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CAREERS

Great work starts with great people.

At Winding River Consulting, we bring together experienced professionals who share a drive for clarity, collaboration, and measurable progress.

Explore Opportunities
DDDS April 2024-140
Everyone at Winding River Consulting shares a sense of purpose. The work we do has real weight — we help leaders make decisions that shape their firms and their people for years to come. That responsibility motivates us to listen closely, think strategically, and deliver results that last.
David-Toth-175x175
David Toth
President & Chief Growth Officer, Winding River Consulting

OUR CULTURE

A team built on trust and impact.

 

At Winding River Consulting, culture is more than what happens inside the firm — it's how we think, collaborate, and lead. Our team is made up of people who take ownership, ask thoughtful questions, and care deeply about the success of others.

We work in an environment that values trust, clarity, and collaboration. Everyone contributes. Ideas are discussed openly, refined together, and respected. Progress moves quickly because we rely on one another to follow through and bring our best thinking to every challenge.

Our culture is built on curiosity and momentum. It's professional and high-performing, but also supportive, flexible, and human. People join us because they want to grow — and they stay because they know their work makes a difference.

Explore Our Culture & Values
I joined Winding River because it's a community of leaders who think boldly about the future of our profession. It's a place where growth isn't accidental — it's engineered with intention. The firm's spirit aligns with my own belief that success in professional services today requires more than technical excellence; it demands curiosity, collaboration, and a willingness to challenge the status quo. Together, we're shaping what's next.
Brian Blaha Headshot 3-1
Brian Blaha, CPA
Vice President & Chief Strategy Officer

WHO THRIVES HERE

Leaders who think and act differently.

We look for established professionals who bring both expertise and empathy — individuals who lead with curiosity, think strategically, and care about creating meaningful progress for others.

The people who thrive at Winding River Consulting are collaborative and self-driven. They see the big picture, take initiative, and approach challenges with a balanced mix of insight and humility.

We value strong communicators, creative problem-solvers, and professionals who understand that lasting results come from both discipline and teamwork. Above all, we look for people who want to make an impact — on their clients, their colleagues, and their own growth.

LETS CONNECT

Aligned in values. United in purpose.

 

Winding River Consulting is built on partnership — with our clients, our community, and one another. If you share our values and believe in the power of collaboration, we'd love to connect.

We're especially interested in experienced consultants in the professional services space who have built their own client base but want to be part of a team — a place where shared insight, trust, and momentum lead to greater impact for everyone involved. If that sounds like you, reach out. Let's start a conversation about what we can build together.

Contact Us
Open Positions

Do work that matters.

We're always looking to connect with professionals who share our values and our drive for meaningful work. Whether you're an experienced advisor, strategist, or emerging leader, Winding River Consulting offers opportunities to do work that matters — and to grow alongside people who care about doing it well.

Marketing & Project Manager

Leadership Hybrid Full-time

Marketing & Project Manager

Leadership Hybrid Full-time

The Role

Winding River Consulting is looking for a Marketing Leader to own and advance our marketing efforts while also supporting the execution of select client engagements.

This is a hands-on role for someone who can move between strategy and execution. You will own WRC's content strategy, campaigns, partnerships, marketing calendar, and day-to-day marketing initiatives while coordinating internal subject matter experts, contractors, vendors, and external partners.

You will also bring strong project management skills to our client work, helping our consulting teams organize engagements, maintain momentum, coordinate deliverables, and create a strong client experience.

WRC works primarily with accounting and professional services firms, so this role offers an opportunity to build deep knowledge and visibility within a rapidly changing industry.

What You'll Own

Marketing & Content

  • Own and execute WRC's overall marketing calendar and content strategy, in partnership with our events marketing manager.
  • Develop, write, edit, or coordinate (outsource) content including articles, research, email campaigns, social media, presentations, webinars, and other thought leadership.
  • Turn the expertise and ideas of WRC's consultants into relevant, compelling market-facing content.
  • Plan and execute campaigns supporting WRC services, events, programs, and strategic initiatives.
  • Manage WRC's presence across key digital channels, including the website, email marketing, CRM, and social media.
  • Manage outside writers, designers, contractors, agencies, and other marketing vendors as needed.

