Advisory Senior Manager Job Description

Advisory Senior Manager Job Description

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Advisory senior manager provides leadership on internal audit and consulting projects with heavy focus on risk analytics, internal control design & operation, technical GAAP accounting matters, and developing innovative compliance solutions.

Advisory Senior Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Developing reasonable time budgets and effectively monitoring performance of Seniors and Staff
Delegating to, supervising and evaluating Seniors and Staff
Effectively managing multiple smaller tax engagements simultaneously as necessary
Providing training and motivation to Seniors and Staff
Acting as a mentor to Seniors and Staff and assist with recruiting and retention
Developing positive relationships with client personnel
Identifying potential opportunities for new and/or extended client services
Provide expert operational risk advice to senior business leaders in assigned businesses through attendance on senior management executive committees, product risk committees, and risk and compliance committees
Ensure that the Operational Risk Profiles for businesses are fairly presented
Escalate to executive management when the operational risk profile is at or near risk appetite

Advisory Senior Manager Qualifications

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

Licensing or Certifications for Advisory Senior Manager

List any licenses or certifications required by the position: CPA, CISA, CIA, PMP, TOGAF, AWS, CA, CISSP, VM, ITAM

Education for Advisory Senior Manager

Typically a job would require a certain level of education.

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

Skills for Advisory Senior Manager

Desired skills for advisory senior 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
Organizational objectives
Commonly used internal control frameworks
GAAP and SEC

Desired experience for advisory senior manager includes:

Broad knowledge of personal and corporate trust business and operations
Excellent written, verbal and electronic communication skills to effectively communicate complex tax issues to all levels of senior management and supporting personnel within their respective business units
Ability to develop trust and creditability with all levels of senior management within their respective business units
Ability to think independently and to research and analyze complex tax issues
An innovative and business approach to tax issues with an ability to apply technical rules in a practical manner to business operations and functions
Looks ahead to reasonably anticipate business opportunities and obstacles

Advisory Senior Manager Examples

1

Advisory Senior Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for an advisory senior manager. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory senior manager
  • Proactively lead complex proposals, shape opportunities in the marketplace, and participate in other business development activities
  • Provide career guidance and mentorship to professional staff, and actively engage in fostering a sense of community within the practice
  • Build, train, and retain highly effective analytic teams
  • Play a leading role in engagement planning, economics, and financial management
  • Drive the development and use of advanced analytic approaches, methodologies, and tools to meet the risk-focused needs of our clients
  • Provide the consultation on the events, such as IPO, M&A, Asset Backed Securities
  • Provide accounting advice to stakeholders in the Insurance businesses on complex transactions, considering such items as the impact on the Bank’s Key Performance Indicators, capital, This also entails working with stakeholders in the Actuarial, Treasury and Balance Sheet Management, Taxation and other relevant groups and requires the use of significant professional judgment in determining an accounting recommendation
  • Leading the implementation of certain accounting standards, by driving consensus among various executives across the Bank, , Actuarial, Business Units, Risk Management, Capital, Tax, Investor Relations, Internal Audit, , to successfully complete the adoption in a timely manner
  • Provide effective challenge and guidance on compliance risks and support risky lines of business through various interactions and forum engagements
  • Assist risky lines of business in the development and maintenance of the Compliance Program, such as how to monitor, report, and train
Qualifications for advisory senior manager
  • Creates long-term strategies and plans that reflect a thorough understanding of how the business operates
  • Have an advanced working knowledge of Excel, Word, and Power Point, and a working knowledge of Access an asset
  • Relevant experience in distressed advisory or restructuring work
  • Experience from an external secondment or previous position within a bank or similar financial institution
  • Provide advice in a variety of scenarios including UK and international corporate structuring, deals, reorganisations and wider strategic corporate tax advice
  • Lead client relationships and develop new opportunities from your portfolio
2

Advisory Senior Manager Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of advisory senior manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisory senior manager
  • Take responsibility for the team’s ongoing coaching, evaluation, role design and implementation
  • Be the change agent in identifying continuous improvement opportunities for the ACCAs
  • Ensure that all Risk Ops People Priorities BEST, role continuum, are being prioritized in existing MCP management routines
  • Recognize enterprise solutions and technology that can be leveraged in Commercial Advisory Group to improve the client experience and align to the CBO Simplification roadmap
  • Apply thought leadership, providing perspectives on the Commercial Advisory Operating Model evolution, operational excellence and business models to drive client value
  • Develop CAG and GRM reporting and reporting enhancements, and maintain training programs
  • Ensure a high degree of client focus, risk balance with quality service
  • Support CAG Leadership to embed LSS disciplines as innovative ideas are considered for CAG Continuous Improvement Framework
  • Monitor and report program and project issues/risks and escalate to senior management where appropriate
  • Support CAG Senior Leadership team with OSFI and Internal Audit reviews and issue resolution
Qualifications for advisory senior manager
  • Experience in leading the audits of companies
  • Experience in structured finance or deals related work
  • Experience in leading teams and coaching staff
  • Specialized knowledge of regulations and sanctions programs- Department of Foreign Affairs, Trade and Development / OSFI
  • Must have active applicable certification such as CFE, CIA or CISA
  • A minimum of 15 years’ experience providing succession planning advice to business owners at a senior level
3

