Platform Accounting Group · 7 hours ago
Business Advisory Manager
Santa Rosa, CA
Full-time
Onsite
Senior Level
$95K/yr - $164K/yr
6+ years expPlatform Accounting Group is a rapidly growing professional services firm providing various services to small and medium-sized businesses. The Business Advisory Manager will oversee client financial operations, lead senior accountants, and serve as the primary point of contact for key client engagements, ensuring accurate financial reporting and high-quality client service.
AccountingAdviceConsultingFinancial Services
Responsibilities
Prepare or review financial statements, management reports, and supporting schedules
Oversee bank reporting and compliance requirements
Manage risk and insurance coordination for clients
Review inventory cost accounting, including winery production and cost allocations
Perform or review recurring financial deliverables for accuracy and timeliness
Serve as the primary client contact, maintaining clear and consistent communication
Provide advisory guidance and strategic insights aligned with client goals
Act as a Controller-level resource, helping clients strengthen accounting systems and financial operations
Supervise senior accountants and review work prepared by senior and staff-level team members
Provide ongoing feedback, coaching, and support to enhance performance
Ensure deliverables meet AWG’s standards for quality and accuracy
Oversee the design, enhancement, and implementation of accounting systems and processes
Establish and maintain policies, procedures, and internal controls
Identify operational inefficiencies and recommend improvements to increase accuracy and productivity
Qualification
Required
6+ years professional accounting experience with a strong background in financial reporting, cost accounting, and GAAP compliance
Experience in the wine industry is required
Skilled in inventory accounting (preferably winery-specific)
Superior accuracy and technical expertise, knowledge of client industries
Excellent communication, attention to detail, strong analytical skills
Expert use of accounting software & systems, and ability to learn new systems quickly
Excellent customer service and interpersonal skills
Proactive problem solving and project management
Bachelor's degree required
Preferred
CPA preferred
Benefits
Tremendous opportunity for advancement within a rapidly growing professional services firm
Ongoing informal and formal training and development
Very competitive compensation
401(k) and medical benefits
Firm sponsored continuing education
Company
Platform Accounting Group
Platform Accounting Group specializes in accounting, mergers, acquisitions, tax advisory, and business consulting services.
1001-5000 employees
H1B Sponsorship
Platform Accounting Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (2)
2023 (2)
Funding
Current Stage
Late StageTotal Funding
$85MKey Investors
The Cynosure Group
2024-02-06Private Equity· $85M
Leadership Team
Reyes Florez
Founder & CEO
Recent News
Accounting Today
2024-05-05
Business Wire
2024-05-05
Company data provided by crunchbase