Financial Accounting Advisory Services (“FAAS”)

Our Financial Accounting Advisory Services team partners with our clients and their portfolio companies to improve and enhance accounting and finance capabilities creating a foundation that can support company growth and value creation.

Intrinsic’s decision to expand into this practice area is in response to listening to the pain points of our clients who typically encounter underdeveloped and under resourced accounting and finance departments through their investments in middle market and founder-owned companies.  Post-closing, the demand on these teams increases meaningfully and the companies require additional technical accounting and finance support to deliver what’s required to new ownership in an environment with increased operational complexity. 

While this is our newest practice, Intrinsic’s valuation and transaction advisory teams have been providing hands on post transaction finance support for clients for years.  Through our exceptional team of CPAs, CFAs and extensive network of partners in private equity, tax, audit, etc. we have a strong track record of providing best in class work products combined with an unparalleled client experience. 

What You’ll Do:

Serve as a foundational leader within the Financial Accounting Advisory Services team empowered to refine the strategic vision and path for the practice, as well as define the operational playbook that will define our brand within the FAAS space.

Work closely with our FAAS team as well as our Valuation and Transaction Advisory leaders to identify opportunities, define solutions and execute engagements for clients in areas including but not limited to: leading cash to accrual based accounting transitions, refine and document accounting processes / procedures, improve financial close process and timeline, lead account reconciliations, plan and support the audit process, develop sponsor and/or lender reporting packages, etc.

You will bring your deep financial expertise and strong customer service ethic to:

• Own multiple client engagements and teams, ensuring projects are on track and client is satisfied
• Cultivate and expand client relationships with C-level personnel at portfolio company and PE sponsor level by identifying and driving business development activities
• Serve as a leader in the practice and across the firm by mentoring, training and developing junior staff as well as engaging with the Board of Directors and other Senior Advisors
• Contribute to the growth of the firm by sharing ideas, proposing solutions and improvements and leading internal initiatives as needed.

Ideally, You Have:

• Minimum 8+ years of relevant professional experience working in a client serving role at a financial advisory firm, or a mix of client service and private industry experience at a senior level
• Bachelor’s degree in Accounting, Finance or related field. MBA is a plus
• An external orientation with experience and/or aptitude driving revenue and developing a growing team; ideally in an entrepreneurial organization
• Up-to date knowledge of finance best practices specifically related to the professionalization of the finance function
• Experience working with Private Equity and founder-led businesses
• Excellent communication and interpersonal skills; ability to distill and articulate complex concepts
• Strong Excel and PowerPoint skills

Ideally, You Are:

• Excited to be part of a growing firm where there will be additional leadership growth opportunities
• Adept at “rolling up your sleeves” on engagements while also being able to think strategically about the bigger picture
• Passionate about client service and product quality
• Comfortable being a seller/doer in a growing firm
• Collaborative and a team player – enjoys working with team members with different styles and levels
• Someone who enjoys mentoring others and leads by example

Base Salary: $190,000 to $250,000 + Bonus (dependent on revenue), benefits and equity ownership

We do not believe that there is a single, perfect background for the Managing Director role in our FAAS practice.  A successful leader could pull relevant experience from a diverse set of different professional experiences so we encourage anyone with these skills who’s excited about this entrepreneurial role to apply.