Advisory Senior Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of advisory senior manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisory senior manager
  • Apply your innovative, strategic thinking to identify and act on opportunities to execute initiatives aligned with the Canadian Banking Operations Simplification roadmap strategy of Simpler, Faster, Better
  • Identify initiatives/projects and develop partnerships across the enterprise, collaborating as a trusted advisor
  • Recognize enterprise solutions and technology that can be leveraged in the CAG to improve the client experience and align to the CBO Simplification roadmap
  • Develop thought leadership on behalf of the CAG, providing perspectives on the Commercial Advisory Operating Model evolution, operational excellence and business models to drive client value
  • Maintain oversight of CAG and Group Risk Management (GRM) reporting and further reporting enhancements
  • Support CAG Senior Leadership with OSFI and/or Internal Audit reviews
  • Ensure that a high degree of client focus and risk balance with quality service standards are maintained
  • Work with CAG Leadership to embed LSS disciplines and a continuous improvement framework
  • Establish governance frameworks for a number of programs and maintaining the quality of governance
  • Report program and project issues and risks and escalate critical issues to senior management
Qualifications for advisory senior manager
  • Experience participating in a team of professionals
  • Planning designation, CFP (IQFP Diploma in Financial Planning (Que)) or TEP designation preferred
  • Professional designation (CPA, CA, LLB)
  • In-depth tax training (CPA in-depth tax program or MTax)
  • Flexible and empathetic, able to work effectively in various situations
  • Ability to resolve a magnitude of diverse complex situations creatively
4

Advisory Senior Manager Job Description

Job Description Example
Our growing company is looking for an advisory senior manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisory senior manager
  • Ideally you will also have experience within an accounting policy group or technical accounting function in the industry
  • Editing and polishing of English in the reports prepared by our professionals
  • Guide junior team members to provide English to Chinese or Chinese to English translation service to support FAS service lines in business development, project delivery, knowledge management and thought leadership initiatives
  • Manage resource allocation and monitor project timeline in providing quality work to engagement team in a timely manner
  • Providing technical guidance and interpretation of prudential regulations (FRTB) for Capital Market Financial Services institutions
  • Provide input and/or lead technical presentations to FS clients covering Market Risk, key trends, technical insights and
  • Developing and managing a portfolio of client relationships across the financial services sector to support business growth
  • Lead and manage teams and individuals to support meeting client demands providing the basis for people development, mentoring and leadership
  • When supporting our clients, we will be looking for individuals who can work in the Market Risk eco-system, either in the Front Office working with traders or quants, or in Risk Management working with the risk managers or quants
  • Undertaking Finance diagnostic exercises to understand the 'health' of the Finance function and identifying what is required to solve the challenges it faces
Qualifications for advisory senior manager
  • Potentially from a financial services background, working on debt advisory work
  • Minimum of 8-12 years of directly-related experience of cross-functional, cross-disciplinary project management and business analysis experience
  • Experience managing complex projects, with multi-month time lines
  • Strong experience with Agile development methodology essential
  • Many of the businesses supported entail a high degree of financial crime compliance and reputational risk, particularly with respect to risks arising out of non-compliance with extensive and complex regulations
  • 4-7 years of experience in Financial Crime Compliance, with relevant Commercial Banking business line exposure
5

Advisory Senior Manager Job Description

Job Description Example
Our company is searching for experienced candidates for the position of advisory senior manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for advisory senior manager
  • Leading HR Consulting projects to drive global HR transformation
  • Leading several multi-disciplinary work streams of Consultants, Senior Consultants and Managers to deliver against client objectives
  • Playing a key role in pre-sales and bid development
  • Advising business units and treasury on tax issues relating to new transactions and products
  • Leading the tax work stream on internal projects, such as changes in legislation, consultations, corporate restructuring and simplifications, thin capitalisation and recapitalisations
  • Liaising with group tax and finance regionally and globally (including our head office in Sydney) and external advisors including law firms and accountancy firms
  • Be an experienced tax lawyer or qualified tax professional with 4-7 years PQE with strong advisory experience
  • Have strong UK tax technical expertise, along with the ability to thrive in a dynamic, fast paced environment
  • Have the ability to interact effectively with different levels of staff across the finance, treasury and regulatory teams the businesses
  • Be commercially minded, a team player and have strong communication skills
Qualifications for advisory senior manager
  • Experience of working within a matrixes environment preferred
  • University degree, technical university or mathematics/physics major is an advantage
  • Experience with audit or audit support role (data analysis, IT verification, internal audit, ) for the min
  • Working experience in industry of finance, treasury, internal audit, controlling
  • A degree and/or relevant professional qualification in business informatics or
  • Certification of CICPA, CIA is preferred

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