Senior advisory job description
Updated March 14, 2024
11 min read
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Example senior advisory requirements on a job description
Senior advisory requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in senior advisory job postings.
Sample senior advisory requirements
- Bachelor's degree in a relevant field.
- At least 7 years of experience in a relevant field.
- Excellent analytical and problem solving skills.
- Ability to interpret and analyze data.
- Knowledge of relevant industry regulations.
Sample required senior advisory soft skills
- Excellent communication and interpersonal skills.
- Strong organizational and time management skills.
- Ability to work independently and in a team environment.
- High level of attention to detail and accuracy.
Senior advisory job description example 1
Battery Research & Testing senior advisory job description
What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more.
B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
BPM's Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsource accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.
In addition, as part of the Advisory Service Line, our 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.
You Have (Requirements):BS/BA in Accounting, Finance, or Business ManagementA desire to pursue your CPA.Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems. Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.Working knowledge of Bill.com, Expensify, and/or Concur is a plus.Demonstrated leadership experience.Excellent oral and written communication skills.Able to work with multiple clients and projects concurrently.Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.Knowledge of GAAP is preferred.
You Will (Job Responsibilities):Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.Work on engagement teams and support managers on small to mid-size private company management and compilation reports.Participate in multiple engagements and interact with client personnel throughout the implementation. Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client's expectations. Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.Participate in special projects for our clients that provide further growth and learning experiences, as needed.
LinkedIn Code: #LI-CJ1
Wondering if you should apply?
BPM is powered by knowledgeable, enthusiastic, and forward-thinking people committed to developing a culture of inclusion. We recognize, develop, and empower talent and encourage diversity of thought. Your point of view, skillset and experience will only make us stronger, so if you're eager to share new ideas and try new things, we want to hear from you.
***************
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third party resume submissions will be considered property of BPM and will not be acknowledged or returned.
BPM COVID Vaccination Policy
Effective July 1, 2021, only fully vaccinated employees will be permitted to enter our offices until further notice. Fully vaccinated means there has been a 2 full week period since the last vaccine. All employees must wear a mask until further notice.
B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.
We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.
While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. BPM offers a rich diversity in clients, industries, and overall work. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.
Our initiatives and ideals lead to our continued recognition as one of the “Best Places to Work” in the Bay Area and beyond. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.
BPM's Business & Outsourcing Services team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsource accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.
In addition, as part of the Advisory Service Line, our 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.
You Have (Requirements):BS/BA in Accounting, Finance, or Business ManagementA desire to pursue your CPA.Minimum 4 years' experience in public accounting and/or industry as part of an accounting function.Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems. Experience using QuickBooks, Intacct, NetSuite and/or other accounting platforms.Working knowledge of Bill.com, Expensify, and/or Concur is a plus.Demonstrated leadership experience.Excellent oral and written communication skills.Able to work with multiple clients and projects concurrently.Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.Knowledge of GAAP is preferred.
You Will (Job Responsibilities):Manage accounting services for clients like assist in month-end close, including A/P, A/R, journal entries, account reconciliations and assisting in the preparation of financial statements.Work on engagement teams and support managers on small to mid-size private company management and compilation reports.Participate in multiple engagements and interact with client personnel throughout the implementation. Partner with senior consultants to assess client ERP implementation needs, assist in crafting innovative solutions that span different subject matter domains and implement these plans to exceed the client's expectations. Be a contributing member to the team, soaking up information and competently analyzing and prioritizing information to make appropriate recommendations and suggest solutions.Participate in special projects for our clients that provide further growth and learning experiences, as needed.
LinkedIn Code: #LI-CJ1
Wondering if you should apply?
BPM is powered by knowledgeable, enthusiastic, and forward-thinking people committed to developing a culture of inclusion. We recognize, develop, and empower talent and encourage diversity of thought. Your point of view, skillset and experience will only make us stronger, so if you're eager to share new ideas and try new things, we want to hear from you.
***************
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third party resume submissions will be considered property of BPM and will not be acknowledged or returned.
BPM COVID Vaccination Policy
Effective July 1, 2021, only fully vaccinated employees will be permitted to enter our offices until further notice. Fully vaccinated means there has been a 2 full week period since the last vaccine. All employees must wear a mask until further notice.
