Advisory Manager

Responsibilities

• Prepare and review financial statements, SEC filings, and related reporting deliverables for both public and private company clients.
• Prepare and review monthly, quarterly, and annual financial reporting packages, including management reports, board presentations, investor materials, and other client deliverables.
• Coordinate annual audits, quarterly reviews, and other engagements with external audit firms and third‑party advisors.
• Review tie‑outs, supporting schedules, and reporting packages to ensure completeness, accuracy, and consistency across financial and regulatory reporting deliverables.
• Coordinate receipt of deliverables and reporting inputs across multiple functions, including client personnel, finance and accounting teams, legal counsel, HR, investor relations, and other stakeholders.
• Prepare and review financial statement disclosures and assist with U.S. GAAP disclosure requirements for both public and private entities.
• Perform technical accounting and disclosure research and consult with clients, management, and external auditors regarding new accounting standards, reporting requirements, and non‑routine transactions.
• Assist private company clients with month‑end and year‑end close processes, financial statement preparation, account reconciliations, and general accounting support as needed.
• Lead the coordination, compilation, and standardization of internal and external reporting materials in collaboration with clients and cross‑functional teams.
• Evaluate and enhance reporting and accounting processes, identifying opportunities for automation, efficiency gains, standardization, and process improvements.
• Maintain a strong internal control environment and support compliance with applicable accounting, regulatory, and reporting requirements.
• Serve as a trusted advisor to clients by proactively identifying risks, providing insights, and recommending practical accounting and reporting solutions.
• Supervise, mentor, and develop staff at all levels, providing ongoing coaching, training, and constructive feedback to support career growth and team performance.

• Bachelor’s degree in Accounting, Finance, or a related field;
  Master’s degree in Accounting a plus.
• CPA required.
• 8–10+ years of relevant professional experience in public accounting and/or industry experience, with client‑facing experience preferred.
• Strong understanding of U.S. GAAP, financial reporting, and SEC reporting requirements.
• Experience preparing and reviewing financial statements for both private and public companies.
• Experience managing multiple client engagements and deadlines in a fast‑paced environment.
• Financial services industry experience a plus.
• Experience with financial reporting, accounting systems, and business intelligence or data visualization tools (e.g., Power BI) a plus.
• Experience with financial reporting and disclosure management platforms a plus.