Your role.- Hands-on engagement leader responsible for delivering complex accounting advisory engagements, leading teams, managing client relationships, and building the practice.
- Serve as a recognized subject matter expert in accounting, finance and financial reporting practices, including addressing service needs as it relates to technical accounting application (e.g., US GAAP), accounting operational shortcomings and staffing voids, assurance and tax readiness, financial analysis and budgeting, post-acquisition accounting integrations, and any other scenarios where clients do not possess either the capacity or acumen to address accounting and finance objectives on their own.
- Direct all phases of client engagements, including planning, execution, analysis, and reporting.
- Lead and deliver multifaceted accounting and finance advisory engagements across a wide range of industries.
- Oversee development of clear, client-ready reports and presentations outlining findings and recommendations.
- Ensure timely technical reviews and quality standards across all engagements.
- Lead, mentor, and develop engagement teams; provide direction, coaching, and timely performance feedback.
- Oversee staffing, delegation, and team performance to support engagement objectives and staff development.
- Conduct performance reviews and career planning discussions aligned with practice and firm goals.
- Contribute to recruiting, retention, training, and broader people initiatives.
- Foster a collaborative team environment consistent with firm values.
- Manage multiple engagements and client relationships while maintaining high client satisfaction.
- Own engagement economics, including budgeting, realization, billing, and collections.
- Coordinate internal and external resources to deliver high-quality advisory services.
- Anticipate client needs, proactively address issues, and serve as a trusted advisor.
- Maintain awareness of market trends and competitive landscape to effectively position the firm.
- Drive practice growth through client expansion, cross-serving, referrals, and new service offerings.
- Lead proposal development and engagement letter execution.
- Actively build and manage a portfolio of senior client decision-makers.
- Develop and execute a personal marketing plan and contribute to firm-wide business development efforts.
- Mentor others in developing practice development capabilities and support team-based sales efforts.
Qualifications- Bachelor's degree in accounting, and/or Business Administration is required
- CPA strongly preferred; historical finance and accounting experience equivalent to designation all acceptable
- Proven practice development experience is required
- The Principal role is expected to uphold and exhibit attitudes / behaviors that recognize responsibility for the P&M team as a whole, and contribute to Firm initiatives. Leads and conducts practice activities in a manner that is consistent with and promotes Firm values
- The Principal is a "hands on" role with engagement responsibilities. Ideal candidates will demonstrate proven expert-level skills by consulting and directing multifaceted client engagements
- Preferred: Demonstrates proven extensive expertise with the following: Directing efforts related to current hot topics for CFOs, Controllers, VPs of Finance, BOD Audit and Finance Committees and other accounting and finance governance and leadership roles
- Address multiple client engagements and administrative demands simultaneously
- Leading engagement contract, risk management, and public accounting practices and procedures
- Able to navigate accounting systems and other financially oriented tools
- Ability to coach and extract performance from team members on a project even when it is a stretch engagement for the team member
- Ability to coordinate information flow with multiple sources (Client management, team, staff, etc.) and interact with client personnel, grasp key issues, diagnose situations, and identify client needs
- Must be able to remain in a stationary sitting position for at least 75% of the time.
This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.
We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.
The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.
The compensation range for this role in CO, IL, OH, and MA is: $165,000.00 - $245,000.00
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