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Director Advisory Services Jobs

Vice President, Transaction Advisory Services
By Jobot At Atlanta, GA, United States
Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
Accidental Death & Dismemberment Insurance!
Strong command of Microsoft Word, Excel, and PowerPoint
Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
COVID vaccination required, subject to applicable state and federal law
Vice President, Transaction Advisory Services - Financial Due Diligence!
Transaction Advisory Director (M&A/Pe)
By Gilbert & Robinson Pty Ltd At New York, NY, United States
-Active CPA license or equivalent certification preferred.
-Excellent analytical skills and attention to detail.
Conducting industry- and company-specific business due diligence, including competitor and industry benchmarking in the Healthcare and Industrials sectors
Leveraging market/customer research, trends, and competitor analysis to help clients understand transaction-specific risks and opportunities
Performing in-depth financial modeling to inform client projections around revenue and profit outlook, pipeline sizing, and industry dynamics
Assisting in deal sourcing, target identification, and analysis for proprietary acquisition processes
Director Of Advisory Jobs
By Gilbert & Robinson Pty Ltd At New York, NY, United States
-Active CPA license or equivalent certification preferred.
-Excellent analytical skills and attention to detail.
Conducting industry- and company-specific business due diligence, including competitor and industry benchmarking in the Healthcare and Industrials sectors
Leveraging market/customer research, trends, and competitor analysis to help clients understand transaction-specific risks and opportunities
Performing in-depth financial modeling to inform client projections around revenue and profit outlook, pipeline sizing, and industry dynamics
Assisting in deal sourcing, target identification, and analysis for proprietary acquisition processes
Manager Of Transaction Advisory Services
By Rogers Group Inc. At Nashville, TN, United States
Strong financial modeling skills and proficiency in using financial software and tools.
Exceptional analytical and problem-solving abilities with a keen attention to detail.
Excellent communication and interpersonal skills, with the ability to present complex financial data to non-financial stakeholders.
Comprehensive benefits package, including health, dental, and retirement plans.
Manager of Transaction Advisory Services
Rogers Group provides a safe drug free working environment, extensive benefits, a company vehicle, and strong compensation.
It Auditor-Audit And Advisory Services
By Blue Cross Blue Shield of Michigan At , Detroit
Experience in conflict management skills necessary to resolve issues where corporate areas are in disagreement.
Working knowledge of project audit methodologies, risk management and project management techniques to detect and resolve complex multidisciplinary issues.
Strong understanding of internal controls, risk management and governance
Communicates the results of audits and/or projects in a clear and concise manner to all levels of management.
Bachelor's Degree in Business Administration, Management Information Systems, Computer Science or closely related field is required.
Basic understanding of project management and information technology.
Pepi: Director, Cfo Services--Financial Reporting Advisory (Open To All Us Locations)
By Alvarez & Marsal At San Antonio, TX, United States
Investigate and remediate unexplained EBITDA volatility, unexpected financial results, or unreconciled accounts through advisory or interim management roles
Share knowledge and experience, provide coaching to teammates
Ability to provide valuable insight and improvement initiatives to senior management and board members
Identify knowledge gaps, guide the team to challenge status quo, validate, disprove and/or develop better assumptions
Understanding accounting and finance process flows and how information is consolidated into the general ledger, to ensure improvement and value creation
Leverage previous experience to guide and promote team to think innovatively
Remote Cfo/Controller, Client Advisory Services - Healthcare
By Wipfli At , Remote $85,000 - $160,000 a year
Strong knowledge and experience in health center, physician practice, FQHC, post-acute care, skilled nursing, and/or hospital management.
Superior relationship building skills and account management experience.
Build a trusted advisor relationship with healthcare client executives by gaining an in-depth understanding of their business objectives and management needs.
Experience in developing strong remote team relationships based on trust, accountability, integrity, and sharing best practices.
Ensure client accounting engagements are completed accurately and timely by regularly meeting with engagement managers and teams.
Collaborate with the partner and other managers in making decisions to achieve departmental goals.
Consultant - Government Advisory Services - Remote Eligible
By Eide Bailly LLP At , Minneapolis, 55402 $70,000 - $100,000 a year
Assist with financial management projects, including long-term financial plans, organizational assessments, policy development, and budget preparation and reporting.
You enjoy the challenge of having every day be a "different experience."
You take a creative approach when applying analytical and critical thinking skills to develop solutions to complex problems.
Contribute daily to client engagements, meet client deadlines and propose solutions to client challenges.
Utilize Microsoft Excel advanced concepts to analyze large amounts of financial data.
You enjoy learning about public agency business processes and traveling to different locations to help clients.
Director, Advisory Services Jobs
By Evergreen Money At Miami-Fort Lauderdale Area, United States
Exceptional client relationship management skills.
Led or participated in the structuring of services related to investment management, financial planning, and tax optimization.
Develop, manage, and present comprehensive financial plans for clients.
