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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

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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Meet the CFAR Team

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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 intellectually curious recent college graduates who are eager to gain exposure to different kinds of organizations and leadership challenges, while contributing to multiple client engagements on teams led by our senior consultants. Click HERE to read the full job description.

What’s the job?

Our Analyst position is a two-year, full-time position with 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. For now, we are conducting some of our work remotely to ensure the safety of our staff and of our clients.

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. 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 in PDF form, a cover letter, résumé, and one to two writing samples to analyst-recruiting@cfar.com.

Deadline for applications is March 9, 2022. 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. 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 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!

This role will require an individual capable of both producing high-quality client deliverables under tight deadlines and helping to execute longer-term efforts to support firm growth—drawing connections between our work with our clients and how to best position our firm in the market. The Communications and Marketing Specialist serves as part of a three-person marketing team, working under the guidance of the Principal Lead for Marketing and reporting to the Marketing Supervisor. This is an ideal opportunity for an individual with concrete experience, to take their skills to the next level, working in close partnership with senior consulting leaders, other mid-career professionals, and a cohort of other Support Staff members.

Click HERE to read the full job description.

Specific responsibilities for the Communications Manager include:

Communications:

  • Provide editorial support for client deliverables, internal documents, and marketing materials (e.g., memos, reports, presentations, blogs, etc.). Work quickly to understand the context of client projects and needs, reviewing not only for linguistic accuracy/style but also for rigor, clarity, integrity, and thoroughness. Serve as communications point person for all firm proposals, meticulously proof-reading and editing for clarity, providing visuals/graphics, and maintaining internal proposal resources.
  • Ensure that the firm’s “look and feel” is consistently captured across all CFAR materials, including maintaining and updating (as needed) all Word, PowerPoint and other templates, being able to quickly diagnose and correct technical and formatting issues as they arise, and providing onboarding and training to consulting staff on templates and communications standards.
  • Ultimately and with time, serve as holder of the firm “voice.” Implicitly understand our style, approach, and identity, and how to translate that into written word, graphics, and visuals.
  • Provide graphic design support to make client deliverables visually appealing and to translate key ideas into graphics and visuals.
  • Serve as a resource for identifying, organizing, and finding marketing materials and reusable content, ensuring materials are posted and organized in the file management system.
  • Maintain firm website (built on WordPress), including optimizing pages and content, drafting and publishing announcements/blogs, updating bios/practice descriptors, and ensuring overall site health.
  • Maintain, regularly review, and update as needed an extensive internal library of marketing resources—including writing, editing, formatting, and designing graphics/visuals as needed.
  • Support the execution of the annual strategic marketing and communications plan for the firm, spanning media (social media, conferences, written publications, etc.) and reaching multiple target audiences.
  • Collaborate as member of the three-person, cross-functional Marketing Team. Specifically:
    • With Marketing Manager, oversee firm’s social media platforms and provide targeted support for individual leader profiles. Collaborate on marketing materials.
    • With External Relations Manager, maintain and distribute marketing/sales data, support consultants’ extensive conference appearances, and provide close-in support to the Family Enterprise and Healthcare Practices (our two largest practices).

Other:

  • As a key member of the firm’s Support Staff team, know and understand firm processes and systems, and be able to educate others on best practices.
  • Participate as an active member of the CFAR community, serving on committees and/or advancing key initiatives as needed.

Other details:

Location: Boston or Philadelphia.

Travel: This position requires very little travel. 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, résumé, and at least one professional work sample (demonstrating your skill with both writing and graphics/visuals) to marketing-recruiting@cfar.com.