Advisory Manager

Faulk & Winkler LLC•Baton Rouge, LA

About The Position

Advisory Manager – Valuation and Transaction Advisory Services About Faulk and Winkler, LLC At Faulk & Winkler, we are committed to positively impacting the well-being of those we serve through strategic business and financial solutions. Our mission is to be the destination CPA and business advisory firm in Louisiana, empowering people to solve complex problems and grow with confidence. Established in 1984, Faulk & Winkler is a Baton Rouge-based public accounting firm committed to providing practical solutions through close personal attention. Our people are our greatest asset, and at Faulk & Winkler, our knowledgeable, approachable, and professional team serves clients with integrity and commitment. Hi there, Faulk and Winkler is hiring an Advisory Manager to join our growing team and help build a leading local advisory practice supporting growth-minded business owners in a variety of ways. As an Advisory Manager at Faulk and Winkler, you will provide a high-touch level of service to local business owners across multiple disciplines, including business valuation, transaction advisory, and strategic financial and accounting projects. Your work will provide value to our clients through clarity, responsiveness, and integrity. You will interact with business owners and family members. Our goal is to deliver services in a way that tells clients what they need to know in an appropriate format to allow them to take necessary action to achieve their goal, give them more time to spend on their business, and enjoy life. Our Business Philosophy Why Faulk and Winkler?

Requirements

You are an experienced advisory professional with 4+ years of experience in financial advisory and evaluation, and you’re ready to take on a leadership role that allows you to serve clients in meaningful and innovative ways.
You are skilled in business valuations, financial analysis, and transaction advisory services, and you have experience leading a team and presenting deliverables to key stakeholders with clarity and confidence.
You are a college graduate with a bachelor’s degree or higher.
You are deeply connected to Louisiana culture and genuinely care about the community. You believe in serving others—not just clients, but the broader community we’re part of.
You are a quick thinker who constantly looks for ways to improve the service you provide. When challenges arise, you find a way forward. Clients trust you to reduce their stress and help them enjoy their lives and businesses more fully.
You are intellectually curious and always learning. You ask how processes can be improved, how client experiences can be elevated, and how you can continue to grow.
You are a critical thinker who understands that every client is unique. You tailor solutions to fit their needs and help them make practical, informed decisions.
You are responsive and reliable. Clients and colleagues know they can count on you, and your follow-through demonstrates your commitment to their success.
You are a people person who collaborates well with others—clients, associates, and partners alike. You build trust, communicate clearly, and make people feel welcome.

Nice To Haves

You are someone who brings experience in one or more of the following areas and are excited to continue expanding your expertise:
Corporate tax compliance and planning
High net worth tax and advisory
Estate and gift tax
Audit and assurance services
Business valuation
Financial planning and analysis (FP&A)
Transaction diligence for sell-side and/or buy-side engagements
Family office or multi-family office services
Industry experience in construction, industrial, manufacturing, transportation, or logistics sectors
A CPA certification is preferred, and our firm offers a pathway to help you achieve it.

Responsibilities

Lead valuation engagements by guiding the team through financial analysis, trend identification, normalization adjustments, and benchmarking.
Review industry research, comparable transactions, and management interviews to ensure accuracy and relevance.
Identify value-enriching opportunities and work with stakeholders to develop actionable recommendations.
Contribute to the development and refinement of internal valuation models, processes, and AI-enabled tools.
Manage quality of earnings (QoE) engagements from initial planning through final reporting for both buy-side and sell-side clients.
Oversee the identification and validation of add-back adjustments, ensuring proper support and rationale.
Direct the organization and analysis of large datasets, ensuring the team communicates insights clearly and effectively.
Lead the preparation and delivery of presentations, schedules, and reports that summarize key findings for stakeholders.
Oversee the planning, execution, and delivery of advisory engagements, ensuring high-quality work and timely completion.
Serve as the primary point of contact for clients, managing expectations, leading meetings, and presenting findings with clarity and confidence.
Review and elevate the work of seniors and associates, providing coaching, feedback, and technical guidance to support their development.
Coordinate with partners and directors to scope new engagements, refine methodologies, and ensure alignment with firm standards.
Assist with the development of innovative ways to deliver our services, leveraging technology to enhance our deliverables and allow a higher level of personal touch on each engagement.
Mentor and develop team members through coaching, training, and real-time feedback.
Help refine internal processes, templates, and methodologies to improve efficiency and consistency across the advisory practice.
Support business development efforts by contributing to proposals, participating in prospect meetings, and identifying opportunities to expand client relationships.
Promote a culture of curiosity, accountability, and client-centric service within the advisory team.