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Operating Office Partner

PublishedPublished: 6/14/2022

Job Description

Office Managing Partner – Accounting & Finance Advisory

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📍 San Francisco or Houston

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I’m partnering with a high-growth accounting & finance advisory firm on a unique opportunity for an established Partner / Managing Director / senior finance executive to take ownership of and build a major regional market.

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This is particularly compelling for a Big 4 Partner, advisory leader, or senior Controller/finance executive who wants to move beyond a traditional corporate or large-firm structure and have a direct hand in building a business, developing a team, owning client relationships, and participating in the upside they create.

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The Opportunity

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  • Serve as the senior leader and face of the firm within the market
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  • Significant autonomy to build and shape the office
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  • Develop relationships with CFOs, Controllers, PE firms, and executive leadership teams
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  • Build and lead a high-performing advisory team
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  • Leverage an established national platform and infrastructure to win and deliver work
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  • Broad exposure across technical accounting, transactions, CFO advisory, finance transformation, and complex accounting matters
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  • Highly competitive executive compensation + meaningful equity upside
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  • Opportunity to participate directly in the long-term growth and value creation of the firm
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Ideal Background

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  • Partner / Managing Director within Big 4, accounting advisory, transaction advisory, or a similar professional services environment
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  • OR senior Controller / CAO / finance executive with a strong public accounting foundation and established executive network
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  • CPA strongly preferred
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  • Strong relationships with CFOs, Controllers, PE sponsors, and senior finance executives
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  • Demonstrated business development ability or a highly commercial executive network
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  • Experience building, leading, and developing teams
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  • Entrepreneurial mindset and desire for greater ownership and autonomy
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This is not simply another advisory Partner role. It’s an opportunity to take your relationships, technical credibility, and leadership experience and use them to build a market with the backing of an established platform — while having meaningful financial participation in what you create.

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