Advisory Manager Job Description

Advisory Manager Job Description

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Advisory manager provides documented audit trail that supports various audits (Internal audit, Sarbanes-Oxley, detailed IT related audit requirements, other compliance audits, etc) of the consolidation and reporting system.

Advisory Manager Duties & Responsibilities

To write an effective advisory manager job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Handles the initial “onboarding” of new projects into the area
Researching a broad range of substantive tax issues, including consolidated return rules, international tax (with a focus on inbound), subchapter C and addressing questions from the business and the Tax Reporting Team relating to substantive tax issues Preparation of internal memoranda regarding tax analysis and tax positions
Acting as a liaison with the business areas and Tax Reporting and Finance teams in relation to various transactions and central tax issues that arise on a day-to-day basis
Communicating and acting as a liaison with other global tax members on new balance sheet transactions involving cross border dealings
Assisting with responding to revenue authority queries where required in audit
Assisting with decision support regarding tax attributes and tax capacity
Assisting in the review and preparation of statements and notices
Reviewing US tax returns in relation to technical positions taken
Reviewing and negotiating the tax provisions in ordinary course business agreements (loan agreements, purchase agreements, GMRAs, ISDAs)
Carry out primary review for new products and transactions

Advisory Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Advisory Manager

List any licenses or certifications required by the position: CPA, PMP, CISSP, CISA, CISM, CIA, II, PRINCE, CTP, FRM

Education for Advisory Manager

Typically a job would require a certain level of education.

Employers hiring for the advisory manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Business, Finance, Computer Science, Engineering, MBA, Education, Information Systems, Economics, Management

Skills for Advisory Manager

Desired skills for advisory manager include:

Sarbanes-Oxley Act provisions and methodologies for achieving compliance
Audit reports
Control summaries
Work programs
Audit methodologies and developing key internal audit deliverables
Institute of Internal Auditors code of ethics and compliance requirements
Accounting operations and financial frameworks
GAAP and SEC
Audit-preparation software and an understanding of the impact of technology
Auditing processes and methodologies

Desired experience for advisory manager includes:

A blend of Big 4 and industry experience
Roll up the sleeves” mentality
Must understand SOX principles
Visio experience is a plus but not required
Detailed analysis work and report writing
Preferably 1-2 years post qualification experience in due diligence

Advisory Manager Examples

1

Advisory Manager Job Description

Job Description Example
Our growing company is hiring for an advisory manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory manager
  • Budget and actuals tracking, resource planning, milestone tracking
  • Management of project risks, issues, and dependencies and stakeholder and business client management
  • Running projects in Agile/Scrum or other project methodologies
  • Proactively reach out to clients and partners to develop trusted advisor relationship and achieve business objectives
  • Facilitate communication between a number of teams including Business Change Management, Analysts, Designers and Development Managers
  • Lead perform onsite commercial loan review for grading of loans according to applicable bank policy and regulator definitions and conduct client facing meetings, coordinate staff resources, and status reporting on budget and progress and serve as liaison between clients and upper management
  • Plan, supervise and as requires executes activities for multiple, large-scale projects
  • Leads activities for internal assigned business unit projects
  • Create and maintain a project schedule for each project
  • Influence departmental procedures and objectives
Qualifications for advisory manager
  • 7-10 years of previous IT project management and/or relevant consulting experience
  • 1-2 years hands-on experience working with agile methodologies (e.g., scrum)
  • More than 2 years of experience in IT project management
  • Master/Bachelor degree in computer science, engineering or in other technical field preferred
  • Familiarity with project management methodologies such as PMI, IPMA or Prince 2
  • Experience in negotiation with vendors/service providers
2

Advisory Manager Job Description

Job Description Example
Our company is growing rapidly and is looking for an advisory manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for advisory manager
  • Is an acknowledged SME on all things related to project management
  • Coordinate workflow among Investment, Relationship Management, Risk Management, Operational Due Diligence, Legal and Operations teams to ensure timely and accurate (i) completion and delivery of all required documents
  • Coordinate with relevant teams to manage database of accurate reference information including the classification of investment strategies, accounts, managers, funds, clients, notification requirements, funding deadlines, and client-specific manager approval requirements
  • Maintain a timeline of active transactions that identifies all steps in the investment process and the time needed to effect each step in the process, and provide timely tracking and notification to the appropriate parties
  • Ensure that proposed investments have been reviewed and approved by the appropriate parties, both internal and external
  • Liaise with appropriate teams to disseminate information in a timely manner, resolve critical activities, and provide ongoing support
  • Play a critical role in the evolution of firm-wide workflows and systems infrastructure
  • Identify and escalate time-sensitive issues requiring coordination and resolution
  • Oversight of tax aspects of all legal documentation
  • Up to 5 years PQE, coupled with strong Tax Advisory experience from within a similar role from a financial services, commodities/private equity or similar industry
Qualifications for advisory manager
  • Have previous experience of in leading the delivery of projects/assignments
  • Have prepared business plans, financing and restructuring proposals
  • Bachelor's degree (or higher) in finance, accounting or related field (willing to accept foreign education equivalent)
  • Five years of financial accounting, auditing, and reporting experience
  • You will join our motivated, multicultural team at our office in Geneva
  • Have at least 2 year work experience in Switzerland
3

