Lead the Evolution of Client Advisory Services at SC&H Group
SC&H Group is looking for a Principal – CFO Advisory to help transform how middle-market organizations optimize back-office functions, effectively manage risk and compliance, and navigate their digital journey. Through our Client Advisory Services (CAS) platform, we combine deep financial expertise with modern technology and scalable processes to help clients operate more efficiently, reduce infrastructure costs, and maximize enterprise value.
This role is designed for a senior leader who thrives at the intersection of finance, technology, and client service—and who is energized by building, scaling, and leading a next-generation advisory practice.
What You’ll Do
As a Principal, you will be accountable for executing the strategic direction and operational excellence of SC&H’s CAS platform, serving closely-held businesses and PE/VC-backed portfolio companies. You will lead client relationships, oversee high-performing teams, and help expand our CAS capabilities nationally.
Key responsibilities include:
- Grow and scale the CAS practice through business development, firm-wide collaboration, and active participation in industry and alliance networks.
- Serve as a trusted executive advisor to client CFOs and C‑suite leadership, and acting as the senior escalation point.
- Drive strategy execution and performance management on client engagements, including business planning, KPI establishment, and oversight of financial reporting, dashboard, and benchmarking automation.
- Lead client delivery excellence, ensuring consistent, high-quality execution across client engagement teams and portfolios.
- Improve scalability and efficiency by identifying and implementing process improvements and embedding automation, analytics, and AI-enabled technologies into CAS workflows.
- Provide technical and advisory leadership as a subject matter expert across accounting, advisory, and managed services solutions.
- Develop and lead high-performing teams by coaching, mentoring, and building technical and leadership capability across all levels.
- Enable integrated, firm-wide solutions by partnering across Advisory, Tax, Digital and Industry teams, and representing SC&H as a thought leader internally and externally.
Qualifications:
- 12+ years of progressive experience in accounting, advisory, or professional services; public accounting and experience leading CAS engagements strongly preferred.
- 10+ years of leadership experience, including managing, developing, and mentoring high-performing teams.
- Bachelors Degree in Accounting, Finance or other business related field is highly preferred. CPA/MBA strongly preferred.
- Deep understanding of U.S. GAAP and advanced accounting principles.
- Proven experience advising middle-market and growth-oriented businesses, including PE/VC-backed organizations.
- Strong technology orientation, with hands-on experience in Sage Intacct, NetSuite and/or QuickBooks Online experience a plus.
- Advanced proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook).
- Demonstrated ability to manage multiple client portfolios while maintaining accuracy, timeliness, and service excellence.
You’ll Thrive in This Role If You:
- Are passionate about building and scaling a modern Client Advisory Services platform within a fast-growing advisory and accounting firm.
- Excel at business development, executive-level relationship management, and consultative selling.
- Enjoy mentoring leaders and building a culture of accountability, learning, and continuous improvement.
- Want to shape how managed and advisory services deliver measurable, repeatable client value.
- Bring strong commercial acumen and are comfortable operating in a dynamic, growth-oriented environment.
- Communicate with confidence and credibility across clients, internal teams, and executive stakeholders.
- Are willing to travel occasionally to support clients, teams, and firm initiatives.
Any unsolicited resumes submitted through our website or to SC&H Group, Inc., employee e-mail accounts are considered property of SC&H Group, Inc., and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for SC&H Group, Inc., there must be a formal written agreement in place and the agency must be invited, by SC&H's Talent Acquisition team, to submit candidates for review.
ABOUT SC&H
SC&H is a national consulting and financial services firm with an expanding global footprint — home to people who believe in the power of trusted personal relationships. Everyone here shares a passion for driving results, fueled by the genuine connections we forge. Our expert capabilities and exceptional service have shaped the firm’s longstanding reputation for excellence and impressive growth. But it’s the partnerships we build and the success we help deliver that make each day rewarding — for our colleagues, our clients, and our communities.
Recognized annually by Inc., Baltimore Business Journal, Accounting Today, and Inside Public Accounting as a “Best Place to Work,” SC&H is routinely named one of the fastest-growing firms for organic growth in the United States. Our success is powered by 13 diverse practices at the intersection of finance, technology, and accounting; 430+ professionals across offices in Maryland, Tysons Corner / Washington D.C., Philadelphia, Chicago, and India; and a client base ranging from emerging growth to world-renowned Fortune 500 companies. This is the place to build lasting professional relationships, grow your skills, and fulfill your potential.
SC&H
Make it Rewarding.
Salary & Benefits
The expected annual base salary for this position is $200,000-$250,000. Salary offers are made based on a variety of candidate specific factors such as candidate's skills, performance, job responsibilities, prior relevant experience, certain degrees and certifications and market considerations.
As a 100% employee-owned firm, SC&H offers the unique benefit of real equity ownership for every colleague with at least 1 year of service. Watch your stake grow as your tenure increases and the firm achieves success. We also offer a comprehensive health plan with multiple options to suit your needs, at least 4 weeks of paid time off, 8 firm-paid holidays, 401k with employer match, and an annual firm trip for you and a guest to an all-inclusive tropical location.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
