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Family Enterprise: When Strategy Collides With Vision and Values With Debbie Bing on Beyond The Balance Sheet Podcast

Family Enterprise: When Strategy Collides With Vision and Values With Debbie Bing on Beyond The Balance Sheet Podcast

Apr 15, 2022 | ,

Debbie Bing President and Principal talks about the emotional and strategic layers that family businesses are faced with when it comes time to engage with the new leaders, spouses, or the next generation. She addresses conflict, risk, and how the next generation should step out and step into roles where they can use their skills and perspectives for their families on Beyond The Balance Sheet Podcast.

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PHILADELPHIA

1700 Market Street,
Suite 2140,
Philadelphia, PA 19103
215.320.3200

BOSTON

Park Square,
31 Saint James Ave, Suite 720
Boston, MA 02116
617.576.1166

Careers

We are looking for Senior Consultants who are excited to help build our firm and who have the experience to sell, lead and manage work both independently and in teams. We are particularly interested in individuals who bring experience to develop opportunities, lead consulting projects, and make significant contributions to one or more of our primary markets, including:

Healthcare—We partner with leaders in health systems, academic medicine, professional societies, certifying boards, and other not-for-profit healthcare entities across the healthcare ecology. Our work focuses on strategy development, creating alignment for ownership and execution, designing and strengthening organizational culture to advance performance, building leaders and teams, and enhancing governance. We are dedicated to making healthcare better in the US.

Family Enterprises and Owner-led Businesses—We partner with business founders, owners, leaders, and families to locate and amplify both the will and the skill to make choices that propel themselves toward their chosen futures. Our work focuses on transitions that require expert understanding of the systems at play in the business and in the family. Our engagements include succession planning, strategy development, establishing family governance and/or foundation, creating a board of directors, next generation development, readying a business for sale, and partnering where the stakes are high both personally and professionally.

Education—We partner with leaders at colleges and universities, research institutions, associations, and other organizations in the education sector to help organizations meet their mission and adapt to disruptive change. We focus on strategic planning, governance, leadership development, and strengthening organizational culture to help educational organizations thrive and create better conditions for learning, teaching, and research globally.

Click HERE to read the full job description.

What’s the job?

First and foremost, Senior Consultants are seasoned professionals with a passion for helping CFAR make an impact in our markets as we build our growing business. In this role, you will make significant contributions to business development, cultivate client relationships, and work collaboratively with CFAR Principals and other members of the CFAR team to deliver exceptional services.

Senior Consultants bring expertise applicable to multiple industries and can get “up to speed” quickly when working with clients. They demonstrate the capacity to develop effective and collegial consulting relationships with clients, and work respectfully and productively with people at all levels of the organization. Senior Consultants are comfortable with the complexities and dynamics of business and enterprise performance, including but not limited to general management, financial management, strategy, culture, operations, and/or marketing and communications. Senior Consultants have a track record of developing new business and demonstrate the ability to prospect clients, explore organizational needs, develop tailored project designs, lead sales calls, and write winning proposals.

Senior Consultants will be active in translating ideas from client work and their own experience into opportunities to write and present, building on CFAR’s foundation of thought leadership.

This role also holds the potential to “fast-track” to ownership as a Principal of the firm.

What kinds of candidates are we looking for?

We are looking for individuals who have the experience to sell, lead, and manage work, both independently and within teams.

  • Senior Consultants will have an extensive network related to one or more of CFAR’s market areas, including healthcare, family enterprises and owner-led businesses, and higher education.
  • Ideal candidates may have worked as a strategist, organizational leader, or an operator in one of these areas, or as a solo practitioner or consultant with another firm—coming to us with an ability to quickly bring in business or to bring your own practice into CFAR.
  • We seek candidates with outstanding intellectual abilities and analytic rigor; a solid, practical sense of how to work with, provide guidance to, and support for clients in complex organizational environments; and an attunement to human behavior.
    • The last is particularly important, as our work demands a keen ability to distinguish between and interpret both what is explicitly stated and the tacit dynamics at play in any given situation, which we find can often point to a deeper issue at play.
  • Successful candidates will be well-rounded individuals, with 15 or more years of work experience, graduate degrees in relevant fields (e.g., business, psychology, international relations, or the social sciences), and exposure to finance and economics.
  • Senior Consultants must be highly motivated and detail-oriented professionals, with the ability to multi-task across a number of different projects. Comfort with ambiguity is a must.
  • We value our ability to contribute to the ongoing dialogue related to the issues our clients confront, and seek individuals who are skilled at writing and speaking for both client and broader audiences.
  • Above all, we are looking for dynamic people who can exhibit presence, confidence, and humility in the face of complicated client problems.

How we work together internally is just as important to us as how we work with our clients, and we strive to find individuals who fit our culture and share our values. These are people who display a natural curiosity and a commitment to putting good ideas to work, have a demonstrated record of leadership within and outside the workplace, enjoy working in an entrepreneurial environment, and are fun to be around.

Our goal is to hire people whom we can imagine will one day become principal owners of the firm. Compensation is based on a combination of salary and performance, with comprehensive benefits including healthcare, paid time off and profit-sharing.

Other details:

Location: Flexible

Travel: You should expect to spend anywhere from 10% to 30% of your time traveling to client sites. This percentage is not fixed and will vary over time. In any given month, it may be lower or higher depending on the location of your clients.

Our current work environment is hybrid. We seek individuals who could work from our Philadelphia or Boston offices.

Visas: CFAR is not providing visa sponsorship for this position.

How to Apply: If you believe you have the skills, qualifications, and passion to contribute to our growing firm, please send a cover letter and résumé to seniorconsultant-recruiting@cfar.com.

We look forward to hearing from you!

We are looking for Senior Managers who are both excited at the prospect of contributing to the thought leadership and development of our firm and have the experience to lead and manage work independently and in teams.

Click HERE to read the full job description.

 

What’s the job?

Senior Managers work collaboratively with senior executives to design and deliver high quality support, facilitation, coaching, unique CFAR tools and deliverables. Senior Managers develop and manage a CFAR team that works collaboratively and efficiently and creates opportunities for development within the team.

Senior Managers bring functional area expertise that can be applied in multiple industries and can get “up to speed” quickly when working with new clients. They have the capacity to develop an effective and collegial consulting relationship with new clients and work effectively with people at all levels of the organization. An effective Senior Manager has the interpersonal and influence skills necessary to develop productive working relationships with clients. Senior Managers are comfortable with the complexities and dynamics of business and enterprise performance, including but not limited to, general management, financial management, operations and/or marketing arenas. Senior Managers also are comfortable developing new business and have the ability to prospect clients, explore organizational needs, develop tailored project designs that meet unique client needs, lead sales calls, and write proposals.

Other details:

Location: Greater Boston or Greater Philadelphia area.

Travel: You can expect to spend anywhere from 10% to 50% of your time traveling to client sites. This percentage is not fixed, and will vary over time. In any given month, it may be lower or higher depending on the location of your clients. This percentage is not fixed, and will vary over time. In any given month, it may be lower or higher depending on the location of your clients. For now, we are conducting nearly all of our work remotely to ensure the safety of our staff and our clients.

Visas: CFAR is not providing visa sponsorship for this position.

How to apply:

If you believe you have the skills, qualifications, and passion to contribute to our growing firm, please send a cover letter and résumé to seniormanager-recruiting@cfar.com.

Deadline for applications is October 27, 2021. We look forward to hearing from you!

We are looking for individuals with an advanced degree, outstanding intellectual abilities, analytic rigor and project management and interpersonal skills who are excited to help grow the firm and eventually lead and sell work on their own.

 Click HERE to read the full job description.

What’s the job?

Managers work in a dynamic and challenging environment. Managers collaborate closely with Analysts, Associates, Senior Managers, and Principals in small, high-performance teams focused on client problems. Managers analyze qualitative and quantitative data, manage complex tasks, lead and facilitate work sessions for our clients, and present analyses with recommendations to the client.

Other details:

Location: Greater Boston or Greater Philadelphia area.

