Business Advisory Manager

Platform Accounting

• $100K — $120K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-15 years of professional accounting experience across various clients and industries.
  • Ability to create and interpret accurate financial statements.
  • Familiarity with NetSuite and Sage Intact considered an advantage.
  • Bachelor's degree required; Master's degree preferred.
  • CPA certification preferred.
  • Superior detail orientation and technical expertise in financial matters.
  • Excellent communication and strong analytical skills.

Responsibilities

  • Manage all client engagements to ensure timely completion.
  • Teach, coach, and train team members of various experience levels.
  • Oversee and review work from entry-level and senior staff.
  • Provide diverse accounting and advisory services to individual and business clients.
  • Perform complex reconciliations and adjustments in accounting records.
  • Utilize accounting software to prepare financial reports in compliance with GAAP.
  • Develop client relationships and gain insights into their financial needs.

Benefits

  • Tremendous opportunity for advancement within a rapidly growing firm.
  • Ongoing training and professional development opportunities.
  • 401(k) plan and medical benefits provided.
  • Firm-sponsored continuing education for further enhancement of skills.
Full Job Description
**This position is for our office located in Greenville, SC - We are open to a hybrid schedule**

The Business Advisory Manager is a key part of our team - In this role, you will be directly responsible for the timely completion of each engagement, including the general bookkeeping, payroll, and business advisory work for a variety of individual and business clients across the entire organization. The Business Advisory Manager must know the structure of their team well and deploy the team's strengths across client engagements accordingly. You will review work done by Business Advisors and Senior Business Advisors, manage all client work, and deliver financial statements (and various other deliverables) on deadlines while communicating with the Senior Manager.

What you will do:
  • Manage all client work
  • Teach, coach, and train team members at various levels.
  • Oversee and review work from entry level & senior staff.
  • Provide accounting and advisory services for a variety of clients, including individuals and businesses in a variety of industries.
  • Perform general accounting duties including entering transactions and reconciling general ledger, credit card, and cash accounts; propose and record journal entries.
  • Perform complex adjustments and reconciliations on books; clean-up of accounting systems and records.
  • Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP.
  • Propose and set up accounting systems and services for new clients through QuickBooks Online
  • Prepare and file sales tax returns, record and report fixed assets and personal property.
  • Utilize strong industry knowledge and research abilities to provide high level service on complex projects.
  • Proactive risk and compliance assessments, and best practice recommendations to clients.
  • Manage personal and team projects, manage competing priorities, and ensure timely completion of projects and adherence to deadlines.
  • Develop relationships with clients?and gain understanding of their finances and businesses.
  • Interpret financial reports provided by clients, and within accounting software.
  • Propose and record journal entries for business clients.
  • Build knowledge of tax laws and accounting practices to better serve our client's needs.

What we look for:
  • 5 - 15 years of professional accounting experience, preferably across multiple clients and industries.
  • Ability to create and understand accurate financial statements
  • Experience with NetSuite and Sage Intact a plus
  • Bachelor's degree required (or equivalent experience), Master's Degree preferred.
  • CPA preferred.
  • Superior accuracy and technical expertise, knowledge of client industries.
  • Excellent communication, attention to detail, strong analytical skills
  • Expert use of accounting software & systems, and ability to learn new systems quickly.
  • Excellent customer service and interpersonal skills
  • Proactive problem solving and project management.

What we offer:
  • Tremendous opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Very competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education

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