CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

Financial Services Advisory Manager

Financial & Transaction AdvisoryConfirmed live in the last 24 hours

Full-timeLos Angeles, CA, USANo salary listedIn-person

About the Job

Requirements

A bachelor's degree from an accredited university in a related field is required.
A Certified Public Accountant (CPA) credential is required.
Public accounting or transaction advisory experience within the financial services industry is required.
Experience should include financial services organizations such as mortgage institutions, banks, consumer finance, insurance, or real estate companies.
Strong people, project, and client management skills are required.
Clear and concise written and verbal communication skills are required, including the ability to translate complex issues into simple, easy-to-understand terms.
Strong analytical skills, sound interpretation of complex subject matter, and the ability to generate meaningful insights and develop pragmatic solutions are required.
The ability to execute and operate in high-pressure, fast-paced environments is required.
The ability to quickly adapt to unexpected changes in timelines, deadlines, and scope of work is required.

Responsibilities

Manage strategic advisory engagements and lead multidisciplinary teams serving financial services and other industry clients ranging from early-stage startups to Fortune 500 companies.
Serve as a subject matter expert to advise clients on complex technical accounting issues, including revenue recognition, lease accounting, allowance for loan and lease loss accounting, loan accounting, purchase credit impaired loans, debt/equity transactions, share-based compensation, purchase accounting, the initial public offering process, and consolidation.
Research and resolve complex accounting issues while balancing client-preferred solutions within the United States generally accepted accounting principles structure, including revenue recognition, stock-based compensation, preferred stock, business combinations, and consolidation.

Job Description

Responsibilities:

Manage strategic advisory engagements and lead multi-disciplinary teams serving our financial services and other industry clients ranging in size from early stage startups to Fortune 500 companies.

Serve as Subject Matter Expert (SME) to advise clients on complex technical accounting issues. Representative topic areas may include but are not limited to revenue recognition, lease accounting, allowance for loan and lease loss accounting, loan accounting including purchase credit impaired loans, debt/equity transactions, share-based compensation, purchase accounting, IPO process, consolidation and much more.

Research and resolve complex accounting issues balancing client preferred solutions within the confines of the US GAAP structure. Common complex accounting areas include revenue recognition, stock-based compensation, preferred stock, business combinations, and consolidation.

Qualifications

Qualifications:

Bachelor’s degree from an accredited university in a related field. CPA required.
Public accounting/transaction advisory experience within financial services industry (Mortgage Institutions, Banks, Consumer Finance, Insurance, Real Estate, etc.)
Strong people, project and client management skills.
Clear and concise written and verbal communication skills. Ability to translate complex issues into simple and easy to understand terms.
Strong analytical skills, sound interpretation of complex subject matter, ability to generate meaningful insights and develop pragmatic solutions.
Ability to execute and operate in high-pressure and fast-paced environments.
Ability to quickly adapt to unexpected changes in timelines, deadlines and scope of work.

Are you ready for the challenge? If so, please apply.

You may also visit our careers page atcnmllp.com/careersto see our current openings.

CNM LLP is an Equal Opportunity Employer

Additional Information

All your information will be kept confidential according to EEO guidelines.

About the Company

CrossCountry Consulting

CFO-focused financial advisory, ESG, digital transformation

CrossCountry Consulting provides tailored advisory services for finance leaders, primarily the office of the CFO, private equity sponsors, and other corporate executives. Its offerings cover digital transformation, transaction management, and ESG standards, delivered through bespoke consulting engagements that align with each client's long-term objectives. The firm works by partnering closely with client teams to diagnose issues, design strategies, and implement solutions, using a hands-on, collaborative approach. Compared with other financial consultancies, CrossCountry stands out through highly customized engagements, a people-first culture, and a clear focus on aligning work with the client's strategic goals. The goal is to help mid-sized and large enterprises navigate financial change, improve performance, and achieve their strategic targets.

Company size: 1,001-5,000
Company stage: Early VC
Total funding: $1.5M
Headquarters: Tysons, VA
Founded: 2011

Recently Posted Jobs

Explore more opportunities at CrossCountry Consulting

See more jobs