Office Manager Partner

Madison-Davis, LLC; San Francisco (CA); On-site; USD 250,000 - 350,000; Full time

Job summary

Madison-Davis, LLC is seeking an experienced Office Managing Partner to lead and grow a key California market. The role combines business development, client relationship management, and oversight of accounting, finance, and advisory engagements in a senior leadership capacity.

The ideal candidate brings 12+ years in accounting/finance, a strong network among CFOs and PE firms, and a track record of expanding client relationships while building a high-performing local team.

Qualifications

• 12+ years of experience in accounting, finance, transaction advisory, or related professional services.
• Significant client-facing advisory or consulting experience.
• Proven ability to generate new business and expand client relationships.
• Established relationships with CFOs, Controllers, private equity firms, or other senior finance executives.

Responsibilities

• Lead and grow the firm's presence and market share within the local region.
• Develop new business opportunities and expand existing client relationships.
• Build and maintain relationships with CFOs, Controllers, private equity firms, and senior executives.
• Lead strategic client discussions and identify emerging business needs.
• Oversee key accounting, finance, transaction, and operational advisory engagements.
• Ensure high-quality client delivery and maintain strong executive-level relationships.

Skills

Leadership

Business development

Client relationship management

Team mentoring

Strategic thinking

Education

CPA or MBA or equivalent credential preferred

Job description

ABOUT THE ROLE

A leading accounting and finance advisory firm is seeking an experienced Office Managing Partner to lead and grow a key regional market. This senior leadership role will combine business development, client relationship management, team leadership, and oversight of accounting, finance, and transaction advisory engagements. The ideal candidate will bring a strong accounting, finance, or transaction advisory background and an established network among CFOs, Controllers, private equity firms, and other senior finance executives. This is a market-facing opportunity for a leader who can expand the firm's presence, deepen strategic client relationships, and build a high-performing local team.

RESPONSIBILITIES

• Lead and grow the firm's presence and market share within the local region
• Develop new business opportunities and expand existing client relationships
• Build and maintain relationships with CFOs, Controllers, private equity firms, and senior executives
• Lead strategic client discussions and identify emerging business needs
• Oversee key accounting, finance, transaction, and operational advisory engagements
• Ensure high-quality client delivery and maintain strong executive-level relationships
• Identify opportunities to introduce additional advisory services to existing clients
• Recruit, lead, mentor, and develop the local team
• Establish and execute market growth and business development strategies
• Partner with senior leadership on office strategy and long-term growth
• Represent the firm at industry events and within the local business community

QUALIFICATIONS

• 12+ years of experience in accounting, finance, transaction advisory, or related professional services
• Significant experience in a client-facing advisory or consulting environment
• Proven track record of generating new business and expanding client relationships
• Established relationships with CFOs, Controllers, private equity firms, or other senior finance executives
• Strong understanding of accounting and finance functions and related business challenges
• Experience overseeing complex client engagements
• Proven ability to recruit, manage, mentor, and develop high-performing teams
• Strong executive presence and communication skills
• Demonstrated ability to operate as a market-facing business leader
• Strong strategic thinking and commercial judgment
• Ability to collaborate effectively with senior leadership and multidisciplinary teams
• CPA, MBA, or other relevant professional credential preferred