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
Keep a pulse on the job market with advanced job matching technology.
If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution.
Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right.
Surveys & Data Sets
What is the career path for a Director, Business Management?
Sign up to receive alerts about other jobs on the Director, Business Management career path by checking the boxes next to the positions that interest you.
