Manager - Financial Advisory Services (OCFO-Advisory) - BPB & Anchin Conversion
About the role
Our purpose is to help build a financial services industry for middle market (company with revenue between $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing and secure. We help clients with transactions life cycle (IPO, SPAC, merger, divestiture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal controls and transform or digitize their finance functions as well as implement ESG.
Our Financial Advisory Services (FAS) team is growing exponentially and as a Manager you'll play a key role in that growth to help us achieve our vision 2030. Working across all key financial service sectors, you'll develop your career by communicating creative, strategic goals both internally and externally. It's all about listening to and understanding our middle market clients to give them a truly exceptional client experience in a field where there really are no off-the-shelf recommendations.
Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The FAS practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies across financial service sectors. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients.
Responsibilities
- Actively participate in projects focused on the following service offerings in financial services: US GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Finance transformation, Program/Project Management
- Supervise, develop and train staff on engagements
- Participate actively in the team's work on a project (i.e. "roll up your sleeves" and work with the team)
- Interact directly with senior managers and partners on matters related to client and engagement management
- Strengthen existing client relationships and developing new business opportunities by providing outstanding client service while also expanding our