Advisory Manager

Join Our Team as an Advisory Manager!Modera Wealth Management is excited to announce an opening for an Advisory Manager based in one of our dynamic office locations, including Charlotte, NC; Atlanta, GA; Boston, MA; Westwood, NY; Wayne, NJ; New York, NY; Annapolis, MD; or McLean, VA.Why Choose Modera Wealth Management?At Modera Wealth Management, we pride ou…

Elevate Your Career At MorganFranklin Consulting, we provide exceptional opportunities for professional growth and advancement. Our vibrant, entrepreneurial environment is designed to support you at every stage of your career journey. Take on new challenges and deliver substantial value to some of the world’s leading Fortune 100 brands, innovative growth companies revolutionizing their sectors, and mid-market firms seeking guidance through pivotal moments in their business lifecycle. Collaborate closely with business leaders to tackle intricate client challenges and make a genuine impact. Join a diverse organization that values collaboration and fosters continuous learning. The Team - Accounting Advisory Our Accounting Advisory team consists of a powerful blend of seasoned professionals with public accounting backgrounds and business consultants who possess deep expertise across various industries. We adopt a comprehensive approach to assist clients in navigating the IPO process, providing M&A lifecycle support, and utilizing our Technical Accounting Solution Center to address critical financial reporting and technical accounting issues. Your Contributions Assist both fast-growing companies and established enterprises (publicly traded and privately held) with diverse projects, including IPO preparation, transaction support, carve-outs and/or spin-offs, audit readiness, and the adoption of new accounting standards. Collaborate with clients and team members on technical accounting matters, offering research-backed guidance, creating technical accounting documentation, and presenting recommendations for viable solutions. Develop and present technical concepts, project work plans, delivery strategies, milestones, and outcomes to client stakeholders. Monitor team progress to ensure adherence to work programs and professional standards. Educate internal and external audiences on best practices in Accounting Advisory. Identify, design, and implement innovative business solutions to enhance the firm’s methodologies and approaches. Establish yourself as a trusted advisor. Manage client relationships with a focus on identifying and pursuing new business opportunities. Actively engage in career development initiatives and the technical training of team members.

At CrossCountry Consulting, we strive to differentiate ourselves as a premier advisory firm dedicated to fostering a unique culture grounded in our Core Values. We prioritize delivering exceptional experiences not only for our clients but also for our employees. Our belief in collaboration, enthusiasm, generosity, and perseverance drives our success and shapes our approach to advisory solutions encompassing accounting and risk, technology-driven transformation, and transaction support. We work closely with clients to address current challenges while creating sustainable value for the future.Our commitment to our team has garnered recognition through various accolades, including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover what makes our culture distinctive by visiting here.Joining our rapidly expanding Accounting Advisory practice means you will become a trusted advisor to our clients. You will leverage your practical experience, unique insights, and specialized knowledge to offer customized integrated solutions that tackle today's issues while laying the groundwork for future accomplishments. Supported by seasoned leaders and a dedicated coach, you will engage with a collaborative team that encourages contributions beyond just client deliverables.

At Centri Business Consulting, we pride ourselves on delivering exceptional advisory consulting services to our clients. Our commitment to reliability and responsiveness enables us to meet diverse reporting requirements effectively. Specializing in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory services, we cater to companies across various sizes and industries. Whether handling complex technical accounting transactions or executing monthly financial reporting, our team brings specialized expertise and diverse skill sets to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. At Centri, we focus on fostering the best version of our professionals. You’re not just a number; you’re part of the Centri Family.Career Advancement:At Centri, your role is more than just a job; it's a career path. We promote based on talent, not tenure, empowering our team members to take charge of their growth and career trajectory.The Manager position is primarily responsible for overseeing the Financial Reporting and Technical Accounting functions, ensuring compliance and excellence in service delivery.

At Centri Business Consulting, we pride ourselves on delivering exceptional advisory consulting services tailored to our clients' unique needs. Our team is dedicated to providing the expertise required for comprehensive reporting solutions. We excel in areas such as financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory to organizations across diverse industries. Whether dealing with complex technical accounting transactions or routine financial reporting, our professionals bring specialized knowledge and a comprehensive skill set to ensure timely and accurate project completion.At Centri, we embody the spirit of One Firm, One Team, and One Culture. We believe in fostering an environment where you are not just a number but a valued member of the Centri Family. Your growth and career development are paramount to us.Career Development:At Centri, your career is more than just a job. We promote based on talent, not tenure, empowering our team to take charge of their professional growth and career paths.

