Managing Director - Peregrine Search Solutions
We are seeking a dynamic and experienced Manager to join our Accounting and Finance Advisory Services team. This role requires a self-motivated professional who thrives in a fast-paced environment and can independently drive initiatives while supporting our clients through financial challenges and organization transitions.
The Manager will have contact with clients/representatives, including but not limited to the CEO, CFO, general managers, client bookkeepers and accounting staff, private equity investment team, and private equity portfolio support personnel.
Key Responsibilities
- Advisory Services & Client Management
- Provide strategic accounting and finance advisory services to clients across various industries
- Manage client engagements from planning through execution and delivery
- Develop and maintain strong client relationships through exceptional service delivery
- Identify opportunities for additional services and business development
- Process Development & Implementation
- Assist with design, development, and implementation of accounting and finance processes and procedures
- Continuously evaluate and improve existing processes for efficiency and effectiveness
- Document procedures and train team members on new processes
- Post-Acquisition Integration
- Managed accounting and finance integration efforts for clients following mergers and acquisitions
- Assess and reconcile different accounting systems, policies, and procedures
- Develop integration roadmaps and timeline for financial system consolidation
- Coordinate with multiple stakeholders to ensure smooth transition and minimal business disruption
- Establish unified chart of accounts, reporting structures, and financial controls
Required Qualifications
Education & Certification
- Bachelor’s degree in Accounting, Finance, or related field
- CPA certification strongly preferred
- Master’s degree in Accounting, Finance, or MBA a plus
Experience
- 5 years of progressive experience in accounting and finance
- Proven experience in post-acquisition integration and financial system consolidation
- Experience managing client relationships and leading project teams
Technical Skills
- Advanced proficiency in accounting software and ERP systems
- Strong knowledge of GAAP and financial reporting requirements
- Proficiency in Microsoft Excel, PowerPoint, and database management
Core Competencies
- Self-Starting Initiative: Ability to work independently, identify priorities, and drive projects to completion without constant supervision
- Problem-Solving: Strong analytical and critical thinking skills to address complex financial challenges
- Process Orientation: Natural ability to systematize workflows and create efficient procedures
- Adaptability: Comfortable working in ambiguous situations and figuring out solutions as challenges arise
- Communication: Excellent written and verbal communication skills for client interaction and team collaboration
Seniority level
Employment type
Job function
Industries
- Accounting and Venture Capital and Private Equity Principals
#J-18808-Ljbffr