ADVISORY MANAGER JOB DESCRIPTION

An Advisory Manager advises external clients. That one-sentence definition understates the weight of the seat considerably. In professional services firms, this role owns a portfolio of client engagements, spanning SOX compliance programs, internal audit co-sourcing, and risk assessments, while simultaneously supervising associates, managing project budgets, and maintaining the client relationships that determine whether engagements renew. The technical bar is high: most employers require a CPA, CIA, or CISA alongside demonstrated experience applying COSO or COBIT frameworks to real control environments.

As the Advisory Manager, you lead client engagements from scoping and fieldwork through final reporting, holding accountability for both the technical quality of findings and the economics of each project. You operate within a practice group of peers and senior managers, working alongside Staff and Senior Consultants you supervise while reporting upward to Partners or Directors who own the client relationship at the firm level.

Career Impact: Managing a portfolio of SOX and internal audit engagements at the manager level is the established path toward Director and Partner roles in public accounting advisory, with the CPA or CIA credential becoming more commercially leverageable with each engagement led.

Business Impact: When this role is performed well, clients receive defensible control assessments and actionable remediation plans; when it is not, material weaknesses go undetected and Audit Committee presentations carry findings that damage auditor relationships and client trust.

Growth Opportunity: Exposure to ERM program design, ICFR testing across multiple industries, and Audit Committee-level communication builds a competency set that transfers readily into Chief Audit Executive, VP of Internal Audit, or senior risk consulting roles.

• Lead client engagements from scoping through final report delivery, managing timelines, budgets, and status communications.
• Own SOX 404 compliance engagements, including walkthrough design, control testing, and Audit Committee presentation preparation.
• Direct internal audit workplans for co-sourced and outsourced engagements, aligning scope to client risk profiles.
• Evaluate internal control design and operating effectiveness across financial, operational, and IT control domains.
• Supervise and develop Staff and Senior Consultants through real-time coaching and formal engagement performance reviews.
• Partner with engagement Partners and Senior Managers to manage project economics, recovery rates, and proposal development.
• Prepare audit reports and advisory deliverables that translate complex risk findings into executive-ready recommendations.
• Identify and pursue cross-sell opportunities within the existing client portfolio to support practice revenue growth.

• Bachelor's degree in Accounting, Finance, Information Systems, or a related field, or equivalent work experience.
• Five or more years of advisory, internal audit, or public accounting experience, with at least two years managing client engagements.
• Active CPA, CIA, CISA, or CISM certification, or demonstrated progress toward one.
• Demonstrated knowledge of SOX ICFR requirements, COSO internal control frameworks, and risk-based audit methodology.
• Experience supervising project teams, providing performance feedback, and balancing workloads across concurrent engagements.
• Proven ability to communicate complex audit findings clearly in written reports and verbal presentations to senior stakeholders.
• Strong project management skills including budget monitoring, scheduling, milestone tracking, and deadline adherence.
• Willingness to travel to client sites as required by engagement demands.

• Experience delivering IT general controls assessments or SOC reporting engagements alongside financial audit work.
• Familiarity with ERM program design, GRC platform evaluation, or compliance program benchmarking.
• Prior experience in a Big Four or national public accounting firm environment.
• CFE credential or graduate degree in Accounting, Finance, or a related field.

• Engagement realization rate, measuring how consistently project billings recover against budgeted hours.
• SOX finding remediation rate within agreed timelines, reflecting quality of client guidance provided.
• Audit Committee presentation acceptance rate, indicating clarity and credibility of final deliverables.
• Staff utilization on supervised engagements, reflecting workload planning and delegation effectiveness.
• Number of cross-sell proposals originated from existing client relationships per review cycle.
• Typical tools: audit management platforms (commonly TeamMate or AuditBoard); GRC systems (commonly Archer or ServiceNow GRC).

• Base Salary Range: $110,000 to $145,000 annually, depending on firm size and geography.
• Bonus: Performance-based, typically 10 to 20% of base salary.
• Equity: Not typical at manager level in most professional services firms.
• Health Benefits: Medical, dental, and vision; employer contribution varies by firm.
• PTO: 15 to 20 days annually, plus firm holidays and busy-season flexibility policies.
• Common Perks: CPA/CIA exam reimbursement, CPE allowance, client travel coverage, professional membership dues.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Employment contingent on satisfactory completion of a background check, which may include verification of prior employment, education credentials, and professional licensure. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected under applicable federal, state, or local law. Reasonable accommodations are available to individuals with disabilities throughout the application and employment process upon request. Candidates must be authorized to work in the United States.

The Advisory Manager leads risk-based audits and consulting engagements across Enterprise Risk Management, SOX Compliance, and Internal Audit, building audit programs, evaluating internal controls, and delivering findings to executive leadership. Serving clients both independently and alongside senior audit team members, this role shapes engagement quality and enables organizations to strengthen financial, operational, and compliance control environments.

Key Responsibilities

• Gain an understanding of assigned clients' objectives, regulatory environment, and risk management environment.
• Lead projects in Enterprise Risk Management, Sarbanes-Oxley Compliance, Internal Audit, and Quality Assessment Reviews.
• Communicate extensively with clients to drive expectations and report on the status of ongoing projects.
• Set priorities, ensure daily coordination among the project team, and monitor progress against schedules, budgets, deliverables, and status reporting.
• Plan, review, and provide direction for the work of Staff and Senior Consultants; manage and motivate teams of Auditors with various backgrounds and skill sets.
• Obtain and analyze data to review the adequacy, effectiveness, and efficiency of systems and processes; maintain technical competency required for completion of assignments in accordance with auditing standards.
• Evaluate processes and controls for compliance with relevant laws, regulations, established policies, and procedures; assess internal controls' design adequacy to mitigate financial, operational, and compliance risks.
• Develop and implement audit programs and procedures, prepare audit reports, and recommend improvements to financial controls and operational processes.
• Deliver oral and written presentations, present findings and recommendations to executive leadership, and stay abreast of emerging risk areas.
• Maintain a network of industry contacts, establish long-term relationships, serve as a positive brand ambassador, and contribute to business development activities.