7+ years of customer-facing investment and financial profiling, planning, and sales experience.
Experience working with data visualization tools and technology to guide customers through their experience.
Excellent writing and verbal communication skills.
Senior Consultant, Accounting And Finance Advisory Services
By Baker Tilly US At New York, NY, United States
Interact directly with managers and partners on matters related to client and engagement management
Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service
Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Actively participate in projects focused on the following service offerings:
Demonstrate excellent team skills, positive attitude and high ethical standards
2-4 years' experience in a large accounting firm in audit, financial advisory service line
Associate Director – Advisory Jobs
By Proven Recruiting At San Diego, CA, United States
6+ years of experience from finance, accounting or consulting (public accounting experience preferred)
Compensation is determined by several factors which may include skillset, experience level, and geographic location
Bachelor's in Accounting, Finance, Economics or similar field required, CPA is a plus
Excellent communication and interpersonal skills
A passion for problem solving and a strong analytical skills
Supportive leadership: you’ll be directly reporting to a competent, devoted and kind manager with a reputation for building successful leaders
Advisory Services Consultant Jobs
By PointClickCare At United States
Understand customer organizational change management needs, with ability to assess organizational readiness for recommendations
Consult with our sales team and customer success managers to transition knowledge gained through engagement and ensure ongoing customer success
Demonstrate an expert knowledge of industry goals, challenges, and key metrics that drive provider success
Demonstrate an expert knowledge of PointClickCare solutions and understand how each can be utilized to optimize customers’ goals
Exceptional communication skills both written and verbal, with ability to convey recommendations and instill confidence
Post-secondary education in healthcare or regulated health professional designation preferred
Director, Insurance & Risk Advisory Services
By Alvarez & Marsal At Morristown, NJ, United States
Emphasis on core Insurance operations (claims / policy management / underwriting) and performance / process improvement, leveraging deep analytical skills
Excellent interpersonal and communication skills including the ability to articulate to senior members of target management, client representatives and colleagues
Assist clients to develop and deploy target operating model plans including strategy development, business functions analyses, change management, and program execution
Deliver on private equity focused initiatives (interim management, strategic planning, capital management, business transformation, performance improvement)
Proactively manage client’s expectations, anticipate project risks, obstacles, and develop contingency plans
Manage and develop client relationships for long term opportunities.
Digital And Technology Services – Erp Advisory, Corporate Performance Improvement Team
By Alvarez & Marsal At New York, NY, United States
Technology Investment Management and Cost Takeout
ERP Strategy – ERP assessment, planning, process improvement, experience with various ERP systems (e.g. SAP, Oracle, Microsoft Dynamics, NetSuite, Workday)
4-12 years of professional consulting or relevant industry experience
Experience in any of the following industries preferred:
Demonstrated experience in managing projects and directly supervising project resources
Serve as Project Lead and/or Subject Matter Advisor on A&M’s Digital and Technology Services oriented client projects
Vice President, Esg/Sustainability Advisory And Consulting Services
By Kroll At Atlanta, GA, United States
Knowledge of, and familiarity with, TCFD reporting requirements and climate-related ISO and COSO frameworks strongly preferred
GHG accounting experience with financial institutions under Scope 3 Section 15 preferred
Experience conducting scenario analyses under TCFD preferred.
GHG Accounting, FSA Level 1 & 2, or GRI certification preferred
Strong Excel & Microsoft Word skills
Strong analytical, critical thinking and problem-solving skills, as well as strong verbal and written communication skills
Vp Advisory Jobs
By Corbin Advisors At Farmington, CT, United States
· Significant client relationship building, influencing, and management experience
· Wall Street research analyst, investment banking and/or investor relations experience
· 10+ years relevant work experience
· Exceptional and demonstrated understanding of how strategy and business execution impact financial performance and value creation
· Proven track record in planning, leading, and executing sophisticated programs and projects in high growth environments
· Bachelor’s degree: CFA, CPA and/or MBA preferred
Director Of Kyc Advisory
By Hamlyn Williams At New York City Metropolitan Area, United States
Lead the implementation of any new or improved US regulatory requirements, policies and/or procedures
Manage and supervise daily reports of daily transactions and customer uploads
Knowledge of US AML/BSA and OFAC regulations
Review and validate high-risk KYC files to ensure completeness and compliance aligned with Bank and regulatory standards.
Review and advise regulatory guidance to the Bank staff on proposed transactions and activities
Support Front Office on specific questions or queries related to AML, proposed customers and transactions
Director - Project Advisory
By SOCOTEC At Atlanta, GA, United States
B.S. in Engineering or Construction Management or equivalent work experience
Support monthly OAC meetings and lead Client Sr. Management communication
Oversite of project schedule management processes
Working knowledge of building design parameters including structural, architectural, electrical, waterproofing and MEP systems
5 to 7 years of construction related experience
Project set up including scope, reporting and document retention
Advisory Council - Non-Executive Director
By Climate Arc At New York, United States

