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Manage and grow client accounts by understanding business and technology needs, identifying sales opportunities, developing solution-based strategies, coordinating internal resources, leading presentations, negotiating contracts, and handling escalations. The role requires consultative account management, technology knowledge, project and cost management, communication with technical and executive stakeholders, opportunity tracking, and proficiency with Microsoft Office.

The Staff Accountant manages domestic and international accounting activities, including accounts payable, bank and general ledger reconciliations, fixed assets, depreciation, taxes, payroll postings, corporate card expenses, accruals, and prepaids. The role supports month-end and year-end close, flux analysis, financial reporting, dashboards, and external audits. It requires accurate, independent execution, collaboration with leadership and vendors, and proficiency in advanced Excel and Microsoft Office tools.

Lead technical delivery of mid-to-large IT projects: perform analysis, implementations, system integration, infrastructure deployment, testing, documentation, and client/stakeholder coordination. Drive QA, standards, and AI-native automation to improve consistency and repeatability across project lifecycles.

Lead technical delivery of mid-to-large IT projects including analysis, system integration, infrastructure deployment, testing, documentation, and stakeholder management. Drive standardized QA, automation, and AI-native practices to improve consistency, speed, and project quality while coordinating vendors and cross-functional teams.

Provide third-level support for client and RFA infrastructure, manage server, storage and virtualization platforms, coordinate network and vendor activities, lead complex IT projects, migrations, and documentation, and develop client infrastructure solutions.

Design, implement, and support client network and security infrastructures with focus on Cisco and Palo Alto. Provide Tier 3 troubleshooting, configure VPNs and routing (OSPF/EIGRP/BGP), document datacenter and network designs, train peers, handle escalations and on-call rotations, and support project and BAU work for MSP/financial services clients.

Lead full sales cycle to find, engage, and close new enterprise clients for an AI-driven managed services platform. Qualify opportunities, collaborate with technical teams to tailor AI/cybersecurity/cloud solutions for financial-services customers, maintain HubSpot forecasts, grow pipeline via referrals and inbound leads, and attend industry events (up to 20% travel).

The Director of Business Development drives strategic initiatives for client acquisition and relationship management in the financial sector, focusing on IT and Managed Services.