Education & Experience

• Bachelor's and/or Master's degree in Accounting, Finance, Business, or another relevant field; MBA a plus.
• CPA, CIA, CISA, CISM, CFE, or related certification required.
• Minimum five (5) years of consulting and/or financial statement audit experience, with at least two (2) years of financial controls audit experience and three (3) years of SOX experience; experience in a public accounting firm and managing/supervising direct reports required.
• Demonstrated knowledge of business risks, effective internal control systems, operating policies, standards, compliance issues, and experience reviewing and/or auditing operational controls or process improvements.
• Project management experience including workflow balancing, activity scheduling, problem-solving, prioritizing complex tasks, and meeting deadlines.
• Strong communication skills with ability to convey complex auditing information to non-technical audiences; effective public speaking and presentation skills.
• Unwavering integrity, ethics, high motivation, organization, commitment to professional development, and ability to work independently with minimal supervision and collaboratively.
• Willingness and ability to travel to client sites across the country, possibly up to 25%.

Embedded within the Regional Section or Business Services function, the Americas People Advisory Manager shapes the People agenda by driving talent management programs, succession planning, and employee engagement initiatives that align individual development with the global Firm vision. Working closely with Regional Section Heads, department heads, Training & Development teams, and Global HRIS, this role advances a high-performance culture across regional and cross-border teams.

Core Functions

• Help shape and drive implementation of the People agenda supporting either the Regional Section or Business Services function and global Firm vision.
• Understand and apply the Firm's career framework to plan for employee pipeline, succession planning, and high performance culture.
• Support talent management and people development planning to ensure employees are on-boarded, resourced, trained, mobilized, seconded, and developed to benefit both the individual and the Firm.
• Meet regularly with leadership to review talent management and development efforts and assist in driving necessary interventions and actions.
• Drive implementation of Firm-wide programs including annual milestones, performance evaluations, compensation, upward feedback, flexible work, on/off ramping, engagement surveys, and exit interviews.
• Collaborate with Training & Development and PSL teams to ensure technical and professional development curriculum is fit for purpose; own and facilitate career development plans.
• Lead employee engagement initiatives, manage work allocation for the legal population, and listen to and manage employee relations climate in consultation with leadership, HR colleagues, and Employee Relations.
• Plan for cultural impact across programs, gain commitment to change, collaborate with Global HRIS to manage and analyze data, and achieve results by utilizing People team centers of expertise and shared services.
• Build trust and work effectively with all stakeholders to improve effectiveness across HR functions, and contribute to building a collaborative, high-performing team committed to professional excellence.

Required Qualifications

• Bachelor's degree required; advanced degree or professional certification preferred.
• 5+ years of professional services, talent management, and/or HR experience; 3+ years working across regional, global, or remote cross-border teams.
• Experience working with an associate population strongly preferred; experience with shared service capability and legal or professional services preferred.
• Excellent written and oral communication, strong project management skills, and excellent business acumen and administrative skills.
• Self-motivated, achievement-oriented, open-minded, collaborative, resilient, inclusive, and culturally sensitive; committed to excellence.
• Persuasive and able to influence senior decision makers; able to drive change and transformation and manage competing priorities effectively.

Reporting to senior bank leadership, the ESG Risk Advisory Manager leads environmental and social due diligence, designs ESG policies and procedures, and produces executive-level analyses of emerging ESG issues relevant to the bank's operations and transactions. Partnering with line-of-business teams, peer banks, NGOs, and shareholders, this role ensures compliance with the Equator Principles and global ESG frameworks while protecting the organization from reputational and regulatory risk.

Primary Duties

• Serve as a resource and provide technical expertise for key internal stakeholders on environmental and social issues, policies, and positions, considering industry best practices, regulatory requirements, and stakeholder expectations.
• Identify and analyze known and emerging ESG issues relevant to the bank and produce high-quality executive summaries to help shape the organization's point of view.
• Manage and conduct environmental and social due diligence.
• Design, prepare, and implement policies and procedures to address environmental and social risks.
• Drive understanding and awareness of applicable ESG policies, guidelines, and project-specific requirements, ensuring teams have necessary controls, resources, and training in place.
• Work collaboratively with line of business and support functions to develop content and drive awareness to address key environmental and social risks.
• Engage with external partners including peer banks, NGOs, and shareholders to incorporate feedback, monitor industry trends, and apply best practices.

Qualifications & Experience

• Prior experience in environmental and social risk management, evaluating clients and transactions for compliance with ESG policies and standards, in particular the Equator Principles; prior experience in an area related to Environmental and Social Risk Management or environmental policy, including knowledge of global industry frameworks.
• Experience working for a financial institution with an understanding of bank products and decision-making processes strongly preferred.
• Strong writing, research, and critical thinking skills; ability to analyze, interpret, and summarize vast amounts of complex information quickly for executives and other audiences.
• Strong organizational, interpersonal, and time management skills; ability to multi-task, meet short deadlines, and make accurate decisions with minimal supervision.
• Ability to anticipate potential reputational risks, work in a fast-paced environment, and develop strong, productive relationships across various business groups.
• Effective verbal and written communication skills; proficiency in PowerPoint, Excel, and other business technologies an absolute must.

Sitting at the intersection of technical accounting and sustainability reporting, the Financial Reporting Advisory Manager delivers specialist advice to clients on GAAP conversions, complex financial statements, M&A activity, and emerging sustainability disclosure frameworks, while managing project economics and risk. Operating across cross-functional teams including Transaction Services, Valuations, Tax, and Business Consulting, this role enables clients to meet commercial objectives and supports the continued growth of the FAAS practice.

Duties

• Deliver on projects focused on technical accounting, including GAAP conversions, complex financial statements, M&A activity, implementation support for new standards, group restructurings, and training — often working across cross-functional teams.
• Deliver on projects focused on sustainability reporting requirements, including implementation support for new standards and frameworks, preparation and review of sustainability disclosures, and training.
• Manage project teams, ensuring work is appropriately completed with the right resources.
• Manage, motivate, and coach team members, providing feedback through regular communication and timely appraisal while supporting relevant training and development.
• Lead departmental and office meetings, demonstrating continuous self and team development and awareness of the wider team's strategy and objectives.
• Remain confident and comfortable with uncertainty and ambiguity in a project environment and translate this into effective coaching and client delivery.
• Control projects in relation to timescales, budgets, and risk management procedures, and support the technical development and training initiatives of the team.

Education & Experience

• Professional qualification (ACA, ICAS, CA, ACCA, or CIPFA) with post-qualification experience required.
• Experience managing a medium to large portfolio of audit clients or projects, including leading teams and project management; experience coaching and mentoring junior colleagues.
• Technical accounting experience and knowledge of IFRS and UK GAAP; experience with US GAAP and Companies Act favorable.
• Willingness to learn about sustainability reporting frameworks; experience with TCFD, SASB, and ISSB Proposed Sustainability Disclosure Standards favorable.
• Experience in leading and developing client relationships.

A key member of the M&A Advisory team, the Private Equity Advisory Manager advises C-suite clients of Private Equity Firms and Portfolio Companies on business and technology strategy, operating model transformation, and EBITDA improvement across the full deal cycle. Collaborating across internal workforces and client organizations, this role delivers data-driven strategic solutions that generate measurable value through due diligence, corporate development, and exit planning engagements.

Accountabilities

• Become a trusted advisor for C-suite clients and assess and define path to EBITDA and EV via business and technology strategy, developing world-class solutions for Private Equity Firms and Portfolio Companies across the deal cycle.
• Work at the intersection of business and technology to innovate and deliver new business and operating models.
• Go deep to understand clients' operations, competitive dynamics, and growth potential; identify business options in the context of market, technology, and social trends.
• Advise clients on processes and data-driven strategies with actionable roadmaps to achieve performance goals.
• Drive operating model transformation leveraging digital innovation and technological platforms.
• Lead teams to provide world-class business strategy solutions, drive business development to originate new client opportunities, and develop next-generation offerings.
• Manage all parts of projects from client buy-in to planning, budgeting, deliverables, and risk assessment; source and coordinate work from other internal workforces.
• Build a reputation as a thought leader in private equity, accelerate people development and team building, and help attract the best talent.

Skills & Qualifications

• Bachelor's degree required; MBA or equivalent graduate degree preferred.
• Minimum 5 years of relevant professional experience, with at least 3 years focused on private investment (private equity, growth equity, or venture), either within a fund, consulting firm, or operating role in a privately held company.
• Experience with systems implementations for private equity firms, hedge funds, electronic trading firms, or prime brokers; merger integration or divestiture/carve-out planning and/or execution experience.
• Relevant depth in one or more operational areas including due diligence, corporate development, operating model transformation, performance improvement, growth enhancement, or exit planning; experience driving operating model transformation leveraging digital innovation and technological platforms such as SAP or SFDC.
• Experience with investment/transactions processes and workflows including investment banking, M&A, divestitures, and portfolio management.
• Ability to work cohesively in an agile and flat organization.

Consistent delivery of high-quality internal audit and risk advisory engagements depends on the Internal Audit Advisory Manager, who provides clients with expertise across SOX Audits, ERM, Compliance Audits, and Process Improvement Projects while leading project teams and building client relationships. Based within a professional services advisory practice, this role ensures staff development, cross-selling, and engagement quality across all phases of the project life cycle.

Strategic Responsibilities

• Provide advisory services to clients including Internal Audits, Operational Audits, SOX Audits, Compliance Audits, Process Improvement Projects, ERM, and Risk Assessments.
• Provide clients with expertise on internal audit topics and understanding of 1st, 2nd, and 3rd line of defense.
• Research internal audit, SOX, risk assessment, compliance, GRC, and ERM best practices as appropriate for the engagement.
• Lead project teams of two or more, maintaining high quality in work, client relations, and team relations.
• Actively build client relationships and market and cross-sell services provided by the firm.
• Assume responsibility for staff work and ensure high-quality deliverables are met within established deadlines.
• Serve in a leadership role as technical knowledge and experience grows, and support training and mentoring of staff and interns.
• Execute and help lead client engagement activities across all phases of the project life cycle.

Education & Experience

• BA or BS in Accounting, Information Systems, or related field; Master's degree in Accounting, Information Systems, or related field preferred.
• 5+ years of experience working within internal audit in an advisory, consulting, or industry setting; 1+ year of professional-level project management experience.
• Advanced Microsoft Office suite expertise, including proficiency in Word, Excel, PowerPoint, and Outlook.
• Ability to communicate both up and downstream to team staff and exercise judgment in determining client interactions, ability to professionally write and communicate deliverables for client meetings, internal meetings, and projects.
• Strong analytical skills, high attention to detail, and advanced computer skills with ability to learn new software; ability to manage and prioritize multiple client projects, monitoring time budgets and consistently meeting or exceeding deadlines.
• Ability to travel at a minimum of 40–50%.

