Managing Director - CFO Accounting Advisory
Core
Senior advisor leading complex technical accounting advisory engagements for CFOs and finance leaders in financial services, digital assets, and fintech sectors.
Role type
Managing Director, CFO Accounting Advisory
Builds
Advisory services on financial instruments, derivatives, securitizations, and complex accounting issues for financial institutions and fintechs
Domain
Financial Services / Technical Accounting
Deliverable
client delivery
Required skills
U.S. GAAP, IFRS, regulatory frameworks, financial instruments, derivatives, hedge accounting, fair value measurements, structured products, securitizations, loan accounting, CECL implementation, accounting policy development, restatements, remediation of material weaknesses
Preferred skills
CPA, CFA, experience in Big 4 or top-tier consulting, industry experience in banking, capital markets, asset management, insurance, private equity, or fintech
Technologies
FASB, SEC, IASB, Basel III
Responsibilities
Serve as senior advisor on complex technical accounting matters; lead engagements on consolidations, revenue recognition, leases, business combinations, impairments, and share-based payments; advise on classification and measurement of financial instruments; lead engagements on derivatives, hedge accounting, fair value measurements, and structured products; advise on accounting policy development and remediation; build and grow client relationships with financial institutions and fintechs; mentor high-performing teams; support business development and go-to-market strategies; collaborate cross-functionally with tax, risk, and technology teams
Seniority
Managing Director, senior leadership & business development
