Advisory Services Staff Job Description

Advisory Services Staff Job Description

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Advisory services staff provides accounting guidance related to proposed transactions to ensure conformity with local country Generally Accepted Accounting Principles, International Financial Reporting Standards, and company policies and procedures.

Advisory Services Staff Duties & Responsibilities

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

Sample responsibilities for this position include:

Work directly with Management and Partners to advise clients on how to maximize opportunities and minimize risks related to mergers and acquisitions and provide recommendations in the context of valuation and deal structuring alternatives
You’ll be on the team that is the face of the company, the customer's go-to person who delivers on the promise of MarketShare
You’ll help diagnose business needs, translate into questions that MarketShare will answer, and architect ways to wrangle data from multiple sources
You’ll work closely with MarketShare’s modeling team and other strategists to identify new insights, and translate findings into insights and stories that create ‘ah ha’ moments for customers
You’ll help bridge between the builders of sophisticated quant models and people who run screaming from numbers
You’ll learn to translate our analytics into the stakeholder’s native language and tell stories to make complex things simple to understand and translate into measurable actions
Your data analytics diligence will help ensure that customers get the full benefit of MarketShare’s software and accompanying strategic advice
You will participate in the improvement processes and achieve greater quality, consistency, profitability, customer satisfaction, and efficiency, getting new customers up to speed with MarketShare’s software faster
You’ll help diagnose business needs and derive work packages to tailor the project implementation and steer work packages across an engagement process
You’ll analyse and prepare all data types (from weekly economy trends to cookie based ad-serving reports) to enable data strategists and –engineers to focus on their specialism

Advisory Services Staff Qualifications

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

Licensing or Certifications for Advisory Services Staff

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

Education for Advisory Services Staff

Typically a job would require a certain level of education.

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

Skills for Advisory Services Staff

Desired skills for advisory services staff include:

Generally Accepted Accounting Principles
MS Office applications
Specifically PowerPoint
Mergers and acquisitions
Tableau will be
Transaction services
U.S. Generally Accepted Accounting Principles
Valuations for tax and management planning
Understanding of financial reporting valuations
Preparation of valuation reports/schedules

Desired experience for advisory services staff includes:

Experience with a global company should include Sarbanes-Oxley (SOX) / Compliance / Financial / Operational audits with the application of end-to-end business process analysis and risk-based identification/assessment methodologies
Proven analytical thinker with a strong work ethic
Proven ability to understand complex business processes and conducting risk assessment and control identification exercises with ease
Organizationally savvy and strategically agile to observe and understand changes in the business and knows how/when to react/adjust objectives accordingly
Excellent oral and written communication skills and interpersonal skills with the ability to effectively interact and influence at all levels of the Company
Ability to thrive in a dynamic environment and effective use of conflict resolution skills

Advisory Services Staff Examples

1

Advisory Services Staff Job Description

Job Description Example
Our growing company is looking for an advisory services staff. 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 staff
  • You will support the transfer of data management outputs to the modelling team
  • You will partner with product specialists to customize the tools set up and ensure data quality
  • You will support an organizational embedment of a true fact-based marketing optimization program
  • Seek, develop and present ideas that will increase the efficiency and quality of services
  • Schedule and host virtual meetings for high priority councils using tools such as Skype and WebEx
  • Plan and execute live meetings
  • Develop innovative tools and templates which enhance the efficiency of the team while reducing variation in process
  • Develop close service provider relationship with facilitators and business unit leaders associated with each member council assigned
  • You’ll have the opportunity to be a trusted advisor to your clients by developing a deep understanding of their data and business drivers
  • Strategic planning, enhancement and execution
Qualifications for advisory services staff
  • Advanced degree (e.g., MBA) and professional certifications (e.g., CIA, CPA, CISA, CISSP or other equivalent credentials) are a plus
  • An undergraduate degree in accounting or an undergraduate degree with sufficient course work to sit for the CPA exam by January 2018
  • Demonstrate skills in the areas of communication, relationship building, personal development, collaboration, and problem solving along with initiative, adaptability and highly developed Microsoft Suite skills
  • An undergraduate degree in accounting or an undergraduate degree with sufficient course work to sit for the CPA exam by September 2018
  • A minimum of 2-4 years previous experience in a similar role
  • Exceptional analytics and quantitative acumen
2

