Advisory Manager - UHNW United States Advisory – Business Enterprise Services Team (BEST)

The Advisory Manager will be responsible for providing comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. This role will involve outsourced accounting services, cash flow modeling, and financial reporting. The manager will also represent companies in securing loans and financing, developing succession plans and exit strategies, and supporting company growth through tax planning, risk management, system and processes optimization, and merger and acquisition integration. The Business Enterprise Services Team (BEST) works with clients on their ERP system implementation needs, introducing and utilizing technology to streamline their accounting processes and procedures.