Senior Advisory Job Description
Senior Advisory Duties & Responsibilities
To write an effective senior advisory job description, begin by listing detailed duties, responsibilities and expectations. We have included senior advisory job description templates that you can modify and use.
Sample responsibilities for this position include:
Senior Advisory Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Senior Advisory
List any licenses or certifications required by the position: CPA, CISA, CIA, CA, CMA, ABA, ACCA, CISM, CISSP, AWS
Education for Senior Advisory
Typically a job would require a certain level of education.
Employers hiring for the senior advisory job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Education, Computer Science, Information Systems, Business/Administration, Management, Mathematics, Sciences, Engineering
Skills for Senior Advisory
Desired skills for senior advisory include:
Desired experience for senior advisory includes:
Senior Advisory Examples
Senior Advisory Job Description
- Formulates clear and concise conclusions on internal controls and business processes and efficiencies
- Participates in Risk Advisory engagement exit meetings and prepares presentations
- Involved in the research and development of new emerging risk engagements
- Business development (i.e., responding to RFIs / RFPs, creating the response, presenting at orals, creating SOWs, ) of $1.5 million annually / 45% CP
- Client delivery (leading / delivery core OCM solutions – technology adoption, change for IT/BPO, strategic change, M&A integration)
- Practice development (support various PD activities such as internal training & development, recruitment, coaching)
- Provides content training and scripting for revenue team
- Coordinate and perform audit procedures
- Drive managed services in cloud, together with our specialist solution architects and managed services leadership
- Demonstrate strong rotation to the new, in core infrastructure and its automation and interfaces with application development
- 4 year college degree in relevant area (e.g., business, finance, economics)
- This is an excellent opportunity for the right candidate who is keen to develop their career
- You will work within different sized, multi-disciplinary teams and play a key role in ensuring high quality outputs and service to clients
- Good appreciation of business benefits of internal control and good risk management and not just for compliance purposes
- Prior experience in a professional services environment preferred
- Two years of experience providing financial statement audits and internal control audits for public and private companies
Senior Advisory Job Description
- Participates in training initiatives, including developing and teaching courses as appropriate
- Displays a core understanding of all TAG services (FDD/ODD) and strives to cross-sell TAG and other A&M services, as opportunities arise
- Assists Managing Directors in sales efforts
- Contributes to sales pursuits by generating new client business and/or adding on business from current client
- Effectively manages client relationships by expanding TAG market share within existing clients and increasing non-TAG purchases from A&M at both the fund and portfolio levels
- Identifies and pursues referrals from existing clients and new client opportunities by attending industry conferences
- Appropriately manages engagement risks and potential client or engagement issues
- With a team of designers, deliver innovative, delightful user experiences that leapfrog the competition and exceed stakeholder, user and project management expectations
- Develop relationships with stakeholders and clients
- Collaborate across functional groups and design teams
- Two years of risk management experience, including pre and post Bachelor's experience
- Bachelor's (or higher) degree in Information Technology, Computer Science, Electronic Engineering, Finance, Accounting or related field (willing to accept foreign education equivalent)
- Two years of experience performing data analytics in a SQL server environment
- Bachelor's (or higher) degree in Computer Science, Computer Engineering, Information Systems or related field (willing to accept foreign education equivalent)
- Two years of experience designing, implementing and testing IAM solutions using Oracle Suite, SailPoint and ForgeRock Suite
- Bachelor's (or higher) degree in mathematics, computer science, information systems, finance, accounting, business administration or related field (willing to accept foreign education equivalent)
Senior Advisory Job Description
- Engaging with client business stakeholders to understand short and long-term business implications (people, process, systems, change) of proposed or potential cloud strategies
- Working with the approaches and methods that support improved client future-state organizational design and alignment
- Developing and sustain trust-based relationships with Directors, Vice Presidents, and C-level executives
- Crafting influential client communications and deliver with clarity, confidence, and enthusiasm
- Coordinates with the Partner on all phases of the engagement, including execution of the project deliverables
- Contribute to the development of a new accounting advisory market offering
- Provide accounting advisory support to large multi-national clients, including assisting them with understanding and implementing new or complex accounting standards such as financial instruments accounting (e.g., credit impairment), consolidation, acquisition accounting, fair value measurement, derivatives and hedging, revenue recognition, and leasing
- Identify and foster long-term relationships with new and existing target clients
- Help develop firm thought-ware on technical accounting and financial reporting matters
- Demonstrated ability to develop lasting relationships with business clients
- Ability to work comfortably with MS-Office tools (Word, PowerPoint, Visio, Excel, Project)
- 15+ years of OCM consulting experience from a Big 4, global technology consulting firm or boutique financial services consultancy
- 8+ years of experience with Banking / Insurance clients
- Track record of new revenue and business development (annual revenue of $1.2 million)
- Exposure to digital transformation and technologies
- Bachelor's (or higher) degree in accounting, finance, economics, business administration or related field (willing to accept foreign education equivalent)
Senior Advisory Job Description
- Identify and embrace our purpose and values and put this into practice in your professional life
- Seek for opportunities to challenge yourself and team with others
- Provide technical leadership and contribute to key decision-making related to new solutions and products and cross-product integrations
- Partner with Product and Engineering to understand customer challenges to design and develop solutions
- Provide continuous user feedback for fast iteration on the products being developed
- Build customer advocacy through relationship building and expert communication skills
- Collaborate with others teams, SMES and leaders across the organization to enable GTM product launch
- Take ownership of the continuous improvement of our market leading risk management methodologies
- Work with experts at all levels across our practices to deliver client projects through the management of multiple workstreams and small projects including project planning, data gathering, analysis and management of large datasets, interview and workshop facilitation, qualitative and quantitative analysis, and preparing reports
- Knowledge of GAAP is preferred
- Two years of cyber security strategy and implementation experience
- Three plus years of experience with a public accounting firm or equivalent industry experience required
- Experience in financial services industry or insurance industry preferred
- Knowledge of Database Software Systems is preferred
- Strong understanding of financial statement preparation and analysis
Senior Advisory Job Description
- Create work products such as audit procedures, analyses and engagement documentation
- Assign and review work of staff and assist in the preparation of final reports
- Plan engagements and develop timelines, risk assessments, and planning documents
- Document business processes dependent on information technology
- Demonstrate and apply a thorough understanding of complex business processes
- Supervises the engagement (job) / ensures QC (technical) standards
- The successful candidate will be ranked a Top Performer in his or her peer group and furthermore, driven to success, a self-starter, and have strong interpersonal and communication skills
- A degree in Finance or Economics would be ideal but not essential
- Minimum 2-3 years of experience in assurance/audit in a Big 4 or national accounting firm
- Experience within a nationally recognized Transaction Advisory Practice is a plus
- Advanced analytical and issue resolution intelligence
- Ability to engage and build relationships at CxO and management levels demonstrate technical acumen when required