Director of Finance Advisory Services

Position Overview

The Director of Finance Advisory Services is a practice leader responsible for managing and scaling York IE's Finance Advisory team. This role is focused on operational excellence, team development, client relationship management, and service line growth. The Director ensures consistent, high-quality delivery across the client portfolio while partnering with York IE's CFO on escalated client matters, service line development, and higher-level financial strategy. This is a people-first leadership role for a finance professional with a consulting background who excels at building teams, managing client relationships, and driving repeatable, scalable service delivery.

Key Responsibilities

Service Line Management

• Manage the operations of the Finance Advisory practice, ensuring clients receive timely, accurate, and insightful financial support.
• Develop and maintain service frameworks, playbooks, and delivery standards that create consistency and quality across the client portfolio.
• Integrate automation, technology, and offshore resources to improve efficiency and scalability.
• Establish and refine partner programs to expand service capabilities and reach.
• Collaborate with the CFO on service line strategy and escalated client situations requiring senior-level financial guidance.

Client Relationship Management

• Serve as the primary relationship owner for Finance Advisory clients, maintaining strong communication and ensuring a high level of satisfaction.
• Prepare finance client deliverables including financial reporting, budgeting, forecasting, KPI assessment, board reporting, and similar deliverables. Collaborate with the accounting service team to ensure accurate and timely financial records are prepared and used in FP&A work.
• Support clients in preparing board and investor reporting packages, coordinating with the CFO where strategic input is needed.
• Assist in fundraising readiness efforts—helping clients organize financials, prepare models, and assemble materials—with the CFO leading on capital strategy and investor-level advisory.
• Proactively identify client needs, flag risks, and ensure any escalations reach the appropriate level of support.
• Own the commercial health of the client portfolio, including management and adherence to Statements of Work (SOWs), proactively identifying scope creep, and managing client requests for service expansions or reductions.
• Navigate account disruptions, client transitions, and engagement instability with composure, maintaining strategic continuity and client confidence during periods of change.
• Act as a strategic liaison to PE/VC sponsors, translating portfolio company financial performance into actionable insights for investor-level reporting and decision-making.

Business Development

• Drive new client acquisition by collaborating with the sales team to scope, pitch, and close Finance Advisory engagements.
• Develop and manage a pipeline for the Finance Advisory service line, including participation in events and content initiatives on York IE platforms.
• Identify opportunities to expand engagements with existing clients as their financial needs grow.
• Contribute thought leadership—articles, webinars, speaking engagements—that builds York IE's profile in the growth-stage finance space.

Team Leadership & Development

• Build, lead, and mentor a team of Finance Strategists and specialists, including direct oversight of Senior Finance Strategists who manage client portfolios.
• Define team structures, roles, and career development paths aligned with business growth objectives.
• Foster a culture of excellence, accountability, and continuous improvement.
• Set performance standards and provide regular coaching and feedback to develop team capability.
• Oversee workload planning, quality control, and staffing as the client portfolio grows.

Performance & Accountability

• Establish KPIs to measure service quality, client retention, team productivity, and overall practice health.
• Monitor client satisfaction metrics and address issues proactively to support long-term retention.

Qualifications

Required

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 8+ years of experience in finance, management consulting, or financial advisory, with at least 3 years managing teams.
• Demonstrated consulting or advisory background—experience working across multiple companies or client engagements is essential.
• Familiarity with fundraising processes and the financial materials that support them (models, forecasts, reporting packages).
• Experience preparing and coordinating board and investor reporting.
• Strong FP&A capabilities: budgeting, forecasting, variance analysis, and financial reporting.
• Excellent leadership, communication, and organizational skills—comfortable managing both internal teams and client relationships.
• Proficiency with finance technology platforms (e.g., QuickBooks, Excel, Google Workspace, Ramp, SaaSGrid, or similar).

Preferred

• MBA or advanced degree in Finance or a related field.
• Experience in venture-backed or high-growth startup environments.
• Familiarity with automation tools and AI-driven financial operations.
• Experience building or scaling a consulting practice or service line.

Note: CPA license and public accounting experience are not required for this role.

Who You Are

• You're a strong operator and people leader—you build high-performing teams and keep client engagements running smoothly.
• You understand the financial needs of growth-stage companies and know how to deliver clarity and confidence to founders.
• You're a natural relationship builder who earns trust quickly and maintains it over time.
• You thrive in an entrepreneurial environment where you're building systems, developing talent, and managing multiple priorities at once.
• You communicate financial information clearly to non-finance audiences and know when to bring in additional expertise.
• You're forward-thinking—curious about how technology, automation, and AI can elevate finance advisory services.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive benefits, including health, dental, and retirement plans.
• Opportunities for professional growth and development within a dynamic, innovative environment.
• Collaborative and supportive company culture focused on driving client success.

Application Process

Interested candidates should submit their resume and cover letter to ***email_hidden***. Applications will be reviewed on a rolling basis.

Join York IE and lead the growth of our Finance Advisory practice—helping ambitious founders build stronger companies.