Advisory Services Manager Job Description

Advisory Services Manager Job Description

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Advisory services manager provides 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.

Advisory Services Manager Duties & Responsibilities

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

Sample responsibilities for this position include:

Independently perform forensic analysis of financial data relating to various aspects of litigation support matters and forensic accounting investigations
Interactions with various departments within the company, viz
Advise a broad client base on a range of assignments including corporate receiverships, liquidations
Review operational, financial and technology processes to provide management with an individual assessment of their business risk, internal controls, and the overall effectiveness and efficiency of the process, the risks associated with Sarbanes-Oxley as it pertains to their internal controls
Direct Leadership—Provide day-to-day oversight to assigned team of clinical advisors, holding regular one on one and team meetings, and disseminating pertinent company and department information
Education, Sales, Marketing, Planning, Product, Will work to integrate clinical team advisory services and assist partnership planning templates and measures of performance for our clients
Attend professional development and networking events
Manage daily operation of department, analyze results, adjust and improve as needed or directed by Quality Control
Responsible for projects that have impact to department procedures, systems, services and forms
Analyze, adjudicate and approve the handling of complicated and escalated client complaints

Advisory Services Manager Qualifications

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

Licensing or Certifications for Advisory Services Manager

List any licenses or certifications required by the position: CPA, CISA, CIA, CA, CMA, PMP, CISSP, ITIL, CTP, CISM

Education for Advisory Services Manager

Typically a job would require a certain level of education.

Employers hiring for the advisory services 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, Graduate, Economics, Business/Administration, Mathematics, Engineering, Management Information Systems

Skills for Advisory Services Manager

Desired skills for advisory services manager include:

Mergers and acquisitions
US GAAP
GAAS
Transaction advisory services
MS Office applications
SEC Reporting
IT controls and how they affect the control environment
Transaction services
U.S. Generally Accepted Accounting Principles
Accounting

Desired experience for advisory services manager includes:

Establish training programs for TS sales, relationship management, client service, product and operations
In-depth knowledge of RBFG Risk Policies, procedures & practices, Folios
Ability to manage multiple projects with varying priority at one time –to deliver results on time and under budget
Strong track record of measurable contribution (over not less than 15 years) to business development in Technology/consulting/services organisations, either in pre-sales or specialist consulting roles
Evidence of multiple years’ experience of leading and developing teams of consultants or architects in complex and matrixed organisations with demonstrable and validated business outcomes
Mentoring and Coaching skills a plus

Advisory Services Manager Examples

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Advisory Services Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of advisory services manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory services manager
  • Convey subject matter expertise related to SOX-404 internal controls, technical accounting and financial reporting in addition to financial statement footnote disclosure
  • Facilitate executive workshops on business and IT strategy, transformation, operational readiness, change management
  • Play key role in all aspects of proposals, including writing
  • Develop lasting partnerships with Line of Business and Technology teams, to include collaborating on security communications, assessments, analysis and risk-based views of controls maturity
  • Serve as a PCI-DSS expert within the Cybersecurity Assurance PCI COE, providing specialist knowledge and actionable PCI DSS guidance to the Lines of Business and Technologists as it relates to current and future processes, applications, documentation and products as early as possible into project life-cycles
  • Perform detailed assessments of company processes, applications, documentation and products for alignment with the PCI DSS, identify gaps, develop recommendations to close gaps in alignment with organization and project goals, and communicate detailed and summary results professionally
  • Stay current with architecture and technology developments and competitive trends, and use this knowledge to identify and propose creative security and compliance strategies to Lines of Business and Technologists
  • Promote awareness and training of PCI principles, requirements and security best practices
  • Oversee, Supervise, and Manage Staff coordinating the day-to-day duties of planning, fieldwork and wrap-up
  • Establishes and maintains effective working relationships with unit, department and division management, PricewaterhouseCoopers
Qualifications for advisory services manager
  • Willingness to travel as required across the Region
  • Experience in developing, implementing and monitoring the operation of compliance programs – incl
  • 3+ Years in CPG Industry
  • Must be highly proficient in Excel, in other applicable technology
  • Manage buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
  • Ability to manage multiple engagements in a rapidly growing, fast-paced interactive, results-based team environment
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Advisory Services Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for an advisory services 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 services manager
  • Provide interim financial assistance to medium and large public companies and private equity firms during critical times of need
  • Provide legacy system support, internal audit recommendations, acquisition or divestiture support, and special project implementation
  • Review and advise on complex financial and operational transaction issues for clients and identify opportunities for improvement
  • Prepare various pro-forma schedules to be included in the financial statement footnote disclosures
  • Deliver solution strategies, planning and compliance of financial due diligence transactions, in addition to the delivery of a broad range of business advisory services
  • Advise domestic and multinational corporations (public and privately) on the aspects of planning, structuring, and executing transactions of all sizes
  • Manage engagement deliverables, complete technical and strategic reviews to ensure quality control standards are met
  • Identify and evaluate financial and operational trends, demonstrate knowledge of industry trends, identify client issues and conflicts, proactively communicate solution options
  • Communicate value propositions, project workflows, due diligence findings and resource management
  • Overall manager in charge of, and management of the Company Secretarial Department and services offered thereof
Qualifications for advisory services manager
  • Manage business valuation engagements, including valuations for financial reporting, tax, and strategic planning
  • Coordinate with engagement team and management regarding client expectations concerning project deliverables and deadlines
  • Monitor progress, manage risk, and insure that key stakeholders are kept informed about progress and expected outcomes
  • Strong analytical, financial modeling and Excel skills
  • Experience working with Capital IQ and/or Bloomberg
  • Credentials in area of expertise
3

