Managing Director, Financial Accounting Advisory Services

Financial Accounting Advisory Services (“FAAS”)

Our Financial Accounting Advisory Services team partners with our clients and their portfolio companies to improve and enhance accounting and finance capabilities creating a foundation that can support company growth and value creation.

Intrinsic’s decision to expand into this practice area is in response to listening to the pain points of our clients who typically encounter underdeveloped and under resourced accounting and finance departments through their investments in middle market and founder-owned companies.  Post-closing, the demand on these teams increases meaningfully and the companies require additional technical accounting and finance support to deliver what’s required to new ownership in an environment with increased operational complexity. 

While this is our newest practice, Intrinsic’s valuation and transaction advisory teams have been providing hands on post transaction finance support for clients for years.  Through our exceptional team of CPAs, CFAs and extensive network of partners in private equity, tax, audit, etc. we have a strong track record of providing best in class work products combined with an unparalleled client experience. 

What You’ll Do:

Serve as a foundational leader within the Financial Accounting Advisory Services team empowered to refine the strategic vision and path for the practice, as well as define the operational playbook that will define our brand within the FAAS space.

Work closely with our FAAS team as well as our Valuation and Transaction Advisory leaders to identify opportunities, define solutions and execute engagements for clients in areas including but not limited to: leading cash to accrual based accounting transitions, refine and document accounting processes / procedures, improve financial close process and timeline, lead account reconciliations, plan and support the audit process, develop sponsor and/or lender reporting packages, etc.

You will bring your deep financial expertise and strong customer service ethic to:

• Own multiple client engagements and teams, ensuring projects are on track and client is satisfied
• Cultivate and expand client relationships with C-level personnel at portfolio company and PE sponsor level by identifying and driving business development activities
• Serve as a leader in the practice and across the firm by mentoring, training and developing junior staff as well as engaging with the Board of Directors and other Senior Advisors
• Contribute to the growth of the firm by sharing ideas, proposing solutions and improvements and leading internal initiatives as needed.

Ideally, You Have:

• Minimum 8+ years of relevant professional experience working in a client serving role at a financial advisory firm, or a mix of client service and private industry experience at a senior level
• Bachelor's degree in Accounting, Finance or related field. MBA is a plus
• An external orientation with experience and/or aptitude driving revenue and developing a growing team; ideally in an entrepreneurial organization
• Up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
• Experience working with Private Equity and founder-led businesses
• Excellent communication and interpersonal skills; ability to distill and articulate complex concepts
• Strong Excel and PowerPoint skills

Ideally, You Are:

• Excited to be part of a growing firm where there will be additional leadership growth opportunities
• Adept at “rolling up your sleeves” on engagements while also being able to think strategically about the bigger picture
• Passionate about client service and product quality
• Comfortable being a seller/doer in a growing firm
• Collaborative and a team player - enjoys working with team members with different styles and levels
• Someone who enjoys mentoring others and leads by example

Base Salary: $190,000 to $250,000 + Bonus (dependent on revenue), benefits and equity ownership

We do not believe that there is a single, perfect background for the Managing Director role in our FAAS practice.  A successful leader could pull relevant experience from a diverse set of different professional experiences so we encourage anyone with these skills who’s excited about this entrepreneurial role to apply.

All candidates must reflect the values that are core to our firm:

• Craftsperson – We earn the respect of our clients by putting in the work so that our knowledge on matters where we serve them extends well beyond their own understanding. They come to respect and rely on us in this regard. We take enormous personal pride in our ability to contribute in this way. The satisfaction derived from mastery of the art we practice, indicated by our client’s acknowledgment of it, and the authenticity of the relationships we build because of it, is the marquee reason we stay in this business.
• Relatable – When our clients think about who they’d like to spend time with outside of work, they think fondly of us. We genuinely like and respect each other. Our conversations are informed, but casual. They don’t feel the need to put on a corporate veneer when interacting with us, and we relate our knowledge to them succinctly, and in plain English. We get them to “ah, I got it” with expert precision in a humble yet confident way.
• Trusted Partner – A natural result of being both relatable and a master craftsman is that we become trusted partners – effective extensions of the clients we work with. Work is awarded on an uncontested basis. Over time, they may ask us to help with endeavors they know lay beyond our stated services, having developed confidence by observing us in situations where we innovate at the margin and find unique solutions in the normal course of traditional engagements. Their respect for us may manifest in other ways as well, like asking about what other kinds of work our firm performs, or referrals to other service providers. They use us as a filter and beacon for other craftspeople.
• Responsive – We care about our clients and we want them to know that. The way we show it is through responsiveness. Getting a quick response from us, at any time of day or night, even if it’s a few words, makes them know this. When we interact with them in this way, it builds a new and special dimension to the relationship. A personal one.
• Intellectual Curiosity – Part of our wiring is that we’re nerds at some level. We might have a little social anxiety, and we find solace and enjoyment in diving into topics that sharpen the saw in our craft. We’re not on a path of continuous improvement for financial reasons. We actually enjoy tinkering with concepts and tools that elevate our game. Sometimes we might want to take on an assignment that doesn’t fit with our strategy because something about it will give us the opportunity to personally explore something new.
• Commitment To The Firm – We have profound organizational ambition. We enjoy winning as a team and watching the flywheel accelerate through collaboration. We like winning independently to motivate our colleagues, and we love nothing more than watching them respond with big wins of their own. We love being the underdog together and the comradery that comes from building something special – with fewer resources and less capital than our competitors – and our clients love being a part of the process as well as we grow.
• Commitment To Each Other – As much as we like winning together, we like learning and growing together. We acknowledge each of us was carefully chosen for our inherent traits as continuous learners, having a strong desire to improve as both professionals and people. We strive to understand the challenges and demands of one another’s roles and we solve our problems, together. We know that the key to our respective individual successes is underpinned by our growth as leaders and our ability to win as a team, and we improve on both, daily.

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