What are the responsibilities and job description for the Director, Business Management position at Consultative Search Group?
A prestigious business management firm seeks a Director, Business Management to join their dynamic team. Firm is searching for an experienced Director in the industry to lead a dedicated Business Management service team that handles a group of several large clients. The Director role requires deep technical accounting acumen. This person will communicate with, and provide sound financial advice to, high-level clients, communicate with Partners, as well as manage a team of accounting professionals. This position is part of the management team, and will participate in key decisions for their clients.
Responsibilities:
- Lead and manage one or more business management client service teams.
- Manage workflow, ensure deadlines are being met, and internal processes and procedures are being followed.
- Review financial statements, tax returns, cash flow reports, other financial reporting and client meeting packages.
- Prepare financial statement summaries as required for Partners.
- Assist Partners with special projects including, but not limited to real estate transactions, cash flow analysis, investment analysis, custom financial reporting, estate planning, insurance, and forecasting.
- Regular communication with Partners regarding client financial matters.
- Regular communication with clients to answer questions, fulfill requests, and provide financial advice when needed.
- Attend client financial meetings.
- Participate in management meetings and provide input on recruiting, client distribution, staff performance, and internal processes.
- Coordinate with the tax department on client tax matters.
- Other related duties as assigned.
REPORTING & COMMUNICATION
- Oversee and review weekly, monthly, quarterly and annual financial reporting.
- Ensure financial data is accurate and current at all times.
- Review all client reports prior to being sent.
- Provide analysis and insight, and summarize large amounts of information into digestible reports that can be provided to clients.
- Communicate regularly with clients regarding their financial position, projections, and cash management.
- Communicate regularly with client’s staff as applicable.
- Communicate regularly with Partners regarding client’s financial position.
PLANNING
- Assist in preparing client’s short and long term financial projections.
- Monitor and direct the implementation of strategic business plans.
- Manage cash flow between client entities, investment accounts, and bank accounts and plan for future cash needs.
- Provide input to the tax department to create annual tax projections.
OPERATIONS
- Participate in key decisions as a member of the management team.
- Provide input on staffing levels, work distribution, staff performance, recruiting, and internal processes.
- Manage one or more business management accounting teams.
- Ensure deadlines are being met, and internal processes and procedures are being followed.
- Work as part of the new client onboarding team as needed.
RISK MANAGEMENT
- Regularly review client insurance policies and coverage levels.
- Monitor any open legal issues involving the client.
- Advise client on appropriate and reliable control systems for staff and entities.
Qualifications:
- Bachelor's degree in Accounting; or other related Business field preferred.
- Certified Public Accountant or Enrolled Agent preferred.
- 10-15 years of related experience in the Business Management field, and/or working with high-net-worth individuals.
Benefits:
Firm offers a great variety of benefits and perks to their employees. Some of these include:
- Medical, Dental and Vision coverage
- Flexible Spending Account
- Basic Life and AD&D
- Voluntary Life and AD&D
- Long Term Disability
- Voluntary Critical Illness and Cancer, Hospital Indemnity and Accident Coverage
- Genetic Screening and Cancer Support
- Pet Insurance
- Accrue 20 PTO days annually
- 401k, Match and Profit Sharing Plan
- 10 Paid Holidays and 1 Floating Holiday
Many of our job openings can be viewed at https://consultativesg.crelate.com/portal
Salary : $175,000 - $240,000
