Financial Management & Advisory Consultant

Our client is a reputable and client-focused CPA firm providing comprehensive accounting, advisory, and financial management services to businesses across a range of industries. They are seeking to hire a Financial Management & Advisory Consultant to join their team. Their team is committed to delivering strategic insights, operational excellence, and forward-thinking solutions that help clients strengthen financial performance and achieve sustainable growth.

Salary/Hourly Rate:

$90k – $115k

Position Overview:

We are seeking a highly skilled and proactive Financial Management & Advisory Consultant to support and guide clients through complex financial challenges. This individual will manage, advise, and analyze companies across various industries, with a key focus on improving financial systems, optimizing operational processes, and developing forward-looking financial strategies. 

Responsibilities of the Financial Management & Advisory Consultant:

• Implement financial, accounting, and payroll systems to improve efficiency and accuracy.
• Develop project cost control systems that promote transparency and profitability.
• Build and refine budgeting processes and forecasting tools.
• Create cash flow management frameworks tailored to client needs.
• Prepare, review, and maintain accurate financial statements, including balance sheets, income statements, and cash flow statements.
• Perform monthly, quarterly, and year-end closing procedures.
• Reconcile accounts, including bank accounts, general ledger accounts, and subledgers.
• Process journal entries and maintain proper documentation.
• Assist with accounts payable, accounts receivable, and payroll accounting as needed.
• Ensure compliance with GAAP and relevant regulatory standards.
• Identify potential financial and operational challenges early using strong analytical foresight.
• Develop effective, innovative solutions to mitigate risks and improve business performance.

Required Experience/Skills for the Financial Management & Advisory Consultant:

• Proven experience in accounting, financial management, or advisory services.
• Strong knowledge of GAAP and general accounting practices.
• Proficiency with financial systems, accounting software, budgeting tools, and forecasting methodologies.
• Exceptional analytical and problem-solving abilities with a proactive mindset.
• Strong communication and client service skills.
• High attention to detail, accuracy, and organizational skills.
• Ability to manage multiple clients and deadlines simultaneously.

Preferred Experience/Skills for the Financial Management & Advisory Consultant:

• Experience working in a CPA firm or professional services environment.
• Hands-on experience implementing financial, accounting, or payroll systems.
• Background in creating cost control systems or operational process documentation.
• Knowledge across a wide range of industries and business models.

Education Requirements: 

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field is required.
• CPA certification is preferred but not required.

Benefits:

• Client-provided benefits available, upon eligibility.
• Paid time off.
• Holiday pay.
• Bonus opportunities.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO