Managing Director - Accounting Advisory - Insurance

Posted 11 Days Ago
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Philadelphia, PA, USA
In-Office
Expert/Leader
Financial Services
The Role
The Managing Director of Accounting Advisory leads the Advisory practice, assists in strategic planning, manages multiple engagements, and ensures high-quality client service. They collaborate with specialists, promote the firm's brand, and enhance team skills.
Summary Generated by Built In

Centri Business Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their reporting demands. Centri specializes in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to monthly financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately.

We are One Firm, One Team, and One Culture. It’s how we do things at Centri. And a large part of our focus is on becoming the best, most wholesome professional you can be.  You’re not just a number. You’re part of the Centri Family.

Career Advancement:

  • Working at Centri is not just a job, it is a career path. We promote on talent, not tenure, allowing our team to take ownership of their growth & career trajectory

The Managing Director of Accounting Advisory position has primary responsibility of assisting with oversight over a service line and engagement team. As a leader of the firm, the Managing Director will demonstrate excellent project management skills, client service, and positive coaching to the team members in developing technical and professional competency.

Core Responsibilities:

  • Assist in leading the growth of the Advisory practice by partnering with Leadership in developing and implementing strategic and tactical plans in accordance with the firm’s mission and vision and the commitment to always act as a trusted partner to our clients.
  • Elevate the Centri Brand by demonstrating thought leadership and embracing our marketing and sales programs.
  • Building national relationships to further expand the Centri Brand in developing business and revenue for the Firm. 
  • Lead and manage multiple concurrent engagements within the Accounting Advisory practice to provide technical accounting and financial or business advisory guidance to clients.
  • Demonstrate advanced knowledge of complex accounting concepts to support Firm initiatives and development opportunities with internal knowledge sharing and panel discussions.
  • Provide timely, high quality client service that meets or exceeds client expectations including coordinating the development and execution of the consulting work plan and client deliverables.
  • Collaborate directly with firm specialists/subject matter experts on complex accounting matters
  • Responsible for ensuring the engagement team has an in-depth understanding of the client’s business.
  • Assist in other duties and projects as assigned.

Required Skills/Abilities:

  • Strong working knowledge of the Generally Accepted Accounting Principles.
  • Thrives in an environment of changing priorities.
  • Ability to work towards enhancing technical and project management skills through on the job feedback and performance evaluations.
  • Interpersonal skills to interact in a team environment and foster client relationships.
  • Above average written and verbal communication skills.
  • Have an understanding of the services offered by the Firm, look for opportunities to represent the Firm, grow the client base and increase brand recognition.
  • Recognizes opportunities for learning by pursuing challenging assignments and a hunger to become and expert.
  • Proficient in Microsoft Office Suite with an emphasis on Excel skills.

Education and Experience:

  • Bachelor’s degree in Accounting or equivalent required.
  • Active CPA
  • 12+ years of relative accounting experience; public accounting or professional services experience highly preferred.

Physical Requirements:

  • Prolonged periods sitting at a desk and working on a computer.
  • Must be able to lift items up to 30 pounds at times.

This position is an exempt position as it relates to the fair labor standards Act.  Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.


This position is an exempt position as it relates to the fair labor standards Act. Centri provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

#LI-Hybrid

Skills Required

  • Bachelor's degree in Accounting or equivalent
  • Active CPA
  • 12+ years of relative accounting experience; public accounting or professional services experience
  • Strong working knowledge of Generally Accepted Accounting Principles
  • Proficient in Microsoft Office Suite with emphasis on Excel skills
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The Company
Englewood, CO
135 Employees
Year Founded: 2011

What We Do

Centri Business Consulting is dedicated to providing the highest quality finance and accounting consulting services to its clients by being reliable and responsive to their needs. Centri provides companies with the expertise they need to meet their strategic accounting and reporting demands. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization specialized expertise and multilayered skill sets to ensure the work gets done right.

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