Advisory Manager

Crete Professionals Alliance

Advisory Manager ensuring efficient financial reporting and compliance processes at a rapidly growing firm. Requires strong technical accounting expertise and experience managing client relationships.

Posted 6/4/2026full-timeSomerset • New Jersey • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Prepare and review financial statements, SEC filings, and related reporting deliverables for both public and private company clients
Prepare and review monthly, quarterly, and annual financial reporting packages, including management reports, board presentations, investor materials, and other client deliverables
Coordinate annual audits, quarterly reviews, and other engagements with external audit firms and third-party advisors
Review tie-outs, supporting schedules, and reporting packages to ensure completeness, accuracy, and consistency across financial and regulatory reporting deliverables
Coordinate the receipt of deliverables and reporting inputs across multiple functions, including client personnel, finance and accounting teams, legal counsel, HR, investor relations, and other stakeholders
Prepare and review financial statement disclosures and assist with U.S. GAAP disclosure requirements for both public and private entities
Perform technical accounting and disclosure research and consult with clients, management, and external auditors regarding new accounting standards, reporting requirements, and non-routine transactions
Assist private company clients with month-end and year-end close processes, financial statement preparation, account reconciliations, and general accounting support as needed
Lead the coordination, compilation, and standardization of internal and external reporting materials in collaboration with clients and cross-functional teams
Evaluate and enhance reporting and accounting processes, identifying opportunities for automation, efficiency gains, standardization, and process improvements
Maintain a strong internal control environment and support compliance with applicable accounting, regulatory, and reporting requirements
Serve as a trusted advisor to clients by proactively identifying risks, providing insights, and recommending practical accounting and reporting solutions
Supervise, mentor, and develop staff at all levels, providing ongoing coaching, training, and constructive feedback to support career growth and team performance

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field; Master’s degree in Accounting a plus
CPA required
8–10+ years of relevant professional experience in public accounting and/or industry experience, with client-facing experience preferred
Strong understanding of U.S. GAAP, financial reporting, and SEC reporting requirements
Experience preparing and reviewing financial statements for both private and public companies
Experience managing multiple client engagements and deadlines in a fast-paced environment
Financial services industry experience a plus
Experience with financial reporting, accounting systems, and business intelligence or data visualization tools (e.g., Power BI) a plus
Experience with financial reporting and disclosure management platforms a plus

Benefits

Comp & perks

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial statementsSEC filingsfinancial reportingU.S. GAAPaccount reconciliationstechnical accountingdisclosure researchmonth-end closeyear-end closeaudit coordination

Soft Skills

client-facing experienceteam performancementoringcoachingcommunicationproblem-solvingrisk identificationinsight provisioncollaborationprocess improvement

Certifications

CPABachelor’s degree in AccountingMaster’s degree in Accounting