Senior Business Services Advisor

Position Summary:  

The Senior Business Services Advisor will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically, this will include managing multiple high-level client engagements across multiple divisions within the firm while aiding in developing the technical expertise of the entire team.  

Primary Responsibilities 

• Planning: Formulation of the strategic direction of the business and the tactical plans, budgeting systems, and performance metrics (KPI’s).  Includes the financial analysis of potential acquisitions, as well as due diligence.
• Financial Information: Design meaningful financial reports and present reports to various internal and external parties.
• Risk Management: Understand the current and potential risks to the business and develop plans to mitigate these risks; this includes internal and external risks.
• Financing: Monitor cash needs, investment options, and term financing
• Exit Strategies: Work with ownership in privately held companies to manage the transition of the owners from the company.
• External Relationships:  Develops relationships with external professional advisors such as bankers, attorneys, insurance professionals, CPAs, etc. 

Required Qualifications: 

• Bachelor’s degree in accounting required
• 10+ years’ work experience, preferably some experience in both public accounting and industry
• CPA preferred

Preferred Qualifications: 

• Demonstrated technical abilities in select areas (accounting, regulatory, compliance, etc.)
• Good analytical, interpersonal, time management, research, and communications skills
• Must be able to effectively work with new and changing situations, including changing professional standards where there may not always be a readily apparent solution

Skills and Competencies:   

• Demonstrate strong and effective communication, organizational and time management skills.   
• Ability to work in a team based/collaborative environment.   
• Must accept and thrive in a fast-paced, changing environment.   
• Adherence to all compliance policies & procedures.   
• Demonstrate the Cerity Partners culture.  

Physical Requirements:  

• Prolonged periods sitting at a desk and working on a computer.    
• Must be able to lift up to 15 pounds at times.

Compensation Range:

$150,000 - $200,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities

Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.