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Senior advisory job description example 2
Marcum Technology senior advisory job description
Marcum LLP offers a great career with exceptional benefits.
There's a lot to think about when it comes to launching your accounting career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Responsibilities
Conduct financial advisory due diligence in buy-side and sell-side transactions.
Review target company financial information and other data to identify:
* Historical and projected financial, operating and commercials trends.
* Quality of earnings adjustments.
* Working capital and net debt considerations.
* Potential liabilities and risks with impact valuation and negotiation of the target company.
* Identify pre and post-acquisition transaction issues in the context
* of financial due diligence.
* Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
* Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
* Supervise, develop and evaluate staff.
* Liaise with other disciplines (tax) working on the diligence projects.
* Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
* Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.
Qualifications
* Bachelors degree in Accounting, Finance or other relevant discipline.
* 3+ years of relevant work experience in accounting or finance.
* CPA or CFA designation is a plus.
* Strong understanding of the M&A process.
* Excellent analytical and problem solving skills.
* Excellent documentation skills.
* Excellent communication and interpersonal skills.
* Excellent Excel skills.
* Excellent business acumen.
* Ability to work effectively and efficiently under the pressure of transaction deadlines.
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
Are you a search or recruiting firm interested in becoming a preferred recruitment agency? Click here to learn more.
There's a lot to think about when it comes to launching your accounting career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.
At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.
Responsibilities
Conduct financial advisory due diligence in buy-side and sell-side transactions.
Review target company financial information and other data to identify:
* Historical and projected financial, operating and commercials trends.
* Quality of earnings adjustments.
* Working capital and net debt considerations.
* Potential liabilities and risks with impact valuation and negotiation of the target company.
* Identify pre and post-acquisition transaction issues in the context
* of financial due diligence.
* Identify purchase price reductions, deal restructuring, or other issues affecting a transaction.
* Assist in drafting reports on Quality of Earnings, Working Capital and other transaction related analysis.
* Supervise, develop and evaluate staff.
* Liaise with other disciplines (tax) working on the diligence projects.
* Communicate effectively with clients, target company management, investment bankers and other client advisors on a transaction.
* Contribute to staff training programs, development of transaction advisory practice aids and to adherence to practice compliance requirements.
Qualifications
* Bachelors degree in Accounting, Finance or other relevant discipline.
* 3+ years of relevant work experience in accounting or finance.
* CPA or CFA designation is a plus.
* Strong understanding of the M&A process.
* Excellent analytical and problem solving skills.
* Excellent documentation skills.
* Excellent communication and interpersonal skills.
* Excellent Excel skills.
* Excellent business acumen.
* Ability to work effectively and efficiently under the pressure of transaction deadlines.
Marcum LLP is an Equal Opportunity Employer
Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.
Are you a search or recruiting firm interested in becoming a preferred recruitment agency? Click here to learn more.
Dealing with hard-to-fill positions? Let us help.
Senior advisory job description example 3
Ernst & Young senior advisory job description
At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.
**ASSURANCE SERVICES SENIOR - FINANCIAL SERVICES - FINANCIAL ACCOUNTING ADVISORY SERVICES -** **NEW YORK (PRIMARY), BOSTON, MCLEAN, PHILADELPHIA, LOS ANGELES, SAN FRANCISCO, IRVINE**
EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated consulting, assurance, tax, and transaction services to our clients.
Upon embarking on a journey with us, you will experience professional development through exposure to an array of diverse experiences, world-class learning and individual tailored coaching. This is how we develop outstanding leaders who endeavor to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, our clients and our communities. Sounds interesting? Well this is just the beginning. Whenever you join, however long you stay, the exceptional EY experience will last a lifetime.
**The Opportunity**
Our Financial Accounting Consulting Services (FACS) team is growing exponentially, and as a senior you will play a key role in that growth. Your key role will be to drive growth by developing new and enhancing existing client relationships, lead highly skilled project teams and deliver a first-class customer experience through high profile engagements. In return for helping us to build a better working world, you can expect excellent career opportunities within a dynamic and collaborative environment.
**Your key responsibilities**
+ Demonstrate basic to intermediate knowledge of complex financial accounting concepts.
+ Manage projects and engagements profitably by leading the team to perform efficiently.
+ Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments. Stay informed of general business/economic developments and their impact to the client.
+ Develop and maintain long-term productive client relationships and networks.
