Engagement Manager - Financial Consultant -(North America - Fulltime
Listed on 2026-02-22
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Business
Client Relationship Manager, Business Development
About Net Dynamic Consulting
Net Dynamic Consulting is a certified Suite Success partner and official Net Suite Alliance partner. We have delivered hundreds of successful ERP implementations across industries, serving clients with tailored cloud solutions that scale with their business. Our team is a blend of technical experts, accountants, and MBAs, all dedicated to creating long-term client success.
Job SummaryWe are seeking a Financial Consultant with a strong background in accounting and finance to lead client engagements, provide strategic financial guidance, and help organizations optimize their processes. This role requires someone who can engage with C-level executives, translate financial challenges into actionable strategies, and foster trusted long-term client relationships.
This is a senior client-facing position that requires strategic thinking, resilience under pressure, and excellent communication and presentation skills. The Consultant must build long-term partnerships that strengthen Net Dynamic’s position as a key advisor.
Key Responsibilities- Serve as the primary executive contact for strategic accounts, building trust and credibility with C-level stakeholders.
- Collect, prioritize, and frame client issues, ensuring they are addressed effectively by internal teams.
- Lead executive meetings and strategic workshops, presenting insights and solutions with clarity and confidence.
- Partner with consultants and technical experts to execute solutions that resolve challenges and deliver measurable outcomes.
- Build and maintain long-term client relationships where Net Dynamic is positioned as an equal and indispensable partner.
- Proactively identify account growth opportunities (upsell, cross-sell, new initiatives) to expand Net Dynamic’s footprint with clients.
- Represent the voice of the client internally, ensuring alignment between client expectations and delivery.
- Manage multiple priorities, handle tight deadlines and high-pressure situations while maintaining excellence in execution.
Act as a trusted financial advisor to clients, addressing accounting and finance challenges and identifying areas for process optimization.
Engage directly with C-level stakeholders to understand business goals and provide high-level recommendations.
Evaluate client financial processes and recommend how technology (ERP, AI, automation) can be leveraged to improve efficiency and reduce manual effort.
Partner with internal delivery teams to ensure client needs are met while identifying opportunities to expand Net Dynamic’s services.
Build and maintain long-term client relationships, positioning Net Dynamic as a strategic partner.
CPA designation (or equivalent).
8+ years of progressive experience in accounting, finance, or consulting roles.
Proven experience working with or advising C-level executives.
Strong background in financial process improvement, audit, and reporting.
Excellent communication, presentation, and relationship-building skills.
Ability to thrive under pressure and manage tight deadlines.
- Proven ability to manage executive relationships at the C-level and act as a trusted advisor.
- Strong track record in driving account growth and business expansion.
- Exceptional communication and presentation skills, able to lead executive meetings with impact.
- Demonstrated ability to handle pressure, manage tight deadlines, and deliver consistently.
- Experience in consulting, SaaS, ERP, or cloud services preferred;
Net Suite or ERP knowledge is a plus. - Adaptability, and problem-solving skills
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