CNM LLP

Financial Services Advisory Director

CNM LLP$130K — $180K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field, CPA required.
  • Experience in public accounting or transaction advisory in financial services sectors.
  • Excellent people, project, and client management skills.
  • Strong written and verbal communication with adaptability.
  • Ability to simplify complex issues for diverse audiences.
  • Innovative thinker with strong analytical and problem-solving abilities.
  • Skilled in delegation and coaching others.
  • Proficient in conflict resolution and utilizing conflicts for development.
  • Capable of working in high-pressure, fast-paced environments.
  • Adaptable to changes in project scope and timelines.

Responsibilities

  • Lead strategic advisory projects for diverse clients, from startups to Fortune 500 companies.
  • Ensure client satisfaction and strengthen CNM's advisory role.
  • Serve as a Subject Matter Expert on complex technical accounting issues.
  • Research and resolve accounting issues in accordance with US GAAP guidelines.
  • Advise on topics such as revenue recognition, lease accounting, and IPO processes.

Benefits

  • Opportunity to work with a diverse range of clients from startups to big corporations.
  • Access to a dynamic and fast-paced working environment.
  • Participation in high-level strategic advisory engagements.
  • Possibility to develop leadership skills through delegation and coaching.
Full Job Description
Job Description

Responsibilities:

Lead strategic advisory engagements and multi-disciplinary teams serving our financial services and other industry clients ranging in size from early stage startups to Fortune 500 companies. Take responsibility for client satisfaction and enhance CNM's role as a valued and trusted advisor.

Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, allowance for loan and lease loss accounting, loan accounting including purchase credit impaired loans, debt/equity transactions, share-based compensation, purchase accounting, IPO process, consolidation and much more.

Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure. Common complex accounting areas include revenue recognition, stock-based compensation, preferred stock, business combinations, and consolidation.

Qualifications

Qualifications:
  • Bachelor's degree from an accredited university in a related field. CPA required.
  • Public accounting / transaction advisory experience within financial services industry (Mortgage Institutions, Banks, Consumer Finance, Insurance, Real Estate, etc.)
  • Strong people, project and client management skills.
  • Clear and concise written and verbal communication skills and the ability to adapt communication and responses as needed based on each situation.
  • Ability to translate complex issues into simple and easy to understand terms.
  • Innovative thinker with strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic solutions.
  • Ability to delegate responsibility and coach others to develop their capabilities.
  • Ability to resolve conflicts and use them as learning and development opportunities.
  • Ability to execute and operate in high-pressure and fast-paced environments.
  • Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work.

Are you ready for the challenge? If so, please apply.

You may also visit our careers page at www.cnmllp.com/careers to see our current openings.

About CNM LLP

CNM LLP is a certified public accounting firm that provides audit, tax, and advisory services to clients in various industries. The company was founded in 2006 and is headquartered in Pittsburgh, Pennsylvania. CNM's clients include privately held businesses, public companies, and non-profit organizations. The company's mission is to provide high-quality services that help clients achieve their financial goals.
Learn more about CNM LLP
Size
2,000 employees
Industry
Net Income
$10 million
Founded
2006
5 Year Trend
+10%
Revenue
$50 million

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