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The Investor Account Management Investor Request Staff will support client investors globally, manage investor requests primarily through Salesforce, ensure accurate responses, and provide high-quality service, while also assisting with project management tasks and reporting updates to leads.
This role involves advising and leading transformation initiatives in the order-to-cash cycle, specifically focusing on optimizing Salesforce CPQ processes, ensuring integration with sales and finance systems, managing implementation, and enhancing training for end-users.
As a Technology Senior Manager, you will lead Microsoft Dynamics implementations, providing advisory on business process and accounting considerations. You will manage client relationships, simplify technology concepts, and support project execution through configurations, training, and data conversions. Collaboration with clients and team members will be essential to identify efficiency improvements and deliver effective technology solutions.
Senior Manager in Accounting Advisory will lead project teams, interact with clients and auditors, and handle complex accounting issues, ensuring compliance with SEC requirements. Responsibilities include client engagement, process improvements, mentoring, and business development efforts while gaining exposure to various industries.
The Accounting Advisory Consultant will collaborate with CFGI professionals, auditors, and client management to analyze financial information, conduct operational due diligence, and prepare regulatory filings. Responsibilities include enhancing financial processes, conducting research on accounting standards, and fostering robust client relationships through effective communication and teamwork.
The Senior Manager will lead cybersecurity consulting services, develop risk and control frameworks, conduct assessments, and guide clients on policies and training. This role includes managing projects, reporting to leadership, and overseeing teams while ensuring clients adhere to cybersecurity regulations and best practices.
The Senior Manager in Transaction Advisory will lead buy-side and sell-side due diligence engagements, analyze financial data, identify risks and trends, coordinate client interactions, and manage complex engagements with a focus on financial assessments and negotiation strategies.
The Financial Planning & Analysis - Supply Chain Manager will guide transformation initiatives by advising clients on finance and business strategies. Responsibilities include overseeing cost accounting, inventory processes, financial analysis, and business partnering to support informed decisions and client engagement in supply chain management.
The Managing Director in the Complex Securities Valuation Practice will guide clients through complex debt and equity transactions, perform valuations, create financial models, conduct risk assessments, and ensure quality control while contributing to growth and business development.
The Order-to-Cash Manager drives transformation initiatives for clients by optimizing QTC processes, implementing improvements, managing stakeholder relationships, and developing strategies aligned with client needs. Responsibilities include project leadership, procedural enhancements, and delivering exceptional client service while identifying growth opportunities.
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