Job DescriptionDirector, TW Solutions Location: Tampa, FL (Hybrid) | Full-Time | $140,000 - $160,000 + Variable
The Role As a Director in TW Solutions, you will lead client engagements, serve as a trusted advisor to CFOs, Controllers, and finance leaders, and drive business development by identifying, cultivating, and closing new opportunities. You will work across a wide range of our service lines - helping clients optimize their finance functions, navigate complex accounting and reporting challenges, and execute transformation programs that create lasting organizational value.
This role is ideal for an entrepreneurial, client-first professional who brings deep operational finance expertise, a diverse industry background, and a genuine passion for the work. You will carry both an execution responsibility and a business development expectation.
Key Responsibilities Client Delivery & Advisory - Lead and manage client engagements across the full TW Solutions service portfolio - including functional process optimization, finance transformation, close process improvement, financial systems advisory (ERP/AI), financial reporting effectiveness, M&A support, internal controls/governance, and audit readiness.
- Serve as primary day-to-day client relationship owner; act as a trusted advisor to CFOs, Controllers, VPs of Finance, and PE sponsors.
- Deliver white-glove service: ensure approach, deliverables, and timelines are consistently accurate, timely, and value-additive.
- Lead M&A transaction support - including pre-transaction readiness, financial due diligence, acquisition integration, carve-outs, chart of accounts harmonization, and post-deal reporting alignment.
- Drive end-to-end process diagnostics and future-state workflow design across O2C, P2P, and R2R cycles; implement scalable month-end and forecasting processes.
- Oversee financial reporting effectiveness initiatives: standardized templates, cross-entity consistency, FP&A/accounting alignment, and data quality improvement.
- Lead financial systems engagements - ERP selection, implementation oversight, reporting architecture, workflow automation, and AI-enabled optimization.
- Support internal audit and governance engagements: control framework design and evaluation, risk assessment, SOX compliance, and audit committee advisory.
- Lead, mentor, and develop engagement teams; build a culture of quality and continuous improvement.
- Develop and maintain engagement tools, templates, and case studies that strengthen the TW Solutions platform.
Business Development & Practice Growth - Proactively identify and pursue new business opportunities across PE-backed, mid-market, founder-led, and public company clients.
- Develop and own a robust pipeline of prospects and referral relationships; maintain disciplined follow-up and cadence.
- Partner with the Taylor White BD team to support bid processes, proposals, and pitch presentations that clearly communicate the TW Solutions value proposition.
- Cross-sell TW Solutions capabilities into existing Taylor White staffing and interim clients; identify expansion opportunities within active engagements.
- Lead contract negotiations and scope development for new engagements.
- Build and maintain strong relationships with CFOs, PE operating partners, deal teams, and professional services referral sources.
- Represent Taylor White at industry events, networking forums, and thought leadership venues.
- Collaborate with firm leadership to define and execute growth strategies for the TW Solutions practice.
Qualifications Required - CPA required; MBA preferred.
- 15+ years of progressive experience in finance leadership and/or advisory roles (e.g., Controller, CFO, Consulting Manager, Senior Manager at a public accounting or advisory firm).
- Proven track record winning and growing client relationships in a consulting, advisory, or client-facing professional services environment.
- Deep expertise in US GAAP, technical accounting, financial reporting, and internal controls.
- Hands-on experience with ERP systems - Oracle, NetSuite, Sage Intacct, Microsoft Dynamics, or similar - including implementation and optimization.
- Strong command of the full finance transformation toolkit: process optimization, close improvement, reporting architecture, systems integration, and organizational design.
- M&A experience across the transaction lifecycle: pre-deal readiness, diligence support, integration, and post-deal alignment.
- Excellent executive presence and client-facing communication skills - comfortable in the boardroom and in the weeds.
- Entrepreneurial mindset with the discipline to manage multiple engagements simultaneously.
- Ability to travel as needed for client engagements (under 15%).
Preferred - Background in Big Four, national advisory firm, or high-growth private company environment.
- Experience across diverse ownership structures: PE-backed, public company, founder-led/family-owned.
- Familiarity with accounting operations: AP, AR, payroll, and transactional accounting workflows.
- Experience with financial planning, valuation models, and strategic pricing.
- Exposure to AI-enabled finance tools, RPA, and workflow automation platforms.
- Track record of cross-selling services and expanding relationships within existing client accounts.
Why Taylor White Solutions Early-Stage Practice, Real Ownership Join the TW Solutions practice during its formative stage - shape the service offerings, client approach, and team culture from the ground up.
Backed by 25 Years of Market Relationships Leverage Taylor White's deep client network across PE, mid-market, and high-growth companies - a significant BD headstart.
Meaningful Variable Upside Competitive base of $140-$160K with significant variable compensation tied to practice growth and origination.
Tight-Knit, Mission-Driven Team A collaborative, high-trust environment where senior talent does senior work - no bureaucracy, no hand-holding, and no shortage of interesting problems.
Taylor White • Finance & Accounting Talent & Advisory • taylorwhite.com
Additional Information Whether you're an employer seeking talent or a job candidate ready for new challenges, we can help. We're Taylor White. A recruitment firm focused exclusively on placing those in the accounting and finance field - and only in the Tampa Bay area. What's more, most of our recruiters used to be accounting professionals themselves so we're uniquely capable of understanding your needs - no matter what side of the table you're on.
From placing top-tier talent in permanent positions throughout Tampa Bay to providing access to the area's best consultants, there's a reason Taylor White is the first firm both candidates and employers turn to. We know accountants.
