Manager - Financial Advisory Services

Embark; Dallas (TX); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Parental leave

Wellness stipend

Career development

Team events

Job summary

Embark, based in Dallas, seeks an Advisory Manager Consultant with 5+ years in Big 4/public accounting or industry. This role requires a CPA and strong US GAAP knowledge, plus advanced Excel skills and meticulous attention to detail.

You will lead hands-on financial information package consulting, analysis, and M&A support, working closely with clients to deliver value and strategic insights.

Qualifications

• 5+ years in Big 4/public accounting or related industry.
• CPA license required.
• Strong knowledge of US GAAP and financial analysis.

Responsibilities

• Support clients with financial advisory engagements including M&A and related analyses.
• Collaborate with clients to deliver timely, accurate financial information packages.
• Prepare and review financial statements and reporting packages.
• Assist in transactions and strategy development for clients.

Skills

Big 4 experience

Public accounting

CPA

US GAAP

Excel proficiency

Attention to detail

Communication skills

Multi-tasking

Education

Bachelor's degree in accounting or related field

Tools

Excel

Job description

Note: This role is open to any of our established markets listed here - https://www.embarkwithus.com/offices

Experience a 45X+ award-winning culture!

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

Embark isn't your ordinary consulting firm. We're committed to cultivating a workplace where everyone can thrive-where happiness is at the core of our success. Where Happy Works. Our team is dedicated to solving complex problems for finance, accounting, HR, and technology leaders with forward-thinking solutions and unparalleled hospitality. Here are a few reasons why 93% of Embarkers agree that we offer special and unique benefits:

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
• Financial support: Up to 3% 401(k) matching and financial advisory services
• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

What you'll be doing as an Advisory Manager Consultant:

Reporting to the leadership of our financial advisory division, you will join other consultants in our practice. You'll ensure all clients are taken care of by assisting with hands-on financial information package consulting, analysis, M&A, etc. in a timely, efficient, and accurate manner. In this role, you’ll work closely with clients and have the opportunity to experience multiple aspects of financial advisory, transactions, and strategy.

To be a good fit for our Manager - Financial Advisory role you will have:

• 5+ years of experience in Big 4/public accounting and/or industry
• CPA required
• Strong knowledge of U.S. GAAP
• Strong computer skills, particularly in Excel
• Keen attention to detail
• Strong communication skills, both oral and written
• A high sense of urgency, strong initiative and the ability to multi-task

Added bonus if you have…

• Inter-company experience
• Oil and gas experience
• REIT experience
• Technology revenue recognition experience
• SEC filing exposure/experience

What's in it for you:

• We pay 100% of insurance premiums on medical, dental, and vision for you AND your family
• Typical compensation range of $140,000- $160,000
• We match 50% to 6% on our 401K
• Fully paid parental leave for all new parents
• Monthly stipend for whole human wellness
• Highly competitive salaries
• All the technology you'll need to be successful, the most advanced software, and accessories to ensure you get the job done in style
• Monthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. Upon offer of employment, employees will be asked to submit to a background check and drug screen. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.