CareerPlan

Manager - Financial Advisory Services (OCFO-Advisory)

Miami, FL, USFull-time2026-10-21 → 2026-11-09

Core

Help CFOs, Controllers, and Finance Directors improve financial reporting processes, implement accounting/regulatory rules, internal controls, and transform finance functions for middle market financial institutions.

Role type

Manager, Financial Advisory Services (OCFO-Advisory)

Builds

Financial reporting improvements, transaction support (IPO, SPAC, merger), accounting implementations, and finance transformation services

Domain

Financial services / Middle market advisory

Required skills

US GAAP advisory, business analytics, financial accounting, transaction support, finance transformation, program/project management, staff supervision, client relationship management, strategic communication

Preferred skills

Experience as CFO, Controller, financial statement auditor, or financial analyst

Technologies

US GAAP, IFRS

Responsibilities

Participate in projects focused on US GAAP Advisory, Business Analytics, Financial Accounting, Transaction Support, and Finance transformation; Supervise, develop, and train staff; Interact with senior managers and partners on client and engagement management; Strengthen client relationships and develop new business opportunities; Communicate with business owners, executives, investors, and lenders

Seniority

Manager, hands-on IC with leadership responsibilities