$120,000–$200,000 Per Year
Accounting, Public Accounting, Certified Public Accountant (CPA), Cash Flow, Consulting, Customer Relations, Customer Relationship Management (CRM), Financial Modeling, Financial Planning, Financial Strategy, Forecasting, Leadership, Operational Audit, Operations Planning, Outsourcing,
- 7+ years of experience within accounting advisory, financial consulting, client advisory services (CAS), FP&A consulting, outsourced CFO services, or public accounting advisory
- Strong experience managing external client relationships in a consulting or professional services environment
- Proven expertise in financial modeling, forecasting, budgeting, and strategic financial analysis
- Experience leading advisory engagements and presenting recommendations to executive leadership
- Strong communication and presentation skills with the ability to influence and advise clients
- Bachelor’s degree in Accounting, Finance, or related field required
- CPA, CFA, or MBA preferred
- Serve as the lead advisor and relationship manager for a portfolio of advisory clients
- Deliver strategic financial consulting services to business owners, executives, and leadership teams
- Lead client engagements focused on budgeting, forecasting, cash flow analysis, financial modeling, KPI reporting, and operational decision support
- Present financial insights, business trends, and strategic recommendations directly to clients and boards
- Translate complex financial information into actionable business guidance for non-financial stakeholders
- Manage multiple concurrent client engagements within a professional services environment
- Supervise and mentor advisory staff while ensuring high-quality client deliverables
- Collaborate with firm leadership on client growth opportunities and advisory service expansion
- Support occasional transaction advisory or due diligence engagements as needed
Paid Time-Off, Life Insurance, 401K, Medical, Dental, Vision
Our client is seeking an Accounting & Advisory Manager to join a highly client-facing advisory practice focused on strategic financial consulting and outsourced advisory services. This is not a traditional corporate accounting or controllership role. The ideal candidate comes from a consulting, advisory, or public accounting advisory background and has experience managing multiple external client relationships simultaneously.
This position is best suited for professionals who enjoy acting as a trusted business advisor to middle-market clients, helping leadership teams make strategic financial decisions through forecasting, financial modeling, cash flow planning, and operational analysis.