Managing Director

PRIMARY FUNCTION:

The Managing Director provides executive leadership, oversight, and strategic guidance to AcctoFi, a wholly owned nonprofit subsidiary of TXCPA. This role is responsible for advancing AcctoFi’ s mission to deliver high-quality education and professional development for accounting and finance professionals, strengthen the talent pipeline into the CPA profession, and secure funding to support educational and workforce development initiatives.

SPECIFIC RESPONSIBILITIES:

1. Provide strategic leadership and oversight in the development and delivery of innovative, high-impact learning opportunities for TXCPA members and the broader accounting and finance profession.
2. Oversee program evaluation and continuous improvement of educational content, delivery models, and growth and engagement strategies.
3. Direct and expand the organization’s talent pipeline strategy, including partnerships and outreach with students.
4. Develop, implement, and steward a sustainable fundraising and development strategy to support educational programs and scholarship initiatives.
5. Collaborate with TXCPA’s business development team to align program offerings with sponsor and partner interests, ensuring value delivery and resource growth.
6. Serve as a staff liaison to the AcctoFi Board of Directors, providing guidance on governance, planning, and execution of strategic initiatives.
7. Ensure alignment and resource coordination with TXCPA leadership and departments to maximize impact and support
AcctoFi’ s mission.
8. Ensure collaboration with TXCPA chapters to ensure educational and pipeline initiatives are consistently promoted and delivered across all regions.
9. Recruit and supervise assigned staff positions, oversee daily operations and provide guidance, training and support as necessary to achieve stated objectives.
10. Monitors productivity and performance metrics, implementing improvements when needed.
11. Coordinates with other departments to support cross-functional objectives and resolve operational issues.
12. Perform other duties as assigned by the TXCPA President & CEO.

MINIMUM QUALIFICATIONS:

1. Bachelor’s degree in business, education, nonprofit management, or a related field.
2. Proven experience in organizational leadership and strategic program management, preferably within an association or nonprofit setting.
3. Demonstrated ability to lead teams and drive results across multiple mission-focused areas, including education, fundraising, and outreach.

PREFERRED BACKGROUND:

1. Master’s degree or relevant professional certification (e.g., CPA, CAE, CFRE, CPLP).

2. Experience with CPA profession or similar licensed profession

3. Knowledge of adult learning principles and instructional design practices.

4. Experience in fundraising, sponsorship development, or donor relations.

5. Strong communication and relationship-building skills with internal and external stakeholders.