849 Advisory Services jobs in the United States

What you will be doing:

The Director works collaboratively within a team of highly qualified Advisory consultants to deliver performance improvement to healthcare. This position will be primarily responsible for performing billable work for clients. The role of Director is to provide leadership by driving engagement results, manage client relationships, manage engagement resources, oversee development of client deliverables and solutions, oversee implementation, manage risks and issues, manage project logistics and economics, and support business development opportunities. This position has oversight for projects of all sizes and durations, which includes accountability for the quality of results, project profitability, and customer satisfaction. The Director delivers consulting services while supervising, mentoring, and developing staff. The Director serves as subject matter expert on projects as needed. This position will also participate in sales and business development activities including sales calls, RFP responses, orals, statements of works preparation, etc. This position will collaborate with and develop strong client relationships across all levels of the client organization including clinical staff, physicians, and administrative leadership to meet deliverables.

The Director is required to participate and lead in Premier internal activities including practice development, required, and approved educational opportunities throughout the year and learning the various technologies Premier offers to its clients. Additionally, the Director should:

• Maintain Utilization targets for client billable projects.

• Create value through meaningful client relationship management, solution development and implementation delivery.

• Create a team environment by enriching staff skills and knowledge and create a productive and collaborative environment.

• Create value for the Advisory practice through meaningful participation in practice related activities aimed at growing and enriching the Practice as a whole or individual Service Lines within the Practice

• Actively participate in add on sales activities and new sales business development opportunities.

.

Key Responsibilities

Responsibility #1 - X%

• Execute/direct/oversee data analyses, initiate interpretations and conclusions, and oversee verbal and graphic presentations, using methods that are professionally sound and efficient relative to project objectives and conform to standards. Perform quality assurance on project deliverables.

• Assist in determining client needs by effectively leading client interviews and utilizing various tools and analytical methods. Summarize analytical findings in a coherent manner and draws insight from observations, interviews and data analyses. Develop accurate conclusions from findings. Drafts recommendations and potential solutions for team leadership review. Develops final recommendations and solutions for client review.

• Effectively execute on project plans in accordance with engagement statements of work and to client satisfaction.

• Guide team in developing presentations and deliverables for client audiences that communicate strategy and outcomes.

• Generate billings revenue by leading the engagements in the project delivery.

• Guide and lead project management related activities for assigned projects.

• Manage the budget and expenses for their assigned projects and manage project profitability.

• Manage staff assigned to their projects including providing mentoring and education for staff.

• Participate in risk and issue identification and mitigation along with the project leadership team.

• Identify opportunities for add on sales and communicate those to engagement leadership and participate in activities to aid in closing those opportunities.

Responsibility #2 - X%

• Actively listen for market opportunities on current engagements and collaborative networks and communicates potential leads to managers.

• Contribute to the development of sales presentation deliverables using prescribed formats and technology; proactively seeks out opportunities to participate.

• Identifies opportunities to improve profitability.

Responsibility #3 - X%

• Complete all required training requirements on an annual basis.

• Will aid in developing training materials for the practice in areas of their expertise.

Required Qualifications

Work Experience:

Education:

Preferred Qualifications

Skills:

• Coordinate and deliver effective presentations (verbal and written) to client audiences to communicate project outcomes, recommendations, and strategy
• Ability to oversee, quality assure analytics and oversee and mentor others in the delivery and production of client deliverables
• Ability to relate to clients and team members in an effective and collaborative manner
• Ability to lead work groups to successful outcomes
• Demonstrated depth of knowledge in a specific area of expertise (i.e., Subject Matter Expert)

Experience:

• Experience in Health Systems Finance, Operations (clinical, support or operations), Strategic Planning or Decision Support Analytics
• Qualitative analysis and strategic problem-solving skills
• Experience leading cross-functional teams

Education:

• Master's Degree; RN or other professional license in clinical are of expertise; PMP/Lean Certification

Additional Job Requirements:

• Remain in a stationary position for prolonged periods of time

• Be adaptive and change priorities quickly; meet deadlines

• Attention to detail

• Operate computer programs and software

• Ability to communicate effectively with audiences in person and in electronic formats.

