Director, Client Advisory

Recruit CRM; Denver (CO); Hybrid; USD 175,000 - 225,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with company match

Paid time off and holidays

Professional development support

Flexible/hybrid work arrangements

Internal mobility opportunities within

PE backed, nationally growing firm

Job summary

NOW CFO in Denver is seeking an accomplished Director to lead a portfolio of client relationships and shape our Denver consulting practice. This high-visibility role blends client delivery with team leadership in a fast-growing, PE-backed firm.

You will own client engagements, mentor the Denver team, scope new work, and collaborate with senior leaders to drive growth. The ideal candidate has 10+ years in finance/accounting and 5+ years in consulting or outsourced finance, with CPA preferred.

Qualifications

• 10+ years of progressive finance or accounting experience, including demonstrated leadership responsibility.
• 5+ years in a consulting, advisory, or outsourced finance capacity.
• Track record of managing multiple client relationships while meeting timelines and deliverables.
• Exceptional communication skills: navigate difficult conversations, influence senior stakeholders, explain complex financial matters.
• Experience developing proposals and supporting business development or client acquisition efforts.
• Bachelor's degree in Finance, Accounting, or related field; CPA designation strongly preferred (active or inactive).

Responsibilities

• Serve as the primary relationship owner for a portfolio of client engagements.
• Scope new client projects and develop engagement economics, staffing plans, and proposals.
• Mentor and develop the Denver consulting team as day-to-day leader and coach.
• Review consultant deliverables and uphold high standards for client work.
• Split time roughly 50/50 between billable client work and internal team leadership.
• Oversee financial operations for clients, including accounting, reporting, forecasting, and planning.
• Partner with senior leadership to drive practice growth, team performance, and operational excellence.
• Build and maintain relationships with client stakeholders, including CEOs, board members, and investors.
• Support business development, including proposal development and client pursuits.

Job description

Denver, CO | Hybrid | $175,000 to $225,000/yr

The Opportunity

NOW CFO is looking for an accomplished Director to lead a portfolio of client relationships and help shape the future of our Denver consulting team. This is a high visibility role for a finance leader who is as comfortable advising a CEO or private equity sponsor as coaching the next generation of consultants, with the autonomy of an advisory practice and the platform of a fast growing, PE backed firm behind you.

About NOW CFO

NOW CFO is one of the nation's leading providers of outsourced CFO, controller, and accounting services. Our Denver office is a high velocity, PE backed practice serving a diverse portfolio of clients across industries. We help businesses achieve their financial objectives through expert guidance in financial reporting, analysis, strategic planning, and operational accounting, with every engagement built around the client's specific needs.

The Role

This is a dual leadership role: part client delivery, part team development. You'll own a portfolio of client relationships, mentor and grow a team of consultants, and play an active role in scoping new engagements and supporting business development. We're looking for someone with a strong consulting or advisory background, deep finance and accounting expertise, and the executive presence to lead difficult conversations with confidence.

What You'll Own

• Serve as the primary relationship owner for a portfolio of client engagements
• Scope new client projects and develop engagement economics, staffing plans, and proposals
• Mentor and develop the Denver consulting team as a day to day leader and coach
• Review consultant deliverables and hold client work to a high standard
• Split your time roughly 50/50 between billable client work and internal team leadership
• Oversee financial operations for clients, including accounting, reporting, forecasting, and planning
• Partner with senior leadership to drive practice growth, team performance, and operational excellence
• Build and maintain relationships with client stakeholders, including CEOs, board members, private equity sponsors, and investors
• Support business development, including proposal development and participation in client pursuits

What You Bring

• 10+ years of progressive finance or accounting experience, including demonstrated leadership responsibility
• 5+ years in a consulting, advisory, or outsourced finance capacity
• A track record of managing multiple client relationships at once while hitting project timelines and deliverables
• Exceptional communication skills: able to navigate difficult conversations, influence senior stakeholders, and explain complex financial matters clearly
• Experience developing proposals and supporting business development or client acquisition efforts
• Bachelor's degree in Finance, Accounting, or a related field; CPA designation strongly preferred (active or inactive)

Nice to Have

• Experience in business origination, networking, or client development
• A corporate or operational accounting background with strong technical accounting skills
• Project accounting or cost accounting experience
• Familiarity with multiple ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks, Dynamics)

Base salary: $175,000 to $225,000, commensurate with experience. NOW CFO offers a comprehensive benefits package, including:

• Health, dental, and vision insurance
• Retirement savings plan with company match
• Paid time off and holidays
• Professional development and continuing education support
• Flexible/hybrid work arrangements to support work life balance
• Internal mobility opportunities within a PE backed, nationally growing firm

Why NOW CFO

Our Denver office is a collaborative, respect first environment operating in one of the fastest growing markets in the country. If you bring a strong track record of financial leadership and a genuine passion for developing people and delivering results across diverse client environments, we'd like to hear from you.