Advisory Services Manager Job Description

Job Description Example
Our innovative and growing company is hiring for an advisory services 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 services manager
  • Convene and attend Board, Committee and General meetings, taking record of deliberations, processing and circulating minutes thereon for clients
  • Undertake legal registration of companies / branches for clients, any other required business licensing registration and immigration support services
  • Advise clients on company secretarial matters, corporate governance and any other matters related to Company Law
  • Develop and manage sound business relationships, and market the Firm with the aim of maintaining and winning new business
  • Ensure availability of optimal numbers, motivated and trained staff at all times
  • Any other duties as may be assigned from time to time
  • Develop budgets and pricing, select staff and assign workloads, and prepare reports
  • Leverage broad-based business knowledge, sound data analytics and consumer insights expertise to influence assortment, pricing and promotional strategies and choices
  • Collaborate with broader Clorox multi-functional team to design business plans that drive category growth while enabling Clorox volume and profit targets
  • Manage all aspects of client engagements related to delivery of internal audit , Sarbanes Oxley (SOX) testing, ERM and compliance services in various industries
Qualifications for advisory services manager
  • Superior knowledge of business processes, data analysis, and internal controls
  • Proven track record in senior consultative roles (“trusted advisor”)
  • Record of building strong customer relationships and ability to have meaningful conversations with C-Level audiences
  • Ability to present well in front of large and small audiences
  • Having had a leading role related to one or several verticals (eg
  • Knowledge in IT-Architectures on the infrastructure and software development side
4

Advisory Services Manager Job Description

Job Description Example
Our company is looking to fill the role of advisory services 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 services manager
  • Provide guidance to clients to strengthen and improve the governance, risk and control environment
  • Prepare presentations and actively participate in client meetings and day to day interactions
  • Assist in efforts to develop applicable methodologies, thought leadership and presentations for business development, internal training and service delivery
  • Stay abreast of current business and industry trends relevant to the client's business and demonstrate deep technical capabilities and professional knowledge
  • Oversee a regional advisory services team
  • Provide leadership and guidance to direct reports fostering an environment that encourages employee participation, teamwork and communication
  • Develop periodic goals, organize the work, sets short and long-term priorities, monitors activities, and ensures timely and accurate completion of the work
  • Participate in developing regional strategic plans and sets goals and priorities based on the direction set for the unit, follows through to ensure that objectives are met
  • Work with colleagues across the globe to ensure consistency in how roles within Advisory Services are performed
  • Identify processes/tools for global consistency by working with global partners
Qualifications for advisory services manager
  • Experienced manager, able to lead a geographically dispersed team of individual contributors
  • Ability to inspire and lead by example
  • Flexibility to travel 50% of time, able to perform well in intense conditions
  • QSA, ISA or PCIP certification
  • At least 3 years of experience in evaluating enterprise PCI DSS compliance
  • At least 3 years of experience with technical IT controls
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Advisory Services Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of advisory services 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 services manager
  • Understand regional priorities and to determine resource allocation by working with business partners/HRMs
  • Develop the solutions roadmap for the organization business (short, medium and long-term)
  • Develop/upgrade the practice playbooks
  • Create an infrastructure to support execution
  • Coordinate efforts with the head of innovation and technology
  • Map the competitive landscape and our value proposition
  • Provide pricing guidelines
  • Develop qualifications and marketing materials (in collaboration with our Global Marketing Team)
  • Participates as a key contributor on engagements or as team member of small to medium size in a given business functions
  • Assists and leads in the development of initial assessments, project plans, vendor research and selections, financial modeling, RFP creation, contract negotiations and post selection administrative actions
Qualifications for advisory services manager
  • At least 3 years in an IT security/compliance consulting role
  • At least 5 years of experience communicating with technologists and all levels of management
  • At least 3 years’ experience working with regulators or internal auditors and with regulatory requirements
  • 3 years’ technical integration experience
  • 1-year experience working in the financial services industry
  • Undergraduate degree in a business related field of concentration or equivalent combination of training and experience

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