Accounting & Advisory Manager

Key Responsibilities

• Serve as the primary advisor and relationship manager for a portfolio of advisory clients.
• Provide strategic financial guidance to business owners, executives, and leadership teams.
• Lead engagements involving budgeting, forecasting, cash flow analysis, financial modeling, KPI reporting, and operational decision support.
• Present financial insights, business trends, and strategic recommendations to clients and boards.
• Convert complex financial information into clear, actionable guidance for non-financial stakeholders.
• Manage multiple advisory engagements within a professional services environment.
• Supervise and mentor advisory staff while ensuring high-quality client deliverables.
• Work with firm leadership on client growth opportunities and expansion of advisory services.
• Assist with occasional transaction advisory or due diligence engagements as needed.

Qualifications

• 7+ years of experience in accounting advisory, financial consulting, CAS, FP&A consulting, outsourced CFO services, or public accounting advisory.
• Strong background managing external client relationships in consulting or professional services.
• Proven expertise in financial modeling, forecasting, budgeting, and strategic financial analysis.
• Experience leading advisory engagements and presenting recommendations to executive leadership.
• Strong communication and presentation skills with the ability to influence and advise clients.
• Bachelor’s degree in Accounting, Finance, or a related field required.
• CPA, CFA, or MBA preferred.

Preferred Backgrounds

• Public accounting advisory
• Client Advisory Services
• CFO advisory or outsourced CFO consulting
• Financial consulting firms
• Strategic finance or FP&A consulting