Senior Manager, CFO Advisory - Financial Services

Responsibilities

• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
• Be accessible and anticipate client needs, questions, and issues
• Schedule internal and external deadlines to meet client expectations for delivery
• Interact at the highest levels of client organizations
• Resourceful at gaining exposure to client activities offering potential for application of firm services
• Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
• Establish record of gaining client use of wide range of firm services
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
• Handle heavy load, including complex/demanding clients
• Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
• Create opportunities to gain new clients
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
• Regularly look for opportunities, recommendations, and additional firm services that could benefit client
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• Lead by example to positively impact employee morale
• Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
• Achieves positions of leadership in designated business/professional organizations providing advantageous new business opportunities

Qualifications

• Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates
• Relevant bachelor’s degree in accounting, finance or related
• Certified public accountant (CPA) preferred
• High motivation, initiative and positive attitude
• Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
• Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
• Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
• Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
• Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
• Comfortable interacting with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations