Managing Director - Peregrine Search Solutions
We are seeking a dynamic and experienced Manager to join our Accounting and Finance Advisory Services team. This role requires a self-motivated professional who thrives in a fast-paced environment and can independently drive initiatives while supporting our clients through financial challenges and organization transitions.
The Manager will have contact with clients/representatives, including but not limited to the CEO, CFO, general managers, client bookkeepers and accounting staff, private equity investment team, and private equity portfolio support personnel.
Key Responsibilities
* Advisory Services & Client Management
o Provide strategic accounting and finance advisory services to clients across various industries
o Manage client engagements from planning through execution and delivery
o Develop and maintain strong client relationships through exceptional service delivery
o Identify opportunities for additional services and business development
* Process Development & Implementation
o Assist with design, development, and implementation of accounting and finance processes and procedures
o Continuously evaluate and improve existing processes for efficiency and effectiveness
o Document procedures and train team members on new processes
* Post-Acquisition Integration
o Managed accounting and finance integration efforts for clients following mergers and acquisitions
o Assess and reconcile different accounting systems, policies, and procedures
o Develop integration roadmaps and timeline for financial system consolidation
o Coordinate with multiple stakeholders to ensure smooth transition and minimal business disruption
o Establish unified chart of accounts, reporting structures, and financial controls
Required Qualifications
Education & Certification
* Bachelor’s degree in Accounting, Finance, or related field
* CPA certification strongly preferred
* Master’s degree in Accounting, Finance, or MBA a plus
Experience
* 5 years of progressive experience in accounting and finance
* Proven experience in post-acquisition integration and financial system consolidation
* Experience managing client relationships and leading project teams
Technical Skills
* Advanced proficiency in accounting software and ERP systems
* Strong knowledge of GAAP and financial reporting requirements
* Proficiency in Microsoft Excel, PowerPoint, and database management
Core Competencies
* Self-Starting Initiative: Ability to work independently, identify priorities, and drive projects to completion without constant supervision
* Problem-Solving: Strong analytical and critical thinking skills to address complex financial challenges
* Process Orientation: Natural ability to systematize workflows and create efficient procedures
* Adaptability: Comfortable working in ambiguous situations and figuring out solutions as challenges arise
* Communication: Excellent written and verbal communication skills for client interaction and team collaboration
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Accounting/Auditing
Industries
* Accounting and Venture Capital and Private Equity Principals
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