Manager, Advisory Job Description

Manager, Advisory Job Description

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Manager, advisory provides estimation and planning across the project lifecycle resulting in project plans and detailed project tracking controls.

Manager, Advisory Duties & Responsibilities

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

Sample responsibilities for this position include:

Work with Senior Managers in assessing the tax risk (including reputational risk) arising from activities across a range of business areas
Liaise with other tax teams on a variety of transactions and to ensure they are made aware of relevant deals and issues
Assist in identifying and communicating relevant technical developments to the business
Advising on the tax treatment of products and services offered within the Private Banking business division appropriate policy and controls to ensure tax risks are managed
Manage the successful delivery of statutory projects, ensuring technical excellence and practical/business driven approach taken
Manage account opening for Donor Accounts and inter-departmental communication to execute this process
Manage donation disbursement requests from SymAsia Foundation’s donors and liaising with respective beneficiaries and official charity reporting bodies for proper due diligence
Proactively resolve administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions
Contribute to team efforts by accomplishing related results as needed and carries out any other duties within the scope, spirit and purpose of the job
Participate in meetings and conference calls with target company management and with client personnel

Manager, Advisory Qualifications

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

Licensing or Certifications for Manager, Advisory

List any licenses or certifications required by the position: CPA, PMP, CISSP, CISA, CISM, CIA, II, PRINCE, CTP, FRM

Education for Manager, Advisory

Typically a job would require a certain level of education.

Employers hiring for the manager, advisory job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Business, Finance, Computer Science, Engineering, MBA, Education, Information Systems, Economics, Management

Skills for Manager, Advisory

Desired skills for manager, advisory include:

Project lifecycle
Demonstrated experience in project management processes and methodologies
Demonstrated experience in the development project lifecycle
Project lifecycle methodologies
Banking – products
Channels
Digital campaign optimization
Operating model
Operations and technology
Risk & controls

Desired experience for manager, advisory includes:

Knowledge SEC and ERISA rules and regulations
Experience in managing transactions, including analysing information, identifying key issues, reviewing transaction documentation, liaising with clients, supervising a team
ACA, ACCA or other accounting qualification
Strong IT skills (especially Microsoft Excel, Word and PowerPoint)
Excellent communication skills - whether addressing a subject matter expert
ACA or ACCA qualified with minimum 2 to 3 years' pqe

Manager, Advisory Examples

1

Manager, Advisory Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of manager, advisory. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for manager, advisory
  • Developing and executing the marketing strategy for assigned practice areas
  • Creating compelling inbound and outbound marketing campaigns that leverage the Firm’s CRM and campaign management tools to produce leads for practice and business development professionals
  • Executing hosted events, affiliated-marketing activities, conferences, sponsorships, and webinars to maximize lead generation
  • Understanding the target markets, business triggers, and buyer purchase behavior and enhancing the practice messaging platform, collateral and thought leadership content
  • Collaborating with other marketing professionals to drive persuasive public relations, thought leadership, social media, and internal communications
  • Managing the practice marketing budget and monthly reporting of marketing activities
  • Design and implement future state Treasury frameworks from payment connectivity through to standing up a new Treasury department
  • Coordinate and manage the team to meet commitments to the client
  • Provide guidance to the juniors in the team
  • Your strong investigative techniques, analytical mindset and holistic view coupled with your experience within a Corporate Treasury team will set you up for success in this role
Qualifications for manager, advisory
  • Strong communication skills, conflict management
  • High ability of decision-making, leadership and mediality
  • Ability of creative solutions to problems
  • Ability to single handled multi-task and to maintain focus in completing major activities within timescales
  • VMS Migration
  • Infrastructure set up
2

Manager, Advisory Job Description

Job Description Example
Our company is growing rapidly and is hiring for a manager, advisory. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for manager, advisory
  • Commercially minded with a good knowledge and experience of financial services taxation
  • Advice on emerging regulatory requirements
  • Provision of regulatory support and guidance
  • Reviews of risk management and compliance arrangements and effectiveness of control functions
  • Development of risk and compliance arrangements and controls assurance frameworks
  • S166 Skilled Person work on a variety of areas such as client assets, governance, suitability of advice and prudential matters
  • Provide management with facts and analyses that outline solutions and drive process improvement, cost reduction and improved risk management
  • Serve as process consultant, across operations and finance to improve and standardize processes
  • Prepare and provide written and oral reports, communications and/or presentations to management presenting observations and facilitating management action plans
  • Utilize data analysis techniques and software to evaluate and monitor financial and operational risks
Qualifications for manager, advisory
  • Have excellent interpersonal skills and have the ability to work to tight deadlines
  • Between 4 and 6 years in a Big 4 audit firm in the field of the audit of local and international firms
  • Manage international engagements teams
  • Excellent written and spoken French and English are required, German is an asset
  • Experience in a finance department or consolidation is helpful
  • Bachelor's Degree in business, accounting, finance, computer science, information systems, engineering, or a related discipline and 4 plus years of related work experience
3

Manager, Advisory Job Description

Job Description Example
Our growing company is looking for a manager, 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 manager, advisory
  • Motivate the team through coaching, career planning and setting educational objectives
  • Observe and evaluate performance and provides feedback
  • Provide communication and training to representatives around procedures and tools
  • Provide constructive feedback on a developing system of incentives and internal recognition for hard work and success’
  • Manages key metrics and KPI’s to guide team to goals and targets
  • Participate in business development activities, meet with prospective/current clients to develop program plan
  • To be able to identify and deliver finance and accounting advisory services
  • To understand the needs of modern finance departments (internal controls, technical advisory, faster close, consolidation, management reporting, working capital)
  • To be able to develop effective business relationships with CFOs
  • ACCA or other professional certification
Qualifications for manager, advisory
  • Bachelor’s Degree (Technical) required
  • Understanding of investment concepts and structures
  • A bachelor’s degree in economics or finance or law or any related qualifications
  • 5+ years’ experience in public accounting or related area
  • Ideally will have previous experience with monitoring upcoming Regulatory Developments
  • Bachelor’s degree from an accredited college in an appropriate field preferred
4

Manager, Advisory Job Description

Job Description Example
Our company is growing rapidly and is looking for a manager, 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 manager, advisory
  • Provide technical support, leadership, and guidance to more junior members of the team, helping them to expand their own knowledge base within the Compliance function
  • Identifying key accounting issues and reporting on results/ key findings
  • Writing detailed reports and conducting analysis on due diligence principles
  • Evaluating historical financial performance, including sustainable earnings and working capital
  • Assessing financial projections focused on major assumptions and comparisons to historical results
  • Assisting Partners with proposals and assigned projects
  • Providing mentorship to junior staff and guiding them on projects as needed
  • Networking with potential clients and assisting with speaking engagements
  • Draft fact sheets summarizing data relevant to the evaluation of conflicts of interest, including researching internal databases to identify specific services offered to relevant parties
  • Facilitate internal calls/communications involving the PSR, Professional Services Director, representatives from RRLA, Independence, engagement team members, , to discuss potential conflicts of interest
Qualifications for manager, advisory
  • 6+ years of experience in business consulting, corporate strategy, business re-engineering
  • Five (5) or more years experience in consulting related to healthcare operations, finance or auditing required
  • Financial or economic analysis, business valuation or public accounting experience preferred
  • Manage a team that advises line managers on general HR and employment aspects, including performance management, employment law, employee engagement, and reward and recognition
  • A sound understanding and proven track record implementing HR processes
  • Change management experience, including the introduction of new working practices
5

Manager, Advisory Job Description

Job Description Example
Our growing company is hiring for a manager, 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 manager, advisory
  • Demonstrated ability to develop lasting relationships with senior executives of leading organizations
  • Develop and manage the Enterprise Data Security Plan
  • Develop and manage the Design and Implementation Standards for enterprise projects
  • Establish a common data architecture and enterprise modeling
  • Develop data and interoperability standards
  • Develop, document, maintain and update the Information Architecture (IA) for the enterprise in accordance with the MITA Framework
  • Document the Conceptual Data Model (CDM) component of the IA for the data and relationships used in the Medicaid Enterprise business processes
  • Lead the documentation of the Logical Data Model (LDM) for the Medicaid Enterprise business processes, including entities, attributes, properties, relationships, definitions, domains, related standards, and entity- relationship diagrams (ERDs)
  • Develop a Technical Management Strategy that includes a technical management approach, transformation challenges, technical services governance, collaborative governance, current technical principles, and technical goals and objectives
  • Develop, document, maintain and update the Technical Architecture (TA) documentation for the Medicaid Enterprise in accordance with the current MITA Framework including the Business Services, Technical Services, Application Architecture, and Technical Capability Matrix (TCM) components of the TA
Qualifications for manager, advisory
  • Proven track record for implementing and administering performance review and development planning processes
  • The ideal candidate for the Manager position will have at least 5-7 years of audit and/or financial accounting due diligence experience at a Big Four accounting firm
  • Prior webhosting experience in a high volume operations and sales environment
  • Demonstrated Leadership abilities and to be achievement oriented
  • Advanced knowledge of standard web technologies (servers, domains, email, and FTP)
  • Experience and exposure to documenting and improving processes

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