• Day-to-day contact with others (co-workers and/or the public)

• Making independent decisions

• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions

Employees also receive access to the following benefits:

*Health, dental, vision, life and disability insurance

*401k retirement program

*Paid time off

*Participation in Premier's employee incentive plans

*Tuition reimbursement and professional development opportunities

Premier at a glance:

• Ranked #1 on Charlotte's Healthiest Employers list for 2019, 2020, 2022, and 2023 and 21st Healthiest Employer in America (2023)

• Named one of the World's Most Ethical Companies by Ethisphere Institute for the 16th year in a row

• Modern Healthcare Best in Business Awards: Consultant - Healthcare Management (2024)

• The only company to be recognized by KLAS twice for Overall Healthcare Management Consulting

For a listing of all of our awards, please visit the Awards and Recognition section on our company website.

Employees receive:

• Perks and discounts

• Access to on-site and online exercise classes

Premier is looking for smart, agile individuals like you to help us transform the healthcare industry. Here you will find critical thinkers who have the freedom to make an impact. Colleagues who share your thirst to learn more and do things better. Teammates committed to improving the health of a nation. See why incredible challenges require incredible people.

Premier is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to unlawful discrimination because of their age, race, color, religion, national origin, ancestry, citizenship status, sex, sexual orientation, gender identity, gender expression, marital status, familial status, pregnancy status, genetic information, status as a victim of domestic violence, covered military or protected veteran status (e.g., status as a Vietnam Era veteran, disabled veteran, special disabled veteran, Armed Forces Serviced Medal veteran, recently separated veteran, or other protected veteran) disability, or any other applicable federal, state or local protected class, trait or status or that of persons with whom an applicant associates. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. In addition, as a federal contractor, Premier complies with government regulations, including affirmative action responsibilities, where they apply. EEO / AA / Disabled / Protected Veteran Employer.

Premier also provides reasonable accommodations to qualified individuals with a disability or those who have a sincerely held religious belief. If you need assistance in the application process, please reply contact Premier Recruiting at .

Information collected and processed as part of any job application you choose to submit to Premier is subject to Premier'sPrivacy Policy.

• Manage Retirement Advice programs and associated advice vendors.
• Be a student of the retirement advisory space by staying abreast of all advisory industry product and regulatory changes.
• Work with compliance, product management, risk management, distribution and operations management to ensure compliance with policies and procedures, and timely issue resolution of any incident tickets.
• Drive continuous improvement within operations, technology and usability aspects of the investment advisory offerings.
• Manage and coordinate the implementation of advisory platform enhancements.
• Anticipate future changes including those that may affect customers' expectations of investment advisory products and services, technological development, changing customer segments, and evolving regulatory requirements.
• Solicit feedback from key stakeholders including product management, marketing, qualified plan business partners, independent broker-dealer reps, investment advisor representatives, vendors and the internal departments that support the investment advisory platforms.

• 8+ years financial services leadership experience with individual investment products and RIA services including mutual funds, ETFs, annuities and managed accounts.
• Series 7, 65 and 24.
• Ability to lead and drive results in a matrix environment.
• Strong understanding of retirement advice vendors and tools.
• Experience working with qualified plan sponsors and participants regarding retirement planning services.
• Strong attention to detail and enterprise project-management skills comfort with taking ownership of projects and tasks from beginning to end.

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement Plan - employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to 5,250/year
• Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time - 40 hours per calendar year

• Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Join to apply for the Advisory Services: Director role at B. Riley Financial 1 month ago Be among the first 25 applicants Join to apply for the Advisory Services: Director role at B. Riley Financial Get AI-powered advice on this job and more exclusive features. B. Riley Financial (NASDAQ: RILY) provides collaborative financial services solutions tailored to fit the capital raising, business, operational, and financial advisory needs of its clients and partners. B. Riley operates through several subsidiaries that offer a diverse range of complementary end-to-end capabilities spanning investment banking and institutional brokerage, private wealth and investment management, financial consulting, corporate restructuring, operations management, risk and compliance, due diligence, forensic accounting, litigation support, appraisal and valuation, auction and liquidation services. B. Riley is headquartered in Los Angeles, California with offices nationwide. For more information, visit brileyfin.com. B. Riley Advisory Services offers specialty financial advisory services to companies, lenders, law firms and other professional services firms to support complex business problems, including bankruptcy, restructuring, turnaround and crisis management, and litigation matters. Advisory services include asset-based lending appraisal and valuation, due diligence, transaction advisory, forensic accounting and fraud investigations. B. Riley Advisory Services is the trade name for GlassRatner Advisory & Capital Group, LLC, Great American Group Advisory & Valuation Services, LLC, Great American Group Machinery & Equipment, LLC, and Great American Group Intellectual Property, LLC. We are seeking a full-time Director in Tampa, Boca Raton, or Miami. Duties of this position include, but are not limited to the following: Client-related engagement work including working on insolvency, business dispute, damage calculations, due diligence, litigation support and valuation related assignments. Drafting expert reports, reports and memos to clients regarding engagements. Client-related administration including billing and collections. Personal development and professional development training. Business development and marketing. Supervising, training and mentoring Junior Staff. Assistance with certain firm administrative functions, as reasonably required. Other duties as assigned. Education And Experience Requirements Bachelor’s degree in Accounting or Finance. MBA or candidate, Masters of Accounting or candidate, or CPA or candidate. 7-10 years’ experience in accounting, bankruptcy, forensics or corporate finance. Microsoft Excel and PowerPoint. Proficient use, analysis and review of computer models and development of dynamic spreadsheet applications. Strong writing and creative presentation abilities. Understanding of the key operational performance drivers of a business. Strong technical accounting skills with knowledge of GAAP. Team player, with an ability to excel in a fast-paced working environment. Ability to multi-task and prioritize demanding projects. Ability to manage and instruct staff. Must be willing to travel. B. Riley Advisory Services employees enjoy competitive salaries, access to our 401(k)-profit sharing retirement plan and our other benefits including paid holidays, vacation, and sick leave, voluntary group medical, dental, and vision insurance, and company paid life and disability coverage. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Management and Manufacturing Referrals increase your chances of interviewing at B. Riley Financial by 2x Get notified about new Director of Services jobs in Tampa, FL . Tampa, FL $150,000.00-$65,000.00 14 hours ago Tampa, FL 100,000.00- 140,000.00 1 day ago Tampa, FL 125,000.00- 145,000.00 3 weeks ago Greater Tampa Bay Area 140,000.00- 170,000.00 23 hours ago Plant City, FL 120,000.00- 175,000.00 2 weeks ago Tampa, FL 110,538.00- 189,237.00 1 week ago Tampa, FL 140,000.00- 170,000.00 20 hours ago Tampa, FL 85,000.00- 97,000.00 2 weeks ago Director, Facilities and Mailing Services Director, Facilities and Mailing Services St. Petersburg, FL 65,000.00- 75,000.00 1 week ago Dir - Enterprise Infrastructure and Operations Tampa, FL 160,000.00- 180,000.00 1 week ago Procurement Service Owner (Information Product Management) Director of Operations Concessions | Full-Time | Amalie Arena Tampa, FL 100,000.00- 110,000.00 1 week ago Director, RIA and Custody Services (RCS) We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Together we fight for everyones opportunity for a better financial future.

We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunities. The status quo is not good enough we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today.

Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with and those we acquire throughout our lives are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision.

Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage Apply Now

Profile Summary:

Supports in the retirement planning and advice offers across all retirement Institutional markets in partnership with business segment leads. Helps to manage the strategy, implementation and ongoing management of Retirements advisory services programs, including both discretionary and non-discretionary advice and guidance services delivered to retirement plans and participants.

