HCVT
Connecting clients with solutions.
Advisory Manager / Senior Manager
Location
Texas
Posted
10 hours ago
Salary
Not specified
Bachelor Degree6 yrs expEnglish
Job Description
• Lead and manage advisory engagements, primarily business valuations for financial reporting, as well as financial modeling, FP&A, and M&A projects.
• Serve as a client contact, building trusted relationships with executives, founders, and finance leaders.
• Translate complex financial data into clear insights, recommendations, and deliverables for client decision-making.
• Manage engagement economics, timelines, scope, and staffing to ensure high-quality, on-time delivery.
• Perform, manage and review business valuations for financial reporting, tax planning, litigation support, and M&A support.
• Develop and review financial models, including option pricing models, Monte Carlo analyses, forecasts, budgets, and scenario analyses.
• Ensure analyses comply with applicable accounting standards (e.g., ASC 350/360, ASC 805, ASC 820) and valuation best practices.
• Support clients with KPI development, cash flow analysis, and performance reporting.
• Participate in internal reviews, quality control procedures, and knowledge-sharing initiatives.
• Supervise, mentor, and review the work of senior associates and associates, providing technical guidance, coaching, and performance feedback.
• Collaborate closely with the Armenia-based advisory team to ensure alignment on methodologies, quality standards, and deadlines.
• Act as a bridge between U.S. based leadership and the Armenia advisory team, including semi-annual travel to Armenia.
• Assist with proposal development, scoping, and pricing of advisory engagements.
Job Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics or a related field.
- CPA or CFA license preferred.
- 6–10+ years of experience in valuations for financial reporting (GAAP).
- Prior experience at a public accounting firm or professional services environment.
- Experience managing client engagements and leading project teams.
- Strong technical knowledge of valuation methodologies and financial modeling.
- Exposure to U.S. GAAP financial reporting and valuation standards.
- Familiarity with complex securities concepts such as stock options, warrants, convertible instruments, equity compensation and Monte Carlo simulations.
- Advanced proficiency in Excel and financial modeling tools
- Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
- Proven leadership, mentoring, and people management capabilities.
- Strong organizational and project management skills.
- Ability to work effectively across cultures and time zones and travel semi-annually to Armenia.
Benefits
- Visit the Benefits section to learn more