Manager - Financial Advisory Services jobs in United States
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Embark · 5 months ago

Manager - Financial Advisory Services

Embark is a consulting firm committed to cultivating a workplace where everyone can thrive. As an Advisory Manager Consultant, you will be responsible for providing hands-on financial consulting and analysis to clients, ensuring their needs are met efficiently and accurately.

Management Consulting
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Comp. & Benefits

Responsibilities

Reporting to the leadership of our financial advisory division, you will join other consultants in our practice
You'll ensure all clients are taken care of by assisting with hands-on financial information package consulting, analysis, M&A, etc. in a timely, efficient, and accurate manner
In this role, you’ll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy

Qualification

CPAU.S. GAAPExcelBig 4 experienceMulti-taskingInter-company experienceOilGas experienceREIT experienceTechnology revenue recognitionHealthcare experienceSEC filing experienceCommunication skillsAttention to detailInitiative

Required

5+ years of experience in Big 4/public accounting and/or industry
CPA required
Strong knowledge of U.S. GAAP
Strong computer skills, particularly in Excel
Keen attention to detail
Strong communication skills, both oral and written
A high sense of urgency, strong initiative and the ability to multi-task

Preferred

Inter-company experience
Oil and gas experience
REIT experience
Technology revenue recognition experience
Healthcare experience
SEC filing exposure/experience

Benefits

Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
Comprehensive healthcare: 100% paid premiums for you and your family
Whole human growth: $150 monthly stipend for holistic development
Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
Financial support: Up to 3% 401(k) matching and financial advisory services
Team and community engagement: Monthly social events within your market, charitable matching, and great people!
We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
Typical compensation range of $140,000- $160,000
We match 50% to 6% on our 401K
Fully paid parental leave for all new parents
Monthly stipend for whole human wellness
Highly competitive salaries
All the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

Company

Embark

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Embark is a financial advisory consulting firm that helps clients solve their complex financial problems with forward-thinking solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2025-09-04Private Equity

Leadership Team

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L. Felice Gorordo
CEO & Board Member
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Company data provided by crunchbase