Profile Description:

• Manage Retirement Advice programs and associated advice vendors.
• Be a student of the retirement advisory space by staying abreast of all advisory industry product and regulatory changes.
• Work with compliance, product management, risk management, distribution and operations management to ensure compliance with policies and procedures, and timely issue resolution of any incident tickets.
• Drive continuous improvement within operations, technology and usability aspects of the investment advisory offerings.
• Manage and coordinate the implementation of advisory platform enhancements.
• Anticipate future changes including those that may affect customers' expectations of investment advisory products and services, technological development, changing customer segments, and evolving regulatory requirements.
• Solicit feedback from key stakeholders including product management, marketing, qualified plan business partners, independent broker-dealer reps, investment advisor representatives, vendors and the internal departments that support the investment advisory platforms.

Knowledge & Experience:

• 8+ years financial services leadership experience with individual investment products and RIA services including mutual funds, ETFs, annuities and managed accounts.
• Series 7, 65 and 24.
• Ability to lead and drive results in a matrix environment.
• Strong understanding of retirement advice vendors and tools.
• Experience working with qualified plan sponsors and participants regarding retirement planning services.
• Strong attention to detail and enterprise project-management skills comfort with taking ownership of projects and tasks from beginning to end.

#LI-JS1

Compensation Pay Disclosure:

Voya is committed to pay thats fair and equitable, which means comparable pay for comparable roles and responsibilities.

The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting.

Actual compensation offered may vary from the posted salary range based upon the candidates geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Be Well. Stay Well.

Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. Thats why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well.

What We Offer

• Health, dental, vision and life insurance plans
• 401(k) Savings plan with generous company matching contributions (up to 6%)
• Voya Retirement Plan employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to 5,250/year
• Paid time off including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time 40 hours per calendar year

Learn more about Voya benefits (download PDF)

Critical Skills

At Voya, we have identified the following critical skills which are key to success in our culture:

• Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more aboutCritical Skills

Equal Employment Opportunity

Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law.

Reasonable Accommodations

Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities.

Misuse of Voya's name in fraud schemes

GreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth.

We are looking to add a key member to our Advisory Services Team

As a thought leader in the franchise space, leads and executes Advisory Services consulting efforts for multi-level franchisees and franchisors, including business and financial consulting. Works with internal personnel and external clients to sell and deliver solutions to positively impact clients' businesses.

As a Director, Business Development, you will:

• Serve as a strategic advisor to franchise clients, delivering tailored general management consulting services (e.g., organizational design, operations, growth strategy, performance improvement).
• Develop and refine service offerings specific to the needs of franchise systems, including franchisors and multi-unit franchisees.
• Participate in industry events, demonstrating thought leadership and building client relationships, including speaking and writing engagements.
• Help close gaps in clients' business environments by selling the full suite of Advisory Services solutions to clients in the franchise space.
• Gain a clear and complete understanding of client needs and developing or delivering appropriate solutions.
• Develop successful working relationships with internal sales representatives to bring strong added value to client relationships and facilitate lead generation.
• Educate sales representatives on how to identify Advisory Services related needs and enable initial discovery conversations when appropriate.
• Conduct research and stay abreast of the latest trends affecting our clients and incorporate these findings into current and future Advisory Services solutions.
• Meet or exceed sales goals.
• Follow the GreatAmerica sales process to identify customer opportunities and close Advisory Services business.
• Meet or exceed customer satisfaction metrics / expectations.
• Provide mentorship and guidance to junior consultants or team members as the practice grows.
• Deliver content, virtually or in person based on areas of expertise.
• Maintain accurate records to invoice and collect for Advisory Services consulting services.
• Enter all pertinent information in Salesforce.
• Participate in the Entrepreneurial Operating System for Advisory Services team.
• Is in attendance during business hours with minimal absences per GreatAmerica's attendance policy. This includes attendance for work out of town that requires work during nights and weekends. This position will require travel up to 50%
• Live the GreatAmerica principles; involved in cross functional team efforts as assigned or required
• Performs other duties as assigned

• For all GreatAmerica team members: Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability
• For this position: Sales Ability, Ambition, Goal Oriented, Technical Aptitude, Self Motivated, Persuasive, Judgment

• Bachelor's degree in business administration equivalent
• Sales certification preferred

• Minimum of 7 - 10 years experience in management consulting or business development
• Minimum of 5-years experience with franchise business models.
• Leadership experience preferred.