About Climate Arc Climate Arc is a philanthropic organization working to accelerate corporate climate action by unlocking the trillions of dollars of private capital required to meet global ...

Consultant - Government Advisory Services - Remote Eligible
By Eide Bailly LLP At Lake County, OH, United States
Assist with financial management projects, including long-term financial plans, organizational assessments, policy development, and budget preparation and reporting.
You enjoy the challenge of having every day be a "different experience."
You take a creative approach when applying analytical and critical thinking skills to develop solutions to complex problems.
Contribute daily to client engagements, meet client deadlines and propose solutions to client challenges.
Utilize Microsoft Excel advanced concepts to analyze large amounts of financial data.
You enjoy learning about public agency business processes and traveling to different locations to help clients.

Are you looking for an opportunity to make an impact in the world of financial services? We are looking for a Director of Advisory Services to join our team and provide strategic guidance to our clients. You will have the opportunity to work with a diverse range of clients and help them make informed decisions about their financial future. If you have a passion for helping others and a strong background in financial services, this could be the perfect role for you!

Overview The Director of Advisory Services is responsible for providing strategic and operational guidance to clients in order to help them achieve their goals. This role requires a strong understanding of the client’s business, industry, and market, as well as the ability to develop and implement effective strategies and solutions. The Director of Advisory Services is also responsible for managing and developing relationships with clients, and providing ongoing support and guidance. Detailed Job Description The Director of Advisory Services is responsible for providing strategic and operational guidance to clients in order to help them achieve their goals. This role requires a strong understanding of the client’s business, industry, and market, as well as the ability to develop and implement effective strategies and solutions. The Director of Advisory Services is also responsible for managing and developing relationships with clients, and providing ongoing support and guidance.

The Director of Advisory Services will:

• Develop and implement strategies and solutions to help clients achieve their goals
• Analyze and evaluate client data and information to identify opportunities for improvement
• Develop and maintain relationships with clients to ensure their satisfaction
• Provide ongoing support and guidance to clients
• Monitor and report on progress of client projects
• Identify and address potential risks and issues
• Develop and manage budgets and timelines
• Ensure compliance with applicable laws and regulations
Job Skills Required
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving skills
• Ability to develop and implement strategies and solutions
• Knowledge of relevant laws and regulations
• Ability to manage budgets and timelines
• Ability to work independently and as part of a team
• Knowledge of the client’s industry and market
Job Qualifications
• Bachelor’s degree in business, finance, or related field
• 5+ years of experience in advisory services
• Professional certification (e.g. CFA, CPA, etc.)
Job Knowledge
• Knowledge of relevant laws and regulations
• Knowledge of the client’s industry and market
• Knowledge of financial analysis and reporting
• Knowledge of budgeting and forecasting
Job Experience
• 5+ years of experience in advisory services
• Experience in developing and implementing strategies and solutions
• Experience in managing budgets and timelines
• Experience in developing and maintaining relationships with clients
Job Responsibilities
• Develop and implement strategies and solutions to help clients achieve their goals
• Analyze and evaluate client data and information to identify opportunities for