operational accounting, technical accounting, transaction and data analytics advisory across the business and investment lifecycle.
The Director position represents a unique opportunity to assume a wide range of responsibilities and make a significant impact. This is a high-visibility role, providing advice, leadership and project execution for clients on transaction accounting matters and within the controllership function to drive process and technology improvement. You will report to the OCFO Practice Line Leader and play a key role in leading and driving project execution and client outcomes, whilst contributing to the growth and development of the practice.
- Lead end-to-end client engagements across financial advisory, including controllership, P2P, OTC, RTR, audit readiness, finance integrations/carve-outs, due diligence, IPO readiness and post-transaction accounting.
- Provide technical and strategic accounting advice across ASC 606, ASC 805, ASC 842, GAAP, IFRS and SEC requirements.
- Advise sponsors, lenders and management teams on complex transactions, including M&A, acquisitions, carve-outs, operating model transformations and technology implementations.
- Develop strong client relationships and deliver tailored, commercially focused solutions and strategic advice.
- Advise clients on ERP, close and consolidation technologies to improve financial reporting, controls and performance visibility.
- Lead business development and client relationship initiatives, including network cultivation and revenue origination.
Bachelor’s degree in finance, accounting, business administration or a related field; advanced degree or professional certification (MBA, CFA) preferred. Active CPA license required. At least 10 years of progressive experience in financial consulting, advisory services. Located in Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, Nashville, New York, Palm Beach or Philadelphia. Invested in a collaborative team-based culture, including four office days per week and willing to work at client sites as needed. Experience in operational accounting. Deep understanding of GAAP accounting principles and financial reporting (ASC 606, ASC 805 and ASC 842) with experience advising complex technical matters and stakeholder impact. Complete proficiency in financial modeling and financial statements analysis as well as accounting treatments. Proficiency in financial technologies and tools (e.g., NetSuite, Sage Intacct, Microsoft Dynamics, Blackline, Floqast, etc.). Bias towards and track record of leveraging technology and automation solutions (Power BI / Tableau, Power Automate, UI Path, Automation Anywhere) to drive business process efficiency. Proven ability to lead complex engagements and develop/generate new business.
Director, Accounting Advisory Transformation employer: Neos Talent
Join a rapidly growing private equity advisory platform that values collaboration and innovation, offering exceptional equity and earnings potential. With a strong focus on employee growth and development, this firm provides a unique opportunity to influence the direction of a market-leading practice while building meaningful relationships across the private equity ecosystem. Enjoy a supportive work culture with minimal internal silos and an attractive compensation model that rewards business generation and practice growth.
StudySmarter Expert Advice🤫
We think this is how you could land Director, Accounting Advisory Transformation
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Neos Talent. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Director, Accounting Advisory Transformation
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Neos Talent.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Neos Talent's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Neos Talent
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Neos Talent.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Neos Talent will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Neos Talent employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