As the Tax Reporting and Advisory Manager, this role owns the full lifecycle of client tax engagements - from planning and ASC 740 income tax provision reviews to staff supervision and IRS response - covering income and non-income taxes, transactional taxes, and transfer pricing. The advisory practice relies on this work to maintain outstanding client relationships, develop junior talent, and ensure compliance accuracy across a technically complex portfolio.

Ownership Areas

• Run client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget.
• Supervise, train, and mentor senior associates, associates, and interns on tax projects and assess staff performance for engagement reviews.
• Review tax returns prepared by staff and make recommendations regarding accuracy and tax savings opportunities; gain increasing responsibility in the review process.
• Conduct primary review of ASC 740 income tax provision engagements.
• Research and consult on various tax matters; utilize tax-related software to prepare and process returns and research tax matters.
• Respond to inquiries from the IRS and other tax authorities and perform other duties as assigned.

Education & Experience

• Bachelor's degree in Accounting required.
• CPA or JD/active law license required.
• Minimum 4 years of relevant experience, including progressive federal tax consulting and/or compliance experience in public accounting or a combination of corporate and public accounting experience.
• Experience in corporate income tax and strong ASC 740 Accounting for Income Taxes skills, excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP and tax compliance.
• Experience in OneSource Tax Provision preferred.
• Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships; strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills.
• Ability to work additional hours as needed and travel to various client sites.

Advisory Manager leads and plans security and compliance assessments against frameworks including NIST, HIPAA, and SOC 2 for a portfolio of clients, reviewing assessment workbooks and recommendation plans to drive measurable risk reduction. Success in the position means guiding a team of Security Consultants and Security Analysts across multiple simultaneous engagements while managing scheduling, resource assignment, and budgeting responsibilities.

Role Responsibilities

• Lead and plan security assessments of customer systems, services, and programs.
• Lead and plan compliance assessments against industry best practices and frameworks.
• Review assessment workbooks, reports, and recommendation plans for compliance and security assessments.
• Lead a team of Security Consultants and Security Analysts across multiple engagements within the client portfolio.
• Mentor team members informally and through the ACTIVECYBER Mentor Program.
• Perform project management responsibilities for assigned engagements, including scheduling, assigning resources, and budgeting.

Education & Experience

• Bachelor's degree in a technical discipline or equivalent experience.
• Certified Information System Auditor (CISA) and/or Certified Information Systems Security Professional (CISSP) required.
• 4–7 years of information system audit experience.
• Experience with at least three of the following security industry frameworks: NIST, ISO, HIPAA, HITRUST, SOC 1, SOC 2, CMMC, SOX, GLBA, etc.
• Proficient with Microsoft Office; excellent written communication skills.
• Effectively communicates technical and nontechnical concepts to a variety of audiences, including client technical staff and management; demonstrates strong organizational and time-management skills, self-motivated, reliable, trustworthy, and skilled in multitasking independently and within a team.
• Candidate must be a US Citizen; willingness to travel domestically as needed, not to exceed 20%.

The CFO & Business Advisory Manager produces project management leadership for ERP implementation and accounting system transition engagements, conducting current-state assessments of finance operations and translating functional requirements into technical design in close coordination with client IT teams and third-party vendors. Working with senior associates and client executives, this role enables organizations that have outgrown their existing platforms to achieve controlled, on-budget transitions to modern accounting systems.

Job Functions

• Provide project management leadership to engagements focused on implementing or transitioning accounting systems (e.g., ERP) for clients that have outgrown their existing processes and platforms.
• Understand and evaluate the volume and complexity of financial transactions of client companies.
• Lead current state assessments of accounting and finance operations and systems from quantitative and qualitative standpoints.
• Work with client project teams to develop functional requirements for accounting systems and provide expert insights for technical questions such as revenue recognition compliance.
• Work with client IT and/or third-party vendors to translate functional requirements into technical design.
• Coordinate and manage project budgets including hardware, software, consulting, and internal costs.
• Provide executive-level updates regarding project status, risks, and issues; supervise senior associates and provide performance review feedback.

Qualifications & Experience

• Bachelor's degree in Accounting, Finance, Business Administration, Management Systems, Engineering, or equivalent.
• 5+ years of performance improvement or IT consulting and/or Finance & Accounting management; previous experience in a consulting or IT project management firm; 1+ year of supervisory experience.
• Experience with NetSuite ERP and other packages (Intacct, MS, etc.).
• Ability to develop and maintain strong client relationships and manage multiple tasks/projects at a time; excellent oral and written communication skills.
• Ability to travel regularly (approximately 30%).

Reporting to senior advisory leadership, the Corporate Advisory Manager refines financial models, prepares business proposals, and drafts advice documents and client reports across a portfolio of corporate advisory and transactions engagements. Partnering with junior staff and client teams, this role contributes analytical and technical expertise that enables clients to navigate complex corporate transactions and regulatory developments.

Day-to-Day Responsibilities

• Perform analysis of financial information and contribute to the content of reports and advice documents.
• Prepare and review business and financial models.
• Prepare business proposals and assist with managing the client portfolio.
• Conduct initial drafting of documents and sections and provide advice to clients through written reports.
• Support and manage more junior staff in the team.

