Revenue Advisory Accounting Manager

Company Overview:
Our client is a well-established, Fortune 500 technology-enabled financial services organization experiencing ongoing growth and transformation. The company fosters a collaborative and dynamic culture with strong leadership and opportunities to impact enterprise-level accounting operations. This is an opportunity to join a high-performing Controllership group within a top financial services leader, known for its strong investment in people, scalable systems, and continuous improvement culture.

Position Summary

Reporting to the AVP of Advisory Revenue, his role is responsible for maintaining accurate accounting records and delivering actionable insights tied to advisory revenue, regulatory accounting, and related production expenses for the enterprise and its subsidiaries.

The ideal candidate is a hands-on accounting leader with a strong understanding of financial reporting, internal controls, and revenue recognition, as well as a proven ability to identify and implement process improvements. This individual will also provide mentorship to accounting staff, partner cross-functionally across Finance and Operations, and play a critical role in supporting audit readiness, system evolution, and acquisition integration.

Key Responsibilities

• Manage the monthly close process, including preparation and review of journal entries, reconciliations, variance analyses, and flux commentaries
• Lead initiatives to streamline close processes, enhance accuracy, and strengthen controls over financial reporting
• Serve as a subject matter expert on processes and systems impacting advisory revenue and regulatory accounting, fostering collaboration with cross-functional partners
• Develop and evolve accounting processes for acquisitions, new products, and system implementations
• Provide leadership, coaching, and mentorship to Associates, Staff, and Senior Accountants within the Advisory Revenue team
• Support financial statement consolidation for actual and forecast data, delivering management-level insights and analysis
• Ensure adherence to established accounting procedures, control documentation, and SOX compliance standards
• Coordinate with internal and external auditors, preparing and reviewing audit schedules and supporting documentation
• Lead or support strategic projects and ad hoc analyses as assigned by management

Qualifications

• Bachelor's degree in Accounting; CPA preferred.
• 5 years of progressive accounting experience; preferred experience in public accounting
• 1 year of leadership experience
• Strong knowledge of internal controls and audit procedures
• Series 99 (or qualifying securities license) required within 120 days of hire
• Financial services and/or broker-dealer experience strongly preferred
• Oracle Financials and advanced Excel skills a plus