BUSINESS ADVISORY MANAGER - No timesheets, flexible and paperless
Core
Client Advisor responsible for managing a portfolio of business advisory clients, handling cash flow, forecasting, management reports, and high-level review of compliance tasks.
Role type
Manager, Business Advisory
Builds
Financial reports, forecasts, and compliance reviews for client portfolios
Domain
Accounting and Business Advisory
Required skills
Financial reporting, cash flow forecasting, tax planning, business partnering, client relationship management, Xero proficiency
Preferred skills
Client acquisition, networking, strategic business advice
Technologies
Xero
Responsibilities
Manage client portfolio, conduct client meetings, review offshore-completed compliance work, generate financial reports
Seniority
Manager, hands-on IC