Background & Experience

• Post-graduate qualification such as CA/CPA required.
• 4+ years of experience in Corporate Advisory and Corporate Transactions; experience in Public Practice is essential.
• Good understanding of technical issues such as changes to legislation, valuations, and accounting standards.
• Technology proficient with experience using Microsoft Word, Excel, and PowerPoint.
• Ability to conduct research using S&P Capital IQ, IBIS World, and SAI Global.

Sitting at the intersection of IT risk management and financial reporting compliance, the Advisory Manager in the Business Risk Services Controls Advisory practice oversees IT internal audits, SOX ICFR compliance programs, and SOC reporting engagements for a diverse portfolio of public and private company clients. Operating across Advisory Business Lines and Service Lines including Audit and Tax, this role advances client control environments while supporting business development, staff mentorship, and engagement economics.

Strategic Initiatives

• Run client engagements from start to completion, including IT internal audits, IT internal control reviews, IT risk management program assessments, and tests of IT controls as part of SOX ICFR compliance programs and SOC reporting.
• Support engagement Manager and/or Senior Manager/Director in preparing and managing engagement project plans, timelines, budgets, and economics.
• Supervise, train, and mentor Associates and Interns on engagements and assess performance.
• Obtain an understanding of clients' business, objectives, strategy, operations, processes, IT systems, and controls.
• Develop and execute IT internal audit workplans and control test procedures based on engagement scope and client environment risk factors.
• Apply knowledge of IT trends, systems, and processes to evaluate findings for significance and risk, and develop recommendations based on leading practice.
• Work with clients to gather information, resolve problems, and recommend internal control enhancement opportunities in accordance with project leadership expectations.
• Develop and maintain good working relationships with clients; work collaboratively across Advisory Business Lines and with other Service Lines.
• Participate in recruiting efforts, meet or exceed targeted billing hours and defined performance metrics, and participate in business development and proposal development as appropriate.

Education & Experience

• Bachelor's degree in Accounting, Finance, Information Technology, Management Information Systems, Business Intelligence, or related field, Master's degree a plus.
• CISA, CISSP, CISM, or CPA license/certification preferred.
• Two (2) to six (6) years of related work experience with a professional services firm or as part of an Internal Audit function.
• Experience assessing IT risk management and IT controls (IT general controls, application controls, etc.) for Internal Audit, SOX compliance, or other risk management activities; understanding of IT risk management and cybersecurity risk management standards such as COBIT and NIST CSF.
• Experience assessing ERP systems (SAP, Oracle, PeopleSoft, JD Edwards, etc.), GRC and IAM solutions, and operating system, database, and IT infrastructure/network components a plus; experience leveraging analytics and visualization solutions such as ACL, IDEA, QlikView/QlikSense, Tableau, or Spotfire a plus.
• Strong computer skills including proficiency in Microsoft Visio and Office Suite; ability to work additional hours and travel regularly to clients as required.
• Exceptional client service and communication skills, strong analytical and project management skills, and excellent leadership, recruiting, training, and mentoring skills.

A key member of the WorkSafe Victoria leadership team, the Manager Advisory Services guides client-facing advisory professionals across telephone, face-to-face, and written platforms to deliver accurate, compliant information on Occupational Health & Safety, WorkCover, and licensing matters to the Victorian community. Collaborating with Division leadership, external service providers, and senior stakeholders, this role elevates both internal and external service reputation through continuous process improvement and rigorous budget and performance management.

Scope of Work

• Lead the provision of advice and information to Victorian businesses and workers on Occupational Health & Safety and WorkCover through effective leadership of client-facing teams across multiple platforms.
• Establish priorities, track and report progress to ensure advice complies with internal policy, legislative requirements, and agreed service levels.
• Provide direction including developing business plans, strategies, and priorities; monitor workflow, performance, and a caseload of Advisory matters such as complaint management, Ministerial liaison, and briefings.
• Lead client-focused operational service development utilizing appropriate technology and processes in a cost-effective manner, and contribute to policy and planning processes for the Division.
• Anticipate and respond to stakeholder needs, manage stakeholders through change, resolve conflict, and manage sensitivities.
• Manage and monitor budget and expenditure to achieve agreed objectives and service targets; manage external relationships and contracts with service providers to ensure service standards are maintained.
• Develop and manage a culture of Continuous Process Improvement to achieve efficiency and effectiveness in client service delivery, including development of business cases and recommendations.

Knowledge Skills & Abilities

• Demonstrated ability to design, develop, and implement multi-faceted programs, systems, and procedures.
• Demonstrated experience in developing and managing stakeholder relationships at all levels including executive, senior management, and operational.
• Proven ability to liaise with and maintain effective relationships with external service providers while ensuring contractual arrangements meet strategic objectives.
• Highly developed interpersonal, consultative, and communication skills, including the ability to negotiate and influence at a senior level.
• Demonstrated ability to manage a high workload within tight timeframes and identify and work to priorities.
• Highly developed analytical and conceptual skills, including the ability to recognise emerging issues of importance and develop innovative solutions in a complex environment.
• Demonstrated experience in planning, implementing, and evaluating risk assessment and risk management services.

Embedded within the accounting advisory practice, the Business Advisory Manager develops and mentors junior accountants through on-the-job training while managing concurrent client engagements across financial statement review, tax return oversight, and management accounts. Working closely with clients and internal teams, this role strengthens trusted client relationships and enables SMEs to receive timely, insightful accounting guidance.

