Outsourced Financial Advisory Manager

Count on us.

Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your work will include, but not be limited to:

• Delivers Accounting Support to clients including financial planning and analysis, month-end close assistance, consolidation, complex reconciliations, financial reporting support, budgeting, and filling roles of the assistant controller, controller, and CFO.
• Responsible for developing and growing relationships with client management
• Leads client service teams and engagements providing accounting and finance functions including financial close reporting and related support, on a recurring monthly basis
• Knowledge, application, and exercise of judgment of Generally Accepted Accounting Principles and other basis of accounting to analyze financial information, make necessary journal entries and adjustments and prepare financial reports for management
• Responsible for adherence and compliance with SSARS 21 Prepared Financial and Compilation Reporting Requirements
• Provides support for audits by external entities and tax returns by coordinating information requests, and providing analysis as requested
• Demonstrates critical thinking and utilizes good judgement in determining appropriate action and recommendations
• Drafting financial reports, including annual financial statements and related disclosures
• Preparing, analyzing, documenting, and communicating recommendations from financial fluctuation reviews and budget versus actual reporting. Present and participate in the delivery of analysis and recommendations to client management.
• Responsible for coordination of client/engagement management including requests for information, schedule, timing, deliverables, budgets, and WIP/billing
• Develops, documents, and advises clients on process, policy, and procedure improvements
• Researches financial, federal, state, local standards to provide recommendations and solutions on complex matters
• Work within budgetary and time constraints while providing a high-level of client satisfaction
• Consistently achieves practice development activities with specific PD goals
• Develop scope, budget and prepare draft engagement letters for new client proposals
• Responsible for client billing and engagement realization goals, as well as collections.

• Experience working with Quick Books, Quick Books Online, Sage Intacct, Net Suite, Xero, Excel and  is preferred, overall technical savvy with accounting software programs is required.
• Accounting skills necessary to generate, prepare and review general ledger, journal entries, records in accordance with GAAP, etc.
• Ability to identify variances and research questions regarding financial activity and to improve accounting processes & procedures
• Ability to coordinate information flow with multiple sources (Management, Partnership, team, staff, etc.)
• Promote positive working relationships with diverse personalities/roles at all levels in the firm
• Strong interpersonal and communication skills required
• Demonstrated ability to plan and execute own work on time and within budget
• Ability to work in the office as well as remotely (hybrid)
• Bachelor’s degree in Accounting is required; CPA preferred
• 6+ years of accounting experience

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive…