Senior Business Services Advisor

Cerity Partners•Louisville, KY

13d•Onsite

About The Position

The Senior Business Services Advisor will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically, this will include managing multiple high-level client engagements across multiple divisions within the firm while aiding in developing the technical expertise of the entire team.

Requirements

Bachelor’s degree in accounting required
10+ years’ work experience, preferably some experience in both public accounting and industry
CPA preferred
Demonstrated technical abilities in select areas (accounting, regulatory, compliance, etc.)
Good analytical, interpersonal, time management, research, and communications skills
Must be able to effectively work with new and changing situations, including changing professional standards where there may not always be a readily apparent solution
Demonstrate strong and effective communication, organizational and time management skills.
Ability to work in a team based/collaborative environment.
Must accept and thrive in a fast-paced, changing environment.
Adherence to all compliance policies & procedures.
Demonstrate the Cerity Partners culture.
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Applicants must be authorized to work for any employer in the U.S.

Responsibilities

Planning: Formulation of the strategic direction of the business and the tactical plans, budgeting systems, and performance metrics (KPI’s). Includes the financial analysis of potential acquisitions, as well as due diligence.
Financial Information: Design meaningful financial reports and present reports to various internal and external parties.
Risk Management: Understand the current and potential risks to the business and develop plans to mitigate these risks; this includes internal and external risks.
Financing: Monitor cash needs, investment options, and term financing
Exit Strategies: Work with ownership in privately held companies to manage the transition of the owners from the company.
External Relationships: Develops relationships with external professional advisors such as bankers, attorneys, insurance professionals, CPAs, etc.