Advisory Services Staff Job Description

Job Description Example
Our company is growing rapidly and is hiring for an advisory services staff. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory services staff
  • Coordinate executive communications
  • Serve as primary deputy and liaison with the Senior Leadership Team and Partners from Business Units
  • Build strategic discipline and deployment mechanisms to monitor and ensure execution of priorities
  • Focus on budget and priority / capacity management
  • Compile and help analyze financial reporting packages
  • Work with Managers to communicate financial metrics to senior management
  • Provide support to accounts receivable and accounts payable departments
  • Review state and local sales tax and payroll tax returns
  • Participate in developing and proposing creative solutions to engagement and transaction risks and effectively manage problem resolution
  • Clean and transform different data sources while assessing the elemental value for subsequent investigation
Qualifications for advisory services staff
  • Familiarity with digital advertising and ad-tech ideal
  • You are well versed in data and telling truth to power when data looks wonky
  • Definite advanced proficiency with software tools such as Excel to gather, assess, and analyse data PowerPoint to build presentations
  • BA/BS/MS/MBA in Accounting and/or Finance or law degree
  • Business valuation experience is preferred
  • Must be business proficient in German and English, written and verbal
3

Advisory Services Staff Job Description

Job Description Example
Our growing company is looking for an advisory services staff. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory services staff
  • Communicate your findings into quantifiable reports with clear results
  • Leverage R and Python to build out your developments and translate these procedures at a high-level to a non-technical audience
  • Produce highly innovative solutions and improve on existing ones
  • Quickly develop a proof of concept from various data sources
  • Balancing multiple projects with attention to detail while meeting deadlines
  • Creating and evaluating procedures and data models
  • Keep abreast of the advancements of Microsoft’s Business Intelligence platform
  • Comprehend and implement best practices in development
  • Perform data discovery and analytics using Power BI, Tableau, R, Excel, or comparable tools
  • Possess effective writing and communication skills for audiences of diverse technical backgrounds
Qualifications for advisory services staff
  • Minimum of two years work experience with event or meeting planning preferred
  • Strong knowledge and ability in executing live meetings using WebEx, Skype or related tools
  • Strong administrative skills with attention to details
  • Advanced proficiency with Excel to gather, assess, and analyze data PowerPoint to build presentations
  • Two to three years’ experience in a consulting firm, CPA firm, investment bank or related environment providing in valuation services and/or corporate finance advisory services
  • Manage valuation projects using market, income and cost approaches
4

Advisory Services Staff Job Description

Job Description Example
Our innovative and growing company is hiring for an advisory services staff. 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 staff
  • Perform internal control assessments of management review, automated, and IT General Controls
  • Interview clients, examine evidence documentation, analyze and perform substantive testing of financial data
  • Learn to understand how companies operate by leveraging technology
  • Conduct financial advisory due diligence in buy-side and sell-side transactions
  • Be enrolled as a full-time student during the 2018/ 2019 school year in an accounting (or related) program with sufficient course work to become a CPA before beginning full-time employment in August 2019 or October 2019
  • Minimum 10 years corporate professional experience
Qualifications for advisory services staff
  • Some experience with information technology
  • ASA, CFA or CPA desired but not required
  • Experience in management of projects in field and local office
  • Solid understanding of valuation methodologies
  • Experience with business development preferred but not required
  • Must have the capability and willingness to perform other Financial Advisory Services staff level roles, as necessary
5

Advisory Services Staff Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of advisory services staff. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory services staff
  • Must be fluent in German and English, written and verbal
  • Exceptional analytics and quantitative acumen with understanding of marketing mix models, measurement, segmentation or close experience such as predictive analytics
  • Eligible to sit for the CPA Exam, or the bar exam
  • Business valuation experienced preferred
  • Excellent communication, interpersonal skills, time management and organization skills
  • A demonstrated ability to effectively organize, prioritize and manage multiple priorities under tight deadlines
Qualifications for advisory services staff
  • Familiarity with budgeting, planning and forecasting concepts
  • Ability to go deep into the details as warranted – both a planner and a “doer”
  • Undergraduate degree in accounting or finance and 2+ years of experience
  • Strong desire and proven ability to drive and lead corporate accounting processes
  • Proven ability to communication and interact in a highly professional manner
  • Manage accounting assistants and bookkeepers

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