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Advisory Manager information

What is an advisory manager?

Advisory Managers are professionals who oversee consulting projects and teams, providing clients with strategic advice in areas like business operations, risk management, or financial planning. They are responsible for managing client relationships, guiding junior consultants, and ensuring the successful delivery of advisory services. Advisory Managers often work in accounting firms, consulting companies, or large corporations. Their expertise helps organizations solve complex problems and improve performance.

What are the key skills and qualifications needed to thrive as an advisory manager?

To thrive as an Advisory Manager, you need strong analytical abilities, project management experience, and typically a degree in business, finance, or a related field. Proficiency with data analysis tools, enterprise resource planning (ERP) systems, and relevant certifications such as CPA or PMP are commonly required. Exceptional communication, leadership, and client relationship skills help you stand out in this role. These skills are vital for delivering strategic guidance, managing teams, and ensuring successful client engagements.

What are some common challenges advisory managers face when balancing client expectations and project deliverables?

Advisory Managers often navigate the complex task of aligning client expectations with realistic project timelines and resource constraints. They must communicate transparently about potential risks, scope changes, and deliverable timelines while maintaining strong client relationships. Balancing these factors requires strong negotiation, problem-solving, and stakeholder management skills. Successfully managing these challenges not only ensures client satisfaction but also helps in building long-term trust and repeat business.

What is the difference between Advisory Manager vs Financial Analyst?

AspectAdvisory ManagerFinancial Analyst
Required CredentialsBachelor's degree, often certifications like CFA or CPABachelor's degree, CFA or CPA preferred
Work EnvironmentClient-facing, strategic planning, team leadershipData analysis, financial modeling, reporting
Employer & Industry UsageConsulting firms, financial services, corporate advisoryInvestment banks, asset management, corporate finance

Advisory Managers focus on client consulting, strategic advice, and team management, often requiring certifications and client interaction. Financial Analysts primarily analyze financial data, prepare reports, and support investment decisions. While both roles require financial knowledge, Advisory Managers have a broader strategic and leadership role, whereas Financial Analysts concentrate on data analysis and reporting.

What are the most commonly searched types of Advisory jobs in Florida?

The most popular types of Advisory jobs in Florida are:

What cities in Florida are hiring for Advisory Manager jobs?

Cities in Florida with the most Advisory Manager job openings:

Advisory Manager jobs near you
Infographic showing various Advisory Manager job openings in Florida as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution.

Manager, Transaction Advisory - 2236919

Forvis Mazars

Tampa, FL • On-site

Full-time

Re-posted 16 days ago

Forvis Mazars rating

8.1

Company rating: 8.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

13th of 23 rated bookkeepers and accountants

Job description

Description & Requirements
At Forvis Mazars, our Transaction Advisory team is led by a talented team of experienced transaction advisors, who have a sincere appreciation for people and how they are each uniquely motivated. We focus on training and developing our teams to help them reach their full potential. If you thrive in a fast-paced environment and seek variety, we would love to talk to you!
The Transaction Advisory leadership team takes pride in creating and maintaining a supportive and respectful environment for our team members. Apply if you are interested in learning how we can support your professional and personal goals.
The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle-market expertise and national resources, they provide tailored due diligence services that uncover opportunities, assess risks, and highlight areas for improvement. Serving private equity groups and corporations, the team offers buy-side and sell-side due diligence, tax due diligence, and transaction structuring-ensuring clients are well-informed and positioned for successful outcomes.
What You Will Do:
  • Lead and execute comprehensive buy-side and sell-side financial due diligence engagements for private equity firms and corporate clients
  • Analyze and interpret complex financial and operational data of target companies to develop insightful Quality of Earnings reports that support informed investment decisions
  • Identify key diligence issues and value creation opportunities, providing actionable recommendations for post-acquisition integration and performance improvement.
  • Conduct in-depth industry and market research to benchmark performance, assess trends, and evaluate the competitive positioning of target companies.
  • Collaborate closely with senior stakeholders, including C-suite executives, investment bankers, private equity partners, legal advisors, and internal teams to drive deal success.
  • Coach, mentor, and oversee junior team members, fostering professional development through hands-on training, performance feedback, and knowledge sharing to build a high-performing team.

Minimum Qualifications:
  • Bachelor's Degree in Accountancy, Finance, or a related field
  • Minimum of five (5) years of relevant work experience in audit or transaction advisory services from a large public accounting or consulting firm
  • Proficiency with Microsoft Office, primarily Excel and PowerPoint
  • Excellent written and verbal communication skills
  • Ability to develop relationships with both team members and external clients

Preferred Qualifications:
  • Minimum of five (5) years of relevant work experience with at least three (3) years of transaction advisory financial due diligence experience from a large public accounting or consulting firm
  • Current and valid CPA (Certified Public Accountant) license
  • Masters Degree in Accountancy

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About Forvis Mazars, LLP
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.
With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.
What We Offer
Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.
Legal Notice
Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.
Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.

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