Advisory Services Associate Job Description
Advisory services associate
provides IT risk consulting and advisory services, in areas such as IT risk, governance and controls, cyber security, privacy, system conversions, business process controls.
Advisory Services Associate Duties & Responsibilities
To write an effective advisory services associate job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory services associate job description templates that you can modify and use.
Sample responsibilities for this position include:
Perform supervised reviews of day-to-day sales practice issues related to advisory accounts, including (but not limited to) issues relating to reverse churning, journaling assets between accounts, non-eligible assets, annual advisory reviews
Work with Advisory Operations and Consulting Services as needed on account opening on-going maintenance issues
Perform applicable administrative duties such as filing, preparing various spreadsheets and reports, performing or assisting with special projects, responding to phone calls
Participating in discussions with in-house and outside legal counsel as required
Structure and perform analysis and conduct primary research
Supervise, train, and mentor associates and interns on process and assess performance of staff for engagement reviews
Work closely with senior management to develop appropriate work plan to meet client needs
Responsible for day-to-day work plan and engagement delivery in accordance with expectations
Track engagement progress to work plan on a routine basis
Perform financial and general data analysis
Advisory Services Associate Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Advisory Services Associate
List any licenses or certifications required by the position: CPA, CIA, CFA, CFE, PLANNER, FINANCIAL, CERTIFIED, CRCM, AML, KYC
Education for Advisory Services Associate
Typically a job would require a certain level of education.
Employers hiring for the advisory services associate 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/Administration, Economics, Business, Mathematics, Statistics, Accountancy, Applied Science, Taxation
Skills for Advisory Services Associate
Desired skills for advisory services associate include:
COBIT
U.S. Generally Accepted Accounting Principles
COSO and related standards
IT controls and evaluating the design and operating effectiveness of controls
Mergers and acquisitions
COSO and related frameworks
IT controls and how they impact the control environment
Transaction services
IT controls and how they affect the control environment
Trends to identify business risk management issues and other opportunities for improvement
Desired experience for advisory services associate includes:
Big Four audit and/or transaction advisory services experience is a plus
Minimum of one year of work experience at an accounting or valuation firm
Bachelor's Degree in Accounting and/or Finance is a must
Must be comfortable using proprietary programs and demonstrate proficiency in Microsoft Word and Excel
Must be able to leverage functions such as VLookup and Pivot Tables
Must be a self-starter, adaptive, and able to think creatively
Advisory Services Associate Examples
1
Advisory Services Associate Job Description
Job Description Example
Our company is searching for experienced candidates for the position of advisory services associate. 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 services associate
- Utilize multiple tools to manipulate, cleans, and interpret data
- Manage, develop, train, and mentor staff on projects and assess engagement performance
- Manage fee related activities
- Participate in lender diligence engagements providing underwriting support for debt originations and refinancings, advising both regulated and unregulated lenders
- Assist in leading discussions with senior client executives and borrower management
- Strategic advice / corporate planning
- Translation of strategy into Operating Model design and transition planning
- Operational excellence initiatives
- Participating in all stages of a contract compliance, internal audit or consulting engagement
- Providing assistance with planning, field work, engagement wrap up and report composition
Qualifications for advisory services associate
- For the VP position, a minimum of 5 years due diligence experience, providing financial due diligence and other transaction-related services
- For the Associate position, a minimum of 2 years due diligence experience, providing financial due diligence and other transaction-related services
- Assist in sales efforts and client account management
- Strong current knowledge of US GAAP
- Solid understanding of M&A processes
- Solid command of Microsoft Excel and PowerPoint
2
Advisory Services Associate Job Description
Job Description Example
Our growing company is looking for an advisory services associate. 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 services associate
- Providing other services, including examinations for royalties, revenue-sharing, franchise fees, profit participation, production cost and merchandise licensing
- While most of our clients are in New York, some projects may require travel up to 20% of the time
- Performing an analysis of historical performance and identifying key performance drivers and quality of earnings restatements
- Analysing historical cash flows of the Company
- Investigating contingent liabilities, off-balance sheet items and related party transactions and identifying potential risks in connection with the transaction
- Analysing business plan forecasts considering historical performance analysis
- Preparing or analysing proforma/carved-out accounts
- Handling the discussions with management and the Q&A process
- Drafting the due diligence report
- Participating in the post due diligence process when appropriate
Qualifications for advisory services associate
- Pursuing or ideally completed a post-graduate financial designation (CFA/CA)
- Demonstrate ability to plan and manage engagements along with ensuring deliverables meet work plan specifications and deadlines
- Bachelor’s degree from accredited four-year college or university required
- Strong computer skills, including Statistical programs
- Ability to accept direction of other team members
- A degree in accounting, business, economics, computer science, engineering, mathematics, finance or a related field
3
Advisory Services Associate Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of advisory services associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory services associate
- Provide assistance with planning, field work, engagement wrap-up, and report composition
- Provide recommendations regarding client economic and legal risks
- Coordinate the preparation of Fairness Opinion presentations for both internal approval purposes and for the Clients’ Board of Directors
- Actively participate in devising work-plan and execution strategy for non-standard engagements
- Coordinate independent research and business development tasks to build expertise in niche areas
- Analysis & assessment of overall performance of the organization including group-level financial performance along with a high-level study of the financial performance and financial viability of other subsidiary companies in the group
- Contribution to corporate strategic plans for the each of the entities along with implementation support for all its subsidiaries of the group
- Work with Managing Directors, Senior Directors and Directors to deliver client projects
- Prepare (i) quality of earnings, (ii) working capital and (iii) debt and debt-like items analyses
- Will travel regularly (approximately 30%)
Qualifications for advisory services associate
- BA/BS with a concentration in (but not limited to) Accounting, Business, Finance, Information Systems, Computer Engineering, or Computer Science
- Actively seek and provide feedback in order to develop the Risk Advisory Services practice
- Capitalize on personal and professional experiences in order to develop business and practice lines
- Bachelor’s degree in Computer Science, Business, Finance or Information Technology required
- 3-5 years of experience in IT Audit, IT Security, Information Risk Management, IT Governance or other IT compliance-related work
- Certified Information System Auditor (CISA) and/or Certified Information Systems Security Professionals® (CISSP®) preferred
4
Advisory Services Associate Job Description
Job Description Example
Our innovative and growing company is hiring for an advisory services associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory services associate
- You are expected to be active in the market, supporting and enhancing existing client relationships and in beginning to develop new client relationships
- Perform operational review, identify opportunities for cost optimisation and provide implementation support
- Advise clients on stressed/distressed non performing leveraged loans and other credit portfolios
- Facilitate credit workouts including design and delivery of restructuring strategies
- Negotiate with borrowers to maximize recovery and take interim roles if needed
- Produce extensive financial modelling and analysis
- Playing a significant role in the delivery of client presentations and attending client meetings
- Direct and coach more junior team members
- Producing extensive financial modelling and analysis including cash flow models/ projections
- Interpret client requirements
Qualifications for advisory services associate
- Three (3) to seven (7) years of financial experience within a public accounting firm or industry environment performing internal audit, consulting or risk services required
- Two (2) or more years of prior supervisory experience preferred
- Internal and/or external audit experience with a variety of industries and types of audits
- Entry level to 1 year’ experience in marketing analytics strategy or marketing consulting
- Minimum Bachelor’s Degree (or equivalent) with an emphasis in Finance, Economics, Accounting, Mathematics, Statistics or related quantitative field
- An additional two (2) or more years of public accounting experience, required, preferably within an audit role
5
Advisory Services Associate Job Description
Job Description Example
Our growing company is looking for an advisory services associate. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory services associate
- In joining a growing business, you will have the opportunity be involved in business development activities and will join the team meetings where WIP, project pipeline, resourcing, marketing and business development initiatives are discussed
- Play a significant role in the delivery of client presentations and attend client meetings
- Analyse global automotive and mobility trends and the competitive environment with emphasis on vehicle sales, powertrain electrification, autonomous driving and mobility solutions
- Expand subject matter expertise and provide thought leadership regarding selected topics
- Manage and develop customer relationships
- Provide business planning services to the major automotive players across Europe, discuss long-term trends and their business impacts
- Identify future business opportunities and challenges, respectively areas of value addition and service innovation
- Develop, coach and support junior team members
- Providing support for the Executive Vice President for Advisory Services
- Scheduling and preparing for meetings/calls, interfacing with team and senior management on his behalf
Qualifications for advisory services associate
- Internal and/or external audit experience with a variety of industries and types of audits for public companies
- Master’s degree in highly quantitative subject (financial mathematics, mathematics, physics)
- Understanding of financial mathematics, derivatives pricing, interest-rate modelling, econometrics, stochastic processes/monte-carlo simulation
- A minimum of 3 years of advisory experience with a national advisory firm, bank, or non-regulated lender, providing diligence or underwriting services
- Understanding of credit risks impacting leveraged and asset based lenders in senior and junior debt positions and appropriate mitigants to those risks
- Strong current knowledge of US Generally Accepted Accounting Principles