What You'll Do

• Be a role model and mentor for Accountants by providing on-the-job training and development opportunities and influencing the team positively.
• Manage multiple jobs concurrently and maintain regular communication with clients and teams to ensure smooth running of jobs.
• Review financial statements, tax returns, and management accounts prepared by junior staff members.
• Build trusted and credible client relationships.
• Identify and provide insightful recommendations about a broad range of accounting issues in a timely manner.

Required Qualifications

• CA qualified (or equivalent) with 5+ years of accounting experience.
• Solid understanding of accounting and tax issues facing SMEs in NZ, experience in financial modelling, forecasting, FC, or CFO roles preferred.
• Proven ability to build strong relationships with clients and colleagues, with excellent organisational and communication skills.
• Experience leading successful teams, mentoring junior staff, managing priorities, and delivering to deadlines.
• An energetic and proactive attitude.

Consistent governance of high-risk client engagements, contractual escalations, and new service evaluations depends on the Advisory Manager within KPMG's Risk Management organization, who applies specialist knowledge of professional services to consult through a Risk Management lens across Government and Infrastructure clients. Serving as a bridge between engagement partners, internal legal teams, and compliance groups, this role advances process improvement initiatives and supports the firm's capacity to address emerging opportunities in Federal and State & Local government markets.

Executive Functions

• Apply comprehensive or specialist-level knowledge of professional services to review and consult through a Risk Management lens, including client and engagement acceptance evaluations, contractual escalations, and evaluation of new services and products.
• Collaborate with engagement and pursuit teams to evaluate engagement opportunity viability and maximize pursuit strategy by directing opportunities to the most appropriate service networks.
• Interface, partner, and collaborate with engagement partners, internal legal and compliance groups to gain consensus, provide guidance and training, and resolve questions.
• Handle multiple key projects, programs, and initiatives requiring advanced technical knowledge and research skills, make independent decisions on high-risk and complex matters.
• Participate in the development of Risk Management training and guidance, identify and implement process improvement opportunities and contribute to innovation through enhancements and quality efficiencies.
• Contribute to planning for short-term needs including projects and processes.

Education & Experience

• Bachelor's degree from an accredited college/university required.
• Risk Management credentials such as Certified Risk Manager (RIMS) or ISO 31000 preferred.
• Minimum seven years of recent related work experience in professional services, preferably serving Federal or State & Local government clients, IT integration and implementation, ERM, Management Consulting, Strategy, or Contract Compliance.
• Strong knowledge of technology domain including technology implementation, intelligent automation, and cloud preferred.
• Strong communication skills and experience collaboratively working with executives to identify and resolve issues, formulate strategies, and prepare action plans; able to manage multiple concurrent programs with outstanding verbal/written communication, collaboration, negotiation, and influencing skills.
• Ability to address emerging opportunities and determine how the organization should be organized and staffed to realize them; applicants must be a US citizen without need for visa sponsorship.

As the Alserkal Advisory Manager, this role builds new client relationships and manages the full business development pipeline - from RFP proposals and market research to cultural production strategy and client servicing - within a socially responsible cultural enterprise. The Alserkal Advisory team relies on this work to position the organization as the consultant of choice for cultural business development across MENA and internationally.

Leadership Responsibilities

• Focus on business development that adds new clients to the Alserkal database and helps build the Alserkal Advisory pipeline.
• Develop proposals for RFPs, single source briefs, and proactive proposals; research, create, and contribute content including market research, strategy, cultural production, exhibition-making, commissions, conferences, and design collaborations.
• Work with Alserkal's local, regional, and international network to identify and generate opportunities for collaboration.
• Work closely with all relevant internal and external stakeholders to turn around proposals in an organized way, ensuring structure, content, and method align to RFP briefs and timelines.
• Nurture existing client relationships and identify opportunities to expand Alserkal Advisory's involvement; remain part of client servicing after deal conversion to ensure business relationship continuity and a seamless customer experience.
• Contribute to the development and execution of strategy with a focus on positioning Alserkal as the consultant of choice for cultural business development; work closely with the Marketing team to produce and implement a cohesive communications and marketing plan.
• Maintain and manage pipeline with regular financial forecasts, ensure budget compliance, manage payments and invoices, and participate in organizing client events including all admin and logistics.

Professional Experience

• Bachelor's degree level or equivalent with relevant professional qualifications.
• 5+ years of experience in a fast-paced, high-volume environment in a related field; work experience in the GCC or wider region desirable.
• A proven track record in building and managing client relationships with a demonstrable commitment to arts and culture within MENA and internationally.
• Excellent organisational, administrative, budget-keeping, and reporting skills; excellent writing and communication skills.
• Excellent interpersonal skills, ability to work effectively as part of a team and develop cooperative relationships across functional boundaries, self-motivated with the ability to work within an ambiguous, constantly changing environment.

Compliance Advisory Manager coordinates second-line compliance advice across Digital Investments, wealth platforms, payments, and client assets at Monzo, ensuring new products and major strategic initiatives are compliant by design under MiFID and client money regulations. The work directly supports the Risk, Compliance, and Financial Crime Collective's vision by partnering with the Investment Product area and 1LoD Risk, Legal, and Audit to promote a culture of compliance through training and constructive challenge.

Operational Focus

• Provide clear and accurate technical or specialist compliance advice across Digital Investments, wealth platforms, payments, conduct of business, client assets, and systems and controls for new products and major strategic initiatives.
• Build and maintain effective and constructive relationships with Investment teams, liaising with 1LoD Risk, Legal, and Audit.
• Work closely with the Investment Product area and its operational teams to provide timely ad hoc compliance advice on relevant regulations such as MiFID and client money rules.
• Support the vision, strategy, and direction of Conduct and Compliance Advisory, consistent with the CRO's broader strategy for the Risk, Compliance, and Financial Crime Collective.
• Promote the culture and practice of compliance within Monzo through training, coaching, and constructively challenging first-line colleagues.
• Challenge policies and procedures to ensure great customer outcomes and regulatory compliance, apply a hands-on approach to ensure regulations are fully understood and products are compliant by design.