The Value Advisory Manager at Unily works at the intersection of commercial strategy and executive communication. This role is part of the Value Advisory team, which translates business impact into clear, measurable outcomes for clients. Key responsibilities Build compelling business cases to strengthen sales initiatives Create value plans aimed at customer retention and growth Assist go-to-market teams in presenting Unily’s platform value throughout the customer lifecycle, including initial contact, renewals, and expansions Demonstrate and increase the commercial value of Unily’s solutions Location This position is based in New York, NY.

Join CFGI, a rapidly evolving financial consulting firm established in 2000, dedicated to empowering CFOs and their organizations. We excel in addressing intricate challenges in areas such as accounting, corporate finance, M&A, IPO readiness, and digital transformation. Our approach combines extensive technical knowledge with an entrepreneurial spirit, enabling the world's foremost companies to progress with assurance. We are on the lookout for a strategic and results-oriented Managing Director in the Greater NYC area to bolster our FP&A Advisory team.Key Responsibilities: · As a vital member of the Financial Planning and Analysis team, the FP&A Managing Director will shape clients’ financial and business strategies.· Catalyze the growth of CFGI’s FP&A Advisory practice by crafting go-to-market strategies and fostering robust client relationships.· Lead and/or assist project teams in successfully delivering a diverse array of Business Transformation initiatives that align finance with the broader business strategy and future vision of the organization.· Contribute to the development of Finance strategies by evaluating client business challenges, diagnosing root issues, and proposing solutions leveraging CFGI's resources.· Develop insights into sales and spending trends to manage financial risks and uncover opportunities.· Provide exceptional business partnering support, delivering high-quality reports and analyses to facilitate informed decision-making.· Identify and promote CFGI business development initiatives; engage in various aspects of proposal development and client engagement.

At CrossCountry Consulting, we strive to distinguish ourselves as a premier advisory firm rooted in our Core Values. Our mission is to provide an exceptional experience not only for our clients but also for our employees. We believe in the power of collaboration, enthusiasm, generosity, and perseverance as the cornerstone of our success. Our comprehensive advisory solutions encompass accounting and risk management, technology-driven transformations, and transaction advisory services, enabling us to partner with clients in addressing current challenges while creating future value.Our dedication to our employees has garnered us numerous accolades, including recognition as one of Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Discover more about our distinctive culture through the insights shared by our team members here.As a pivotal member of our expanding Business Transformation practice, you will act as a trusted advisor to our clients. Your firsthand experiences, unique insights, and specialized knowledge will enable you to deliver customized, integrated solutions that address today’s challenges and lay the groundwork for sustainable future success. You will benefit from the guidance of seasoned leaders and a dedicated coach while being part of a collaborative community that encourages contributions beyond client engagements.

At Centri Business Consulting, we pride ourselves on delivering top-tier advisory consulting services tailored to the unique needs of our clients. Our commitment to reliability and responsiveness ensures that companies receive the expert guidance necessary to fulfill their reporting obligations. We excel in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, tax advisory, CFO advisory, and HR advisory services across various industries. From navigating complex technical accounting transactions to ensuring timely and accurate monthly financial reporting, our team of skilled professionals is equipped to support organizations at every stage.We are One Firm, One Team, and One Culture. This philosophy drives our dedication to fostering professional growth and development. At Centri, you’re not just an employee; you’re a valued member of the Centri Family.Career Advancement:Joining Centri means embarking on a career path where we prioritize talent over tenure, empowering our team members to take charge of their professional growth and career advancement.

At Centri Business Consulting, we pride ourselves on delivering premier advisory consulting services tailored to meet the unique needs of our clients. Our team excels in assisting companies with their essential reporting requirements, specializing in financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax advisory services, along with CFO and HR advisory for businesses of all sizes across diverse industries. From complex technical accounting transactions to monthly financial reporting, our skilled professionals are committed to delivering specialized expertise and comprehensive skill sets to ensure timely and accurate project completion.We are One Firm, One Team, and One Culture. At Centri, we prioritize your professional development and well-being, making you feel valued as a member of the Centri family. You're not just a number; you're part of our community.Career Advancement:At Centri, your career is a pathway—not just a job. We focus on promoting based on talent, not tenure, empowering our team to take charge of their growth and career trajectory.

