Job Description Professionals within Accentures Growth Strategy Practice are focused on working with clients to develop, plan and implement innovative organic and inorganic growth business strategies, which generate long-term business value and competitive advantage.  

Strategy professionals identify and implement high performance business value creation and transformation opportunities by delivering independent strategic and general management consulting services focused on the CEO and Chief Strategy Officers agenda. 

The Growth Strategy M&A Senior Manager will collaborate with client teams to define, architect, drive and deliver transformational growth strategies that generate long-term client value.    

Responsibilities

Senior Manager will join the North America Growth Strategy practice and bring leading consulting skills to support clients who seek to develop and/or execute their inorganic growth strategy, conduct pre-deal analysis, analyze transactions, conduct transaction analysis and strategic due diligence, plan and execute post-merger integration, or embark on corporate restructuring and divestitures.  This includes the creation architecture and delivery of value provided by the application of:

• Strong executive presence and client building / influencing skills
• Exceptional communication and team building / mentoring skills
• Ability to drive rigorous, fact-based appraisal of industry performance drivers and competitive dynamics
• The application of innovative as well as established analytical tools to device a clearly articulated corporate strategy and business value Corporate and business unit restructuring skills
• Deep industry knowledge and insight within the Pharmaceutical industry

The Senior Manager will support delivery of client work and develop new client opportunities with both existing clients and prospective new clients:

• Drive rigorous and structured approach to identifying and solving client problems
• Structure and perform complex financial analyses and develop business cases in conjunction with industry and/or opportunity analyses
• Lead efforts of managers, consultants and analysts on client engagements to ensure that the focus is correct and the work is accomplished on time, and meets or exceeds the highest quality standards.
• Structure and develop high impact client communications
• Conduct work in such a way that the results are both of distinctive quality and useful to the client in terms of improving competitive positioning
• Ability to meet travel requirements, up to 100%

• MBA Graduate
• Minimum of 5 years post graduate work experience
• Minimum of 2 years experience in at least one stage of the merger & acquisition life cycle (with either specific pre- or post- merger experience)
• Minimum of 3 years experience at a consulting firm, investment bank or internal consulting or finance position (e.g., corporate development) with a Fortune 500 firm
• Minimum of 3 years of industry-specific experience within the Pharmaceutial Industry

• Significant responsibility for identifying and closing sales opportunities
• Deep functional experience in core shared service "back of the process" (i.e., Finance, Legal, HR), preferably in a merger integration context
• Significant responsibility developing professional  post (i.e., MBA) talent
• Client network
• Extensive network of industry relationships

- 10 - 15 yrs Middle Market and/or Business Banking Lending experience.

- Strong credit skills - Formal Credit Training

- Previous Financial Advisory experience a Plus

- Series 7 and 66 required (will support if not have)

- Leader among peers in new business development

The candidate will ensure that best practices in taxation planning and reporting is provided and provide effective coaching and supervision to direct reports and department members.  This candidate also must ensure that client services and satisfaction are attained in all areas of position.

Requirements:

CPA

Big 4 preferred

Bachelor Degree required

10+ year’s experience in Corporate Taxes

3+years with expatriate taxes

Excellent communication Skills

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• Participating in non U.S. registered accounting firm inspections which includes (but is not limited to):
o Interviewing audit engagement and other firm personnel;
o Inspecting portions of audit work papers;
o Researching technical issues;
o Communicating and reporting findings; and
o Preparing inspections reports;
• Participating in special projects such as developing and/or updating inspections guides and other inspection related tools;
• Leveraging inspection expertise among other members of the inspections staff; and
• Assisting with the development of training courses on various technical matters.

Qualifications:

• Current CPA (Certified Public Accountant) license required;
• At least 7-8 years of progressively responsible experience at the Senior Manager/Manager level in the audits of publicly traded companies including recent experience on multi-national companies and/or recent public accounting experience working outside the U.S.
• Recent experience performing audits of clients that present financial statements in accordance with International Financial Reporting Standards is a plus;
• Bachelor’s degree in Accounting; MBA/Master’s degree a plus;
• Fluency in multiple languages a plus;
• Strong knowledge of generally accepted accounting principles and IFRS;
• Strong  communication skills, both written and oral;
• Ability to work independently and as a member of a team;
• Ability to travel outside the U.S.

The Chief Financial Officer (CFO) is responsible for all financial matters of the non-profit organization. The CFO will report to and work closely with the Executive Director. In addition, s/he will be a member of the management team and partner with them and the Board of Directors to develop and implement strategies across the organization that will position and maintain the organization in a sustainable financial state. The CFO will oversee all finance, administration, planning, budgeting and information technology. The CFO will also be responsible for compliance with contracts, grants and programs.

