Associate / Senior Advisory Job Description

Associate / Senior Advisory Job Description

171 votes for Associate / Senior Advisory
Associate / senior advisory provides clear, concise technical guidance for divisional accounting, reporting and disclosures consistent with GAAP, SEC and statutory accounting.

Associate / Senior Advisory Duties & Responsibilities

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

Sample responsibilities for this position include:

Variety - An impressive list of high profile clients across a range of sectors which you will be involved in advising
Opportunity – the opportunity to further deepen your existing technical accounting knowledge but importantly to develop these and see things from a client perspective which requires practical, commercial and implementation skills
Support - We work as a team and support each other both on a day-to-day basis and through a tailored programme of training
Enjoyment - We work in an informal atmosphere where you are encouraged to be dynamic, flexible and imaginative with the emphasis always on serving clients’ needs
Assisting project teams in the process of delivering high quality advice and service to clients
Drafting and appraisal of business plans, information memoranda and spreadsheet based financial models
Contribution to marketing and business development opportunities and day to day management of projects
Serve as a trusted business adviser to client
Think strategically about project enhancements and be able to embrace and manage change
Assist in developing drafts of client worthy materials

Associate / Senior Advisory Qualifications

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

Licensing or Certifications for Associate / Senior Advisory

List any licenses or certifications required by the position: CPA, CIA, CISA, CFE, CISSP, LEAN

Education for Associate / Senior Advisory

Typically a job would require a certain level of education.

Employers hiring for the associate / senior advisory 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, Business, MBA, Mathematics, Economics, Computer Science, Engineering, Taxation

Skills for Associate / Senior Advisory

Desired skills for associate / senior advisory include:

Consumer business
Insurance is an advantage
Programing and accounting
Real estate
Specific industries
Internal accounting controls

Desired experience for associate / senior advisory includes:

Top performer (1 or 2 rating)
Bachelor’s degree in Accounting (CPA eligible) required
3 years experience in public accounting or a related field
Strong computer and technical skills including, must be highly proficient in Excel
3+ years of experience in public accounting or finance work experience in preferred
Financial Due Diligence experience for private equity and strategic buyers is preferred

Associate / Senior Advisory Examples


Associate / Senior Advisory Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of associate / senior advisory. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate / senior advisory
  • Designing and implementing new cross-cutting initiatives and engagement techniques to bridge research, policy and practice in partnership with the Communications Team and other senior scholars
  • Supporting the development of communities of practice through the Pay for Success Initiative and expanding uptake of evidence-based policies
  • Planning meetings and coordinating events with major funders, and convening researchers to share insights and integrate knowledge about cities
  • Synthesizing research to make actionable policy recommendations
  • Assist in the origination and executive of M&A transactions in the Greater China region
  • Assist Associate Director in developing / implementing new service initiatives and building up / maintaining client relationship
  • Assist Associate Director in managing M&A transactions, including but not limited to carrying out strategy work, preparation of Information Memorandum/Business Plan, conducting research, prepare documentation for and advising on M&A transactions
  • Market M&A services and develop service proposals
  • Support our Management team as part of the support team on projects to prioritize work tasks, ensure project milestones and deadlines are met, and ensure work products meet quality standards
  • Leading IT risk assessments ranging from internal audits, system implementations and specialized IT areas (security, basis, access provisioning)
Qualifications for associate / senior advisory
  • CPA and other relevant professional certifications preferred
  • Four plus years of audit and/or transaction advisory experience within various industries
  • Ability to work additional hours as needed and travel out-of-town to clients as required
  • Five to six years of audit and/or transaction advisory experience within various industries
  • Three years of financial audit experience with a public accounting or advisory firm, or three years of financial reporting and consolidations experience with a Fortune 500 organization
  • Bachelor’s degree in Accounting from an accredited college/university or CPA eligible

Associate / Senior Advisory Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of associate / senior advisory. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for associate / senior advisory
  • To undertake complex tax compliance and advisory tasks for clients under some supervision
  • To take responsibility for the management of their own client portfolio
  • To support both Managing Directors and Directors to further develop tax products and services
  • To work as part of a team and add to the team spirit
  • To have a strong knowledge of industry sectors in which our clients operate, the business issues facing them and our service lines
  • To supervise, coach and nurture trainees
  • Keeps engagement Management informed on workload and assigned project progress
  • May supervise lower level staff, as needed
  • Has achieved, or is close to achieving, recognized industry credentials (i.e., CPA/CFE)
  • Monitors clients' financial investment portfolios to provide updates and progress reporting, rebalancing of asset allocation model and implementing of recommendations for portfolio rebalancing
Qualifications for associate / senior advisory
  • Three or more years of relevant Corporate Finance experience
  • Master’s degree or in the process of completing a finance related qualification
  • A strong drive to deliver quality work
  • Strong skillset in strategic and financial analysis of companies and projects
  • Strong skillset in Excel modelling
  • A good understanding of funding structures and financial scenario analysis

