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Advisory Manager Jobs in Wisconsin (NOW HIRING)

Baker Tilly Advisory Group, LP

WI · On-site

$179.85 - $340.97/hr

This position is a hybrid role in Dallas/Frisco, TXJoin Baker Tilly's Managed Services Advisory team and help clients transform how their finance and accounting functions operate. We partner with ...

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Portage Point Partners

WI · On-site

$505 - $695/hr

Accounting Advisory & Controllership Transformation (AACT) team members provide operational ... You will lead key initiatives, manage discrete workstreams and work closely with senior leaders. If ...

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Advisory Manager information

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 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 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 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 cities in Wisconsin are hiring for Advisory Manager jobs? Cities in Wisconsin with the most Advisory Manager job openings:
Advisory Manager jobs near you

Controller and Client Advisory Manager

Berndt CPA LLC

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 9 days ago

Job description

Controller - Client Advisory Manager
Make an impact. Guide businesses. Grow into a trusted advisor.
Berndt CPA LLC is seeking a relationship-driven Controller / Client Advisory Manager to join our growing advisory and outsourced accounting practice. This position is ideal for an experienced accounting professional who enjoys helping entrepreneurial businesses strengthen their financial operations while building long-term client relationships.
Whether your background is in public accounting, outsourced accounting, or private industry, this role offers the opportunity to combine technical accounting, client advisory services, leadership, and process improvement in a collaborative and people-focused environment.
This is an excellent opportunity for Controllers, Assistant Controllers, Accounting Managers, Audit Managers, or experienced Outsourced Accounting professionals who enjoy variety, continuous learning, and making a meaningful impact on the businesses they serve.
Position Summary
The Controller / Client Advisory Manager serves as the primary accounting and advisory contact for a portfolio of entrepreneurial business clients across a variety of industries.
This role combines financial oversight, relationship management, process improvement, and team collaboration while helping clients improve financial visibility, strengthen internal processes, and make informed business decisions.
Description of Duties
Client Advisory
  • Serve as the primary contact for a portfolio of business clients.
  • Review monthly financial statements and communicate financial results with clients.
  • Assist business owners with budgeting, forecasting, cash flow management, and KPI reporting.
  • Help clients improve accounting processes and internal controls.
  • Identify opportunities for automation and operational efficiencies.

Accounting Leadership
  • Review accounting work prepared by staff accountants.
  • Ensure financial reporting is timely and accurate.
  • Assist with client onboarding and accounting system implementations.
  • Collaborate with tax, payroll, and advisory teams to provide comprehensive client service.

Team Development
  • Mentor and coach accounting staff.
  • Review work and provide constructive feedback.
  • Help establish best practices and improve internal processes.
  • Support a collaborative, team-oriented culture.

Firm Growth
  • Build strong long-term client relationships.
  • Participate in networking and community involvement.
  • Support proposal opportunities and cross-selling of firm services.
  • Help identify additional ways we can provide value to clients.

Recommended Skills & Qualifications
  • Bachelor's degree in Accounting or Finance.
  • CPA preferred but not required.
  • 5-10 years of accounting experience.
  • Experience in public accounting, outsourced accounting, or private industry leadership.
  • Experience supervising or reviewing the work of others.
  • Strong understanding of financial reporting and accounting operations.
  • Experience working directly with business owners or leadership teams.
  • Familiarity with QuickBooks Online and other cloud-based accounting platforms.
  • Strong communication, organizational, and relationship management skills.
  • Ability to manage multiple priorities while maintaining exceptional client service.

Who Thrives in This Role
This role is ideal for someone who:
  • Enjoys working with a variety of businesses and industries.
  • Likes solving problems and improving processes.
  • Wants to build trusted relationships with clients.
  • Enjoys mentoring and developing team members.
  • Is looking to grow beyond traditional accounting into advisory services.

What We Offer
At Berndt CPA LLC, we support our team members in maintaining a healthy work-life balance. We provide a collaborative environment where professional growth is encouraged, and personal flexibility is respected. This position offers:
  • Competitive compensation and bonus program
  • Flex-time or full-time options with partial remote work available, depending on the candidate's preferences
  • Comprehensive benefits package (health, dental, vision, 401k match)
  • Supportive, people-first firm culture with regular team events
  • Professional development and career advancement opportunities
  • Paid time for community involvement and networking
  • Modern technology and tools in a collaborative environment
  • Opportunity to work closely with entrepreneurial businesses across a variety of industries
  • Meaningful client relationships and strategic advisory involvement

Awards And Recognition - Recent
  • 2025 - Top Work Places - Small Business - Wisconsin State Journal
  • 2025 - Best Places to Work - Small Business - Madison Magazine
  • 2025 - Best Accounting Firm to Work For - Accounting Today
  • 2024 - People's Choice Awards - Best Accounting Firm
  • 2024 - Top Work Places - Small Business - Wisconsin State Journal
  • 2024 - Best Places to Work - Small Business - Madison Magazine
  • 2024 - InBusiness Executive Choice Award - Accounting Firm
  • 2024 - Best Accounting Firm to Work For - Accounting Today

Ready to grow your career with a firm that invests in your success? Apply today and bring your expertise to a people-first firm that values your impact.

Apply