Finance & Accounting Outsourcing Director

In this role you will lead outsourced accounting and advisory delivery for middle-market clients, acting as a trusted advisor to owners and executives. You will drive growth through expanding client relationships and cross-sell opportunities, while partnering with leaders across advisory, tax, and other service lines. You will mentor teams, manage resource planning and engagement profitability, and champion process improvements and technology adoption. This is a hands-on, client-focused leadership role that shapes service delivery and operational excellence in a fast-paced FAO practice.

• annual bonus
• medical, dental, and vision care
• disability and life insurance
• generous Paid Time Off
• retirement plans
• Paid Care Leave

• Lead delivery of outsourced accounting and advisory services for a portfolio of middle-market clients
• Serve as a trusted advisor to business owners and executives with strategic accounting guidance
• Drive growth through client relationship expansion, cross-selling, and new business development
• Partner with Advisory, Tax, and other service lines to pursue opportunities within existing relationships
• Lead, coach, and develop accounting professionals, fostering collaboration and accountability
• Oversee resource planning, team utilization, and engagement profitability
• Champion process improvements, technology adoption, and operational excellence across engagements
• Maintain high involvement in client service and relationship management

• 15+ years of progressive accounting experience (public accounting, outsourced accounting, or client advisory services)
• CPA preferred
• Experience serving clients with annual revenue from 1M to 50M
• Proven success in leading client relationships and delivering accounting/advisory solutions
• Strong business development mindset with track record of expanding client relationships
• Leadership experience developing and managing high-performing teams
• Strong consulting, problem-solving, and analytical capabilities
• Excellent communication, presentation, and interpersonal skills
• Ability to leverage technology to enhance service delivery
• Ability to manage multiple priorities in a fast-paced, client-service environment

• leadership
• communication
• interpersonal skills
• technology adoption for service delivery
• process improvements
• analytical capabilities