As an Accounting Advisory Manager, you will: Support the performance of engagements by managing and ... Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New ...
As an Accounting Advisory Manager, you will: Support the performance of engagements by managing and ... Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New ...
As an Accounting Advisory Manager, you will: Support the performance of engagements by managing and ... Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New ...
As an Accounting Advisory Manager, you will: Support the performance of engagements by managing and ... Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New ...
As an Accounting Advisory Manager, you will: Support the performance of engagements by managing and ... Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New ...
As an Accounting Advisory Manager, you will: Support the performance of engagements by managing and ... Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New ...
Summer 2027: Financial Planning Internship - Richmond
Richmond, VA · On-site
$17.50 - $23/hr
We are seeking a motivated, detail-oriented Financial Planning Intern to support our advisory team in delivering comprehensive wealth management and client service. The intern will contribute to ...
Summer 2027: Financial Planning Internship - Richmond
Richmond, VA · On-site
$17.50 - $23/hr
We are seeking a motivated, detail-oriented Financial Planning Intern to support our advisory team in delivering comprehensive wealth management and client service. The intern will contribute to ...
Summer 2027: Financial Planning Internship - Richmond
Richmond, VA · On-site
$17.50 - $23/hr
We are seeking a motivated, detail-oriented Financial Planning Intern to support our advisory team in delivering comprehensive wealth management and client service. The intern will contribute to ...
Summer 2027: Financial Planning Internship - Richmond
Richmond, VA · On-site
$17.50 - $23/hr
We are seeking a motivated, detail-oriented Financial Planning Intern to support our advisory team in delivering comprehensive wealth management and client service. The intern will contribute to ...
Summer 2027: Financial Planning Internship - Richmond
Richmond, VA · On-site
$16.25 - $21.50/hr
We are seeking a motivated, detail-oriented Financial Planning Intern to support our advisory team in delivering comprehensive wealth management and client service. The intern will contribute to ...
Quick apply
Summer 2027: Financial Planning Internship - Richmond
Richmond, VA · On-site
$16.25 - $21.50/hr
We are seeking a motivated, detail-oriented Financial Planning Intern to support our advisory team in delivering comprehensive wealth management and client service. The intern will contribute to ...
Associate Financial Advisor
Mclean, VA · Remote
$90K - $110K/yr
... Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in ... The Position The Associate Financial Advisor role is a financial advising position that provides ...
Quick apply
Associate Financial Advisor
Mclean, VA · Remote
$90K - $110K/yr
... Management, a fee-only, independent, privately-owned Registered Investment Advisory firm based in ... The Position The Associate Financial Advisor role is a financial advising position that provides ...
CPA Accounting Manager - Audit, Assurance & Advisory
Norfolk, VA · On-site
$100K - $132K/yr
The Accounting Manager will function as a senior reviewer, advisor, and mentor, reducing rework ... Financial statements * Required disclosures and reports * Ensure compliance with GAAP, GAGAS (where ...
CPA Accounting Manager - Audit, Assurance & Advisory
Norfolk, VA · On-site
$100K - $132K/yr
The Accounting Manager will function as a senior reviewer, advisor, and mentor, reducing rework ... Financial statements * Required disclosures and reports * Ensure compliance with GAAP, GAGAS (where ...
CPA Accounting Manager - Audit, Assurance & Advisory
Norfolk, VA · On-site
$101K - $133K/yr
The Accounting Manager will function as a senior reviewer, advisor, and mentor, reducing rework ... Financial statements * Required disclosures and reports * Ensure compliance with GAAP, GAGAS (where ...
Quick apply
CPA Accounting Manager - Audit, Assurance & Advisory
Norfolk, VA · On-site
$101K - $133K/yr
The Accounting Manager will function as a senior reviewer, advisor, and mentor, reducing rework ... Financial statements * Required disclosures and reports * Ensure compliance with GAAP, GAGAS (where ...
