Manager Business Advisory Services

Job Function

The Business Advisory Services Manager has shared responsibility for the overall operation of the Firm’s Business Advisory Services department from a staff management, project service and delivery perspective.

Professional Responsibilities

• Reports departmental performance to management and offers suggestions about department strategy and resource utilization
• Determine and suggest new processes to help efficiency
• Relies on extensive experience and judgment to plan and accomplish goals
• Serves as departmental role model by adopting CDH core values and the Firm’s Five Star philosophy specifically in the areas of providing outstanding service to existing and potential clients; communicating effectively with team members and fostering a spirit of teamwork and continuous improvement
• Hires, supervises, trains, mentors and develops all levels of department staff
• Participates in firm-wide leadership activities including monthly and annual staff meetings, performance meetings, recruitment activities and other duties necessary to advance departmental and firm initiatives
• Involved with engagement budgeting, delegating and monitoring workloads, along with providing training and feedback
• Informs principal-in-charge of any potential issues and pro-actively attempts to resolve any conflicts
• Strong project management and organization skills to oversee the engagement progress
• Leads, manages and supervises the execution of multiple engagements by:
• Serving as the liaison with the clients and CDH by maintaining relationships with clients to help ensure the information flow from the client to the team is efficient
• Reviewing financial statement reports, general ledger maintenance and bank reconciliations prepared by department
• Assisting and reviewing client financial transactions records
• Compiling and reviewing financial reports for client management, such as cash revenue and expenditure analysis, accounts payable and receivable
• Reviewing the maintenance of cash, accounts receivable and accounts payable, inventory ledgers and other full-scare bookkeeping responsibilities
• Reviewing financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
• Assisting clients and team with utilization of accounting software
• Reporting organization’s finances to client’s management, and offering suggestions about resource utilization, tax strategies, and assumptions underlying budget forecasts
• Complies with federal, state, and company policies, procedures, and regulations
• Possesses knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data
• Understands the implications of new information for both current and future problem-solving and decision-making
• Ability to determine how a client’s system should work and how changes in conditions, operations, and the environment will affect outcomes
• Frequently works with Microsoft Excel, Word, Outlook, ProFx, QuickBooks, Sage 50, Sage Intact and Bill.com
• Proficient with Excel, Word, and ability to learn and train/supervise others on data extraction and other softwares used
  

Personal Responsibilities

• Attend professional development and training sessions on a regular basis, along with directly educating the department
• Follow and promote CDH Core Values and Five Star philosophy, including excellent client service, communication and interpersonal skills
• Maintain and expand knowledge base in area of expertise
• Take proactive career steps by being involved with business development and networking, on an ongoing basis
  
  

Qualifications

• Bachelor’s Degree in accounting or related field
• Current CPA license preferred
• 5 years of public accounting experience or 8 years of industry experience
• Accounting software experience
• Federal and state tax knowledge a plus
• Native and/or Business level Japanese language skill a plus
• Ability and willingness to travel to clients occasionally within the Firm’s market area
  
  

Bonus

• Eligible for annual discretionary bonus, depending on individual and company performance
• Employee must be actively employed at the time the bonus is distributed
  
  

Benefits That Go Beyond a Paycheck

We are an equal opportunity employer. EEO/AA/D/V/F