Advisory Services Senior Job Description

Advisory Services Senior Job Description

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Advisory services senior provides transaction-oriented accounting and reporting assistance for mergers and acquisitions, divestitures, complex capital raising and financing structures, financial instruments, revenue recognition and provide fresh-start accounting support to clients upon emergence from bankruptcy.

Advisory Services Senior Duties & Responsibilities

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

Sample responsibilities for this position include:

Write technical accounting memos for various topics such as equity versus debt classification, revenue recognition, lease accounting and other technical accounting matters
Performs technical industry and company research utilizing online tools and publicly available information
Develops work plans and executes analyses to assess complex questions of fact, assists in preparing reports and schedules summarizing findings that will be delivered to clients and other parties
Supervises and performs day-to-day activities in support of consulting and technical accounting advisory projects including interaction with client personnel, other team members, and professionals from other firms involved in the engagement
Assist in preparation of clients internal and external financial statements including supporting schedules and required disclosures
Assistance with audit readiness
Applies accounting, financial, and analytical skills to various client situations and practice disciplines, such as detailed reviews of financial statements and underlying accounting records, preparation of complex cash flow projections, and preparation of worksheets to model business processes
Develops new business relationships both internally at CBIZ and externally in the market place to help generate new business
Manage day-to-day project activities
Receiverships

Advisory Services Senior Qualifications

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

Licensing or Certifications for Advisory Services Senior

List any licenses or certifications required by the position: CPA, CIA, CA, CISA, CMA, CGEIT, CIPP, CBCP, CISM, CISSP

Education for Advisory Services Senior

Typically a job would require a certain level of education.

Employers hiring for the advisory services senior 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, Graduate, Business, MBA, Engineering, Economics, Computer Science, Business/Administration, Mathematics

Skills for Advisory Services Senior

Desired skills for advisory services senior include:

Mergers and acquisitions
GAAS
SEC Reporting
Transaction advisory services
US GAAP
MS Office applications
Specifically PowerPoint
Internal accounting controls
ACL
Professional standards and regulations and systems

Desired experience for advisory services senior includes:

CBIZ Tofias is a leading provider of tax and consulting services
One (1) to two (2) years of prior TAS experience required
An additional two (2) to three (3) years of public accounting experience, required, preferably within an audit role
Ability to collaborate with partners and managers within other service lines and industries, Advisory leaders
Act as a key player in buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
Analyze historical financial statements and evaluate operational trends to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare

Advisory Services Senior Examples

1

Advisory Services Senior Job Description

Job Description Example
Our innovative and growing company is hiring for an advisory services senior. 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 senior
  • Perform forensic analysis of financial data relating to various aspects of litigation support matters and forensic accounting investigations
  • Provide support to our team preparing counsel and providing administrative support to attorneys through document management, database creation, and preparation of trial exhibits
  • Be familiar with and develop forensic accounting skills, valuation expertise, financial modeling experts, and litigation support specialists to apply to an economic damage case
  • Assist our Partners and Directors to provide expert testimony and support counsel in a variety of ways, including preparation of financial affidavits, income analysis, lifestyle analysis, valuations, asset tracing or discovery assistance
  • Provide support in deposing key fact witnesses and opposing experts
  • Prepare alternative evaluations of damage calculations
  • Computer models, computer-generated illustrations, and other trial exhibits
  • Prepare damage calculations, expert reports, and provide expert testimony
  • Perform forensic research to trace funds and identify assets for recovery
  • Conduct forensic analysis of financial data, , profit and loss statements, payroll records, invoices
Qualifications for advisory services senior
  • Design and implement clients shared-services and outsourcing solutions along with appropriate change management processes
  • Business development and client expansion for CFO Advisory Services in the West Region
  • People and Practice Development and expand team as client revenue grows
  • Seven + years of practical work experience with a combination of consulting/professional services, investment banking, private equity and other business advisory required
  • Experience with business development, pipeline management, CRM and growing the client base of a practice
  • Excellent verbal and written communication, the ability to present and facilitate
2

Advisory Services Senior Job Description

Job Description Example
Our company is looking to fill the role of advisory services senior. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory services senior
  • Establish and manage workflow of files and calculations
  • Support the organization's quality program(s)
  • The role of the Advisory Services Senior will demonstrate technical competence and function as the primary day to day contact on technical accounting matters
  • Serves as subject matter expert in Health Information Management, Clinical Documentation Integrity and/or Improvement (CDI), and Information Governance
  • Independently manages individual works stream in multi work stream engagements OR manages a complete lower complexity engagement
  • Works with leadership to manage the outcomes of the engagement for work streams they own and provide updates
  • Provide quality control and performance outcomes for work performed by the engagement team
  • Demonstrate strong leadership skills including decision making, communication, effective conflict resolution, motivating others, self-awareness and team building
  • Collaborates with internal and external team members (e.g., SMEs)
  • Digest large amounts of information/data and distill it into an integrated concise presentation
Qualifications for advisory services senior
  • Refine clients organizational design, manage business process analysis and process mapping to improve the effectiveness, recommend efficiency and control of transactional and decision support processes, consolidate and shortening the financial close, implement financial close and account reconciliation technology, design and implement corporate performance management (budgeting, planning and forecasting processes and technology), manage accounting systems optimization
  • Research healthcare reform trends
  • Understanding of investor relations and/or global capital markets, particularly in Europe and/or Asia
  • 5+ years’ experience in establishing and nurturing client relationships
  • Highly organized, keen attention to detail and ability to juggle multiple projects
  • Candidate must be able to show evidence of previous success in qualitative and quantitative analysis
3