Partnerships & Market Presence

  • Support and manage WRC's relationships with industry associations, alliances, strategic partners, and vendors.
  • Identify opportunities to strengthen WRC's visibility and relationships within the accounting profession.
  • Coordinate sponsorships, association activities, webinars, events, and other partnership initiatives.
  • Help ensure WRC is consistently visible in the markets and communities that matter to our clients.

Project Management

  • Support selected client engagements by helping organize workplans, timelines, meetings, deliverables, and follow-up.
  • Work closely with WRC consultants to keep projects moving and ensure commitments are completed.
  • Coordinate information and communication between internal team members and clients.
  • Maintain project plans and workflows in Monday.com.
  • Help create a consistent, organized, and professional client experience.

 

What We're Looking For

  • 5 to 8 years of experience in marketing, project management, professional services, or a related role.
  • Strong writing, editing, communication, and organizational skills.
  • Demonstrated ability to own projects from idea through execution.
  • Experience developing and executing content and marketing campaigns.
  • Strong project management skills and attention to detail.
  • Comfortable working directly with senior executives, consultants, clients, contractors, and external partners.
  • Ability to operate independently in an entrepreneurial environment without requiring a large team or extensive infrastructure.
  • Experience with HubSpot and Monday.com is preferred.
  • Experience in accounting, professional services, B2B consulting, or another relationship-driven industry is a plus.

To apply please send your resumé to David Toth @ dtoth@windingriverconsulting.com and reference this listing.

Apply for this role

Advisory and M&A Engagement Manager

Advisory Remote · U.S. or Hybrid Full-time

Advisory and M&A Engagement Manager

Advisory Remote · U.S. or Hybrid Full-time

Position Summary

Winding River Consulting (WRC) is seeking an experienced Advisory & M&A Engagement Manager to serve as the operational backbone of our client engagements. This role combines project management, financial modeling support, engagement administration, and advisory operations expertise.

The ideal candidate has previously served as a Controller, Director of Finance, Firm Administrator, Finance Manager, or similar leadership role within a CPA firm, advisory firm, investment banking practice, or professional services organization. They understand how partner-led firms operate, possess strong knowledge of firm financials, profitability drivers, partner compensation structures, and deferred compensation arrangements, and can effectively support advisory and transaction engagements from kickoff through delivery.

This position will work closely with partners, engagement leaders, and clients to ensure projects remain on schedule, financially disciplined, and operationally effective.

Key Responsibilities

Engagement & Project Management

  • Manage multiple advisory, transaction, and M&A engagements simultaneously.
  • Develop project plans, timelines, workstreams, deliverables, and resource schedules.
  • Coordinate activities across partners, managers, analysts, and external stakeholders.
  • Monitor project status, identify risks, and proactively drive issue resolution.
  • Facilitate weekly engagement meetings and maintain action-item tracking.
  • Ensure client deliverables are completed accurately and on schedule.
  • Implement and refine project management best practices across the firm.
  • Support financial due diligence, quality of earnings, integration planning, and strategic advisory engagements.
  • Coordinate diligence requests, data room management, and information gathering.
  • Manage engagement budgets and assist with engagement economics.
  • Provide operational support throughout buy-side and sell-side transactions.
  • Assist in developing client-facing reports, presentations, and analyses.
  • Build and maintain engagement models and analytical templates.
  • Set up and organize three-statement financial models.
  • Assist with forecasting, cash flow, working capital, and profitability analysis.
  • Support partner compensation, deferred compensation, and firm economics modeling.
  • Validate assumptions, organize source data, and perform quality control reviews.
  • Develop repeatable modeling tools and reporting frameworks.
  • Bachelor's degree in Accounting, Finance, Business, or related field.
  • 7+ years of progressive experience in a CPA firm, advisory firm, consulting firm, or professional services organization.
  • Prior experience as a Controller, Finance Director, Firm Administrator, Practice Operations Leader, or similar.
  • Strong understanding of professional services firm economics.
  • Experience supporting partner compensation and deferred compensation programs.
  • Advanced Microsoft Excel skills.
  • Demonstrated project management experience involving multiple stakeholders and deadlines.
  • Strong written and verbal communication skills.
  • CPA, CMA, MBA, PMP, or comparable professional credential.
  • Experience with M&A advisory, quality of earnings, or financial due diligence engagements.
  • Familiarity with financial modeling and business valuation concepts.
  • Operates with a strong client-service mindset.
  • Highly organized and execution-oriented.
  • Balances financial rigor with practical business judgment.
  • Able to anticipate issues before they become problems.
  • Comfortable working directly with partners and senior executives.
  • Demonstrates ownership, accountability, and follow-through.
  • Thrives in a fast-paced entrepreneurial environment.
  • Serves as the central project manager for advisory and M&A engagements.
  • Creates standardized engagement management processes and reporting.
  • Improves engagement visibility, scheduling, and delivery consistency.
  • Establishes scalable financial modeling templates.
  • Becomes a trusted resource for firm economics, compensation modeling, and advisory engagement management.
  • Increases operational efficiency and enhances the client experience.

