Advisory Director

Job Summary

A company is looking for an Advisory Director to lead client advisory engagements and provide strategic insights.

Key Responsibilities

• Serve as the primary advisor and relationship lead for advisory clients
• Lead advisory engagements focused on operational efficiency, KPI development, and business strategy
• Support clients with transaction-related needs, including M&A advisory and financial due diligence

Required Qualifications

• Bachelor's degree in Accounting, Finance, Economics, or related field required
• CPA, CFA, or MBA strongly preferred
• 8-12+ years of experience in advisory, consulting, or public accounting
• Demonstrated experience managing client relationships and leading advisory engagements
• Strong financial analysis and modeling skills; advanced Excel proficiency required