Business Advisory Manager

1 month ago

Houston, United States Pannell Kerr Forster of Texas, PC Full time
Job DescriptionJob Description

PKF Texas is seeking a Business Advisory Manager to provide a range of services to our clients including accounting assistance, cash flow management, accounting software support, budgeting and budgetary controls, accounts payable/receivables and other consulting. This individual should have a client service orientation, professional appearance, integrity and mature demeanor.

Essential Duties and Responsibilities:

  1. Demonstrates knowledge of all technical aspects of the job, including related knowledge of necessary accounting systems and procedures.
  2. Recognizes needs and issues pertinent to client activity and demonstrates ownership of an engagement’s day-to-day tasks and activities.
  3. Provides accounting training for clients including accounting software, account reconciliation, and general bookkeeping.
  4. Is conscious of and works to achieve personal and departmental goals.
  5. Appropriately manages risk and ensures quality control procedures are being executed.
  6. Responds timely and accurately to internal team and client requests.
  7. Is proactive in seeking opportunities to achieve target chargeability.
  8. Understands that time may be spent in both the Firm’s offices and/or the client’s premises. Additionally, client service activity may not always be predictable, and may be subject to immediate change or on-call requests with very short notice. Travel may be required and sometimes is unpredictable, depending on client’s needs. Some flexibility required.
  9. Recognizes complex technical issues, evaluates facts efficiently, and uses strategic decision-making skills to assist management in solving problems.
  10. Appropriately manages risk and ensures quality control procedures are being executed.
  11. Ensures top quality client service and communicates with clients on a consistent basis to maintain a smooth working relationship.
  12. Identifies and resolves client/team issues in a timely manner.
  13. Maintains active communication with engagement team and clients to manage expectations, deadlines, and deliverables.
  14. Works effectively within given budgetary parameters; assists team in prioritizing and managing their workload. Approaches projects with a sense of urgency and is completion oriented.
  15. Oversee or assist with special projects.

Skills, Education and/or Experience:

  1. Experience as an Assistant Controller, Controller or Accounting Manager preferred.
  2. Public accounting, especially audit experience is preferred.
  3. Full charge bookkeeping experience and a strong understanding of GAAP.
  4. CPA license is preferred.
  5. Ability to research accounting issues.
  6. Ability to effectively use QuickBooks and Microsoft Office software including Word, Excel, and PowerPoint. Quick Books certification is desirable.
  7. Ability to organize work and manage multiple projects, while prioritizing them and meeting deadlines. Ability to complete work in an efficient and accurate manner.
  8. Ability to reason and effectively multi-task. Strong communication skills with the ability to apply understanding to carry out and to give instructions in written and oral form.
  9. Supervisory skills are required.
  10. Travel may be required and sometimes is unpredictable, depending on client’s needs. Some flexibility required.
  11. Financial reporting and litigation experience is a plus.
  12. Bilingual in English/Spanish is a plus.

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