Managing Director - Professional Services
Remote
Job Summary
Own the full P&L of the Professional Services Practice, including revenue, cost management, and budget accountability. Lead a team of CFOs who own individual client relationships, while you define the ideal client profile, set quality standards, and serve as the escalation point for complex client situations. Drive business development by acting as a subject matter expert closer for qualified prospects and building external partnerships with attorneys and bankers. Manage capacity proactively, hire and develop talent across the practice, and deliver strategic financial workshops to clients. Report performance to the EVP using EOS tools and champion technology standards within the firm.
Required Qualifications
- Managing Director experience
- Individual practice ownership
- P&L ownership
- Team leadership of CFOs
- Client portfolio management
- Client retention and satisfaction management
- NPS management
- Expansion opportunity identification
- Escalation management for complex client situations
- Quality standards setting for professional service financial advisory work
- Utilization analysis
- Revenue recognition accuracy
- Billing efficiency
- Cash flow management
- Service expansion within existing client books
- Ideal client profile definition
- Subject matter expert closing for qualified prospects
- Workbook analysis delivery
- Value Workshop delivery
- Strategic partnership development in professional services sector
- Attorney relationship management
- Banker relationship management
- Professional services network relationship management
- Talent hiring, development, and retention
- Capacity management
- CFO accountability to client outcomes
- CFO accountability to team health metrics
- CFO accountability to EOS commitments
- Career pathway creation for CFOs
- Career pathway creation for Senior Controllers
- Career pathway creation for Controllers
- Career pathway creation for Senior Accountants
- Career pathway creation for Accountants
- Culture of Commitment
- Culture of Foresight
- Culture of Relationships
- Culture of Tenacity
- Culture of Teamwork
- Partnering with Talent on hiring decisions
- Annual practice plan development
- Growth target setting
- Hiring plan development
- Service delivery goal setting
- Practice performance reporting via EOS tools
- Scorecard usage
- Rocks usage
- L10 meetings participation
- Process improvement for professional service delivery
- External reputation building in professional services sector
- Industry event speaking
- Relevant publication contribution
- Key referral partnership development
- Service-based business model knowledge
- Billing trends knowledge
- Partner economics knowledge
- Pricing strategy knowledge
- M&A activity knowledge
- Technology standards championing within Professional Services Practice
- New service line identification
- New delivery approach advocacy
- Internal training completion
- Brand Ambassador program participation
- Security practices for client assets protection
- Security practices for firm data protection
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