Fusion Recruiters, in partnership with their client, SVA Accounting, are seeking a Managing Principal of Assurance. The Managing Principal of Assurance is responsible for the strategic, effective and profitable operations of the dedicated Service Line Group. This position provides decisive leadership within the Service Line Group, including client service delivery, financial management, business growth, and human resource development. This position ensures all resources are appropriately allocated and are held accountable for their respective targets. The Managing Principal has strong managerial and leadership presence and is accountable to the CPA President. They will work cohesively with the President, other SLL, Industry Group Leaders (IGL), and each other to meet the overall goals of the CPA firm.

Essential Functions

Strategy

Collaborate with the President and other IGL/SLL’s to establish a firm-wide strategy, goals and annual initiatives.
Define and execute the Service Line’s strategy for an effective and profitable service offering, including creating value propositions of services provided, conducting gap assessments of client needs, developing pricing and billing strategies, and providing overall strategic recommendations of key industry differentiators and/or new services to complement the service portfolio based on industry trends.
Define target client profile, create lead generation plan, and execute sales strategy by developing both external and internal cross-functional channels, utilizing internal Business Development for alignment with the marketing strategy. Expand branding efforts to include publishing and delivery of articles, blogs, speeches, etc. Earn and obtain Measurable Results stories from high, medium, and low profile clients.
Meet or exceed Service Line budgeted revenue and profit goals. Review activity regularly and revise objectives and plans in accordance with current conditions, and with consultation from President.
Develop strategies and reporting metrics for new business and retention, workload alignment, capacity planning, staff scheduling, margin reporting, client service and retention, staff engagement and growth, cross-servicing referrals, and new products/services.
Partner with Corporate Services leaders to develop strategies and processes for go to market, staffing and resource planning, employee development, employee engagement and retention, succession planning, technical and software needs, risk mitigation, etc.

Technical Expertise

Maintain, demonstrate, and execute knowledge of industry trends, developments, new technologies, and market conditions. Determine how best to position the Company, including opportunities for mergers and due diligence investigation to complement and/or execute the strategic plan.
Ensure awareness and adherence to all applicable regulatory matters and industry standards.

Client and Community Relationship

Partner with other SVA entity leadership to foster client relationships with a focus on overall end-to-end client experience and value delivery. Ensure processes, decisions, and communications are well considered and effective between SVA’s various locations, creating a unifying effect between the offices. Incorporate and lead the organization’s Account Management structure, including seamless handoff between sales and the relationship manager and client service team.
Actively participate and/or lead partnerships with strategic centers of influence (COI’s) and industry associations to build industry-focused network.
Develop a communication program to SLL clients on changes and regulations and standards impacting them.

Leadership and Staff Development

Prepare, support, and help individuals and the team in leading organizational change in situations of process reviews, technological evolutions, redirecting and redefining the use of resources, etc.
Develop an ongoing educational program to ensure compliance with regulations and standards.
Monitor staff CPE levels and recommend courses to the SLL or individuals to ensure the SLL is structured for success.
All other duties as assigned.

Supervisory Responsibility

Service Line members

Qualifications

4 year Degree in business or related field required; Advanced Degree preferred.
8+ years of proven leadership experience, preferably within the Company’s related field and at an executive level.
CPA required.
Position may be based out of our Madison or Brookfield, WI offices or remote with regular travel as needed.

Demonstrated Skills, Abilities, & Behaviors

Foster a Company culture that promotes ethical practices and encourages individual integrity and responsible decision making. Supports and reinforces the SVA DNA Fundamentals.
Ability to work cohesively with peer leaders and members of the Industry and Service Line Groups.
Innovative, with a vision of the Company’s future and ability to inspire/lead others to perform.
Superb communication skills, particularly within all levels of the organization.
Business, financial, and operational knowledge, as well as knowledge of regulations, policy and procedures that affect the Company.
Ability to attract, develop and retain top talent.
Have a high level of emotional intelligence, innovative approach to problem solving, and perseverance to overcome challenges.
Strong leadership skills with the ability to inspire people to action through their influence.
Identifies the need for, and executes organizational transformation through effective change management principles.
Proven track record of building new business channels and developing business relationships.
Experience with project management including planning, directing, coordinating resources, budgeting, and execution.
Ability to produce sales and implement marketing strategies.
Strong analytical and problem-solving skills with a proven ability to exercise initiative, judgment, and discretion.
Proficient with Microsoft Office Suite and related industry software.

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