Client Advisory Manager

Edward Mann; United States; On-site; USD 75,000 - 90,000; Full time

Job summary

Edward Mann is seeking a commercially minded Client Advisory Manager to oversee accounting delivery and client success across a portfolio of service-based businesses. This leadership role blends accounting expertise with financial analysis, client relationship management, and team development to ensure reliable, accurate, and timely financial information that supports business performance.

Initially hands-on with bookkeeping, the role will evolve toward delegating daily tasks and expanding

Qualifications

• The ideal candidate will have strong accounting and financial analysis skills.
• Experience in client relationship management and leading teams.

Responsibilities

• Review reconciliations and oversee month-end close processes.
• Resolve accounting discrepancies and provide reliable financial information for business decisions.
• Lead and develop team members and present meaningful insights to executive leadership.

Job description

Direct Reports: Client Success Associates, Accounting/Bookkeeping Support, and additional Client Success team members as the function expands

Compensation: $75,000–$90,000 base salary + performance-based incentives + benefits

Position Overview

We are seeking a commercially minded and experienced Client Advisory Manager to oversee accounting delivery and client success across a portfolio of service-based businesses.

This is a varied leadership position combining accounting expertise, financial analysis, client relationship management, and team development. The successful candidate will ensure clients receive reliable, accurate, and timely financial information while using that data to provide practical insights that support business performance and informed decision-making.

The role requires someone who is equally comfortable working through the detail and taking a broader commercial perspective. Responsibilities will range from reviewing reconciliations and overseeing month-end close processes to resolving accounting discrepancies, supporting and developing team members, assessing client profitability and cash flow, and presenting meaningful financial insights directly to the CEO.

Initially, the role will involve a hands‑on approach to bookkeeping and accounting as the successful candidate becomes familiar with the client portfolio, internal processes, and systems. As the business continues to grow and the team develops, the focus will progressively shift towards delegating day‑to‑day transactional activities, strengthening delivery processes, and concentrating on higher‑value advisory services, team leadership, and client outcomes.

The ideal candidate will combine strong technical accounting knowledge with a proactive, solutions‑focused mindset and the ability to turn financial data into clear, actionable business recommendations.