Senior Manager, Accounting and Financial Advisory Services

• Provide leadership, communication, project management, and team-building skills to teams solving business problems or improving finance and accounting processes
• Collaborate with managers and partners to review work product and participate in client meetings and planning efforts
• Work with Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives
• Win engagement opportunities through scoping and budgeting engagement needs
• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client delivery expectations
• Interact at the highest levels of client organizations
• Gain exposure to client activities and identify opportunities for applying firm services
• Build client interest in services across disciplines and establish client use of a wide range of firm services
• Set and achieve profitability, billing, and collection objectives while properly utilizing staff and managing engagement risk
• Handle complex and demanding clients
• Deliver quality services in routine and complex situations requiring innovation
• Understand firm strategy, practice areas, and service offerings; participate in proposals and presentations leading to new engagements
• Create opportunities to gain new clients
• Maintain relationships with colleagues across offices, service lines, and engagement/project teams
• Identify recommendations and additional firm services benefiting clients
• Play a major role in implementing technical, industry, and functional programs as a recognized firm expert
• Lead by example to positively impact employee morale
• Help attract, retain, and develop staff and managers; mentor managers and senior staff
• Attain leadership positions in designated business/professional organizations to generate new business opportunities

• Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates
• Relevant bachelor’s degree in accounting, finance or related
• Certified public accountant (CPA)
• High motivation, initiative and positive attitude
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
• Intermediate modeling and Excel skills
• Experience conducting complex quantitative and qualitative financial analysis
• Ability to generate data-driven insights
• Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities
• Excellent verbal and written communication
• Experience presenting analyses to management
• Ability to lead and drive initiatives
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
• Ability to comfortably interact with senior-level client personnel, including supporting executive briefings, board meetings, and investor presentations

Demonstrates expertise in financial advisory and audit processes, with a strong focus on client engagement, project management, and team leadership. Proven ability to drive business development initiatives and deliver high-quality services while managing client relationships and expectations.

• Certified Public Accountant (CPA)
• Financial Analysis
• Project Management
• Client Engagement
• Team Leadership

• Financial Advisory
• Audit
• Quantitative Analysis
• Qualitative Analysis
• Excel
• Modeling
• Data-Driven Insights
• Budgeting
• Scoping
• Engagement Oversight

• Leadership
• Communication
• Organizational Skills
• Mentoring
• Team Building

• Certified Public Accountant (CPA)

• Accounting
• Finance
• Business Development
• Client Satisfaction
• Engagement Risk