Regional Office Managing Partner - Growth & Client Strategy

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

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.