Advisory Manager / Senior Manager

HCVT•Dallas, TX

About The Position

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience. What We Do and Who We Serve We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each otherâIntegrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. Discover How Far You Can Go Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work onâthe kind of work that helps you develop and refine your skills to advance in the profession. We are seeking an experienced Manager or Senior Manager to join our Advisory practice, supporting clients through valuation services, FP&A, and M&A advisory services. This role is ideal for someone who enjoys client-facing work, mentoring teams, and collaborating across bordersâincluding semi-annual travel to Armenia to work with our advisory team.

Requirements

Bachelorâs degree in Finance, Accounting, Economics, Mathematics, Statistics or a related field.
6â10+ years of experience in valuations for financial reporting (GAAP).
Prior experience at a public accounting firm or professional services environment.
Experience managing client engagements and leading project teams.
Strong technical knowledge of valuation methodologies and financial modeling.
Exposure to U.S. GAAP financial reporting and valuation standards.
Familiarity with complex securities concepts such as stock options, warrants, convertible instruments, equity compensation and Monte Carlo simulations.
Advanced proficiency in Excel and financial modeling tools
Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
Proven leadership, mentoring, and people management capabilities.
Strong organizational and project management skills.
Ability to work effectively across cultures and time zones and travel semi-annually to Armenia.

Nice To Haves

CPA or CFA license preferred.

Responsibilities

Lead and manage advisory engagements, primarily business valuations for financial reporting, as well as financial modeling, FP&A, and M&A projects.
Serve as a client contact, building trusted relationships with executives, founders, and finance leaders.
Translate complex financial data into clear insights, recommendations, and deliverables for client decision-making.
Manage engagement economics, timelines, scope, and staffing to ensure high-quality, on-time delivery.
Perform, manage and review business valuations for financial reporting, tax planning, litigation support, and M&A support.
Develop and review financial models, including option pricing models, Monte Carlo analyses, forecasts, budgets, and scenario analyses.
Ensure analyses comply with applicable accounting standards (e.g., ASC 350/360, ASC 805, ASC 820) and valuation best practices.
Support clients with KPI development, cash flow analysis, and performance reporting.
Participate in internal reviews, quality control procedures, and knowledge-sharing initiatives.
Support engagements related to complex securities, including equity-based compensation, derivatives, and other financial instruments.
Supervise, mentor, and review the work of senior associates and associates, providing technical guidance, coaching, and performance feedback.
Collaborate closely with the Armenia-based advisory team to ensure alignment on methodologies, quality standards, and deadlines.
Act as a bridge between U.S. based leadership and the Armenia advisory team, including semi-annual travel to Armenia.
Contribute to process improvements, workflow optimization, and knowledge-sharing initiatives across teams.
Assist with proposal development, scoping, and pricing of advisory engagements.
Identify opportunities to expand advisory services with existing clients through networking and events
Contribute to thought leadership, internal best practices, and practice development initiatives.