Director – TW Solutions

Location: Tampa, FL (Hybrid)
Employment Type: Full-Time
Compensation: Competitive, commensurate with experience

About Taylor White

Taylor White is a premier finance and accounting consulting firm, known for delivering high-impact talent and solutions to PE-backed, privately held, and publicly traded companies. Our TW Solutions practice provides hands-on advisory services across operational finance, technical accounting, M&A support, and more.

Position Overview

We are seeking a driven and entrepreneurial finance professional to join our TW Solutions practice as a Director. This role is ideal for someone who thrives in client-facing environments and is passionate about delivering strategic financial consulting services, while leveraging relationship building for business development efforts. The ideal candidate will bring deep operational accounting & finance expertise, a diverse background in multiple industries, systems and ownership structures (e.g., private equity, public company, privately held/founder led businesses).  A prior track record in business development, both with new clients and cross-sells within existing clients, is preferred.

Key Responsibilities

Client Delivery & Advisory

• Lead and support client engagements across CFO services, including but not limited to: technical accounting matters, M&A transaction support, finance transformation, system selection & implementation support, and audit readiness
• Serve as a trusted advisor, offering strategic insights and hands-on solutions
• Provide white glove service to clients, ensuring that process, approach and deliverables are timely, accurate and value add
• Manage acquisition integration, carve-outs, and financial due diligence processes
• Oversee financial reporting, SOX compliance, and working capital optimization
• Lead, mentor and develop engagement teams
• Develop and optimize existing tools, templates and deliverables to ensure engagement quality needs are met
• Prepare post-engagement case studies

Business Development & Practice Growth

• Proactively identify and pursue new business opportunities across PE-backed, mid-market, and public companies, performing timely follow-up as needed
• Partner with business development team to support bid processes and effectively communicate the TW Solutions value proposition
• Lead proposal development, pitch presentations, and contract negotiations
• Build and maintain strong relationships with key decision-makers and referral sources
• Represent Taylor White at industry events, networking functions, and thought leadership forums
• Collaborate with internal leadership to define and execute growth strategies for the TW Solutions practice

Qualifications

• CPA required; MBA preferred
• 15+ years of progressive experience in finance leadership roles (e.g., Controller, CFO, Consulting Manager)
• Proven success in diverse industry environments
• Demonstrated ability to win and grow client relationships in a consulting or advisory setting
• Expertise in US GAAP, SEC reporting, SOX, and technical accounting
• Experience with ERP systems (e.g., Oracle, NetSuite, Sage Intacct) and system integrations
• Strong executive presence and client-facing communication skills
• Ability to travel, as needed, for client engagements (< 15%)

Preferred Experience

• Background in consulting firms or high-growth companies
• Experience with accounting operations
• Familiarity with valuation models, financial planning, and strategic pricing

Why Join Us?

• Be part of a tight-knit, FUN, and mission-driven team
• Opportunity to grow the Solutions practice in the early stages of creation
• Flexible work environment with room to grow
• Competitive salary and benefits