CareerPlan

Senior Manager - Financial Advisory Services (OCFO Advisory)

Miami, FL, USFull-time$113k2026-10-21 → 2026-11-09

Core

Lead financial advisory engagements for client executives, overseeing delivery, profitability, and client satisfaction while driving cross-sell opportunities.

Role type

Senior Manager, Financial Advisory (OCFO)

Builds

Financial advisory services and strategic insights for client organizations

Domain

Professional Services / Accounting / Financial Advisory

Deliverable

client delivery

Required skills

Client executive management, engagement oversight, profitability management, financial analysis, strategic proposal development, team leadership, new business development, technical expertise, mentoring, cross-functional collaboration

Preferred skills

Experience in Aerospace and Defense, Government Contract clients, modeling and Excel skills

Technologies

Excel

Responsibilities

Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors; Set and achieve challenging profitability, billing, and collection objectives; Understand firm's strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements; Contribute to firm's efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff

Seniority

Senior Manager, supervisory level