Senior Business Services Advisor

2 months ago

Louisville, United States Cerity Partners Full time
Job Details

Level
Senior

Job Location
Louisville Office - Louisville, KY

The Senior Business Services Advisor will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically, this will include managing multiple high-level client engagements across multiple divisions within the firm while aiding in developing the technical expertise of the entire team.

Primary Responsibilities:
  • Planning: Formulation of the strategic direction of the business and the tactical plans, budgeting systems, and performance metrics (KPI's). Includes the financial analysis of potential acquisitions, as well as due diligence.
  • Financial Information: Design meaningful financial reports and present reports to various internal and external parties.
  • Risk Management: Understand the current and potential risks to the business and develop plans to mitigate these risks; this includes internal and external risks.
  • Financing: Monitor cash needs, investment options, and term financing
  • Exit Strategies: Work with ownership in privately held companies to manage the transition of the owners from the company.
  • External Relationships: Develops relationships with external professional advisors such as bankers, attorneys, insurance professionals, CPAs, etc.
Ideal Candidate Profile

Education/Experience:
  • Bachelor's degree in accounting required
  • 10+ years' work experience, preferably some experience in both public accounting and industry
  • CPA preferred
Key Competencies:
  • Demonstrated technical abilities in select areas (accounting, regulatory, compliance, etc.)
  • Good analytical, interpersonal, time management, research, and communications skills
  • Must be able to effectively work with new and changing situations, including changing professional standards where there may not always be a readily apparent solution
Company Overview:

Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
  • You understand the need to provide a world-class client experience
  • You value the collaboration of insightful, experienced colleagues to deliver our services
  • You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills

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