• Microsoft Office Suite
• Salesforce

• Strong understanding of franchise business models, industry trends, and operational challenges.
• Proven track record of building client relationships and developing a consulting business.
• Entrepreneurial mindset with a passion for growing a consulting business.
• Must possess excellent problem-solving skills to understand the unique needs of each customer and implement innovative solutions
• Must possess strong communication skills including listening, speaking and writing
• Must feel comfortable interacting with business owners and c-level personnel to help guide decisions for their organizations
• Must be willing to prospect for opportunities and follow the GreatAmerica sales process to close business

• Competitive Compensation
• Monthly Bonuses for Eligible Employees
• 401(k) and Company Match
• Annual Profit Sharing
• Paid Time Off

• Paid Vacation - starting at 80 hours annually for employees in their first year of service.
• Paid Sick Days - Ten (10) per year with a conversion option for unused time.
• Ten (10) Paid Holidays per year
• Gym Reimbursement
• Health Insurance
• Dental Insurance
• Vision Insurance
• Short-Term and Long Term Disability
• Company Paid Life Insurance
• Flexible Spending Accounts (FSA)
• Health Savings Accounts (HSA)
• Employee Assistance Program
• Parental Leave

• Tuition Assistance
• Networking Opportunities
• Leadership Development Opportunities

• Paid Parking
• Service Awards
• Hybrid work arrangements
• Business casual environment
• A strong organizational culture focused on our greatest asset: you !

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, refining and documenting accounting processes / procedures, improving financial close process and timeline, leading account reconciliations, planning and supporting the audit process, developing 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 clients are 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.

J-18808-Ljbffr

Managing Director Accounting Advisory • Denver, CO, United States

• Remote

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, refining and documenting accounting processes/procedures, improving financial close process and timeline, leading account reconciliations, planning and supporting the audit process, developing 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 clients are 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.

What you will be doing:

The Senior Consultant works collaboratively within a team of highly qualified Advisory consultants to deliver performance improvement to healthcare systems. This position will be primarily responsible for performing billable work for clients. The role of the Senior Consultant is to actively lead and participate in engagement work streams. Responsibilities include determining client needs in terms of the engagement statement of work; lead, complete and provide quality assurance over data analyses; interpret data analyses and form initial recommendations and develop potential solutions for consideration; develop deliverables and presentations materials for various audiences; assist in risk identification and mitigation; manage workstream economics and project management; and assist in the implementation of recommended improvements.

The Senior Consultant participates in all aspects of an engagement including identifying issues; forming hypotheses; planning and conducting interviews; planning, overseeing, and conducting analytics; developing recommendations and solutions for considerations; synthesizing information into cohesive presentations for various audiences and helping to implement change. The Senior Consultant will work in a team environment and provide input and support to team deliverables and presentations during each phase of a project. The Senior Consultant will also work on the project in daily management of project activities in the management of work stream activities including project management activities and project economic management.

The Senior Consultant is required to also participate in Premier internal activities including practice development, required, and approved educational opportunities throughout the year and learning the various technologies Premier offers to its clients. Additionally, the Senior Consultant should:

* Maintain utilization targets for client billable projects
* Create value through meaningful client interactions, data analytics and insights, and team participation on client projects
* Create value for the Advisory practice through meaningful participation on practice related activities aimed at growing and enriching the Practice as a whole or individual Service Lines within the Practice

Key Responsibilities

Responsibility #1- 60%

* Obtain data, execute/direct/oversee analyses, initiate interpretations, and conclusions, and prepare verbal and graphic presentations, using methods that are professionally sound and efficient relative to project objectives and conform to standards. Perform quality assurance on assigned workstream deliverables.
* Assist in determining client needs by effectively participating in client interviews and utilizing various tools and analytical methods. Summarize analytical findings in a coherent manner and draw insight from observations, interviews, and data analyses. Develop accurate conclusions from findings. Drafts recommendations and potential solutions for team leadership review.
* Effectively execute on project plans in accordance with engagement statements of work and to client satisfaction.
* Develop presentations and deliverables for client audiences that communicate strategy and outcomes.
* Generate billings revenue by conducting assigned analyses, write and prepare reports, and assist clients in implementing desired changes.
* Participate in project management related activities as assigned regarding their work stream.
* Manage the budget and expenses for their assigned work stream.
* Participate in risk and issue identification and mitigation along with the project leadership team.

