Senior Level "Managing Directors" - Finance, Accounting and Commercial Real Estate

Posted 3 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Updated 8/3. 4/10 positions remain and accepting interested applicants. ——— Experienced CFO, Finance Executive or Senior Advisory Professional Long-Term Independent Contractor Opportunity | Managing Director PERRIN & CO. | Financial, Accounting & Business Advisory Build Your Practice. Expand Your Reach. Stay Independent. Perrin & Co. is an independent Financial, Accounting, and Business Advisory firm serving privately held businesses, business owners, lenders, investors, family offices, and executive leadership teams. We are selectively expanding our network of experienced senior professionals who are interested in joining a collaborative advisory platform while maintaining the flexibility and independence of their own practice. This is not a traditional employment opportunity and not a one-time freelance project. It is an opportunity to build a long-term relationship with Perrin & Co. as an independent Managing Director. Before applying, we encourage you to learn more about our firm by visiting our website and reviewing our Founding Managing Director Prospectus: 🌐 www.perrin-co.com 🌐 https://perrin-managing-director-prospectus.replit.app/ ⸻ About Perrin & Co. Perrin & Co. helps privately held businesses navigate complex financial decisions through four integrated advisory practices: * Capital Structure & Financial Advisory * Finance & Accounting Advisory * Business Advisory * Technology Solutions Our engagements commonly involve: * Commercial banking and institutional credit advisory * Capital structure optimization * Debt restructuring and refinancing * Liquidity and cash flow management * CFO and executive financial leadership * Accounting advisory and financial reporting * Performance improvement * Mergers, acquisitions, and ownership transitions * Business strategy * Technology implementation and workflow automation When client needs extend beyond advisory services, Perrin collaborates with affiliated firms: Meridian CPAs, LLP CPA-led accounting, tax, financial reporting, bookkeeping, compilations, and outsourced accounting services. www.meridian-cpas.com LORIQ Technologies, LLC Enterprise software, workflow automation, business intelligence, custom software development, and the proprietary LORIQ® Credit Intelligence platform. loriqtechnologies.com loriq.ai ⸻ Our Vision Perrin & Co. is intentionally building a premier independent advisory platform by selectively adding experienced Managing Directors who share our commitment to excellence, collaboration, and client service. While our firm continues to expand, our leadership brings decades of executive experience in commercial banking, corporate finance, accounting, restructuring, executive leadership, and business advisory. We believe exceptional advisory firms are built over time through trusted relationships, experienced professionals, and consistently delivering outstanding results for clients. ⸻ Who We’re Looking For We are seeking accomplished professionals with executive leadership or specialized advisory backgrounds, including: * Chief Financial Officers * Commercial Banking & Credit Professionals with significant experience in commercial lending, special assets, loan workouts, restructurings, or distressed credits * Corporate Finance Professionals * Turnaround & Restructuring Advisors * Mergers & Acquisitions Advisors * Commercial Real Estate Finance & Advisory Professionals * Agriculture Finance & Agribusiness Executives * ERP, Enterprise Software & Business Transformation Advisors Experience advising privately held middle-market businesses across industries such as agriculture, commercial real estate, construction, manufacturing, distribution, healthcare, transportation, and other middle-market sectors is highly valued. ⸻ Your Role Managing Directors remain independent professionals while collaborating with Perrin & Co. on client engagements. Depending on your experience and interests, opportunities may include: * Leading client engagements * Providing specialized subject-matter expertise * Supporting multidisciplinary advisory teams * Originating business opportunities * Advising business owners, boards, lenders, investors, and executive leadership teams * Participating in thought leadership initiatives * Helping expand Perrin’s national advisory platform Managing Directors are encouraged to maintain their independence and may continue serving their own existing clients, subject to professional obligations and conflict considerations. ⸻ Why Join Perrin? You’ll have the opportunity to: * Maintain your independence * Operate under an established professional brand * Collaborate with experienced senior advisors * Participate in sophisticated multidisciplinary engagements * Expand your professional visibility * Access broader business development opportunities * Help shape a growing advisory platform * Focus on meaningful client work alongside accomplished peers Our objective is simple: create an environment where accomplished professionals can do their best work together. As the firm continues to grow, Perrin & Co. will invest in targeted marketing, thought leadership, and business development initiatives across select regional and national markets to strengthen the firm’s brand and create additional opportunities for our Managing Directors. ⸻ Professional Visibility & Thought Leadership Managing Directors are encouraged to contribute to the continued growth and visibility of the firm by participating in thought leadership initiatives, including professional articles, market insights, presentations, webinars, and LinkedIn content within their respective areas of expertise. Perrin & Co. will support these efforts through collaborative content development, marketing resources, and brand promotion to help strengthen both the firm’s visibility and each Managing Director’s professional profile. ⸻ Managing Director Resources As part of joining Perrin & Co., each Managing Director receives: * Perrin & Co. Microsoft 365 email address * Professional headshot reimbursement (up to $100) * Personalized biography and profile on the Perrin website * Perrin business cards * Firm-branded email signature * LinkedIn profile guidance and approved firm description * Proposal templates and presentation materials * Marketing collateral * Managing Director Prospectus * Ongoing collaboration with fellow Managing Directors * Access to approved business development and prospecting tools, including Apollo.io, where appropriate Additional marketing, business development, and technology resources will continue to be introduced as the platform expands. ⸻ Ideal Qualifications * Approximately 15+ years of professional experience preferred * Executive leadership or specialized advisory experience * Strong professional reputation * Excellent communication and relationship-building skills * Entrepreneurial mindset * Collaborative approach * Ability to work independently * Commitment to integrity and exceptional client service Professional credentials such as CPA, MBA, CFA, CTP, CMA, or similar designations are welcomed but not required. ⸻ Compensation This is a 1099 Independent Contractor opportunity. Compensation is engagement-based and may include: * Billable consulting revenue * Fixed-fee project compensation * Business origination incentives * Leadership opportunities on multidisciplinary engagements * Long-term participation in recurring client relationships There are no mandatory schedules, geographic restrictions, or exclusive employment requirements. Compensation will be based on each professional’s role, expertise, and participation in individual engagements. ⸻ Application Process Initial applications, interviews, and any introductory paid engagement will be conducted through Upwork in accordance with platform requirements. Professionals who demonstrate a strong mutual fit may be invited to discuss an ongoing independent contractor relationship with Perrin & Co. ⸻ How to Apply Please include: * A summary of your professional background * Your primary areas of expertise * Industries you have served * Examples of significant engagements you have led or supported * Professional credentials * Whether you currently maintain an independent practice * Why this opportunity interests you We also encourage you to learn more about our firm: 🌐 www.perrin-co.com ⸻ Final Thought If you’ve built a successful career and are looking for more than another consulting assignment—if you’re interested in joining a firm that values independence, collaboration, and professional excellence—we’d welcome the opportunity to start a conversation. PERRIN & CO. Clarity when it matters. Execution when it counts.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Mergers & Acquisitions
Activity on this job
  • Proposals:15 to 20
  • Last viewed by client:yesterday
  • Interviewing:
    12
  • Invites sent:
    16
  • Unanswered invites:
    12
About the client
Member since Feb 1, 2017
  • United States
    Clovis10:42 AM
  • $8.8K total spent
    46 hires, 4 active
  • 43 hours

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