Transaction Advisory Consulting Manager

Posted Yesterday
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3 Locations
In-Office or Remote
110K-130K Annually
Senior level
Consulting • Financial Services
The Role
The Manager oversees consulting projects, client relationships, and junior staff development while ensuring project delivery meets expectations and aligns with client needs.
Summary Generated by Built In
The Manager possesses a strong level of industry knowledge and exemplary consulting skills to manage both the client relationship and the junior team. Their primary focus is project management as they are responsible for overseeing a project from start to successful completion. They develop and execute detailed work plans including leading analysis and problem solving to manage the day-to-day work of the engagement team. They are responsible for junior staff’s ongoing professional development and coaching.
Success FactorsResponsibilities
  • Lead and supervise the execution of consulting engagements of clients across multiple industries; ensure work is completed on time and within budget; identify out of scope areas and communicate with client or Partner/Practice Leader/Senior Manager as observed
  • Collaborate plan engagement objectives and a strategy that complies with professional standards and appropriately addresses risk; adapts strategy and advises client of recommended changes as appropriate
  • Understand the scope of the engagement, recommend revisions as appropriate, and provide input on client retention and fee structure
  • Participate in the presentation of engagement results to those responsible for oversight
  • Delegate work effectively based on risk, team capabilities, engagement status and staff development opportunities
  • Visit client onsite (if needed) for inquiries, assignments
  • Answer client calls and emails in a timely manner with a solution-oriented approach
  • Lead in business development and community activities to help identify and research opportunities on new and existing clients
  • Grow networks and relationships internally and externally for the team to leverage
  • Develop the service line by working with leadership team to advance thought leadership, client and people development (direct management as well as coaching)
  • Demonstrate company values and alignment with the firm’s mission and long-term vision
  • Ensure client deliverables are met within expectations, responsible for handling any escalated issues that may arise
  • Keep up to date with local and national business and economic issues
  • Participate in continuous learning activities and active research to improve and develop own and others’ technical expertise
People Management/Relationships
  • Must demonstrate experience in managing teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback
  • Delegate as appropriate, ensuring team members have sufficient workload; takes on client workload only when junior team members are fully utilized or when offering a unique skill set or knowledge-base
  • Contribute to people initiatives, including retaining and training team members
  • Treat everyone with respect
  • Ability to handle difficult conversations with team members regarding performance and development
  • Team player; successfully adapt to different personalities and working styles
  • Proactively and effectively communicate information regarding status issues to team members both written and oral
  • Hold self and others accountable for assigned work; seek and provide continuous feedback to learn and develop in role; change oriented with flexible approach
Qualification

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Required Knowledge, Skill and/or Ability
  • Strong verbal and written communication skills, to effectively interface with clients, firm management and team members with varied technical aptitudes
  • Creative and innovative approach around concepts and projects
  • Demonstrated customer service orientation, intellectual curiosity, and listening skills
  • Proficient in setting priorities, managing multiple projects, overcoming obstacles, and utilizing organizational skills to accomplish tasks quickly
  • Problem solving skills; ability to shift focus and adapt to changes
Education, Experience and Certifications
  • Bachelor’s degree in related field of business; Master’s degree a plus
  • 6+ years experience in consulting field with understanding of core accounting and finance principles (consideration given to relevant experience in accounting or finance areas)
  • Certification and/or recognition from industry professional organizations preferred
  • Ability to motivate and lead team
  • Top performer and role model for delivering exceptional client service
  • Working knowledge of Microsoft Office suite products, strong analytical knowledge in Excel and other analytical/data modeling software a plus
  • Ability to demonstrate creative problem solving skills and intellectually curious/motivated to develop professionally through continuous learning
  • Excellent attention to detail with the ability to manage multiple projects within restricted timelines
Essential Functions
  • Must be able to remain in a stationary position as needed
  • The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery etc.
  • Constantly operates a computer and other office productivity machinery, such as an adding machine, copy machine, and computer printer
  • Ability to communicate in a professional manner and exchange information with internal and external team members/vendors as needed
  • Ability to lift/carry up to 20 pounds
  • Ability to work outside of normal business hours and weekends as needed
  • Ability to travel to other office locations as needed, overnight travel may be required
  • This job description is subject to change at any time and employee will be given additional responsibilities as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Salary Range:

$110,000 - $130,000

Top Skills

Analytical/Data Modeling Software
Excel
MS Office
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The Company
Chambersburg, , Pennsylvania ,
561 Employees

What We Do

We are RKL, a leading advisory firm focused on delivering solutions that help organizations navigate everyday complexities and get to the next level, however they define it. We tap into a wide range of services — tax, accounting, financial management, workforce strategies, private wealth, technology and more — to deliver solutions that help organizations and their leaders navigate everyday complexities and get to the next level, however they define it. Fueled by the talent and dedication of nearly 600 professionals, we're consistently ranked among the nation's top firms and Pennsylvania's "Best Places to Work," and earned a Best of Accounting Client Satisfaction award for our world-class Net Promoter Score. Learn more at rklcpa.com. Follow us on LinkedIn for the latest insights, trends and strategies from RKL experts, as well as firm news and community engagement. You can also connect with us on Twitter (@RKLcpa) and Facebook (https://www.facebook.com/rklcpa). Investment advisory services offered through RKL Wealth Management LLC. Consulting and tax services offered through RKL LLP. RKL Wealth Management LLC is a subsidiary of RKL LLP.

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