Advisory Manager

Green Key Resources; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Green Key Resources is seeking a Manager for a fast-growing advisory start-up, offering a pivotal early role in shaping the firm as it scales.

Responsibilities include leading full‑cycle finance transformation for global clients, supporting M&A analysis, and delivering data‑driven financial and operational insights, with a focus on practical solutions and stakeholder communication.

This role rewards strategic impact and professional growth in a high‑velocity environment.

Qualifications

• 5+ years of experience in a Big 4 environment.
• CPA license or active progress toward licensure preferred.
• Strong technical foundation in U.S. GAAP, FASB standards, and audit methodology.
• Demonstrated career progression and reliable employment history.
• Bachelor’s degree or higher in Accounting or Finance.
• Advanced ability to analyze financial issues and develop practical, data‑driven recommendations.

Responsibilities

• Lead full‑cycle finance transformation initiatives for global organizations.
• Prepare and analyze financial information packages; support M&A work.
• Assist large corporate clients with detailed financial and operational analysis.
• Break down complex accounting, finance, and operational issues and develop data‑driven solutions.
• Review financial performance data to identify inefficiencies and implement process improvements.
• Develop and execute change‑management plans to support global finance teams adopting new systems and tools.
• Maintain consistent, professional communication with internal leadership and client management.

Skills

Finance transformation

Data‑driven analysis

Change management

Executive communication

Education

Bachelor’s in Accounting or Finance

CPA (preferred)

Job description

Our client, a fast‑growing advisory start‑up, is looking to bring on a Manager as they continue to scale. It’s a strong opportunity to step in early and help shape a firm that’s building out its foundation.

Responsibilities

• Lead full‑cycle finance transformation initiatives, guiding projects from initial strategy through execution for global organizations.
• Prepare and analyze financial information packages, support M&A‑related work, and assist large corporate clients with detailed financial and operational analysis.
• Break down complex accounting, finance, and operational issues and develop clear, data‑driven solutions.
• Review financial performance data to identify inefficiencies and implement targeted process improvements across client operations.
• Develop and execute change‑management plans to support global finance teams adopting new systems, tools, and processes.
• Maintain consistent, professional communication with internal leadership and client management throughout each engagement.

Qualifications

• 5+ years of experience in a Big 4 environment; industry experience is a plus.
• CPA license or active progress toward licensure preferred.
• Strong technical foundation in U.S. GAAP, FASB standards, and audit methodology.
• Demonstrated career progression and a stable, reliable employment history.
• Bachelor’s degree or higher in Accounting or Finance.
• Advanced ability to analyze financial issues and develop practical, data‑driven recommendations.