Advisory Services Senior Job Description

Job Description Example
Our innovative and growing company is looking for an advisory services senior. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory services senior
  • Typically will be an expert in areas and will drive solution design in area of expertise
  • Managing a team of professionals through all stages of internal audit or consulting engagements
  • Overseeing planning, field work, engagement wrap up and report composition
  • Ensuring exceptional client service and high quality engagement deliverables
  • Developing new business with existing clients and prospects of the Firm
  • Supporting the Partner with all aspects of client pursuits, including all phases of the client proposal process
  • All aspects of practice administration including time entry, client contract administration, billings, collections and adjustments to engagement realization when needed
  • Design and implementation of organisation and programme structures and governance arrangements
  • Strategic assurance
  • Business case development and delivery of feasibility studies
Qualifications for advisory services senior
  • Proficient in Microsoft Office, particularly Outlook, Word, PowerPoint, and Excel
  • Experience with / exposure to research on outsourcing market (buyers, vendors, locations, pricing)
  • Understanding of relevant regulations and industry standards
  • Familiarity with procedural and diagnosis coding (CPT, HCPCS, ICD-10-CM and PCS)
  • Demonstrated knowledge of revenue cycle processes, medical terminology, related coding and charge capture processes
  • Master’s degree, MBA, MPH, MPA or other advanced degree is preferred
4

Advisory Services Senior Job Description

Job Description Example
Our innovative and growing company is hiring for an advisory services senior. 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 senior
  • Procurement and supply chain advice
  • Providing recommendations regarding engagement economics and legal risks to the firm
  • Developing new business with existing clients and prospects of the firm, including the identification of target companies
  • Supporting the practice Partner with all aspects of client pursuits, including all phases of the client proposal process
  • Effectively executes the advisory process, including business issue / problem identification, qualification and quantification
  • Lead the establishment and build-up of KSA based Acuity consulting team
  • Collaborate closely with Acuity service line leaders on client Directors on our strategy and approach to KSA market
  • Drive KSA win work and deliver work activities in close collaboration with Acuity client Directors
  • Build a pipeline of KSA Acuity opportunities
  • Recruit and manage a team of Acuity consultants matching KSA client delivery requirements
Qualifications for advisory services senior
  • 2-4 years in a Big 4 or large national public accounting firm preferred
  • Bachelor's degree in Accounting or Finance is a must, CPA/CIA preferred
  • 10-15 years of related progress experience in the area of specialization including experience in leading large projects Progressive assurance, advisory services or consulting experience
  • Ability to collaborate with partners and managers within other service lines and industries, RAS leaders
  • A minimum of three years financial audit experience with a public accounting or advisory firm, or a minimum of three years financial reporting and consolidations experience with a Fortune 500 organization
  • Minimum of 2+ years of audit and/or financial due diligence experience, preferably dealing with middle market companies
5

Advisory Services Senior Job Description

Job Description Example
Our growing company is hiring for an advisory services senior. 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 senior
  • Manage and grow existing accounts demonstrating strong account management practices
  • Design and implementation of Transformation Program operating models and Transformation Program governance
  • Development of benefits management frameworks and benefits mapping
  • Develop enterprise risk management frameworks for Corporate Transformations
  • Develop Program and Project business cases
  • Design of Transformation Program including milestones, scheduling and interdependencies
  • Manage deliverables within the specified time, cost and resources
  • Capture data sources and provide advisory service related to dashboard and EPM development
  • Capture stakeholder landscape maps and design interaction planning / training relating to capability building
  • Manage sub consultants and/or subcontractors
Qualifications for advisory services senior
  • Fully manage buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers from start to close
  • 10+ years of progressive transaction services experience in public accounting or equivalent environment delivering and managing projects
  • Able to travel to client locations as needed, often on short notice
  • Between four (4) to six (6) years of experience in a mid to large size professional services firm performing audits and related services for a diverse client base and, and at least two (2) years of transaction services / due diligence experience
  • Professional designations or candidacy (CFE, CFA, ) and / or an advanced degree are a plus
  • You'll be a client facing business strategist

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