Partner - Outsourced Accounting Services

Madison-Davis, LLC; New York (NY); On-site; USD 200,000 - 450,000; Full time

Job summary

Madison-Davis, LLC is seeking a Director or Partner to lead and expand its Outsourced Accounting and Advisory practice in the United States. This role combines business development, client relationship management, and operational leadership to deliver outsourced accounting and finance solutions to middle-market and growth businesses.

The ideal candidate will lead engagements, act as a strategic financial advisor, and build a high-performing team of accounting professionals, with responsibility

Qualifications

• 10+ years in accounting or advisory roles including outsourced accounting.
• Experience leading outsourced accounting engagements.
• CPA strongly preferred.
• Proven track record in business development and client management.

Responsibilities

• Lead business development to expand outsourced accounting and advisory practice.
• Build and maintain relationships with business owners, execs, sponsors, lenders, and attorneys.
• Identify and close new client opportunities through networking and referrals.
• Prepare proposals and scope engagements; structure services to client needs.
• Act as trusted advisor on financial operations, reporting, and performance.
• Oversee delivery of outsourced accounting services, including close, reporting, cash flow, budgeting, forecasting.
• Mentor accounting managers and staff across engagements.
• Drive growth through cross-selling advisory services and additional client needs.
• Implement scalable processes, technology, and workflow improvements.

Skills

Business development

Client relations

Leadership

Executive communication

Cloud accounting tech

Education

Bachelor's in Accounting/Finance

CPA

Tools

ERP/Cloud platforms

Financial reporting tools

Job description

ABOUT THE ROLE

A growing accounting and advisory firm is seeking a Director or Partner to help lead and expand its Outsourced Accounting and Advisory practice. This role combines business development, client relationship management, and operational leadership, with a focus on delivering outsourced accounting and finance solutions to middle-market and growth-oriented businesses. The ideal candidate will have experience leading outsourced accounting engagements, serving as a strategic financial advisor, and developing new business opportunities. This individual will play a key role in growing the practice, expanding client relationships, and building a high-performing team of accounting professionals.

RESPONSIBILITIES

• Lead business development efforts to expand the outsourced accounting and advisory practice.
• Develop and maintain relationships with business owners, executives, private equity sponsors, lenders, attorneys, and referral sources.
• Identify, pursue, and close new client opportunities through networking, referrals, and market outreach.
• Prepare proposals, scope engagements, and structure service offerings to meet client needs.
• Serve as a trusted advisor to clients on financial operations, accounting processes, reporting, and business performance.
• Oversee delivery of outsourced accounting services, including month-end close, financial reporting, cash flow management, budgeting, forecasting, and operational support.
• Review client deliverables to ensure accuracy, quality, and adherence to accounting standards.
• Advise clients on process improvements, internal controls, systems implementations, and finance function optimization.
• Lead and mentor accounting managers, controllers, and accounting professionals across multiple engagements.
• Drive practice growth through cross-selling advisory services and identifying additional client needs.
• Implement scalable processes, technology solutions, and workflow improvements to enhance service delivery.
• Participate in strategic planning initiatives and contribute to overall practice leadership.

QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA strongly preferred.
• 10+ years of progressive accounting, advisory, or outsourced accounting experience.
• Experience within Client Accounting Services (CAS), Client Advisory Services (CAAS), Outsourced Accounting, CFO Advisory, or Accounting Advisory practices.
• Strong understanding of financial reporting, accounting operations, budgeting, forecasting, and business advisory services.
• Proven track record of business development and client relationship management.
• Experience leading teams and managing multiple client engagements.
• Familiarity with cloud-based accounting and finance technologies.
• Strong communication, presentation, and executive relationship skills.
• Entrepreneurial mindset with a desire to help grow and scale a practice.

This role can be based in Long Island, NYC, or South Florida.