Responsibilities include:

   Accounting and Administration

• Oversee and participate in the accounting function to ensure proper maintenance of all accounting systems and functions.


• Ensure maintenance of appropriate internal controls and financial procedures.


• Ensure timely preparation and communication of monthly and annual financial statements.


• Coordinate audits and proper filing of tax returns.


• Ensure legal and regulatory compliance regarding all financial and accounting functions.

   Finance and Planning

• Oversee cash flow planning and ensure availability of funds as needed.


• Coordinate the development and monitoring of agency and program budgets.


• Develop financial business plans and forecasts.


• Work closely with the management team and the Board of Directors to develop strategic financial goals.


• Represent the company to financial partners, including financial institutions, auditors, public officials, etc.


• Remain up to date on nonprofit accounting best practices as well as state and federal laws regarding nonprofit operations.

Qualifications

• A minimum of a BS; a CPA and/or MBA a plus.


• Experience in or knowledge of nonprofit accounting a must..


• At least 6 years experience as CFO, controller or equivalent, preferably in an organization with a budget of at least $5 million.


• Experience in a non-profit, with government contracts and/or with medical billing


• Experience in a senior financial-management role, partnering with executive staff and the Board of Directors.


• Experience in the development and implementation of financial management strategies.

“Hands On” Manager to lead Financial and SEC Reporting under GAAP to include preparation and review of all quarterly reports-10Q, annual reports-10K, Proxies, earnings releases-8K and Board financials, including internal reports and variance analysis, stock compensation models, SEC reviews and comment letters for a 6 Billion Dollar Publicly Traded company operating as one of the leading distributors in North America and Canada.

Job Duties:

Proactively address all financial accounting and reporting issues, formal documentation of GAAP and SEC position memos, policies and procedures on GAAP, financial  reporting packages to top management, disclosures, audit committee and the board of directors.

Supervision of a team of professional accountants to work collaboratively Director

• Do you have an established book of business  


• Are you dissatisfied with your current situation (employer, comp model, etc.)


• Are you interested in discussing a new home and negotiating your book   


• Are you interested in selling your practice


• Women and minorities strongly encouraged to apply!

Registered Advisors (Team & Sole Practioner Roles/ Practice):              Our premier Financial Client is seeking proven successful Financial Advisors with 7 - 20 years of experience (minimum assets under management $30MM, production $300k). My client would also be interested in purchasing a practice as well.

Responsibilities: 

• Continue to build client relationships with established clients. 


• Build relationships with clients seeking a new Financial Advisor to achieve their financial goals through the use of financial planning and wealth management.


• Market and sell appropriate investment products, financial and wealth management services/products to clients.


• Analyze investment opportunities and client needs, and recommend appropriate strategies


• Prepare and deliver presentations/seminars to clients and prospects.


• Re-establish your client base under new umbrella


• Comply with all industry rules and regulations.

Minimum Qualifications: 

• Currently a producing financial advisor with a book of business.


• 1st or 2nd Quintile producer


• Track record of stable and successful work experience with same employer for a period of 5 - 10 years.  Prefer no more than 2 moves in the last 10 years please.


• Series 7 and 66 registration, and additional licensing
  Ability to communicate effectively with co-workers and clients.


• A bachelor’s degree with 10 years of business experience and proven success in a previous career.


• Must have good credit and a clean U-4


• Proven Financial Professional!
  
  Women and Minorities strongly encouraged to apply! 

• Join an entrepreneurial and evolving company
• Work with prestigious clients
• Enjoy a variety of projects across diverse industries
• Direct your professional career
• Participate in local and global practice groups
• Establish long-term relationships with colleagues
• Choose projects that are right for you
• Design your own work/life balance

Angleton TX, Long Island NY, Bay Area CA, Ft Lauderdale FL, Boerne TX, San Antonio TX, New York NY, San Francisco CA, Miami FL, Melville NY, West Palm Beach Fl, London England, London UK

Industry :  Financial Services , International Banking , Investment Banking 
Department :  Asset Management  , Brokerage Operations , Financial Advisor , Financial Consultant , Fixed Income Trading , Regulatory , Wealth Management 
Relocation : NO 
                         

 POSITION SUMMARY

We are seeking Producing Branch Office Managers and Registered Brokers:

Manage and grow your existing book of business
Ability to Recruit and Supervise seasoned financial advisors
3+ years proven financial service sales success experience
Minimum production history of $150,000 annually and preferably client assets of at least $10 million
FINRA Series 7, 63. Series 24 desired but will sponsor right candidate
Have strong communications skills
Oversee, manage and motivate existing branch personnel

We Offer:
Competitive  payouts
Direct Access to Corporate Finance/Investment Banking Departments
Qualified and experienced Staff
Access to a variety of independent research sources
Excellent Benefit Package (401 K, Profit sharing, Medical, Dental and Life Insurance)

• FINRA Series 7, 63. Series 24


• Minimum production history of $150,000 annually and preferably client assets of at least $10 million

We are a growing, old-line, full-service investment banking and brokerage boutique. We offer our clients truly independent advice and access to a full gamut of investment opportunities. We have a seasoned Corporate Finance and Financial Advisory business that puts us into a highly differentiated position to advise, raise capital and partner with entrepreneurial management teams seeking to grow their businesses.

