Manager, CFO Advisory - Financial Services
Core
Help CFOs, Controllers, and Finance Directors in middle-market financial services firms improve financial reporting, implement accounting/regulatory rules, and transform finance functions.
Role type
Manager, Financial Advisory Services (FAS)
Builds
Financial reporting processes, internal controls, and finance transformation initiatives for middle-market financial institutions.
Domain
Financial Services / Accounting Advisory
Required skills
US GAAP advisory, IFRS advisory, financial accounting, transaction support, program/project management, staff supervision, business analytics, financial transformation
Preferred skills
CPA or CMA certification, Power BI, Tableau, QuickBooks, NetSuite, IntAcct
Technologies
Power BI, Tableau, QuickBooks, NetSuite, IntAcct
Responsibilities
Supervise and train staff on engagements; interact with senior managers and partners on client management; strengthen client relationships and develop new business; communicate with business owners and investors; set and achieve profitability and billing objectives; mentor senior and staff members.
Seniority
Manager, hands-on IC with team leadership