Advisory Services Manager Jobs

Client Accounting and Advisory Services Manager

We have an opportunity for a full-time Client Accounting and Advisory Services (...

Location

United States , Grand Rapids

Salary:

Not provided

H&S Companies, CPAs & Business Advisors

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or related field
Actively licensed CPA or EA
3+ years’ experience in a public accounting environment
5+ years’ experience of industry experience
Familiarity with Ultra Tax, SurePrep, Accounting CS, QuickBooks (online or desktop) is preferred, but not required

Job Responsibility

Execute monthly close procedures and deliverables to clients based on the accrual basis of accounting
Prepare various financial statements, including consolidated income statements, balance sheets and statement of cash flows
Calculate, interpret, and communicate KPIs from clients’ financial statements, identifying positive and constructive trends
Plan and manage basic engagements, including on-boarding and client delivery phases
Lead and manage other team members, including mentoring in professional development, guiding and teaching through technical challenges, and maintaining our firm’s core values
Seek to identify new advisory opportunities and propose additional services to existing clients
Support drafting proposals and other documents explaining proposed solutions for clients
Create, analyze, and present financial results directly to the client. You will work with clients to understand their financial position and strategically plan based on regularly scheduled meetings
Apply our processes, system, technology, and resources to manage workflow and ensure proper documentation of workpapers
Support special project requests from clients, including but not limited to cost studies, breakeven analysis, budget preparation, cash flow projections and other services

Fulltime

Director, Revenue Management Advisory Service

This position oversees a team of revenue managers to drive revenue strategies an...

Location

Japan , Tokyo

Salary:

Not provided

Marriott Bonvoy

Expiration Date

Until further notice

Requirements

2-year degree from an accredited university in Business Administration, Finance and Accounting, Economics, Hotel and Restaurant Management, or related major
6 years’ experience in the revenue management, sales and marketing, or related professional area
OR 4-year bachelor's degree in Business Administration, Finance and Accounting, Economics, Hotel and Restaurant Management, or related major
4 years’ experience in the revenue management, sales and marketing, or related professional area.

Job Responsibility

Provides strategic and analytical leadership and expertise to drive top-line property revenues for RMAS contracted managed properties
Communicates the services that the RMAS team provides and solves for existing gaps
Provides account management for key ownership and stakeholder accounts
Serves as revenue management operational leadership contact for AVPs, Area Directors and General Managers
Manages team, verifying services are effectively deployed and providing day-to-day direction to Revenue Managers
Partners with property leaders to develop revenue strategies
Analyzes period end and other available systems data to identify key trends and needs.

What we offer

Diverse workforce and inclusive, people-first culture
Opportunities to grow and succeed within the world’s largest hotel company
Commitment to equal opportunity employment
Extensive training tools and resources
Open communication with leadership.

Fulltime

Transaction Advisory Services Assistant Manager

The Transaction Advisory Services (TAS) team provides a broad range of advisory ...

Location

United Kingdom , Birmingham; Milton Keynes

Salary:

Not provided

Grant Thornton UK LLP

Expiration Date

Until further notice

Requirements

Professional qualification (ACA, ICAS, CA, ACCA or CIPFA)
Previous experience in Audit or an advisory service line
Experience of applying commercial judgement
Ability to work successfully as part of a team

Job Responsibility

Be key to the preparation of the analysis and findings for the client deliverable, supporting the preparation of a quality document to facilitate the client’s decision making
Work with the wider team on technical aspects of the transaction
Interpret and analyse complex information, identifying business issues and applying technical knowledge appropriately
Support with the presentation of conclusions and recommendations to the client and discuss the implications and action points
Take a proactive interest in your own performance as well as the performance of the wider team
Consult effectively in relation to risk management, supporting a risk management culture within the team
Support the team’s business development efforts and opportunities

What we offer

Flexible working options (reduced hours, job shares, reduced days, annualised days, term time working)
Hybrid working model
Inclusive culture
Real opportunity
Work life balance
Support to pursue passions inside and outside of work
Opportunities for secondments, fundraising for local charities, investing in entrepreneurs

Fulltime

Senior Readiness Manager, Advisory Services

Our Advisory Services team combines strategic insight and technical expertise to...