Our services a wide range of investors both domestically and internationally. We are a truly independent firm with no exposure to toxic investments or big firm politics. We offer non conflicted advice, a results oriented culture and sophisticated solutions for managing the wealth of our high-net-worth clients

We are rapidly expanding our footprint in North America and are looking for experienced Financial Services Consultants on the West Coast.

We are looking for qualified candidates with experience in the following areas:

• Front office / Middle office Operations & Trade Control




• Wholesale banking front-office trading platform experience




• Wealth & Investment Management experience, particularly in retail brokerage operations and personal trust




• Domain experience for market and credit risk




• Risk Management & Compliance / Regulatory




• Organizational Transformation / Change Management




• Business Reengineering & Business Architecture




• Enterprise risk platforms and initiatives

An ideal candidate should have an understanding of consulting methodologies within the financial services industry (strategy work, business case development, process mapping, lifecycle of project implementation, requirements gathering, competitive assessment, etc).

The main responsibilities as a Financial Services Management Consultant:

• Lead or participate in a Capco team to best service our clients’ needs




• Develop understanding of client strategic direction, issues and project goals




• Conduct structured data gathering, research and analysis




• Develop and evaluate procedures, controls, user requirements, functional specifications




• Lead or assist in documenting, evaluating and translating business architectures and needs into IT application and technical architectures




• Prepare, attend and participate in, help facilitate and document client meetings/workshops




• Develop high quality presentations/reports to effectively communicate project findings




• Lead or assist in implementation of strategies and integrated solutions to address client needs




• Participate in development of new opportunities: conduct market/client research and analysis

Professional Requirements:

• Strong understanding of business/market dynamics and financial practices in the Financial Services Industry




• Project experience in the Financial Services Industry (preferably within a consulting environment) and knowledge of best practices.




• Understanding of business analysis/systems analysis methodologies




• Experience of tools and processes involved in business requirements gathering; use case development, process modeling, and functional documentation




• Experience with Project management methodology – objectives setting, management of progress, quality assurance, issue escalation, task planning, status reporting, etc.




• Capability to participate or run workshops with Capco’s clients at C-level management




• Strong documentation skills using Microsoft Office Applications (Excel, Powerpoint, Word) and thought leadership




• Customer Relationship Management experience. Excellent communication skills (verbal and written) to discuss complex ideas and develop project deliverables with managers and clients. Ability to think, write and present in a logical and structured way




• Practice with process optimization techniques preferred (Six Sigma, Lean, etc)




• Willingness to travel and work in cross-border/cross-disciplined teams at client site
  
  

Behavioral/Qualitative Attributes:

• Ability to take ownership and personal responsibility over work




• Intellectual curiosity with an innovative approach to solving problems




• Team players with management skills and the ability or potential to lead others

Educational Requirements:

• Minimum of BS/BA Degree or technical degree 




• Masters or MBA a plus

• Join an entrepreneurial and evolving company
• Work with prestigious clients
• Enjoy a variety of projects across diverse industries
• Direct your professional career
• Participate in local and global practice groups
• Establish long-term relationships with colleagues
• Choose projects that are right for you
• Design your own work/life balance

•    Work on a variety of sell-side transactions in all stages, from initial client pitches to transaction closings
•    Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
•    Ability to market services both to internal partners and external clients, develop client networks, and support efforts in developing and executing sales and marketing strategies
•    Ensure quality of client deliverables by having a strong attention to detail
•    Mentor and develop staff - analysts and junior associates
•    Individuals will be assigned a wide variety of projects and given as much responsibility as their experience and capabilities permit

Requirements:

•    Minimum of 6-7 years experience at a bulge bracket or reputable boutique or regional investment bank or Big 4 professional services experience providing assurance and/or M&A advisory services  
•    Bachelors degree in Finance or Accounting
•    Ability to make effective decisions by analyzing information and considering priorities
•    Proficient in MS Office, including Excel, Word, and PowerPoint
•    Demonstrated experience with managing of day to day aspects of client relationships and projects