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
Quick apply
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
CFO Advisory, Senior Manager (GPS)
Richmond, VA · On-site
$107K - $147K/yr
As a CFO Advisory Senior Manager, you will: Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of ...
CFO Advisory, Senior Manager (GPS)
Richmond, VA · On-site
$107K - $147K/yr
As a CFO Advisory Senior Manager, you will: Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of ...
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
Lead and manage Quality of Earnings (QofE), financial due diligence, and transaction advisory engagements. * Provide strategic CFO advisory services to clients, including financial planning ...
CFO Advisory, Senior Manager (GPS)
Tysons Corner, VA · On-site
$109K - $149K/yr
As a CFO Advisory Senior Manager, you will: Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of ...
CFO Advisory, Senior Manager (GPS)
Tysons Corner, VA · On-site
$109K - $149K/yr
As a CFO Advisory Senior Manager, you will: Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of ...
CFO Advisory, Senior Manager (GPS)
Virginia Beach, VA · On-site
$103K - $140K/yr
As a CFO Advisory Senior Manager, you will: Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of ...
CFO Advisory, Senior Manager (GPS)
Virginia Beach, VA · On-site
$103K - $140K/yr
As a CFO Advisory Senior Manager, you will: Support the performance of engagements by managing and delivering timely and accurate accounting and financial reporting including the implementation of ...
Financial Advisor
Richmond, VA · On-site
$80K - $125K/yr (+ commission)
... Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice ...
Quick apply
Financial Advisor
Richmond, VA · On-site
$80K - $125K/yr (+ commission)
... Management is currently interviewing for inexperienced and experienced advisors. We are looking for those candidates seeking a meaningful career in developing their own financial advisory practice ...
... management of companies involved in financial and fraud investigations. Overviewof Job: * The Director will collaborate and represent The Firm's services Lines (Risk Advisory Services, Technology ...
... management of companies involved in financial and fraud investigations. Overviewof Job: * The Director will collaborate and represent The Firm's services Lines (Risk Advisory Services, Technology ...
Manager, Financial Controls Advisory
Richmond, VA · On-site
$119K - $173K/yr
Manager, Financial Controls Advisory Req Id: 3312 Work Model: Hybrid Company: Altria Client Services State/Province: Virginia Together We Innovate. Together We Change. Want to be the trusted controls ...
Manager, Financial Controls Advisory
Richmond, VA · On-site
$119K - $173K/yr
Manager, Financial Controls Advisory Req Id: 3312 Work Model: Hybrid Company: Altria Client Services State/Province: Virginia Together We Innovate. Together We Change. Want to be the trusted controls ...
Financial Advisor
Falls Church, VA · On-site +1
$45K/yr
Builds long-term financial advisory relationships with clients. * Manages incoming referrals from assigned branches and surrounding territories. * Maintains member/client files and records in ...
Financial Advisor
Falls Church, VA · On-site +1
$45K/yr
Builds long-term financial advisory relationships with clients. * Manages incoming referrals from assigned branches and surrounding territories. * Maintains member/client files and records in ...
Financial Advisory Manager information
What does a financial advisory manager do?
What are the key skills and qualifications needed to thrive as a financial advisory manager, and why are they important?
What are the main challenges financial advisory managers face when leading client projects, and how can they address them?
What is the difference between Financial Advisory Manager vs Financial Analyst?
| Aspect | Financial Advisory Manager | Financial Analyst |
|---|---|---|
| Credentials | CFP, CFA, or CPA often preferred | CFA, CPA, or related finance degrees |
| Work Environment | Client-facing, advisory services, team leadership | Data analysis, financial modeling, reporting |
| Industry Usage | Financial planning firms, wealth management | Investment firms, banks, corporate finance |
| Search & Comparison | Often compared for financial planning roles | More focused on analysis and research |
Financial Advisory Managers primarily focus on providing personalized financial planning and client management, often requiring certifications like CFP or CFA. Financial Analysts concentrate on analyzing financial data, creating reports, and supporting investment decisions. While both roles require strong finance knowledge, the Advisory Manager role is more client-oriented, whereas the Analyst role is more data-driven.
