Outsourced Financial Advisory Manager

Plante Moran • Greenwood Village, CO

9d • $110,000 - $145,000 • Hybrid

About The Position

Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.
Your work will include, but not be limited to:
Delivers Accounting Support to clients including financial planning and analysis, month-end close assistance, consolidation, complex reconciliations, financial reporting support, budgeting, and filling roles of the assistant controller, controller, and CFO.
Responsible for developing and growing relationships with client management
Leads client service teams and engagements providing accounting and finance functions including financial close reporting and related support, on a recurring monthly basis
Knowledge, application, and exercise of judgment of Generally Accepted Accounting Principles and other basis of accounting to analyze financial information, make necessary journal entries and adjustments and prepare financial reports for management
Responsible for adherence and compliance with SSARS 21 Prepared Financial and Compilation Reporting Requirements
Provides support for audits by external entities and tax returns by coordinating information requests, and providing analysis as requested
Demonstrates critical thinking and utilizes good judgement in determining appropriate action and recommendations
Drafting financial reports, including annual financial statements and related disclosures
Preparing, analyzing, documenting, and communicating recommendations from financial fluctuation reviews and budget versus actual reporting. Present and participate in the delivery of analysis and recommendations to client management.
Responsible for coordination of client/engagement management including requests for information, schedule, timing, deliverables, budgets, and WIP/billing
Develops, documents, and advises clients on process, policy, and procedure improvements
Researches financial, federal, state, local standards to provide recommendations and solutions on complex matters
Work within budgetary and time constraints while providing a high-level of client satisfaction
Consistently achieves practice development activities with specific PD goals
Develop scope, budget and prepare draft engagement letters for new client proposals
Responsible for client billing and engagement realization goals, as well as collections.

Requirements

• Accounting software programs is required.
• Accounting skills necessary to generate, prepare and review general ledger, journal entries, records in accordance with GAAP, etc.
• Ability to identify variances and research questions regarding financial activity and to improve accounting processes & procedures
• Ability to coordinate information flow with multiple sources (Management, Partnership, team, staff, etc.)
• Promote positive working relationships with diverse personalities/roles at all levels in the firm
• Strong interpersonal and communication skills required
• Demonstrated ability to plan and execute own work on time and within budget
• Ability to work in the office as well as remotely (hybrid)
• Bachelor’s degree in Accounting is required
• 6+ years of accounting experience
• This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Nice To Haves

• Experience working with QuickBooks, QuickBooks Online, Sage Intacct, NetSuite, Xero, Excel and Bill.com is preferred
• CPA preferred

Responsibilities

• Delivers Accounting Support to clients including financial planning and analysis, month-end close assistance, consolidation, complex reconciliations, financial reporting support, budgeting, and filling roles of the assistant controller, controller, and CFO.
• Responsible for developing and growing relationships with client management
• Leads client service teams and engagements providing accounting and finance functions including financial close reporting and related support, on a recurring monthly basis
• Knowledge, application, and exercise of judgment of Generally Accepted Accounting Principles and other basis of accounting to analyze financial information, make necessary journal entries and adjustments and prepare financial reports for management
• Responsible for adherence and compliance with SSARS 21 Prepared Financial and Compilation Reporting Requirements
• Provides support for audits by external entities and tax returns by coordinating information requests, and providing analysis as requested
• Demonstrates critical thinking and utilizes good judgement in determining appropriate action and recommendations
• Drafting financial reports, including annual financial statements and related disclosures
• Preparing, analyzing, documenting, and communicating recommendations from financial fluctuation reviews and budget versus actual reporting. Present and participate in the delivery of analysis and recommendations to client management.
• Responsible for coordination of client/engagement management including requests for information, schedule, timing, deliverables, budgets, and WIP/billing
• Develops, documents, and advises clients on process, policy, and procedure improvements
• Researches financial, federal, state, local standards to provide recommendations and solutions on complex matters
• Work within budgetary and time constraints while providing a high-level of client satisfaction
• Consistently achieves practice development activities with specific PD goals
• Develop scope, budget and prepare draft engagement letters for new client proposals
• Responsible for client billing and engagement realization goals, as well as collections.

Benefits

• health, dental, vision, disability, and life insurance.
• Flexible Time Off
• various pre-determined holidays
• 401(k) plan
• flexible benefits plans
• business-related travel expense, lodging, and meal reimbursement for business-related use.
• A pension plan is also available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan is available for eligible staff.
• option to elect health insurance in addition to limited paid sick time.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager