Sharp Financial · 2 months ago
Manager, Accounting Advisory
Horsham, Pennsylvania, United States
Full-time
Hybrid
Mid, Senior LevelSharp Financial is a company that helps clients reimagine what’s possible in their financial operations. The Accounting Advisory Manager will manage client relationships, oversee engagement delivery, and collaborate with various teams to provide holistic solutions for privately held businesses.
AccountingFinanceFinancial Services
Responsibilities
Lead day-to-day client engagements, overseeing compilations, reviews, and management reporting for privately held businesses
Act as a trusted resource and advisor to clients by helping them strengthen accounting processes, improve reporting, and translate financial data into strategy
Advise clients on bookkeeping, budgeting, forecasting, restructuring, and financial processes
Provide insights on capital transactions, business transitions, and other complex analyses
Manage workflow and project delivery, reviewing work prepared by staff and ensuring accuracy, timeliness, and alignment with Sharp’s standards of excellence
Develop and mentor team members, providing coaching and feedback that supports technical growth and client-ready confidence
Train and develop staff and senior accountants, providing one-on-one guidance to strengthen their technical skills, efficiency, and understanding of advisory-style client service
Qualification
Required
Strong accounting professional
Experience in managing client relationships
Ability to oversee engagement delivery
Experience in leading day-to-day client engagements
Knowledge of compilations, reviews, and management reporting for privately held businesses
Ability to act as a trusted resource and advisor to clients
Experience in advising clients on bookkeeping, budgeting, forecasting, restructuring, and financial processes
Ability to provide insights on capital transactions, business transitions, and other complex analyses
Experience in managing workflow and project delivery
Ability to review work prepared by staff and ensure accuracy, timeliness, and alignment with standards of excellence
Experience in developing and mentoring team members
Ability to provide coaching and feedback that supports technical growth and client-ready confidence
Experience in training and developing staff and senior accountants
Company
Sharp Financial
Sharp Financial is an integrated financial management firm that unifies business strategy, accounting, tax, wealth management, investment banking and family office services to help business owners and their families achieve the extraordinary.
Founded in 1993
11-50 employees
Funding
Current Stage
Early StageRecent News
2025-10-29
Company data provided by crunchbase