Advisory Services Manager Job Description
Advisory Services Manager Duties & Responsibilities
To write an effective advisory services manager job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory services manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Advisory Services Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Advisory Services Manager
List any licenses or certifications required by the position: CPA, CISA, CIA, CA, CMA, PMP, CISSP, ITIL, CTP, CISM
Education for Advisory Services Manager
Typically a job would require a certain level of education.
Employers hiring for the advisory services manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Accounting, Finance, Business, MBA, Graduate, Economics, Business/Administration, Mathematics, Engineering, Management Information Systems
Skills for Advisory Services Manager
Desired skills for advisory services manager include:
Desired experience for advisory services manager includes:
Advisory Services Manager Examples
Advisory Services Manager Job Description
- Convey subject matter expertise related to SOX-404 internal controls, technical accounting and financial reporting in addition to financial statement footnote disclosure
- Facilitate executive workshops on business and IT strategy, transformation, operational readiness, change management
- Play key role in all aspects of proposals, including writing
- Develop lasting partnerships with Line of Business and Technology teams, to include collaborating on security communications, assessments, analysis and risk-based views of controls maturity
- Serve as a PCI-DSS expert within the Cybersecurity Assurance PCI COE, providing specialist knowledge and actionable PCI DSS guidance to the Lines of Business and Technologists as it relates to current and future processes, applications, documentation and products as early as possible into project life-cycles
- Perform detailed assessments of company processes, applications, documentation and products for alignment with the PCI DSS, identify gaps, develop recommendations to close gaps in alignment with organization and project goals, and communicate detailed and summary results professionally
- Stay current with architecture and technology developments and competitive trends, and use this knowledge to identify and propose creative security and compliance strategies to Lines of Business and Technologists
- Promote awareness and training of PCI principles, requirements and security best practices
- Oversee, Supervise, and Manage Staff coordinating the day-to-day duties of planning, fieldwork and wrap-up
- Establishes and maintains effective working relationships with unit, department and division management, PricewaterhouseCoopers
- Willingness to travel as required across the Region
- Experience in developing, implementing and monitoring the operation of compliance programs – incl
- 3+ Years in CPG Industry
- Must be highly proficient in Excel, in other applicable technology
- Manage buy-side and sell-side financial due diligence engagements from both private equity and strategic corporate buyers
- Ability to manage multiple engagements in a rapidly growing, fast-paced interactive, results-based team environment
Advisory Services Manager Job Description
- Provide interim financial assistance to medium and large public companies and private equity firms during critical times of need
- Provide legacy system support, internal audit recommendations, acquisition or divestiture support, and special project implementation
- Review and advise on complex financial and operational transaction issues for clients and identify opportunities for improvement
- Prepare various pro-forma schedules to be included in the financial statement footnote disclosures
- Deliver solution strategies, planning and compliance of financial due diligence transactions, in addition to the delivery of a broad range of business advisory services
- Advise domestic and multinational corporations (public and privately) on the aspects of planning, structuring, and executing transactions of all sizes
- Manage engagement deliverables, complete technical and strategic reviews to ensure quality control standards are met
- Identify and evaluate financial and operational trends, demonstrate knowledge of industry trends, identify client issues and conflicts, proactively communicate solution options
- Communicate value propositions, project workflows, due diligence findings and resource management
- Overall manager in charge of, and management of the Company Secretarial Department and services offered thereof
- Manage business valuation engagements, including valuations for financial reporting, tax, and strategic planning
- Coordinate with engagement team and management regarding client expectations concerning project deliverables and deadlines
- Monitor progress, manage risk, and insure that key stakeholders are kept informed about progress and expected outcomes
- Strong analytical, financial modeling and Excel skills
- Experience working with Capital IQ and/or Bloomberg
- Credentials in area of expertise
Advisory Services Manager Job Description
- Convene and attend Board, Committee and General meetings, taking record of deliberations, processing and circulating minutes thereon for clients
- Undertake legal registration of companies / branches for clients, any other required business licensing registration and immigration support services
- Advise clients on company secretarial matters, corporate governance and any other matters related to Company Law
- Develop and manage sound business relationships, and market the Firm with the aim of maintaining and winning new business
- Ensure availability of optimal numbers, motivated and trained staff at all times
- Any other duties as may be assigned from time to time
- Develop budgets and pricing, select staff and assign workloads, and prepare reports
- Leverage broad-based business knowledge, sound data analytics and consumer insights expertise to influence assortment, pricing and promotional strategies and choices
- Collaborate with broader Clorox multi-functional team to design business plans that drive category growth while enabling Clorox volume and profit targets
- Manage all aspects of client engagements related to delivery of internal audit , Sarbanes Oxley (SOX) testing, ERM and compliance services in various industries
- Superior knowledge of business processes, data analysis, and internal controls
- Proven track record in senior consultative roles (“trusted advisor”)
- Record of building strong customer relationships and ability to have meaningful conversations with C-Level audiences
- Ability to present well in front of large and small audiences
- Having had a leading role related to one or several verticals (eg
- Knowledge in IT-Architectures on the infrastructure and software development side
Advisory Services Manager Job Description
- Provide guidance to clients to strengthen and improve the governance, risk and control environment
- Prepare presentations and actively participate in client meetings and day to day interactions
- Assist in efforts to develop applicable methodologies, thought leadership and presentations for business development, internal training and service delivery
- Stay abreast of current business and industry trends relevant to the client's business and demonstrate deep technical capabilities and professional knowledge
- Oversee a regional advisory services team
- Provide leadership and guidance to direct reports fostering an environment that encourages employee participation, teamwork and communication
- Develop periodic goals, organize the work, sets short and long-term priorities, monitors activities, and ensures timely and accurate completion of the work
- Participate in developing regional strategic plans and sets goals and priorities based on the direction set for the unit, follows through to ensure that objectives are met
- Work with colleagues across the globe to ensure consistency in how roles within Advisory Services are performed
- Identify processes/tools for global consistency by working with global partners
- Experienced manager, able to lead a geographically dispersed team of individual contributors
- Ability to inspire and lead by example
- Flexibility to travel 50% of time, able to perform well in intense conditions
- QSA, ISA or PCIP certification
- At least 3 years of experience in evaluating enterprise PCI DSS compliance
- At least 3 years of experience with technical IT controls
Advisory Services Manager Job Description
- Understand regional priorities and to determine resource allocation by working with business partners/HRMs
- Develop the solutions roadmap for the organization business (short, medium and long-term)
- Develop/upgrade the practice playbooks
- Create an infrastructure to support execution
- Coordinate efforts with the head of innovation and technology
- Map the competitive landscape and our value proposition
- Provide pricing guidelines
- Develop qualifications and marketing materials (in collaboration with our Global Marketing Team)
- Participates as a key contributor on engagements or as team member of small to medium size in a given business functions
- Assists and leads in the development of initial assessments, project plans, vendor research and selections, financial modeling, RFP creation, contract negotiations and post selection administrative actions
- At least 3 years in an IT security/compliance consulting role
- At least 5 years of experience communicating with technologists and all levels of management
- At least 3 years’ experience working with regulators or internal auditors and with regulatory requirements
- 3 years’ technical integration experience
- 1-year experience working in the financial services industry
- Undergraduate degree in a business related field of concentration or equivalent combination of training and experience