Travel: You can expect to spend anywhere from 10% to 30% of your time traveling to client sites. This percentage is not fixed, and will vary over time. In any given month, it may be lower or higher depending on the location of your clients. This percentage is not fixed, and will vary over time. In any given month, it may be lower or higher depending on the location of your clients. For now, we are conducting nearly all of our work remotely to ensure the safety of our staff and our clients.

Visas: CFAR is not providing visa sponsorship for this position.

How to apply:

If you believe you have the skills, qualifications, and passion to contribute to our growing firm, please send a cover letter and résumé to manager-recruiting@cfar.com.

Deadline for applications is October 27, 2021. We look forward to hearing from you!

We look for intellectually curious recent college graduates who are eager to gain exposure to different organizations and leadership challenges, while contributing to multiple client engagements on teams led by our senior consultants.

Deadline for applications: There are no current openings for the analyst position. We anticipate the next opening to be in 2024 and invite you to apply at that time.

Click HERE to read the full job description for our Philadelphia location.

Click HERE to read the full job description for our Boston location.

What’s the job?

Our Analyst position is a two-year, full-time position with the possibility of promotion to Associate, which is a one-year position. Analysts play a critical role on our project teams with senior consultants and clients. They coordinate projects and conduct background research, interviews, and quantitative and qualitative analysis—among other things. This two-year consulting position offers a glimpse of how things work in many different kinds of organizations, and insight into many of the major business issues facing leaders today.

We want intellectually curious, self-starters who can write clearly, think critically, and analyze qualitative and quantitative data. Analysts need to be able to organize themselves and others in a relatively unstructured environment. We are looking for recent college graduates or for people who are in their first job and looking for a new challenge. All majors are welcome; our analysts have come with degrees in economics, psychology, sociology, business, and English.

Other details:

Location: Greater Boston or Greater Philadelphia area. CFAR is currently hybrid with two days required in-office.

Salary Range: $55,000-$58,000. Salary is commensurate with professional experience, plus benefits including health insurance.

Travel: You can expect to spend anywhere from 10% to 30% of your time traveling to client sites. This percentage is not fixed, and will vary over time. In any given month, it may be lower or higher depending on the location of your clients.

Visas: CFAR is not providing visa sponsorship for this position.

How to Apply: To apply for an Analyst position, please send, in PDF form, résumé, cover letter, and one to two writing samples (between three and 20 pages each) to analyst-recruiting@cfar.com.

Start Date: Philadelphia (January 2023) and Boston (June 2023)

Deadline for applications: Wednesday, November 30 at 12PM ET

We are looking for a detail-oriented professional who is eager to gain exposure to different types of accounting and project management work, while contributing to multiple internal teams and interacting with external subcontractors.

 Click HERE to read the full job description.

What’s the job?

Our Accounting Project Coordinator is a newly created, full-time position. The person who fills this position will play a critical role in the operations of the Accounting Team and the Coaching Practice. On the Accounting side, they will manage accounts receivable and accounts payable from monthly subcontractor invoices, ensure accuracy in reporting, and be responsible for the manual entry of subcontractor hours into our accounting and time tracking software. On the coaching side, they will assist with drafting proposals, document and data management, group meeting coordination and communications management, and help coordinate the flow of information between internal practices.

Who are we looking for?

We seek a detail-oriented self-starter who can communicate clearly, think critically, and manage complex quantitative data. They need to be able to organize themselves in a relatively unstructured environment and be comfortable with the ambiguity of a matrixed reporting structure and managing multiple priorities. We are looking for people with experience and training in accounting and data entry.

The Accounting Project Coordinator will work most closely with CFAR’s Chief Financial Officer, Accountant, and Coaching Practice Manager. This role has the potential to grow with the individual.

This full-time position pays $48,000 per year, plus benefits including health insurance. We also can consider a less-than-full-time position at a reduced compensation level.

Other details:

Location: Greater Philadelphia area. For now, we are conducting some of our work remotely to ensure the safety of our staff and of our clients.

Visas: CFAR is not providing visa sponsorship for this position.

How to apply:

To apply for the Accounting Project Coordinator position, please send, in PDF form, résumé, cover letter, to APCRecruiting@cfar.com.

Deadline for applications is October 28, 2022. We are looking to fill this position in our Philadelphia office.