Principal - Technology Solutions

REDW LLC, one of the Southwest's largest and fastest growing certified public accounting and business advisory firms, with offices in New Mexico, Arizona, Oregon, and Oklahoma, is excited to have been awarded Top Workplace 2023, 2022 and 2021 honors for both the state of Arizona and the state of New Mexico.

AZCentral and The Albuquerque Journal also recognized REDW with special Cultural Excellence awards in Compensation, Remote Work, and Formal Training categories.

REDW is looking for a Principal - Technology Solutions to join our team!

A Principal serving the technology solutions of our clients, your primary role will be to grow and build a successful business line. You will partner with other principals, managers, and directors on business needs. You will work side-by-side with firm leadership and our team members to serve clients and build the business, having a direct impact on the firm's success. You will be a valued mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills.

A Principal will focus their duties and responsibilities in four major areas. Those areas include:

• Client Service (Billable time)

• Business Development

• Team Development

• Operational and administrative duties as assigned.

The Principal's other responsibilities will include the provision of exceptional services to our clients in a manner such that the client is WOWed by the experience. This includes the following:

• The service has been provided in a timely and professional manner and for a fee which is supportable and beneficial to the firm

• Other opportunities to meet client needs have been identified and explored

• The client service team has grown technically and taken on more responsibilities

• The firm's professional and business risk has been managed appropriately

• The firm's reporting and documentation requirements related to the provision of these services have been met

All decision-making responsibility related to the provision of these client services will belong to the Principal, unless otherwise identified by the firm or department (i.e., client acceptance).

A Principal will have the opportunity to provide input into major decisions the firm and department are considering by being asked to provide input in advance of the decision-making process as well as having their input solicited prior to the final implementation of the decision.

What you will be doing...

• Manage an appropriate amount of work to allow you to meet your Client Service goals.

• Actively engage in the industries and communities that you participate in with the direct intention of developing Business Development opportunities for the firm and the department.

• Engage in activities to actively sell work the department and firm can service through participating in the product demo, meeting with prospective clients, preparation and submission of proposals, collaborating with team members throughout the firm to offer additional services to existing clients, and to proactively engaging in business development activities (e.g., attending REDW sponsored events, attending, and if possible, presenting at, conferences, workshops, webinars and seminars, etc.).

• Properly define the scope of the client service engagements within the engagement letter and work directly with the client service team to assure there is no scope expansion. If scope expansion occurs, assure that an appropriate discussion has occurred with the client regarding potential additional fees and delivery time impacts.

• Work directly with the client service team to assure that appropriate real time feedback regarding their performance of team members is occurring during the engagement.

• Assure that all formal team member feedback requirements related to the engagement have occurred (i.e., preparation of short form evaluations, coaching notes, counseling forms, or other communications that may be instituted).

• Ensure each engagement is accurately scheduled, with a goal of maintaining the schedules on a rolling 12-month basis. Also, each schedule should be reviewed and confirmed for accuracy at least 6 months prior to the start of each engagement.

• Work with the department Scheduling team to assure the objective of serving our clients and meeting our budget objectives through the highest and best use of our team.

• Update revenue projections on a consistent basis and reconcile with the scheduling report to assure that the revenue generation is supported by an adequate allocation of our resources. The revenue projections should be maintained on at least a rolling 12-month basis.

• Serve as the go to person for all client engagement or client service team matters and decisions.

• Review and bill all unbilled WIP on a regular basis (not less than monthly in accordance with Department requirements) and provide for adequate WIP allowances, if needed.

• Collect all balances owed to the firm from clients where you service as Primary Principal in atimely manner, generally within 90 days. Provide for allowances for uncollectable receivables and work with the finance department for alternative methods for collecting these fees.

• Serve as a resource to provide training to our team at scheduled CPE days or other learning events of the firm and the department.

• Serve as a PDP advisor for an appropriate base of team members.

• Complete all operational and administrative requirements on a timely basis.

What you will need to succeed...

• Bachelor's (B.A.) from four-year College or university

• Eight years of experience in Software Implementation and Data Analytic Services, preferably with project management experience in Sage Intacct Software Implementation.

What will set you apart...

• Experience with Sage Intaact Software Implementation.

• Ability to recruit, develop and retain a team of professionals.

• Empower a team and inspire others to drive results.

• Strong negotiations and communication skills to represent the firm effectively

• Extensive knowledge of business development, client care, marketing, contract negotiations, and public relations.

• Strong project management, leadership, organizational, analytical, and critical thinking skills.

• Demonstrated experience in driving innovation, growth, and organizational excellence.

• Strong decision-making skills, with the ability to anticipate and adapt to market trends and industry changes.

• Comprehensive understanding of financial management, including budgeting, forecasting, and financial analysis.

• Track record of fiscal responsibility and optimizing financial performance.

• Proven success in building and maintaining strategic partnerships and relationships with key stakeholders, including client, and industry partners.

• Track record of making informed and timely decisions, even in complex or high-pressure situations.

• Experience in leading organizational change initiatives.

• Ability to navigate and guide the organization through periods of transformation.

REDW LLC is committed to providing an environment where equal employment opportunities are available to all candidates without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, veteran status, and any other characteristic protected by applicable law. REDW colleagues believe that diversity and inclusion among our teammates is critical to our success as a global firm, and we seek to recruit, develop and retain the most talented individuals from a diverse candidate pool.