Outsourced Financial Advisory Manager
About The Position
The Outsourced Financial Advisory Manager delivers accounting and finance support to clients, including financial planning and analysis, month-end close assistance, consolidations, complex reconciliations, financial reporting, and budgeting. The role may fill assistant controller, controller, and CFO functions. It leads recurring client engagements and service teams, develops relationships with client management, and applies accounting standards and professional judgment to analyze financial information and prepare reports. The position also supports audits and tax returns, prepares financial statements and disclosures, presents analysis and recommendations, and advises clients on process and policy improvements. The manager coordinates engagement scope, schedules, deliverables, budgets, billing, and collections, while meeting practice development goals and maintaining client satisfaction.
Requirements
- Bachelor’s degree in Accounting.
- Six or more years of accounting experience.
- Technical savvy with accounting software programs.
- Accounting skills to generate, prepare, and review general ledgers, journal entries, and records in accordance with GAAP.
- Ability to identify variances, research questions about financial activity, and improve accounting processes and procedures.
- Ability to coordinate information flow among multiple sources, including management, partnerships, teams, and staff.
- Strong interpersonal and communication skills.
- Ability to promote positive working relationships with diverse personalities and roles at all levels.
- Demonstrated ability to plan and execute work on time and within budget.
- Ability to work in the office and remotely in a hybrid arrangement.
- May need to work hours exceeding the standard 40-hour work week.
Nice To Haves
- CPA.
- Experience with QuickBooks, QuickBooks Online, Sage Intacct, NetSuite, Xero, Excel, and Bill.com.
Responsibilities
- Deliver accounting support to clients, including financial planning and analysis, month-end close assistance, consolidation, complex reconciliations, financial reporting support, budgeting, and assistant controller, controller, or CFO functions.
- Develop and grow relationships with client management.
- Lead client service teams and recurring engagements that provide accounting and finance functions, including financial close reporting and related support.
- Apply Generally Accepted Accounting Principles and other bases of accounting to analyze financial information, prepare journal entries and adjustments, and prepare management reports.
- Ensure adherence to SSARS 21 Prepared Financial and Compilation Reporting Requirements.
- Support external audits and tax returns by coordinating information requests and providing analysis.
- Use critical thinking and sound judgment to determine appropriate actions and recommendations.
- Draft financial reports, including annual financial statements and related disclosures.
- Prepare, analyze, document, and communicate recommendations based on financial fluctuation reviews and budget-versus-actual reporting; present analysis and recommendations to client management.
- Coordinate client and engagement management, including information requests, schedules, timing, deliverables, budgets, work in progress, and billing.
- Develop, document, and advise clients on process, policy, and procedure improvements.
- Research financial, federal, state, and local standards to recommend solutions for complex matters.
- Work within budget and time constraints while maintaining a high level of client satisfaction.
- Consistently achieve practice development activities and specific practice development goals.
- Develop scopes and budgets and prepare draft engagement letters for new client proposals.
- Meet client billing and engagement realization goals and manage collections.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life insurance
- Flexible Time Off
- Predetermined holidays
- 401(k) plan
- Flexible benefits plans
- Business-related travel, lodging, and meal reimbursement
- Pension plan for eligible administrative and paraprofessional staff
- Discretionary bonus plan for eligible staff
- Some contingent staff positions may elect health insurance and receive limited paid sick time
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
