CareerPlan

Managing Director - CFO Accounting Advisory

Irvine, CA, USFull-time2026-10-07 → 2026-11-09

Core

Lead and expand Financial Advisory Services (FAS) within the Office of the CFO Accounting Advisory practice, specializing in complex technical accounting matters and financial instruments for CFOs and finance leaders.

Role type

Managing Director, CFO Accounting Advisory

Builds

Advisory engagements on complex accounting topics (consolidations, revenue recognition, leases, business combinations, impairments, share-based payments, financial instruments, derivatives, fair value, structured products, CECL) and thought leadership in emerging accounting topics.

Domain

Financial services, digital assets, fintech, accounting, regulatory compliance

Deliverable

client delivery

Required skills

U.S. GAAP, IFRS, regulatory frameworks, financial instruments, derivatives, securitizations, digital assets, complex accounting issues, ASC 810, ASC 606, ASC 842, ASC 805, ASC 350/360, ASC 718, ASC 815, ASC 825, IFRS 9, ASC 820, ASC 826, CECL, accounting policy development, restatements, remediation of material weaknesses, business development, team leadership, stakeholder management

Preferred skills

CPA, CFA, experience in financial services (banking, capital markets, asset management, insurance), digital assets, private equity, fintech

Technologies

None stated

Responsibilities

Serve as a senior advisor to clients with deep technical expertise in financial instruments, derivatives, securitizations, digital assets and complex accounting issues; Lead and deliver advisory engagements on complex accounting topics; Advise clients on classification, measurement, and disclosure of financial instruments; Lead and deliver advisory engagements involving derivatives and hedge accounting, fair value measurements, structured products, securitizations, and loan accounting; Advise on accounting policy development, restatements, and remediation of material weaknesses; Build and grow client relationships with financial institutions, fintech's, asset managers, and exchanges; Lead, mentor, and grow high-performing teams; Support business development, proposals, and go-to-market strategies; Collaborate cross-functionally with tax, risk, valuation, managed services, and technology teams.

Seniority

Managing Director, senior leadership