Qualifications & Experience

• Significant compliance experience in the field of Investments; experience in payments, lending, or banking is a plus.
• Hands-on regulatory experience with a practical understanding of relevant regulations regarding investments, wealth, or asset management, ideally gained in-house at a bank and/or financial technology company.
• A strategic thinker, strong communicator, and keen problem solver who can assess conduct/compliance risk and recommend solutions that balance business and risk perspectives.
• Ability to thrive in fast-paced environments, take the lead, and shape new products and initiatives by building strong, mutually respectful relationships.
• Passion for compliance and excitement about the future of banking.

The Advisory Manager executes corporate compliance programs across Anti-Bribery & Anti-Corruption, Anti-Money Laundering, and Conflict of Interest for the Gojek Vietnam internal control and compliance team, ensuring alignment with group IC & Compliance policies and local regulatory requirements. Coordinating with cross-functional stakeholders across the Gojek ecosystem, this role guides the operationalization of compliance standards that protect the company and meet shareholder expectations.

Key Responsibilities

• Carry out corporate compliance programs to ensure compliance with local laws, regulations, company code of conduct, and compliance policies including Anti-Bribery & Anti-Corruption, Anti-Money Laundering, Conflict of Interest, and third-party management.
• Assist in the development and evaluation of Gojek IC & Compliance framework, policies, and relevant guidelines for Gojek Vietnam.
• Continuously provide guidance and advice based on group IC & Compliance policies and standards to internal and external stakeholders.
• Execute compliance training programs and communication strategy plans toward company personnel and external parties across Gojek Vietnam.
• Assist the IC & Compliance Assurance unit in identifying enhancements in IC & Compliance systems and processes, and play a driving role in initiating process improvements in alignment with Gojek and GoTo working plans.
• Perform initial assessment and collaborative review of compliance incidents or misconduct cases to determine key issues and adjust necessary policies and procedures.

Qualifications & Experience

• 3–5 years of relevant experience as a corporate compliance officer and internal control in a similar industry.
• Must have a deep understanding of corporate compliance and good corporate governance practices, with relevant experience in establishing and implementing compliance programs; preferably deep knowledge or experience in implementing compliance programs covering Anti-Bribery & Anti-Corruption, Anti-Money Laundering, third-party management, and Conflict of Interest.
• Vital analytical skills with an end mind toward regulatory, risk, and internal control perspectives.
• Familiar with the Google platform as a working desktop program.
• Must be able to empathize and collaborate with various stakeholders from other functional teams; good interpersonal skills with ability to effectively network within the industry and the business.

Embedded within Deloitte's M&A Transaction Services team, the Advisory Manager advises clients on financial and accounting terms in SPAs - including pricing mechanisms, representations and warranties, and completion accounts policies - working side-by-side with due diligence teams and legal advisors across deals of all sizes and industries. Working closely with Partners and client legal counsel across Canada and internationally, this role enables mid-market private and public sector clients to close transactions with greater contractual clarity and reduced financial risk.

Core Responsibilities

• Help clients negotiate better financial and accounting terms in the SPA.
• Work closely with due diligence teams to identify areas of risk and opportunities to create additional value.
• Review transaction documentation to assess pricing mechanisms, appropriateness of key financial representations and warranties and indemnities, and develop robust accounting policies for completion accounts.
• Work with partners to develop appropriate client recommendations, manage project risk issues, and monitor costs and recovery.
• Report key issues and deliver recommendations to clients.
• Help build the practice and grow within Deloitte, and participate in practice development activities.

Skills & Qualifications

• CA/CPA qualification or equivalent qualification/experience (e.g., law degree with accounting or finance background) required.
• Experience working on transactions, disputes, and/or completion accounts, experience in M&A Transaction Services a great asset.
• Attention to detail with a flexible working style and ability to adapt quickly to changing circumstances and priorities.
• Strong writing and reviewing skills with an appropriate focus on conciseness and risk management.
• Broad commercial acumen coupled with a robust personality capable of operating effectively under the pressure and fast-pace of the deal marketplace, excellent interpersonal skills required to challenge, negotiate, and operate at a senior level.
• Client focused, ensuring high quality service.

Reporting to the Commercial Director or Senior Talent Advisory Manager, the Talent Advisory Manager refines client relationships across a managed portfolio by overseeing talent sourcing performance, email outreach analytics, and candidate interview outcomes to deliver measurable retention and revenue growth. Partnering with a team of Talent Advisory Consultants and internal stakeholders, this role drives client onboarding, contract renewals, and upsell processes that directly determine Starcircle's expansion and retention metrics.

Work Activities

• Manage client relationships and develop a deep understanding of Talent Sourcing and Talent Advisory best practices and strategies that deliver high-impact results.
• Be the voice of the customer within Starcircle, ensuring that resources at your disposal are delivering a high-quality service.
• Grow Starcircle client revenues and accurately forecast revenue growth, potential upside, and risk; realize upside and mitigate risk.
• Monitor and analyze talent sourcing, email outreach, and candidate interviews, and proactively take initiative to improve results.
• Onboard and advise new clients, manage the contract renewal and upsell process, and identify opportunities to improve efficiencies and revenue generation.
• Ideate and help cultivate innovative ideas to solve customer problems through data-driven approaches; lead the hiring process for your team.
• Train and onboard new team members, serve as a positive, dynamic leader, sharing and coaching on best practices.