About Eight AdvisoryEight Advisory is a prominent international consulting firm recognized for its expertise in financial and operational consulting, particularly in Transactions, Restructuring, and Business Transformation. We empower corporates and investors to navigate their M&A decision-making processes effectively.Since our inception in 2009, we have experienced remarkable growth, expanding our team to nearly 1,000 professionals, including 110 partners. Our international footprint spans France, Belgium, Germany, the United Kingdom, Switzerland, the Netherlands, Spain, and now the U.S., along with a presence in approximately thirty countries worldwide through our network of independent firms under the banner of 'Eight International.'Job DescriptionWe are on the lookout for a driven and meticulous individual to join our Transaction Advisory Services team in New York City as a Manager. In this pivotal role, you will engage directly with diverse stakeholders, including corporate clients and private equity firms, providing expertly structured guidance throughout M&A acquisition and disposal processes. Collaborating with seasoned experts in the field, your primary responsibilities will include:Conducting financial due diligence related to company sales and purchases, identifying potential issues that could influence transaction outcomes.Analyzing key business drivers to deliver exceptional value to clients through our services and outputs.Managing day-to-day engagements and serving as the primary contact for clients during these processes.Overseeing the preparation of crucial deliverables, including reports and presentations, while engaging in discussions with various stakeholders.Leading and guiding team members to ensure effective collaboration.Actively contributing to business development efforts and thought leadership initiatives.

Join our dynamic team at West Monroe Partners as a Senior Manager of Cybersecurity Strategy & Advisory. In this pivotal role, you will lead strategic cybersecurity initiatives, advising clients on best practices, risk management, and compliance. Your expertise will help shape the future of our clients' cybersecurity framework, ensuring they remain resilient against emerging threats.As a Senior Manager, you will collaborate with cross-functional teams to develop innovative solutions that address complex cybersecurity challenges. You'll leverage your deep industry knowledge to guide clients through the evolving cybersecurity landscape and assist them in achieving their security objectives.

About WatershedWatershed is a leading enterprise sustainability platform that empowers organizations to manage climate and ESG data efficiently. Our platform is trusted by industry leaders such as Airbnb, Carlyle Group, FedEx, Visa, and Dr. Martens to generate audit-ready metrics for both voluntary and regulatory reporting, including CSRD, while driving impactful decarbonization efforts. We seek passionate team members who are excited about product development, eager to contribute to a mission-driven startup, and ready to help cultivate a vibrant team culture.With offices located in San Francisco, New York, Denver, London, Paris, Berlin, Sydney, Mexico City, and a remote workforce across the United States and Europe, we invite you to explore the possibility of joining our innovative team!The RoleAt Watershed, we are dedicated to facilitating significant climate action through our Sustainability Advisory & Services organization. This department comprises four global teams that provide professional services, including advisory on measurement, reporting, target-setting, and decarbonization, to our clients. These services are instrumental in helping our customers leverage the Watershed platform to its fullest potential.We are on the lookout for a seasoned Manager of Strategy & Operations for our Sustainability Advisory & Services organization. In this pivotal leadership role, you will serve as a trusted advisor and key supporter for the Head of Sustainability Advisory & Services. You will be responsible for establishing the core operational framework that allows our Services organization to function as a high-performing unit while driving substantial improvements in the quality, efficiency, and scalability of our operations. Additionally, you will enable data-informed decision-making through comprehensive analytics, spearhead strategic initiatives from inception to execution, and contribute to shaping the overall Services strategy at Watershed.We are searching for a highly-capable, operations-focused, and analytically-minded business generalist for this role. You will take a hands-on approach by driving essential initiatives while also leading a team of two skilled Strategy & Operations professionals. This position is primarily based in New York City (preferred) or San Francisco.Your Responsibilities Include:Driving Operational Excellence: Design, implement, and enhance processes and systems to boost efficiency, quality, and scalability. You will create and manage essential dashboards and reporting systems to monitor the health of the service organization.

Elevate Your Career with MorganFranklin ConsultingAt MorganFranklin Consulting, we provide extraordinary opportunities for professional growth and career progression. Our vibrant and entrepreneurial culture is designed to support your development at every stage of your journey.Take on exciting challenges and create significant value for some of the world's leading Fortune 100 companies, innovative growth firms reshaping their sectors, and mid-market organizations seeking guidance during pivotal moments in their development. Collaborate closely with business leaders to tackle complex client issues and make a meaningful difference. Join us in a diverse environment that champions teamwork and ongoing education.About the Accounting Advisory TeamOur team consists of a robust blend of experienced professionals from public accounting backgrounds and skilled business consultants, all possessing extensive knowledge across various industries. We adopt a holistic approach to assist clients with the IPO process, M&A lifecycle support, and utilize our Technical Accounting Solution Center to resolve critical financial reporting and technical accounting challenges.Your Role and ContributionsProvide expert advice to financial services and banking clients, both publicly traded and privately held, on strategic initiatives including IPO preparation, transaction support, carve-outs and spin-offs, audit readiness, and the implementation of new accounting standards.Collaborate with clients and internal teams on technical accounting and control issues, delivering research-based insights and actionable strategies.Prepare and present technical concepts, project plans, delivery approaches, milestones, and results to stakeholders.Oversee team performance to ensure alignment with work programs and professional standards.Educate both internal and external audiences on accounting best practices, particularly regarding emerging financial technologies and digital assets.Innovate and implement business solutions to enhance the firm's methodologies and client service delivery.Establish trust and credibility as a strategic advisor in the financial services and digital assets domain.Manage client relationships, focusing on identifying and securing new business opportunities.Engage actively in career development and technical training initiatives.

