Manager, CFO Advisory - Financial Services
Core
Manager in Financial Advisory Services helping CFOs and finance executives improve financial reporting, implement accounting/regulatory rules, and transform finance functions for middle-market financial institutions.
Role type
Manager, Financial Advisory Services (IC with supervision)
Builds
Financial reporting processes, internal controls, and finance transformation initiatives
Domain
Financial Services / Accounting Advisory
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
US GAAP advisory, IFRS advisory, financial accounting, transaction support, program/project management, staff supervision, business analytics
Preferred skills
CPA or CMA certification, Power BI, Tableau, middle-market ERP applications (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 opportunities; communicate with business owners, executives, investors, and lenders; set and achieve profitability and billing objectives; mentor senior and staff members.
Seniority
Manager, hands-on IC with supervision