Technology/SaaS Managing Director - Financial Advisory Services

Experience a 45X+ award-winning culture!

Embarkers enjoy:

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary

• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients

• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We’re committed to cultivating a workplace where everyone can thrive—where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions

• Comprehensive healthcare: 100% paid premiums for you and your family

• Whole human growth: $150 monthly stipend for holistic development

• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development

• Financial support: Up to 3% 401(k) matching and financial advisory services

• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

About the Role:

Reporting to our Execution Leadership team, you will be a leader within our FAS practice, helping drive firm growth and delivering high quality client service in a variety of our practice offerings, including technical & complex accounting, financial reporting, accounting clean-up & audit readiness, capital markets transactions, and more.  You will work closely with clients, both public and private, across a variety of industries and sizes providing oversight and development to our team of consultants. 
 

To be a good fit for our Managing Director - Financial Advisory Services role, you will have:

• 15+ years of experience in “Big 4”/national public accounting firm/consulting and/or corporate accounting

• CPA required

• Expert knowledge of U.S. GAAP

• Significant experience working with private equity-sponsored companies across various high-growth industries (e.g., Technology & SaaS)

• Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters

• Significant experience in areas such as:  

  • Revenue recognition across a variety of industries (ASC 606) with heavy emphasis on Technology & SaaS arrangements

  • Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815)

  • Derivatives and hedge accounting (ASC 815)

  • Variable interest entities (ASC 810)

  • Income taxes (ASC 740)

  • SEC Regulations S-K and S-X. 
     

• Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs and delivering tailored solutions that drive value.

• Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice.

• Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts.

• A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.

• Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality

• Exceptional skills in leading and developing teams of consultants

• Typical compensation range starting at $250,000+ based on experience, plus bonus potential

In closing...

If this role sounds exciting, apply and let's start the conversation!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.