SB Financial Services Relationship Manager jobs in Newton, MA

Financial Services – Manager

Manager-level financial consultants work closely with senior management of Fortune 500, mid-cap, and start-up companies. CFGI Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.

Take ownership of your career at CFGI:

• Gain exposure to a wide range of industries and/or projects.

• Make a true business impact with your clients.

• Own projects from start to finish.

• Experience client interaction and thrive in a client-facing role.

• Be consistently challenged and learn through a collegial environment created from top tier experts hired within the firm.

• Enjoy the flexibility of office/remote/client site work locations (engagement specific).

• Create your own path.

• Enjoy what you do!

What you might expect:

• Integration with client’s senior management to solve complex accounting issues and for preparation of proposed resolutions.

• Lead liquidity capital planning and management efforts to ensure the client’s financial stability.

• Review of work prepared by Consultants on operational due diligence for complex transactions (i.e. – acquisitions & divestitures, stock offerings and debt raises, IPO’s).

• Accounting projects focused on carving out business units/subsidiaries.

• Oversee and implement remodeling initiatives following regulatory evaluations.

• Review of Consultants’ deliverables of financial and regulatory information in accordance with SEC and regulatory requirements (i.e. – 10K’s, 10Q’s, S-1 and S-4 filings, audit coordination).

• Research and documentation projects related to new ASC accounting standards (i.e. – ASC 842, ASC 606, ASC 326).

• Draft cost decisions and provide recommendations to boost the company’s capital position.

• Process improvement projects and implementation of changes.

• Lead and mentor Consultants, acting as a role model and providing creative solutions that enhance Consultant’s overall experience.

• Participate in the firm’s recruiting efforts, client relationship building and business development efforts.

Who you are:

• Undergraduate degree in Accounting – CPA and/or MBA combined with solid accounting experience will be considered in lieu of a degree in Accounting.

• Six to eight years’ experience in public accounting and/or industry accounting/finance.

• Preferred background in the Insurance and/or Banking space.

• Excellent interpersonal, written and oral communication skills, and ability to assimilate easily into teams.

• Strong technical skills and a working knowledge of U.S. GAAP and SEC reporting.

• Proactive in identifying client needs and effective in building a strong relationship with clients.

• Highly organized and focused and demonstrates ability to set overall engagement expectations and direction.

• Effective analytical and critical thinking abilities.

• Entrepreneurial nature, self-motivated, ethical, and dependable.

• High energy with commitment to quality client service, focusing on ensuring positive resolutions to conflicts.