Dean Dorton
About Dean Dorton
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
Dean Dorton’s team makes up one of the largest advisory firms in the United States. We thrive when you thrive! We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work.
About The Role
The Chief Financial Officer (CFO) provides strategic and operational financial leadership to support the firm’s growth, profitability, and long-term success. This role partners closely with the CEO, COO, and the broader C-suite and service group leadership teams to align financial strategy with firm priorities. The CFO leads the internal accounting department as well as the database and reporting team, oversees budgeting, forecasting, reporting, and profitability, and serves as a trusted advisor across the business. This is a unique opportunity to make an impact, have a seat at the leadership table, and help shape the future of Dean Dorton.
Essential Duties And Responsibilities
Collaborate with the CEO and COO to drive the firm’s operational strategy and long-term vision Lead the internal accounting team, including staffing, counsel, performance management, and development Establish and maintain firm-wide financial systems, standards, and controls in line with internal policies and compliance requirements Serve as a collaborative member of the firm’s Leadership team and actively engage with market leaders, operational directors, and service group leadership Oversee all budgeting and forecasting functions across the firm Monitor firm-wide profitability, cash flow, expense management, and service area performance Provide financial insights and dashboards (e.g., via Power BI) that enable strategic decision-making Prepare and ensure timely, accurate issuance of monthly and annual financial statements Serve as the HIPAA compliance officer for the firm’s self-funded medical plan Lead financial operations related to mergers, acquisitions, and integrations Analyze and interpret internal financial and operational data to identify risks, gaps, and opportunities Maintain and manage external relationships with bankers, vendors, and agents Support the Board of Directors with financial insights and attend board meetings as requested Oversee rate-setting practices and periodic billing rate adjustments Monitor and report on collections, A/R, and WIP, supporting CEO and service group leaders with data Assess firm-wide needs through regular stakeholder engagement and synthesize feedback into action
Experience & Qualifications
Bachelor’s degree in Accounting, Finance, or a related field; CPA required 10+ years of senior financial leadership experience, preferably in a professional services or consulting firm Experience overseeing accounting operations, budgeting, forecasting, and financial reporting Proven ability to build and lead cross-office, cross-functional teams Prior experience supporting M&A activity and board reporting Deep understanding of regulatory compliance, internal controls, and financial systems
Essential Skills
Proactive, detail-oriented, and analytical with excellent forecasting skills Strong communicator with the ability to “tell the story” behind the numbers High integrity and reliability in decision-making Skilled at building strong internal relationships and navigating multiple personality types Demonstrated confidence, executive presence, and strategic influence Responsive and agile in a dynamic and collaborative environment
Software & Tools
CCH Axcess VersaPay ConnectWise Sage Intacct Asana Microsoft Office Suite Microsoft Power BI (reporting)
Travel
Travel between offices is required; some in-office presence (minimum 3 days/week) is required
This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer. #J-18808-Ljbffr
Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.
Dean Dorton’s team makes up one of the largest advisory firms in the United States. We thrive when you thrive! We are here to help you succeed in every step of your development and career as you work with nationally recognized experts in a recognized best place to work.
About The Role
The Chief Financial Officer (CFO) provides strategic and operational financial leadership to support the firm’s growth, profitability, and long-term success. This role partners closely with the CEO, COO, and the broader C-suite and service group leadership teams to align financial strategy with firm priorities. The CFO leads the internal accounting department as well as the database and reporting team, oversees budgeting, forecasting, reporting, and profitability, and serves as a trusted advisor across the business. This is a unique opportunity to make an impact, have a seat at the leadership table, and help shape the future of Dean Dorton.
Essential Duties And Responsibilities
Collaborate with the CEO and COO to drive the firm’s operational strategy and long-term vision Lead the internal accounting team, including staffing, counsel, performance management, and development Establish and maintain firm-wide financial systems, standards, and controls in line with internal policies and compliance requirements Serve as a collaborative member of the firm’s Leadership team and actively engage with market leaders, operational directors, and service group leadership Oversee all budgeting and forecasting functions across the firm Monitor firm-wide profitability, cash flow, expense management, and service area performance Provide financial insights and dashboards (e.g., via Power BI) that enable strategic decision-making Prepare and ensure timely, accurate issuance of monthly and annual financial statements Serve as the HIPAA compliance officer for the firm’s self-funded medical plan Lead financial operations related to mergers, acquisitions, and integrations Analyze and interpret internal financial and operational data to identify risks, gaps, and opportunities Maintain and manage external relationships with bankers, vendors, and agents Support the Board of Directors with financial insights and attend board meetings as requested Oversee rate-setting practices and periodic billing rate adjustments Monitor and report on collections, A/R, and WIP, supporting CEO and service group leaders with data Assess firm-wide needs through regular stakeholder engagement and synthesize feedback into action
Experience & Qualifications
Bachelor’s degree in Accounting, Finance, or a related field; CPA required 10+ years of senior financial leadership experience, preferably in a professional services or consulting firm Experience overseeing accounting operations, budgeting, forecasting, and financial reporting Proven ability to build and lead cross-office, cross-functional teams Prior experience supporting M&A activity and board reporting Deep understanding of regulatory compliance, internal controls, and financial systems
Essential Skills
Proactive, detail-oriented, and analytical with excellent forecasting skills Strong communicator with the ability to “tell the story” behind the numbers High integrity and reliability in decision-making Skilled at building strong internal relationships and navigating multiple personality types Demonstrated confidence, executive presence, and strategic influence Responsive and agile in a dynamic and collaborative environment
Software & Tools
CCH Axcess VersaPay ConnectWise Sage Intacct Asana Microsoft Office Suite Microsoft Power BI (reporting)
Travel
Travel between offices is required; some in-office presence (minimum 3 days/week) is required
This job description is intended to describe the general nature and level of work being performed by team members assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Additionally, responsibilities and duties may vary depending on business needs and individual circumstances. Dean Dorton is an equal opportunity employer. #J-18808-Ljbffr