Associate / Senior Advisory Job Description

Job Description Example
Our company is hiring for an associate / senior advisory. 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 associate / senior advisory
  • Uses various tools (e.g., Morningstar Workstation, fi360) to research and provide investment portfolio analysis
  • Assists senior advisors with the development of comprehensive financial plan for clients to identify opportunities and make recommendations, selecting appropriate investment and insurance products compatible with the client's goals, risk tolerance, time horizon and expected rate of return
  • Facilitates best practices and assists in monitoring and satisfying compliance requirements
  • Learn the growth process (identify and communicate growth opportunities)
  • Collaborate and communicate with client and team member in a professional manner
  • Actively sit and pass the CPA/CFP/CFE examination
  • One will assist with core financial due diligence, helping to identify key risks and potential deal breakers
  • After an investigative analysis, this person will assist in the construction of deal oriented reports and presentations for clients
  • One will participate in meetings and conference calls with target company management and with client personnel
  • One will assist with building / maintaining client relationships
Qualifications for associate / senior advisory
  • Ambitions to grow within the role and take more and more responsibility for projects
  • Three plus years in public accounting, preferably with a Big Four or Regional Firm
  • CPA certification or candidate
  • Strong skills in Corporate compliance, Multi-State Taxation (apportionment, nexus, and/or controversy resolution) and ASC 740 (FAS109)
  • Corptax, OneSource, and/or TaxStream experience desired
  • Strong skills in tax research and writing

Associate / Senior Advisory Job Description

Job Description Example
Our company is looking to fill the role of associate / senior advisory. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for associate / senior advisory
  • Develop and implement staffing allocation strategies to ensure maximum utilization and profitability for Advisory engagements
  • Maintain an understanding of Advisory terms and concepts to align proper employee skill sets to engagement staffing requirements
  • Work with Advisory professionals to understand career aspirations and to align those desires with career development opportunities
  • Proactively support practice leaders to develop action steps for producing optimal business results based on client expectations
  • Quickly scope and analyse challenging problems in rapidly changing situations to enable the development of innovative solutions around risk-based strategic planning and capital allocation, risk transfer, risk technology and streamlining of governance processes for our global clients
  • Build strong, trusted, long term relationships with key stakeholders in major corporates and insurance companies
  • Continuously keep abreast of industry developments, best practice and regulation to form meaningful insights to the benefit of colleagues and clients
  • Take initiative in identifying commercial opportunities within target markets
  • Managing thought leadership initiatives and development of marketing materials in support of new business development
  • Proactively contribute to business development activities including leading the creation of client pitches, presentations and proposals
Qualifications for associate / senior advisory
  • Ability to work in partnership with researchers policymakers and practitioners
  • Strong writing ability and effective presentation skills
  • Political awareness and a high level of professionalism
  • Enthusiasm for exploring, testing, and refining new roles and activities
  • Bachelor degree or above, major in accounting, finance, economics, business administration or MBA with recognized financial / accounting qualifications
  • Understand valuation techniques, building of cashflow model

Associate / Senior Advisory Job Description

Job Description Example
Our growing company is looking for an associate / senior advisory. 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 associate / senior advisory
  • Managing/assisting in transaction advisory engagements, providing financial due diligence assistance to clients including companies, private equity investors and lenders
  • The role will include interaction with the client and other stakeholders on a day to day basis to request and compile the necessary information for the engagement
  • Delivery of varied projects and engagements with financial Advisory assignments including Transaction Services but also partly Corporate Finance, Debt Restructuring, Company Reviews)
  • Assist in the delivery and review of Financial modelling, including the interrogation of complex models
  • Report writing and presentation of findings and recommendations to clients
  • Working alongside and developing junior colleagues
  • Contributing to the development of fee generating opportunities and the continuous improvement of our own service delivery and practice
  • Provide support and assistance to the senior members of the team
  • Participate in client engagements and work streams related to strategy improvement and purchase-to-pay (P2P) services procurement transformation, category management, contract management processes and supplier selection
  • Serve as a resource and key team member on projects and help ensure timely delivery of results
Qualifications for associate / senior advisory
  • Exposure in IPO, code on M&A and relevant regulatory requirement
  • Excellent analytical, communication, interpersonal and presentation skills
  • Excellent standard of integrity
  • Proficiency in spoken and written English and Chinese, fluency in Putonghua is a plus
  • Hands-on ETL and querying experience within SQL
  • Must demonstrate good organizational skills to meet tight reporting deadlines

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