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.
Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.
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 QualificationsEducation & 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 xwzovoh
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
- Mid-Senior level
Employment type
- Full-time
Job function
- Accounting/Auditing
Industries
- Accounting and Venture Capital and Private Equity Principals
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