What are the most commonly searched types of Financial Advisory jobs in Virginia?
The most popular types of Financial Advisory jobs in Virginia are:
CFO Advisory, Manager (GPS State & Local Gov't)
Tysons Corner, VA • On-site
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 12 days ago
Key responsibilities
Manage and deliver governmental accounting engagements, including account reconciliations, financial statement closing, and implementation of new accounting standards.
Assess and evaluate client accounting challenges, develop advisory solutions, and review financial reports for accuracy and compliance.
Oversee team activities, provide status updates to clients, and develop technical expertise in governmental accounting.
Cherry Bekaert rating
9.2
Based on 7 frontline employees who took The Breakroom Quiz
Job description
As an Accounting Advisory Manager, you will:
Support the performance of engagements by managing and delivering timely and accurate
governmental accounting including the implementation of new accounting standards, account
reconciliations and financial statement closing procedures, financial statement preparation, and on-demand government accounting support. A significant portion of the work performed centers in and
around solving a government's accounting and financial reporting challenges from staffing or event driving needs at the state and/or local government. In addition to delegating/reviewing the work of
more junior professionals, you will perform engagement activities, participate in discussions with
clients, and assist with drafting deliverables. Specific responsibilities will include:
Planning, managing, and performing a variety of engagements including but not limited to:
Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New Accounting Standards, Accounting Analysis Related to Compliance with Laws and
Regulations, Ongoing Best Practice and High-Performance Government Accounting Support
Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the timeline and scope of engagements
Evaluating complex governmental accounting situations and determining the appropriate treatment under GAAP
Reviewing Annual Comprehensive Financial Report (ACFR) for accuracy and completeness against benchmarks such as GFOA's ACFR review checklist
Identifying best practices or other recommendations in clients account reconciliation or other financial processes and develop and executive level report of the findings
Providing status updates to client leadership on the current status of tasks and any findings or recommendations identified
Overseeing firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned
Ensuring team is up to date on related governmental accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes
Developing one or more areas of technical specialization and begin to serve as a technical consultant, both internally and externally
Developing content such as articles, podcasts, or webinars on governmental accounting matters to build brand recognition of GPS accounting advisory group
Serving as a trusted advisor to clients, identifying opportunities for expanded services
Developing outside relationships with a goal to foster long-term business development
What you bring to the role:
An ideal fit for our firm displays a passion for superior client service, uncompromising integrity, excellent project management abilities, governmental accounting technical knowledge and leadership skills. We're a fast-paced and dynamic environment so a strong sense of urgency will fit right in!
Bachelor's degree in Accounting (preferred), Finance or other business discipline
Active or in-process CPA and/or Certified Government Financial Manager (CGFM)
Minimum 4 years of public accounting experience performing external audit or consulting or 7 years of experience within a state, county or municipality's finance/accounting department
Practical knowledge of relevant professional standards and regulations such as GASB
Prior experience auditing or assisting with the financial close for a governmental entity
Prior experience with internal controls including documentation and testing of controls
Excellent project management, analytical, interpersonal, oral, and written communication skills
Solid organizational skills especially ability to meet project deadlines with a focus on details
Demonstrated experience with Microsoft Office products including ability to analyze and summarize data through the use of formulas, pivot tables, and related add-ins in Excel
Ability to travel as needed up to 40%
Preferred skills and experience:
Experience with GFOA's ACFR Special Review Process or ACFR Preparation
Experience with implementation of GASB standards
Ability to troubleshoot and solve account reconciliation issues
Prior experience coaching and developing less experienced associates
What you can expect from us:
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
Pay Range:
Pay From: $118k to $171kAbout Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us athttps://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.
2026 Cherry Bekaert. All Rights Reserved.
About Cherry Bekaert
Sourced by ZipRecruiter
Industry
Accounting services
Company size
1,001 - 5,000 Employees
Headquarters location
Raleigh, NC, US