Demo

Director, Business Management

Consultative Search Group
Los Angeles, CA Full Time
POSTED ON 2/5/2025
AVAILABLE BEFORE 5/5/2025

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

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