What are the responsibilities and job description for the Advisory Services Partner position at MMB+CO?
Job Details
Description
Advisory Services Partner
About Us:
At MMB & CO. our focus is on the here and now. It is this forward-thinking, client centered approach that has guided the Firm since inception. Under the leadership of Managing Partner, Mark Kovaleski, MMB is a leading regional public accounting firm with over 200 employees. With offices in Rochester, Elmira, Latham, Canandaigua, and Queensbury, our deep routed culture is comprised of dedicated and hard-working professionals who want to make a difference in the communities we serve. MMB & CO. is one of the most respected and successful accounting firms in the region and is proud of our commitment to our clients and our people.
The Opportunity:
MMB CO provides high-quality services to our diverse range of clients. We specialize in assurance, tax, and advisory services, with a focus on helping businesses thrive through strategic solutions. We are currently seeking an experienced and driven Partner to join the Firm to lead our Advisory Services practice. This is a hybrid role based out of our Rochester, NY office. Applicants must be willing to travel to the area or willing to relocate.
Position Overview:
As the Advisory Services Partner, you will play a key leadership role in expanding and managing our advisory services practice. You will be responsible for overseeing the delivery of high-level advisory services, maintaining client relationships, and leading a team of professionals. Your strategic vision and expertise will directly contribute to the growth and success of the firm’s advisory practice.
Key Responsibilities:
- Lead the Advisory Services practice within the Firm
- Fractional CFO oversight and responsibilities for clients to include
- Financial Planning & Strategy, Technical Accounting, Financial Reporting & Analysis, Cash Flow Forecasking, Cash Flow Management, M&A Support, Strategic Advisory, Systems Implementation, Sox Compliance & Due Diligence
- Internal audit outsourcing
- Develop and maintain strong relationships with existing and prospective clients, positioning the firm as a trusted advisor
- Oversee and manage client engagements, ensuring high-quality service delivery, compliance, and value-added recommendations
- Provide leadership and mentorship to team members, fostering a collaborative and growth-oriented environment
- Develop and implement best practices for advisory services to ensure client satisfaction and operational excellence
- Stay current with industry trends, regulations, and market conditions to offer innovative solutions to clients
Qualifications & Skills:
- CPA required
- Minimum of 12 years of relevant and related experience in public accounting or consulting, with at least 5 years in an advisory leadership role
- Proven track record of managing and growing a successful advisory practice
- Excellent communication, presentation, and interpersonal skills
- Ability to manage multiple client relationships and engagements simultaneously
- Strong business development and networking skills
- A proactive, strategic thinker with the ability to drive results
What We Can Offer You:
- Be part of a dynamic, forward-thinking firm with a strong reputation for excellence
- Opportunity to make a significant impact on the firm’s growth and success
- Competitive compensation and benefits package
- Access to ongoing professional development and leadership opportunities
- A collaborative work culture that values innovation and client-centered solutions
Qualifications
