Assistant Manager / Manager - Enterprise Advisory
Core
Manage a portfolio of client engagements for privately-owned businesses, providing financial insights, management reporting, and virtual CFO services.
Role type
Senior IC Manager / Assistant Manager (Advisory)
Builds
Financial deliverables, management reports, cash flow forecasts, and strategic transition plans for private enterprises.
Domain
Professional Services / Financial Advisory / Private Enterprise
Required skills
Business advisory experience, commercial acumen, financial analysis, client relationship management, proposal development, team supervision, AI tool utilization
Preferred skills
Mid-tier or Big 4 background, knowledge of Xero/Taxlab/Excel, industry trend awareness
Technologies
Xero, Taxlab, Excel, AI tools
Responsibilities
Manage client engagements and consult with Partners/Directors; assist with financial deliverables including management reporting and tax; build and nurture client relationships; coach and supervise staff; generate new business opportunities; utilize AI tools for delivery efficiency.
Seniority
Senior, hands-on IC with leadership responsibilities