Join our team – Engagement Director

Engagement Director


Who we’re looking for:


Every day at CFO Alliance is an opportunity to learn and accomplish something new. We’re looking for a creative thinker who is incredibly technical, and refreshingly human. Who loves to solve complex business challenges. Who can enthusiastically translate their broad accounting and financial expertise into pragmatic solutions. Who feels a genuine sense of satisfaction every time they deliver value to a client. And who takes great pride in being an extended part of each client’s family.



What you will be a master at doing:


  • Plan and manage all aspects of client engagements
  • Engage and manage team members
  • Help clients make key business decisions
  • Present critical information, trends, opportunities, risks and issues to clients
  • Collaborate with clients to develop solutions to complex business challenges
  • Partner closely with various departments (accounting, finance, executive management, sales, operations, HR) to implement solutions
  • Provide direction and oversight to client personnel
  • Extract, analyze and interpret high volumes of data from various sources, including accounting and operating systems
  • Create compelling models, forecasts, financial reports and analysis
  • Produce general ledger information that is strategically aligned with our clients’ business models
  • Develop processes, procedures, policies, system design requirements, financial reports, etc.
  • Use prior experiences to develop creative approaches for solving new issues
  • Provide direction, feedback and coaching to other team members
  • Some travel (generally short trips 2 – 3 days each)