Location

United States , Austin

Salary:

124700.00 - 200400.00 USD / Year

Atlassian

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
5+ years in customer-focused roles, including advisory services (or similar), with at least 2 years in enablement or training at a B2B enterprise tech company
Background in executive-level communication, sales enablement, facilitation, and content development
Experience managing executive relationships and achieving retention, growth, and profitability goals.

Job Responsibility

Lead strategic enablement activities to ensure our teams have the knowledge and tools to enhance client relationships with Atlassian solutions
Develop and oversee engaging learning sessions and training content in collaboration with Product, Marketing, and Sales teams
Identify learning needs and design tailored sessions with diverse activities to enhance the experience
Align product and marketing messages with advisory services strategies
Design project roadmaps, select methodologies, and develop contingency plans
Collaborate with leadership to foster a coaching culture, improving engagement across all teams
Uphold and share Atlassian's core values.

What we offer

Health coverage
paid volunteer days
wellness resources.

Fulltime

Client Services Manager

Global Trade Solutions Department (GTS) is where HSBC began in 1865, when we fin...

Location

Poland , Krakow

Salary:

Not provided

HSBC

Expiration Date

February 13, 2026

Requirements

Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
Advise clients on trade transactional practices & products
Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
Encourage client adoption of self-serve solutions to enable proactive service
Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore
Monitor client experience, client feedback & service quality.

Job Responsibility

Deliver Krakow’s GTS strategy and operating model, aligned with the global GTS target operating model
Contribute to achieving the overall business objective of revenue growth through revenue retention, reduced sales time on service, proactive management of GTS service performance and increased clients’ usage of self-serve solutions
Handle, own and resolve clients’ transactional queries, issues and complaints
Coordinate with Transaction Services staff, GSD, BDMs, RMs and other internal/external staff for service performance and issues
Provide transactional trade advisory to assigned clients, Business Development Managers (BDMs) and Relationship Managers (RMs), and provide input to account planning
Take full ownership of clients' transactional needs and coordinate between clients, Transaction Services, Business Development, GSD (where applicable), CMB, GBM & other internal/ external parties for transaction fulfilment and service performance
Advise clients on trade transactional practices & products
Interact with clients (and clients' customers, applicable to RF) to collect client payments & apply risk controls
Encourage client adoption of self-serve solutions to enable proactive service
Understand clients' transactional routines, build relationships & identifies potential increases in revenue flows for Business Development to explore

What we offer

Competitive salary
Annual performance-based bonus
Additional bonuses for recognition awards
Multisport card
Private medical care
Life insurance
One-time reimbursement of home office set-up (up to 800 PLN)
Corporate parties & events
CSR initiatives
Nursery discounts

Fulltime

Sanctions Director - Head of Banking Client Risk Management & Advisory

The Head of Client Risk Management & Advisory in Banking Sanctions is a senior I...

Location

United States , Washington, DC

Salary:

170000.00 - 300000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10 years+ experience in the Financial Services Industry and/or government
Graduate degree, BS or concentration in Business Administration, Legal and/or Finance
Sanctions SME with proven track record in managing sanctions programs in complex organizations
Leadership skills including ability to work effectively and drive results with a virtual global team
Experience managing diverse teams, and comfort navigating complex, matrixed organizations
Knowledge of the U.S. and/or European Union/UK regulatory environment
Highly motivated, strong attention to detail, team oriented, organized
Strong presentation skills with the ability to articulate complex problems and solutions through concise and clear messaging
Demonstrated ability to assess complex issues through root cause analysis and other analytical techniques, structure potential solutions, and drive to resolution with senior stakeholders
Ability to influence and lead people across cultures at a senior level using sound judgment and successful execution, understanding how to operate effectively across diverse businesses

