ExecutivePlacements.com · 3 days ago
Remote Manager of Advisory Services
United States
Full-time
Remote
Mid, Senior Level
4+ years expExecutivePlacements.com is currently seeking a Manager of Advisory Services to assist nonprofit organizations with financial management and strategic advisory services. The role involves engaging with clients, developing reporting packages, and leading a team to drive impactful change in the nonprofit sector.
Human ResourcesOnline PortalsRecruiting
Responsibilities
Review financial reporting packages and work papers for quality, completeness, and timely delivery
Prepare and analyze benchmarking data and key performance indicators to support client insights
Present completed reporting packages and findings to clients as directed
Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms
Provide technical accounting support to clients and their teams on complex issues
Identify operational inefficiencies through client discovery sessions and recommend actionable improvements
Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters
Qualification
Required
Bachelors degree in Accounting, Finance, Business
46 years of experience in public or private accounting
3+ years managing associates and/or teams
Proficiency in financial reporting and analysis
Strong planning, prioritization, and organizational skills
Strong project management and relationship-building skills, with a client-first mindset
Excellent written, verbal, and presentation skills
Proficiency in accounting software, specifically, Intaact, QuickBooks Online, Netsuite, Bill.com, Microsoft Office Suite
Demonstrated ability to influence others and promote constructive change
Ability to travel up to 10%
Preferred
Professional certification (e.g., CPA, CMA) preferred
Benefits
8 health plan options (both HMO & PPO plans), dental and vision coverage.
Opportunity to enroll in HSA with potential Firm contribution.
Employee Assistance Program.
401(k) savings plan & profit share with Firm matching contribution.
Flexible time off, family care leave, parental leave.
Education & certification assistance.
Cell phone reimbursement and travel rewards.
Voluntary benefit offerings including critical illness & accident insurance and legal services.
Company
ExecutivePlacements.com
Online recruitment
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase