Managing Director - Professional Services

Now About You

LMA Accountability

How Business Development Works at AIOA

Responsibilities & Expectations

• Client Portfolio Leadership & Escalation Management
• Own the full client portfolio of the Professional Services Practice at the practice level — retention, satisfaction, NPS, and expansion opportunities
• The single owner of every client relationship is the CFO — your accountability is the practice system and team performance that makes those outcomes possible
• Serve as the escalation management point for complex or at-risk client situations that exceed the CFO level
• Set and maintain quality standards for professional service financial advisory work including utilization analysis, revenue recognition accuracy, billing efficiency, and cash flow management
• Drive expansion of services within the existing book through your CFOs
• Define the ideal client profile for the Professional Services Practice and partner with the Business Development team
• Serve as the subject matter expert closer for qualified professional service prospects surfaced by the Business Development team
• Deliver workbook analysis and Value Workshops to clients — providing strategic financial perspective at the practice level
• Develop and grow strategic partnerships in the professional services sector — with attorneys, bankers, and professional services networks
• LMA — Leadership, Management & Accountability
• LMA: hire, develop, and retain talent across your practice — you are accountable for building and maintaining a high-performing team of CFOs
• Manage capacity proactively — ensuring your practice is neither overwhelmed nor underutilized
• Hold your CFOs accountable to their client outcomes, team health metrics, and EOS commitments
• Create career pathways and development plans for CFOs, Senior Controllers, Controllers, Senior Accountants, and Accountants within the practice
• Foster a culture of Commitment, Foresight, Relationships, Tenacity, and Teamwork within the Professional Services Practice
• Partner with Talent on hiring decisions for your practice team
• Practice P&L & Business Performance
• Own the full P&L of the Professional Services Practice — revenue, cost management, profitability, and budget accountability
• Develop and execute the annual practice plan including growth targets, hiring plans, and service delivery goals
• Report on practice performance to the EVP, Operations through EOS tools including Scorecard, Rocks, and L10 meetings
• Drive process improvements and best practices that elevate professional service delivery across the firm
• Thought Leadership & Strategic Partnerships
• Build and maintain AIOA's external reputation in the professional services sector — speaking at industry events, contributing to relevant publications, and developing key referral partnerships
• Stay current on service-based business models, billing trends, partner economics, pricing strategy, and M&A activity
• Champion technology standards within the Professional Services Practice
• Identify and advocate for new service lines or delivery approaches that could strengthen the practice
• Internal Responsibilities
• Complete all internal responsibilities including training, to do's, and quarterly rocks
• Actively participate in All In One Accounting's Brand Ambassador program, representing our mission and values
• Uphold security practices to protect client assets and firm data effectively

The Successful Candidate Will Have

Why All In One Accounting

Base Salary: $175,000 – $200,000

• Because you own the practice, you share in what it produces. This role carries a performance bonus tied to your business unit's performance — designed to reward the outcomes that matter most: a healthy practice, a strong team, and clients who stay and grow with AIOA.
• Medical, dental, and vision insurance
• 401K with employer match
• Life insurance
• Long and short-term disability
• HSA, FSA, and dependent care options
• Tenured PTO program — paid time off increases with years of service
• Professional development budget including conference attendance, industry association memberships, and speaking engagement support
• Certification support and continuing education assistance
• Performance bonus tied to business unit performance
• All In One Accounting 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.