Advisory Manager Job Description

Job Description Example
Our company is looking for an advisory manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory manager
  • Manages marketing, administrative and other professionals involved in outreach to healthcare clients
  • Engage in business development and sales activities
  • Track project financials, including accurate forecasts and budget vs
  • Act as project manager for Advisory assignments including in the response to and execution of proposal, developing project scope, approach, strategy, data collection, insight development, recommendations / guidance, presentation and delivery to the client
  • Partner with Research Advisory leadership nationally and Boston Research and business leaders on business development
  • Provide guidance and quality control for advisory projects within your areas and help develop and manage advisory activity and pipeline for the Advisory leadership team
  • Track / monitor ongoing and pipeline National and Boston Advisory projects
  • Displays the ability to manage and prioritize team responsibilities and proactively consults with Managing Directors and senior members of the team as appropriate
  • Lead and motivate a team of Web Advisors and coaches to efficiently provide world class service to customers
  • Actively listen to the customer and translate customer issues and concerns so that the appropriate actionable measures can be taken to resolve issues
Qualifications for advisory manager
  • Minimum five years' experience in institutional investment management
  • Experience in project management, process improvement and/or workflow management
  • Experience in institutional investment life cycle (trade order management, operations)
  • Strong organizational skills and ability to manage multiple deadlines simultaneously
  • Demonstrated ability to build strong working relationships with multiple stakeholders across organizational functions
  • Strong communication skills and ability to influence appropriately
4

Advisory Manager Job Description

Job Description Example
Our company is looking for an advisory manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory manager
  • Cultivate an understanding of your client’ business requirements, industry challenges and goals coupled with a strong understanding of how they are using their Advent solutions to maximize adoption, growth, and account retention the trusted advisor role with the client
  • Develop account and engagement plans for Advent clients that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each
  • Provide strategic oversight during the entire client journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate
  • Identify expansion opportunities and collaborate with internal teams to ensure growth objectives and footprint increase
  • Act as a collaborative partner with the Support teams to ensure client tickets are resolved to the best of Advent’s abilities
  • Be the voice of the client to Product Management, Product Marketing, Support, Renewals, Services, Finance, building strong working relationship with each to ensure client success and consistency of contact
  • Work collaboratively with the Marketing team to identify and build client references and client quotes for marketing or PR opportunities
  • Accounting Policy and Advisory
  • Provide project management/plans for UX project, eventually manage the program
  • Work with dependencies from other team that are providing API, platform, and architectural input for the project
Qualifications for advisory manager
  • MBA/Phd from a premier institution (preferably top 10)
  • CPA/six sigma or related experience would be an advantage
  • Prefer manufacturing, automotive, consumer products, technology, strategy consulting, or other similar industry experience
  • Outstanding record of professional achievements
  • Ability to navigate through ambiguity, manage and coordinate multiple project assignments simultaneously in a fast-paced environment
  • Fluency in English is mandatory, but please check the local office page for any additional language requirements
5

Advisory Manager Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of advisory manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory manager
  • Manage and lead aspects of projects and be responsible for delivering an exceptional service to clients, every time
  • Support with business development, be in the market and build relationships with clients
  • Take charge of your career and develop your expertise in a specialization and your reputation as a business advisor
  • Undertake work related to proposal preparation, assignments planning, quality assurance, budgeting, practice development, and business planning in the functional areas under direction the country head
  • Attend client meetings and networking events
  • Contribute to wider practice growth and development
  • Manage large scale accounting advisory engagements and provide clients with support in understanding and implementing new or complex accounting standards, such as financial instruments accounting (e.g., credit impairment), consolidation, acquisition accounting, fair value measurement, derivatives and hedging, revenue recognition, and leasing
  • Provide transaction-related accounting and financial reporting support for capital markets transactions such as mergers and acquisitions, spin-offs, IPOs, and other complex capital raising transactions
  • Help develop firm thought-ware on technical accounting and other financial reporting matters
  • Help recruit, lead, and retain top technical accounting talent
Qualifications for advisory manager
  • Deep experience coaching line managers on human-resources-related topics
  • Experience implementing and managing compensation systems
  • Intellectual curiosity with a strong academic performance with preference of Master’s degree in finance, urban planning or related field
  • Passion for real estate with 5+ years of professional experience in the real estate advisory sector, public sector or related field with a deep passion for commercial real estate at both the micro and macro level
  • Technically savvy with knowledge of all relevant computer platforms, including, but not limited to the Microsoft Office suite, including exceptional Excel and modeling skills and extraordinary comfort with various database platforms
  • Confident with the ability and desire to sell, pitch and communicate research and findings to clients in the private and public sectors

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