Jordan Park Group is dedicated to providing exceptional investment management and financial advisory services to a unique community of individuals, families, and institutions. Our clients are leaders in their fields, contributing significantly to business, philanthropy, government, and society. Our team comprises compassionate problem solvers with diverse backgrounds and experiences, adept at navigating complexities to empower clients in achieving their financial goals.Our mission is to enhance lives and legacies. Position: Associate, Client AdvisoryLocation: New York, New York Your RoleThe Client Advisory Team seeks an Associate to collaborate closely with senior team members throughout the client engagement process. The ideal candidate will possess a strong interest in financial topics, complemented by excellent written and verbal communication skills. Key responsibilities include:Collaborating with Client Advisors to support the advisory process.Building and nurturing client relationships, engaging directly in an advisory role under Senior Advisor supervision.Delivering strategic financial and investment advice across the client’s entire balance sheet, leveraging opportunities from the client’s network.Engaging with families early in the prospecting phase to illustrate how Jordan Park can add value.Acting as a project manager, coordinating with internal experts and external advisors (e.g., tax, legal, real estate) to solve problems and achieve client success.Coordinating with the Investment and Analyst Teams to provide portfolio reporting and analyses based on requests from Client Advisors or clients.Conducting financial planning and forward modeling of client balance sheets.Strategizing optimal portfolio implementation based on client profiles and closely overseeing execution and maintenance with the investment team.Engaging in strategic discussions surrounding client engagement with Client Advisors.Managing projects from inception to completion, collaborating with various stakeholders to ensure successful outcomes.Addressing requests beyond the job description scope and advising clients on matters of family interest.

Why Join Rogo?At Rogo, we're pioneering the future of financial analysis with Wall Street's first authentic AI analyst. Our mission is to empower finance professionals at premier investment banks, private equity funds, and investment firms by providing AI solutions that offer unmatched speed, precision, and insights. We're not just enhancing financial workflows; we're revolutionizing them from the ground up.This is a rare chance to become part of a transformational company at a pivotal moment. With a rapidly expanding clientele, validated product-market fit, and support from leading investors, we are rapidly scaling and creating a new category within enterprise AI.Our team is composed of sharp, driven individuals who are deeply committed to our mission. We work with intensity, take ownership of complex challenges, and maintain a relentless focus on our users. If you excel in a fast-paced environment, demand excellence, and wish to contribute to the evolution of finance, we encourage you to apply.Your ResponsibilitiesThe Advisory team at Rogo consists of former bankers and investors who advise top financial institutions on implementing AI in their daily operations and strategic planning. You will lead client engagements from pre-sale to up-sell, cultivating consultative relationships and customizing demonstrations that resonate with investors and deal teams. Much like Solutions Architects secure the “technical win,” you will drive the “financial win” by translating Rogo’s capabilities into tangible impacts across banking and investment scenarios.Engage with bankers and investors at current and potential client organizations to understand and resolve their workflow challenges, while illustrating the value of Rogo's AI solutions.Establish yourself as a trusted expert in addressing clients’ specific needs (e.g., financial research for public companies, M&A advisory, company diligence workflows).Conduct tailored product demonstrations that reflect the unique contexts of various financial firms, asking questions to confirm how Rogo can deliver value and showcasing relevant features and benefits for each client's potential applications.Collaborate with the marketing team to create content that resonates with bankers and investors, customized to their specific practice areas and client demographics.Serve as the “Voice of the Customer,” utilizing your industry knowledge to assist the broader sales team in developing and implementing more effective strategies, and synthesizing customer feedback for the product team from a financial services perspective.

About UsAt Agentis Capital Advisors, we pride ourselves on being a premier global financial advisory firm renowned for providing exceptional value and strategic guidance to our clients. Our accolades include the prestigious 2024 P3 Awards Financial Advisor of the Year, multiple honors in 2023 for outstanding deal execution, and recognition as Proximo Infra's 2022 North American Financial Advisor of the Year, alongside IJGlobal's 2022 Judge's Choice Award. Our commitment to excellence and our unique approach to generating client value distinguish us in the marketplace. We serve as trusted advisors on both the buy-side and sell-side across a diverse range of global transactions, with expertise in renewable energy, infrastructure, digital sectors, transportation, and public-private partnerships. Our clientele encompasses leading infrastructure funds, pension funds, contractors, and government entities.Agentis Capital Advisors operates as a dedicated segment of Agentis Capital Partners, which offers a synergistic platform through four key business divisions: Agentis Capital Partners (principal investments), Agentis Capital Advisors (financial advisory and asset management), Agentis Capital Mining Partners (mining advisory), and Agentis Capital Markets (capital markets).The RoleAs the Vice President of Co-Investment Advisory, you will spearhead a team of talented professionals delivering financial advisory services to both limited and general partners eager to invest in co-investment opportunities across infrastructure, debt, and a variety of private-market assets. You will play a key role in fostering and managing relationships with partners in Canada, the United States, and globally, while driving growth and strategic direction within this business segment by identifying new geographies, verticals, and service offerings.Your responsibilities will include:Cultivating and managing relationships with limited and general partners involved in infrastructure and other co-investments.Sourcing, originating, and presenting co-investment advisory opportunities to limited partners, general partners, and family offices.Promoting co-investment opportunities generated by your team to existing limited partner and family office relationships.Preparing and delivering investment recommendations to client investment committees.Setting and executing the strategic plan for the co-investment business unit.Overseeing the team’s due diligence processes, ensuring thorough evaluations of investment opportunities.

About WatershedWatershed is the leading enterprise sustainability platform, trusted by industry giants such as Airbnb, Carlyle Group, FedEx, Visa, and Dr. Martens to effectively manage climate and ESG data. Our platform empowers companies to generate precise audit-ready metrics for both voluntary and regulatory reporting, including the CSRD, all while driving substantial decarbonization efforts. We seek passionate individuals who thrive in a product-driven environment and are eager to contribute to a mission-focused startup culture.With offices located in major cities including San Francisco, New York, Denver, London, Paris, Berlin, Sydney, and Mexico City, we also support remote team members across the United States and Europe. Join us in making a difference!The RoleWe are on the lookout for a strategic thinker and analytically driven operator to become a key member of our Sustainability Advisory & Services (SAS) Strategy & Operations team in New York City. This role is pivotal to our SAS organization, which comprises four sub-teams dedicated to providing expert services and advisory to our valued customers, enabling them to fully leverage the Watershed platform.As part of the SAS Strategy & Operations team, you will serve as the essential link within the organization—establishing the operational framework, developing systems and processes that enhance customer outcomes, and translating data into actionable insights to improve our overall effectiveness and efficiency. This is an exciting opportunity to join a core team at a rapidly growing SaaS company and collaborate across various departments to refine our execution capabilities at scale.In this position, you will work closely with cross-functional leaders in both the US and Europe to manage complex workflows and continually enhance the planning, delivery, and evaluation of our advisory and services. Success in this role means finding the right balance between strategy and execution, clarifying ambiguity, and achieving impactful results through streamlined processes, well-defined metrics, and strong stakeholder collaboration.Your Responsibilities:Develop and manage staffing and capacity models: Transform key business data into actionable resource recommendations across our services and advisory functions.Translate analytical insights into tangible actions: Design, deploy, and refine dashboards and tools that leverage analytics to identify business challenges, extract strategic insights, and provide leadership with real-time visibility into crucial performance metrics.Facilitate the SAS operational rhythm: Oversee weekly capacity and resource assessments, manage customer assignments and workloads, and ensure alignment across the organization.

At Jordan Park Group, we are dedicated to providing comprehensive investment management and financial advisory services to a unique community of individuals, families, and institutions. Our clients have made significant contributions across various sectors including business, philanthropy, government, and society. Our team is comprised of empathetic problem solvers with a rich diversity of experience. We thrive in challenging environments, navigating complexities to empower our clients in achieving their optimal financial outcomes.Our mission is to enhance lives and legacies, ensuring that our clients realize their financial aspirations. Vice President, Client AdvisoryNew York, New YorkJordan Park’s Client Advisory Team is focused on delivering a superior and distinctive client experience. By seamlessly integrating investment management, financial planning, and tailored advisory services, we address the comprehensive financial needs of our clients, including portfolio construction, risk management, cash flow planning, and stock diversification.

Join Modera Wealth Management as the Regional Director of Advisory Services, where you will lead our team in delivering exceptional financial advising and investment strategies. In this pivotal role, you will be responsible for overseeing regional operations, fostering client relationships, and driving business growth. Your expertise will guide a team of advisors as we work to enhance our clients' financial futures.