Outsourced Financial Advisory Manager

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to:

• Delivers Accounting Support to clients including financial planning and analysis, month-end close assistance, consolidation, complex reconciliations, financial reporting support, budgeting, and filling roles of the assistant controller, controller, and CFO.  
• Responsible for developing and growing relationships with client management
• Leads client service teams and engagements providing accounting and finance functions including financial close reporting and related support, on a recurring monthly basis  
• Knowledge, application, and exercise of judgment of Generally Accepted Accounting Principles and other basis of accounting to analyze financial information, make necessary journal entries and adjustments and prepare financial reports for management  
• Responsible for adherence and compliance with SSARS 21 Prepared Financial and Compilation Reporting Requirements  
• Provides support for audits by external entities and tax returns by coordinating information requests, and providing analysis as requested  
• Demonstrates critical thinking and utilizes good judgement in determining appropriate action and recommendations   
• Drafting financial reports, including annual financial statements and related disclosures  
• Preparing, analyzing, documenting, and communicating recommendations from financial fluctuation reviews and budget versus actual reporting. Present and participate in the delivery of analysis and recommendations to client management.   
• Responsible for coordination of client/engagement management including requests for information, schedule, timing, deliverables, budgets, and WIP/billing  
• Develops, documents, and advises clients on process, policy, and procedure improvements  
• Researches financial, federal, state, local standards to provide recommendations and solutions on complex matters  
• Work within budgetary and time constraints while providing a high-level of client satisfaction  
• Consistently achieves practice development activities with specific PD goals  
• Develop scope, budget and prepare draft engagement letters for new client proposals  
• Responsible for client billing and engagement realization goals, as well as collections.

The qualifications.

• Experience working with QuickBooks, QuickBooks Online, Sage Intacct, NetSuite, Xero, Excel and Bill.com is preferred, overall technical savvy with accounting software programs is required.
• Accounting skills necessary to generate, prepare and review general ledger, journal entries, records in accordance with GAAP, etc.
• Ability to identify variances and research questions regarding financial activity and to improve accounting processes & procedures
• Ability to coordinate information flow with multiple sources (Management, Partnership, team, staff, etc.)  
• Promote positive working relationships with diverse personalities/roles at all levels in the firm
• Strong interpersonal and communication skills required
• Demonstrated ability to plan and execute own work on time and within budget
• Ability to work in the office as well as remotely (hybrid)
• Bachelor’s degree in Accounting is required; CPA preferred
• 6+ years of accounting experience

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.   

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. 

Plante Moran maintains a drug-free workplace. 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.    
 

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $108,000.00 - $159,000.00

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This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.