Business Advisory Manager

Platform Accounting

• $90K — $110K *
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-15 years of professional accounting experience, ideally across various clients and industries
  • Ability to create and understand precise financial statements
  • Experience with NetSuite and Sage Intacct is a plus
  • Bachelor's degree required, Master's degree preferred
  • CPA certification preferred
  • Superior accuracy, technical expertise, and industry knowledge
  • Excellent communication, analytical skills, and attention to detail

Responsibilities

  • Manage and oversee all client engagements
  • Teach, coach, and train team members
  • Review and oversee the work performed by entry-level and senior staff
  • Provide accounting and advisory services for a diverse client base
  • Perform general accounting duties including bookkeeping and reconciliations
  • Utilize accounting software to prepare accurate financial reports
  • Conduct proactive risk assessments and recommend best practices to clients

Benefits

  • Tremendous opportunity for advancement in a growing professional services firm
  • Access to ongoing training and development
  • 401(k) and medical benefits
  • Firm-sponsored continuing education programs
Full Job Description
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

Similar Jobs

More Jobs at Platform Accounting

  • Senior Audit Manager
    $140K — $175K *
    Rockville, MD 20850 (Montgomery County)
    Legal & Accounting
    In-Person
  • Tax Manager
    $120K — $185K *
    Port Chester, NY 10573 (Westchester County)
    Legal & Accounting
    In-Person
  • Tax Manager
    $120K — $185K *
    Greenwich, CT 06830 (Western Ct County)
    Legal & Accounting
    In-Person
  • Senior Tax Manager
    $120K — $185K *
    Stamford, CT 06902 (Western Ct County)
    Legal & Accounting
    In-Person
  • Senior Tax Manager
    $120K — $185K *
    Orangeburg, NY 10962 (Rockland County)
    Legal & Accounting
    In-Person

More Business Services Jobs

  • Vice President, Sales & Service
    $150K — $250K + $30K bonus + equity, medical, dental, vision, life, std/ltd *
    Southern Dock Products / DuraServ
    Memphis, TN 38109 (Shelby County)
  • Vice President, Sales & Service
    $150K — $250K + $30K bonus + equity, medical, dental, vision, life, std/ltd, auto allowance, *
    Just Rite Equipment / DuraServ
    South Windsor, CT 06074 (Capitol County)
  • Vice President, Service & Sales
    $200K — $500K++ $30K bonus + equity, medical, dental, vision, life, std/ltd, auto allowance, *
    Casco Dock & Door / DuraServ
    West Sacramento, CA 95691 (Yolo County)
  • Clear Channel Outdoor Holdings, Inc.
    Vice President, Business Operations
    $179K — $259K *
    Clear Channel Outdoor Holdings, Inc.
    New York, NY 10025 (New York County)
  • The Home Depot
    Senior Data Scientist Online & Marketing
    $120K — $145K *
    The Home Depot
    Atlanta, GA 30349 (Fulton County)

Find similar Business Advisory Manager jobs: