Outsourced Financial Advisory Manager
Core
Delivers accounting support to clients including financial planning, analysis, month-end close, consolidation, complex reconciliations, financial reporting, budgeting, and filling roles of assistant controller, controller, and CFO.
Role type
Senior IC Financial Advisory Manager
Builds
Client financial reports, budgets, and engagement deliverables
Domain
Professional Services / Accounting & Finance
Required skills
GAAP, SSARS 21, financial reporting, budgeting, month-end close, consolidation, complex reconciliations, audit coordination, tax return coordination, process improvement, engagement management, billing and collections
Preferred skills
QuickBooks, QuickBooks Online, Sage Intacct, NetSuite, Xero, Excel, Bill.com, CPA
Technologies
QuickBooks, QuickBooks Online, Sage Intacct, NetSuite, Xero, Excel, Bill.com
Responsibilities
Lead client service teams and engagements providing accounting and finance functions; analyze financial information, make journal entries, and prepare financial reports; coordinate information requests for audits and tax returns; draft financial reports and annual statements; prepare and analyze budget versus actual reporting; develop scope, budget, and engagement letters for new proposals; manage client billing and engagement realization goals.
Seniority
Senior, hands-on IC