Advisory Services Manager

This role provides strategic vision and advice to the president. And steps in as the acting president when the president is not in office. Must have enough accounting and finance knowledge to give input on the overall condition of the market and the feasibility of the company’s plans. Ability to negotiate contracts and agreements. Develop and implement management strategies and processes. Must have impeccable communication skills. Ability to prioritize without supervision and delegate tasks effectively. Create a performance-based culture and track all KPIs of all departments. Step in and provide insight to solve roadblocks and keep the company on track to meet its annual targets.

Analyze and coordinate the schedule, timeline, procurement, staffing, and budget of a product or service on a per project basis. Lead and guide the work of technical staff. May serve as a point of contact for the client or customer.

Helps to plan, implement, and maintain multiple initiatives. This role does not directly lead any project team rather it helps coordinate efforts of different projects. Work with teams and project managers to estimate budgets, set scope, define deliverables and timing for new projects. Manage all project teams for the highest productivity and improvise based on business needs. Predict, minimize, and mitigate any risks. Take daily updates of the projects to track the progress of each project. Work with a wide range of individuals, perform performance evaluation, apply change management principles and work on cross-project initiatives.

Interact with customers, business executives, and stakeholders while managing and preparing sales reports. Responsible for identifying new business opportunities and assisting customers with their needs.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Plan, direct, or coordinate the operations of public or private sector organizations, overseeing multiple departments or locations. Duties and responsibilities include formulating policies, managing daily operations, and planning the use of materials and human resources, but are too diverse and general in nature to be classified in any one functional area of management or administration, such as personnel, purchasing, or administrative services. Usually manage through subordinate supervisors. Excludes First-Line Supervisors.

Serve as chief executive and apply innovative leadership and management skills to establish and achieve corporate goals and strategies. Requires oversight of finances, operations, personnel, and all other aspects of company. May require accountability to shareholders and board members.

Examine, analyze, and interpret accounting records to prepare financial statements, give advice, or audit and evaluate statements prepared by others. Install or advise on systems of recording costs or other financial and budgetary data.

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.