HCVT

Advisory Manager – Senior Manager

HCVT

full-time

Posted on:

Location Type: Hybrid

Location: Salt Lake City • Utah • United States

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Job Level

Senior

About the role

  • 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.
  • Support engagements related to complex securities, including equity-based compensation, derivatives, and other financial instruments.
  • 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.
  • Contribute to process improvements, workflow optimization, and knowledge-sharing initiatives across teams.
  • Assist with proposal development, scoping, and pricing of advisory engagements.
  • Identify opportunities to expand advisory services with existing clients through networking and events.
  • Contribute to thought leadership, internal best practices, and practice development initiatives.

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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business valuationsfinancial modelingFP&AM&A projectsKPI developmentcash flow analysisoption pricing modelsMonte Carlo analysesscenario analysesvaluation methodologies
Soft Skills
client engagementrelationship buildingcommunication skillsleadershipmentoringorganizational skillsproject managementcoachingperformance feedbackcross-cultural collaboration
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsBachelor’s degree in MathematicsBachelor’s degree in StatisticsCPACFA