Requirements

• Bachelor's degree in a business field preferred.
• 4+ years in business and/or people management roles; people, talent, or recruitment industry experience an advantage; customer success experience and experience in client consultancy or advisory an advantage.
• Proven ability in business development, client retention, and building and maintaining strong customer relationships.
• Excellent organisation, project management, and communication skills, detail-oriented with the ability to set priorities and be flexible in a changing environment.
• Ability to communicate and influence stakeholders at all levels within an organisation, willingness to roll up one's sleeves and assist wherever needed.

Sitting at the intersection of pensions advisory and corporate finance, the Advisory Manager in the pensions covenant practice coordinates client work across valuation discussions, pension-centric corporate restructurings, scheme de-risking, and PPF Levy management alongside Actuarial Team colleagues and regulatory bodies including the Pensions Regulator and the Pension Protection Fund. Operating across Trustee and sponsoring employer assignments, this role enables pension schemes to address sponsor longevity risk, ESG considerations, and end-game funding strategy through innovative, rigorously structured advice.

Strategic Responsibilities

• Be involved in all aspects of client work and business development, from report writing to the preparation and delivery of proposals.
• Support clients in valuation discussions, highlighting different funding structures and contingent asset availability that could be used to provide funding support for the pension scheme.
• Lead advisers on pension-centric corporate restructurings, addressing key issues facing pension schemes including sponsor longevity, ESG risks and opportunities, and end game funding strategies.
• Work closely with colleagues in the Actuarial Team to deliver scheme de-risking, restructurings, pension scheme transaction advisory, PPF Levy management, scheme funding advisory, and pensions assurance advice.
• Work closely with the Pensions Regulator and the Pension Protection Fund, leveraging an on-going secondment program to maintain insight into how relevant regulation and guidance is developed and implemented.

Qualifications & Experience

• A professional qualification (ACA, ICAS, CA, ACCA, CIPFA, or equivalent) required.
• Good communication, report writing, and analytical skills; excellent presentation and interpersonal skills; strong commercial awareness and a desire to learn and share.
• Confidence in managing a large portfolio of clients; strong project and time management skills.
• Client management and business development capabilities.
• Ability to work collaboratively as part of a team.

A key member of Deloitte's Financial Advisory team, the Advisory Manager in Financial Engineering and Modeling develops and validates quantitative risk and pricing models for financial services industry clients, managing derivative valuation projects and communicating results to internal and external stakeholders. Collaborating across a local and national team of advisors while leveraging Deloitte's global expert network, this role enables FSI clients to address complex quantitative challenges in market risk, structured products, and Economic Capital with informed confidence.

Delivery Expectations

• Develop and/or validate different quantitative risk and pricing models according to best market practices.
• Manage various risk management and derivative valuation projects for clients.
• Communicate valuation results to internal and external clients.
• Cultivate relationships with clients and leverage prevalent methodologies with strong technical knowledge.
• Work collaboratively as part of a local and national team of talented advisors.
• Contribute to practice growth and development.

Education & Experience

• PhD or Master's degree in Mathematical Finance, Statistics, Financial Engineering, or another relevant post-graduate field; FRM, PRM, or CFA holder is an asset.
• Minimum 5 years of relevant experience in Audit, Finance, Investment, or Consulting.
• Advanced knowledge of derivatives, complex financial instruments, structured products, and quantitative pricing models; knowledge of quantitative methodologies in market risks (e.g., VaR, FRTB, CCR, XVA) and Economic Capital.
• Experience with Excel/VBA, Bloomberg, FinCAD, and Oracle's CB; solid programming skills (VBA, MATLAB) and knowledge of database tools (SQL, SAS) is an asset.
• Strong commitment to professional and client service excellence; experienced in project problem diagnosis, solution development, client communications, and team leadership; capacity to work under pressure.
• Superior verbal and written communication skills in English and/or French.
• Canadian travel required with occasional international travel; candidates must be able to enter the USA.

Consistent execution of SOX 404, internal audit co-sourcing, and risk assessment engagements within a digital advisory practice depends on the Risk Advisory Manager, who oversees internal audit and risk management engagements from scoping and walkthroughs through Audit Committee presentations and final profitability accountability. Serving clients across a simultaneous multi-engagement portfolio while mentoring staff and seniors, this role enables public and private company clients to strengthen internal controls and meet regulatory requirements.

Performance Expectations

• Project manage SOX 404 engagements including conducting walkthroughs, designing and leading internal control testing, and providing periodic status updates to client management.
• Prepare scoping and risk assessments or Internal Audit universe using a risk-based methodology.
• Prepare Audit Committee presentations and attend Audit Committee meetings when necessary.
• Lead consulting engagements including Internal Audit Co-Sourcing/Outsourcing, SOX Management Assist, Risk Assessments, Segregation of Duties Reviews, Internal Controls Reviews, and Special Projects.
• Maintain client relationships, tailor engagements to client needs, prepare proposals in response to RFPs, and maintain overall responsibility for the profitability of engagements within the client portfolio.
• Manage multiple client engagements simultaneously while also working on internal initiatives and proposal opportunities.
• Supervise, train, and mentor staff and seniors.

Education & Experience

• Bachelor's degree in Accounting, Finance, Statistics, Data Analytics, Auditing, or a related field.
• CIA or CPA required.
• 5+ years of experience working in internal audit, consulting, advisory services, or a related field, either in professional services or industry.
• Proficiency with computer platforms and applications.
• Excellent communication skills, highly organised, strong interpersonal skills, and ability to multitask.