Transaction & Advisory Support

  • Support financial due diligence, quality of earnings, integration planning, and strategic advisory engagements.
  • Coordinate diligence requests, data room management, and information gathering.
  • Manage engagement budgets and assist with engagement economics.
  • Provide operational support throughout buy-side and sell-side transactions.
  • Assist in developing client-facing reports, presentations, and analyses.

Financial Modeling & Analytics

  • Build and maintain engagement models and analytical templates.
  • Set up and organize three-statement financial models.
  • Assist with forecasting, cash flow, working capital, and profitability analysis.
  • Support partner compensation, deferred compensation, and firm economics modeling.
  • Validate assumptions, organize source data, and perform quality control reviews.
  • Develop repeatable modeling tools and reporting frameworks.

Qualifications

Required

  • Bachelor's degree in Accounting, Finance, Business, or related field.
  • 7+ years of progressive experience in a CPA firm, advisory firm, consulting firm, or professional services organization.
  • Prior experience as a Controller, Finance Director, Firm Administrator, Practice Operations Leader, or similar.
  • Strong understanding of professional services firm economics.
  • Experience supporting partner compensation and deferred compensation programs.
  • Advanced Microsoft Excel skills.
  • Demonstrated project management experience involving multiple stakeholders and deadlines.
  • Strong written and verbal communication skills.

Preferred

  • CPA, CMA, MBA, PMP, or comparable professional credential.
  • Experience with M&A advisory, quality of earnings, or financial due diligence engagements.
  • Familiarity with financial modeling and business valuation concepts.

Critical Success Factors

  • Operates with a strong client-service mindset.
  • Highly organized and execution-oriented.
  • Balances financial rigor with practical business judgment.
  • Able to anticipate issues before they become problems.
  • Comfortable working directly with partners and senior executives.
  • Demonstrates ownership, accountability, and follow-through.
  • Thrives in a fast-paced entrepreneurial environment.

What Success Looks Like After 12 Months

  • Serves as the central project manager for advisory and M&A engagements.
  • Creates standardized engagement management processes and reporting.
  • Improves engagement visibility, scheduling, and delivery consistency.
  • Establishes scalable financial modeling templates.
  • Becomes a trusted resource for firm economics, compensation modeling, and advisory engagement management.
  • Increases operational efficiency and enhances the client experience.

Apply for this role

Don't see a role that fits your background? We still encourage you to reach out — we're always glad to connect with talented professionals.

Clarity that moves leaders forward.

Let's take the next step together.

Winding River Consulting is a strategic advisory partner for professional services firms and leaders navigating growth and change. Through strategic advisory, growth consulting, and leadership development, WRC delivers clarity, direction, and momentum — helping firms close the enterprise value gap and move forward with confidence.

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