Senior Manager, Accounting Advisory (Financial Services)

About This Role

As a Senior Manager in Accounting Advisory, you will lead engagements for financial services clients, providing expertise in IPO readiness, M&A support, and technical accounting. This role involves significant client collaboration and the development of innovative business solutions.

Responsibilities

• Advise financial services and banking clients on strategic initiatives including IPO preparation, transaction support, carve-outs and spin-offs, audit readiness, and adoption of new accounting standards
• Collaborate with clients and internal teams on technical accounting and control-related matters, offering research-backed guidance and actionable recommendations
• Develop and deliver presentations on technical concepts, project plans, delivery strategies, milestones, and outcomes to client stakeholders
• Monitor team progress to ensure alignment with work programs and professional standards
• Educate internal and external audiences on accounting best practices, especially as they relate to emerging financial technologies and digital assets
• Design and implement innovative business solutions to enhance the firm’s methodology and client delivery
• Build trust and credibility as a strategic advisor in the financial services and digital assets space
• Manage client relationships with a focus on identifying and securing new business opportunities
• Participate actively in career development initiatives and technical training programs

Requirements

• 8+ years of experience in professional services (public accounting or advisory)
• Deep expertise in the Financial Services industry, with exposure to digital assets or fintech environments
• Strong knowledge of SEC reporting, U.S. GAAP and SOX standards
• Proven understanding of accounting and audit practices, procedures, and reporting standards

Qualifications

• Bachelor’s degree in Accounting
• 8+ years of experience in professional services (public accounting or advisory)

Nice to Have

• Master’s in Accounting or MBA
• Knowledge of common Enterprise Resource Planning (ERP) and accounting systems (Oracle, SAP, PeopleSoft, JD Edwards, Workday, NetSuite, Microsoft Dynamics 365)
• Proven leadership in building and motivating teams that exceed client expectations
• Experience managing and executing complex projects in dynamic, fast-paced environments

Skills

* Required skills

Certifications