Senior Director, Accounting Advisory

At Sharp Financial, our Accounting Advisory practice sits at the center of our integrated model, connecting business strategy, financial performance, and long-term value creation. We go beyond reporting. We help business owners, entrepreneurs, and family offices translate their numbers into strategy, scale, and growth.

We’re seeking a Senior Director of Accounting Advisory — a hands-on, strategic leader who combines technical expertise with an entrepreneurial mindset. You’ll work directly with founders and leadership teams to strengthen financial operations, improve processes, and prepare businesses for what’s next.

What You’ll Do

• Lead and expand Sharp’s Accounting Advisory practice, managing diverse client engagements that drive financial clarity, operational efficiency, and scalable growth.
• Act as a trusted strategic advisor to CEOs, CFOs, and business owners — guiding them through accounting transformations, system implementations, and transaction readiness.
• Oversee client delivery and quality, including monthly and quarterly financial reviews, account reconciliations, process optimization, and development of meaningful KPIs and management reporting tools.
• Position Sharp’s integrated services (Accounting Advisory, Investment Banking, Business Advisory, and Wealth Management) to both existing and prospective clients, uncovering opportunities for deeper partnerships and expanded solutions.
• Partner cross-functionally with internal teams to deliver holistic, high-impact strategies that connect accounting insights to overall business performance and long-term value creation.
• Oversee client delivery and quality, ensuring excellence across all engagements — from GAAP compliance to month-end close optimization, KPI development, and financial reporting improvements.
• Drive business development and practice growth, cultivating relationships with referral sources, attending targeted events, and collaborating with Sharp leadership to generate new client opportunities.
• Build, mentor, and elevate a high-performing team, fostering a culture of collaboration, accountability, and continuous learning.
• Innovate and improve continuously, identifying opportunities for new service offerings, internal process enhancements, and firm-wide best practices.

• 12+ years of progressive experience in accounting advisory, controllership, or client-facing consulting
• CPA required; Master’s in Accounting, Finance, or a related field preferred.
• Extensive experience in compilations and reviews, with deep technical proficiency in US GAAP and financial reporting for closely held companies.
• Proven ability to lead and manage multiple client engagements, ensuring accuracy, timeliness, and consistency in deliverables.
• Strong advisory and relationship-building skills: comfortable engaging with business owners and executives to understand their needs, anticipate challenges, and deliver actionable insights.
• Business development mindset: capable of identifying opportunities to expand relationships and introduce Sharp’s integrated services, without the expectation of bringing an existing book of business.
• Exceptional communication and presentation skills, with the ability to translate complex financial information into clear, strategic recommendations.
• A hands-on, entrepreneurial approach: proactive, collaborative, and driven to help clients and colleagues achieve extraordinary results.

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home
• Free Food & Snacks
• Wellness Resources
• Summer Fridays