+ Coach and develop people by sharing knowledge with team members and helping team members attain experiences that cultivate technical competencies.
+ Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the FAAS team
**Skills and attributes for success**
+ Advanced written and verbal communication skills
+ Proven ability to lead a team and develop business opportunities
+ Knowledge of business trends, emerging technical and industry developments
+ Excellent leadership and project management skills
+ Able to manage multiple engagements and deadline-driven
**To qualify for the role you must have**
+ A Bachelor's degree in Accounting, Finance, or a related field.
+ Obtained CPA license
+ At least 2 years of related work experience in audit field for insurance, banking or asset management industries.
**Ideally you'll also have**
+ Knowledge of current market issues in financial services in the US.
**What we look for**
We're interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about auditing and ready to take on some of our clients' most complex issues, this role is for you.
**What we offer**
We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It's yours to build.
**EY | Building a better working world**
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
**ASSURANCE SERVICES SENIOR - FINANCIAL SERVICES - FINANCIAL ACCOUNTING ADVISORY SERVICES -** **NEW YORK (PRIMARY), BOSTON, MCLEAN, PHILADELPHIA, LOS ANGELES, SAN FRANCISCO, IRVINE**
EY is the most globally integrated professional services organization which encompasses a separate business unit dedicated exclusively to the financial services marketplace. Join Financial Services (FSO) and you will work with multi-disciplinary teams from around the world to deliver a global market perspective. Aligned to key industry groups including asset management, banking and capital markets, insurance and private equity, we provide integrated consulting, assurance, tax, and transaction services to our clients.
Upon embarking on a journey with us, you will experience professional development through exposure to an array of diverse experiences, world-class learning and individual tailored coaching. This is how we develop outstanding leaders who endeavor to deliver on our promises to all our stakeholders, and in so doing, play a critical role in building a better working world for our people, our clients and our communities. Sounds interesting? Well this is just the beginning. Whenever you join, however long you stay, the exceptional EY experience will last a lifetime.
**The Opportunity**
Our Financial Accounting Consulting Services (FACS) team is growing exponentially, and as a senior you will play a key role in that growth. Your key role will be to drive growth by developing new and enhancing existing client relationships, lead highly skilled project teams and deliver a first-class customer experience through high profile engagements. In return for helping us to build a better working world, you can expect excellent career opportunities within a dynamic and collaborative environment.
**Your key responsibilities**
+ Demonstrate basic to intermediate knowledge of complex financial accounting concepts.
+ Manage projects and engagements profitably by leading the team to perform efficiently.
+ Understand the client's industry and recognize key performance drivers, business trends, and emerging technical and industry developments. Stay informed of general business/economic developments and their impact to the client.
+ Develop and maintain long-term productive client relationships and networks.
+ Coach and develop people by sharing knowledge with team members and helping team members attain experiences that cultivate technical competencies.
+ Develop people by encouraging individuals to think for themselves and take responsibility for their contributions to the FAAS team
**Skills and attributes for success**
+ Advanced written and verbal communication skills
+ Proven ability to lead a team and develop business opportunities
+ Knowledge of business trends, emerging technical and industry developments
+ Excellent leadership and project management skills
+ Able to manage multiple engagements and deadline-driven
**To qualify for the role you must have**
+ A Bachelor's degree in Accounting, Finance, or a related field.
+ Obtained CPA license
+ At least 2 years of related work experience in audit field for insurance, banking or asset management industries.
**Ideally you'll also have**
+ Knowledge of current market issues in financial services in the US.
**What we look for**
We're interested in leaders with a genuine creative vision and the confidence to make it happen. You can expect plenty of autonomy in this role, so you'll also need the ability to take initiative and seek out opportunities to improve our current relationships and processes. If you're serious about auditing and ready to take on some of our clients' most complex issues, this role is for you.
**What we offer**
We offer a competitive compensation package where you'll be rewarded based on your performance and recognized for the value you bring to our business. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• Continuous learning: You'll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs.
If you can demonstrate that you meet the criteria above, please contact us as soon as possible.
The exceptional EY experience. It's yours to build.
**EY | Building a better working world**
EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.
Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.
Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.
EY is an equal opportunity, affirmative action employer providing equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
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Updated March 14, 2024
Updated March 14, 2024