Responsibility #2 - 20%

* Participate in practice development activities for the Advisory Services Practice overall or for the Service Lines within the Practice.

Responsibility #3 - 10%

* Learn Premier based technologies and services.

Responsibility #4 - 5%

* Actively listens for market opportunities on current engagements and collaborative networks and communicates potential leads to managers.
* Contribute to the development of sales presentation deliverables using prescribed formats and technology; proactively seeks out opportunities to participate.
* Identifies opportunities to improve profitability

Responsibility #5 - 5%

* Complete all required training requirements on an annual basis.

Required Qualifications

Work Experience:

Education:

Preferred Qualifications

Skills:

* Coordinate and deliver effective presentations (verbal and written) to client audiences to communicate project outcomes, recommendations, and strategy
* Ability to conduct analyses and oversee and mentor others in the delivery and production of client deliverables
* Ability to relate to clients and team members in an effective and collaborative manner
* Ability to lead work groups to successful outcomes

Experience:

* Experience in Health Systems Finance, Operations (clinical, support or operations), Operational or Strategic Consulting, Strategic Planning or Decision Support Analytics

Education:

Master's Degree; Lean/PmP certification or RN/clinical license

Additional Job Requirements:

• Remain in a stationary position for prolonged periods of time

• Be adaptive and change priorities quickly; meet deadlines

• Attention to detail

• Operate computer programs and software

• Ability to communicate effectively with audiences in person and in electronic formats.

• Day-to-day contact with others (co-workers and/or the public)

• Making independent decisions

• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions

Employees also receive access to the following benefits:

*Health, dental, vision, life and disability insurance

*401k retirement program

*Paid time off

*Participation in Premier's employee incentive plans

*Tuition reimbursement and professional development opportunities

Premier at a glance:

• Ranked #1 on Charlotte's Healthiest Employers list for 2019, 2020, 2022, and 2023 and 21st Healthiest Employer in America (2023)

• Named one of the World's Most Ethical Companies by Ethisphere Institute for the 16th year in a row

• Modern Healthcare Best in Business Awards: Consultant - Healthcare Management (2024)

• The only company to be recognized by KLAS twice for Overall Healthcare Management Consulting

For a listing of all of our awards, please visit the Awards and Recognition section on our company website.

Employees receive:

• Perks and discounts

• Access to on-site and online exercise classes

Premier is looking for smart, agile individuals like you to help us transform the healthcare industry. Here you will find critical thinkers who have the freedom to make an impact. Colleagues who share your thirst to learn more and do things better. Teammates committed to improving the health of a nation. See why incredible challenges require incredible people.

Premier is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to unlawful discrimination because of their age, race, color, religion, national origin, ancestry, citizenship status, sex, sexual orientation, gender identity, gender expression, marital status, familial status, pregnancy status, genetic information, status as a victim of domestic violence, covered military or protected veteran status (e.g., status as a Vietnam Era veteran, disabled veteran, special disabled veteran, Armed Forces Serviced Medal veteran, recently separated veteran, or other protected veteran) disability, or any other applicable federal, state or local protected class, trait or status or that of persons with whom an applicant associates. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. In addition, as a federal contractor, Premier complies with government regulations, including affirmative action responsibilities, where they apply. EEO / AA / Disabled / Protected Veteran Employer.

Premier also provides reasonable accommodations to qualified individuals with a disability or those who have a sincerely held religious belief. If you need assistance in the application process, please reply contact Premier Recruiting at .

Information collected and processed as part of any job application you choose to submit to Premier is subject to Premier'sPrivacy Policy.