Managing Partner

About the Role

The Managing Director, Practice Leader for Southern California is a senior executive role responsible for building, leading, and growing regional practice from the ground up. This is a true player-coach position that blends business development, client relationship ownership, consultant team leadership, and operational accountability. The ideal candidate has deep roots in the SoCal business community, a proven track record of driving revenue growth, and the leadership presence to attract and retain top financial talent.

Responsibilities

• Business Development & Revenue Growth
• Build and manage a pipeline of new client opportunities through networking, referral relationships, and direct outreach
• Develop and maintain strategic referral partnerships with CPA firms, law firms, private equity groups, investment banks, and lenders
• Lead proposals, pricing conversations, scope definitions, and contract negotiations
• Represent the firm at regional industry events, associations, and speaking engagements across SoCal
• Achieve and consistently exceed regional revenue and utilization targets
• Identify opportunities to expand existing client relationships

Practice Leadership & Operations

• Oversee day-to-day operations of the Southern California practice
• Recruit, onboard, develop, and retain a high-performing team of CFO, Controller, and Accounting consultants
• Manage consultant deployment, utilization, and performance to meet both client and firm objectives
• Build a regional culture of excellence, accountability, urgency, and continuous improvement
• Partner with national leadership on strategic initiatives, standardization, and best practices

Client Service Delivery

• Serve as executive sponsor and primary escalation point for key client relationships
• Ensure exceptional delivery quality across all active client engagements
• Step into select engagements to provide senior-level CFO and financial advisory support as needed
• Monitor client satisfaction and drive long-term retention and account expansion

Qualifications

Required

• 10+ years of progressive experience in finance, accounting, CFO services, or financial advisory
• Demonstrated success in business development, pipeline building, and closing new client engagements
• Proven experience leading and managing teams of senior-level professionals
• Established network and credibility within the Southern California business community
• Executive presence with strong communication, presentation, and relationship-building skills
• High degree of urgency, entrepreneurial mindset, and personal accountability

Preferred

• Prior experience as a CFO, VP of Finance, or senior financial executive
• CPA, MBA, or equivalent professional credential
• Familiarity with the fractional or outsourced professional services model
• Experience working with private equity-backed, owner-operated, or middle-market companies
• Background in a regional or national CPA or advisory firm at the Director or Managing Director level

Pay range and compensation package

$250,000 - $300,000 + performance bonus + equity participation

Equal Opportunity Statement

We are committed to diversity and inclusivity in our hiring practices and strive to create an environment where all individuals feel valued and respected.