Job Responsibility

Building awareness of client sanctions risks through a strong working relationship with key regional and global stakeholders, including management of multiple Line of Business, Functions, and Internal Audit
Interacting effectively with regulators, in coordinating with the Citi’s regulatory team
Understanding industry trends, emerging issues, and regulatory expectations, developing practical solutions to complex problems
Providing monitoring and oversight of Banking controls and execution around clients, ensuring identification, escalation, and remediation of control gaps in a timely way
Monitoring Banking’s compliance with requirements set forth by the US Department of the Treasury's Office of Foreign Assets Control (OFAC) and United Kingdom’s Office of Financial Sanctions Implementation (OFSI) or other EU country equivalents, issuing Monitoring Reports where appropriate
Monitoring ICRM Banking Sanctions adherence to relevant policies and procedures related to execution of processes designed to implement the global sanctions program
Partnering with stakeholders in implementing Sanctions-related regulatory change
Managing a dedicated team for the sanctions’ compliance review of clients and client activity as well as escalations of risks identified in KYC onboarding and renewal questionnaires
Managing the monitoring and specialized review of sanctions risks associated with specific clients, sectors, or geographies to advise the business on appropriate sanctions risk management measures
Managing a process for the review of sanctions-related enhanced due diligence as part of client onboarding, renewal, or episodic reviews

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Business Services Manager

Crowe Watson Recruitment are delighted to be working with a leading firm of Char...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Crowe Watson

Expiration Date

Until further notice

Requirements

ACA/ACCA qualified (or equivalent)
Strong technical knowledge and experience in accounts preparation and advisory services
Excellent communication and leadership skills
Must have a minimum of 4 years previous experience working within a UK Practice environment
Ability to manage multiple priorities and deadlines effectively

Job Responsibility

Manage and develop a diverse portfolio of clients
Oversee the preparation of accounts and financial statements
Provide business advisory services to clients
Lead, mentor, and support junior team members
Ensure compliance with regulatory requirements and deadlines
Build and maintain strong client relationships

What we offer

Flexible working
Company pension
Career development
Progression opportunities

Fulltime

Senior VP - Business Risk & Controls - Wealth Management Sales Advisory

Individuals in Assessment & design are responsible for developing, designing, an...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry
Ability to identify, measure, and manage key risks and controls
Track record leading Control related projects and programs
Ability to see the big pictures with high attention to critical details
Develop and implement strategy and process improvement initiatives
Comprehensive knowledge of Citi’s businesses and functions and their risk profiles
Developing new ideas and improving current processes to proactively mitigate risks
Requires an ability to provide challenge and make recommendation for risk and controls remediation
Expert knowledge in the development and execution for controls
Proven experience in control related functions in the financial industry

Job Responsibility

Provides leadership and direction through a large team of professionals and/or junior managers
Provide leadership to drive optimization and efficiencies in projects
Assist management in guiding and influencing decisions that conform to business objectives
Manage the design, development, and implementation of Citi's comprehensive controls program
Assess the effectiveness of existing controls, identifying areas for improvement, and executing necessary changes
Continually manage controls enhancements geared towards increasing efficiency and reducing risk
Regularly assess the business/function risk appetite in line with changes in the business environment, regulatory requirements, and strategic objectives
Work closely with key stakeholders and process owners to drive management decisions aimed at maintaining operations within the firm’s Risk Appetite
Collaborate with key stakeholders to assess potential risks, develop risk mitigation activities, and define the acceptable level of risk across various areas of operation
Drive execution of Enterprise Risk Management Framework and adherence with Risk Mgmt. / Compliance Policies

Fulltime

Advisory Services Manager

Atlassian

Location:
Japan , Yokohama

Category:
Consulting

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 23, 2025

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Location:Japan , Yokohama

Category:Consulting

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Job Description:

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