Source Job

US

  • Review financial reporting packages and work papers.
  • Prepare and analyze benchmarking data and key performance indicators.
  • Lead and coach staff and senior accountants.

Accounting Finance Financial Reporting Analysis Microsoft Office

15 jobs similar to Manager, Advisory Services

Jobs ranked by similarity.

US

  • Review financial reporting packages and work papers.
  • Prepare and analyze benchmarking data and key performance indicators.
  • Provide technical accounting support to clients on complex issues.

Wipfli is an accounting firm that helps organizations thrive through financial excellence. They are a large company that believes in flexibility and focuses on relationships.

US

  • Lead client advisory engagements at a CFO-level, delivering strategic financial insights and operational guidance.
  • Drive change management initiatives through technology, standardized processes, and best practices.
  • Build and maintain trusted relationships with client executives by understanding their business goals.

Wipfli is a company where people are core to everything they do, creating exceptional impact and extraordinary results. They believe in flexibility, focus on relationships, and encourage individuals to follow their own path, offering a career-defining opportunity.

US

  • Serve as the day-to-day point of contact for the Bank’s outsourced finance team across AP, AR, GL, Fixed Assets, and Financial Reporting.
  • Establish and manage SLAs, KPIs, risk controls, and escalation protocols with the service provider.
  • Drive efficiency initiatives across the finance value chain, focusing on automation and digital transformation.

Jobgether is a company that helps candidates get hired. They use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

US

  • Conduct comprehensive financial analysis to support strategic decision-making.
  • Manage and analyze headcount plans, movement, and analysis.
  • Prepare monthly, quarterly, and annual financial reports and presentations.

Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and insurance, all managed by a single team. They serve over 31,300 families in more than 90 cities across the U.S. and are ranked the #1 RIA Firm in the nation by Barron’s.

US

  • Lead and manage the full-cycle accounting process.
  • Ensure timely and accurate financial statement preparation in accordance with US GAAP.
  • Drive process improvements within the finance department.

Jobgether is a platform that uses AI to match candidates with jobs and ensure applications are reviewed quickly, objectively, and fairly. They utilize AI tools to assist the recruitment team, but final hiring decisions are ultimately made by humans.

$97,000–$145,000/yr
US

  • Manage audit, review, and compilation engagements while overseeing multiple teams.
  • Partner with Senior Managers, Directors, and Partners in risk assessment, audit procedures, and reporting.
  • Oversee daily operations of the audit engagement from staffing and planning to financial reporting.

Jobgether is a platform posting this job on behalf of a partner company. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly.

US

  • Manage audit, review, and compilation engagements and multiple teams.
  • Oversee daily operations of the audit engagement, including staffing and financial reporting.
  • Assist clients with GAAP compliance and adoption of FASB Accounting Standard Updates.

Jobgether is a platform that connects job seekers with companies. They utilize AI-powered matching to ensure applications are reviewed quickly and fairly.

US

  • Prepare financial annual budgets and forecast updates.
  • Manage month-end close process and reporting of monthly financial results.
  • Develop and maintain financial models and analysis.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$104,000–$174,000/yr
US

  • Manages portfolio through knowledge of client’s financial condition.
  • Ensures all advances and loans comply with loan policy.
  • Resolves factoring and asset-based lending service problems.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They are a team of problem solvers and innovators who celebrate differences and believe unique perspectives make them stronger and well-positioned for success.

$1,500–$2,000/mo
US Europe Middle East Africa

  • Oversee and refine existing bookkeeping practices.
  • Prepare comprehensive management reports and financial summaries.
  • Ensure compliance with US and global tax regulations.

We are a diversified and growing company operating in the United States, Europe, the Middle East, and Africa. While we are a fairly new organization, we have a highly experienced team and operate with a global footprint across multiple sectors.

US

  • Develop and deliver enablement resources for Solutions Consultants, Sales, and Customer Success teams.
  • Act as a credible voice for corporate users regarding compliance and disclosure challenges.
  • Collaborate with Sales, Marketing, and Product Development to refine market positioning.

Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$100,000–$115,000/yr
US

  • Develop strong interpersonal relationships with senior leadership
  • Provide business trends and insightful analysis for informed decision-making
  • Manage annual and monthly planning, forecasting, and reporting processes

Jobgether is a platform that helps job seekers find the right opportunities. They use an AI-powered matching process to ensure applications are reviewed quickly and fairly.

US

  • Assists team members with tasks to provide client engagement support.
  • Provides basic administrative support to team members.
  • Creates positive team member experiences, leading to excellent client service.

Ryan is a tax services firm serving the world’s most respected Global 5000 companies. They offer an innovative work environment, accelerated growth path for high performers, and competitive benefits.

$75,000–$90,000/yr
US 3w PTO

  • Comprehensive accounting services, including accounts receivable, accounts payable and payroll processing, general ledger management
  • Prepare month end close workbooks for multiple clients including balance sheet reconciliations culminating in the issuance of monthly financial statements
  • Tracking and reporting of restricted funds in order to prepare a net asset roll forward

Chazin & Company is a woman-owned firm providing virtual accounting and finance solutions for the nonprofit sector. They have been nationally recognized with Best of Accounting awards for Client Satisfaction and Employee Satisfaction in 2023, 2024, and 2025.

US 16w maternity 8w paternity

  • Provide timely, high-quality client service that meets or exceeds client expectations
  • Lead multiple healthcare-focused finance transformation engagements and oversee workstreams
  • Own client relationships and manage engagement economics and resources

Jobgether's AI-powered matching process ensures applications are reviewed quickly, objectively, and fairly against a role's core requirements. Their system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.