Overview:
Title: Manager
Department: Advisory
Reports to: Advisory Partner
FLSA Status: Full-Time, Exempt
Date Revised: June 2024
Office: Walnut Creek, CA (preferred)
MGO Summary:
MGO is a top 50 CPA and advisory firm of 600+ professionals working remotely and in offices throughout the U.S. and India. Through frictionless digital tools, we address the local needs, and fuel the global ambitions, of clients in 97 countries. MGO is proud to be a “Best Place to Work” and is ranked as a leader by Accounting Today and Inside Public Accounting.
Summary:
The Advisory Manager is responsible for delivering advisory projects, including overseeing all aspects of project delivery including project planning and kick-off, project staffing and staff team management, leading client interviews, performing and overseeing delivery of key project elements and analysis, and overall project management (e.g., project billing, status reporting and monitoring). The Advisory Manager will provide internal audit and management consulting services, including internal audit services, performance audits/reviews, business process and internal control studies, benchmarking studies, efficiency analysis, and more. The Advisory Manager will primarily serve government and public sector organizations.
In addition to project delivery responsibilities, the Advisory Manager will have additional responsibilities including assisting in business development activities, developing and supervising staff, attending conferences and industry events, and participating in office and firm events.
Essential duties:
- Contributions to the Firm Culture.
- Model the core values of MGO.
- Maintain agility to adapt quickly to shifting needs, demands, technology, or process changes.
- Serve as a client relationship manager, serving as the key day to day contact with the client.
- Oversee all aspects of project delivery, including delivering and overseeing delivery by others of project tasks.
- Ensure delivery of all project tasks on time and on budget.
- Lead client interviews, perform data analysis, research, testing, and more during project delivery.
- Review work of other team members, including but not limited to staff and senior consultants.
- Lead creation of client deliverables, including writing reports, drafting presentations, and overseeing team members drafting of deliverables.
- Learn service delivery methodology and tools/technology to deliver projects in accordance with firm quality standards.
- Collaborate and communicate with clients and team members professionally.
- Participate in industry conferences and training to enhance skills and knowledge.
- Participate in the growth process, including overseeing proposal efforts, assisting, preparing for and assisting on interviews, developing thought leadership, and assisting on other business development efforts.
Minimum Qualifications:
- BS/BA or Master’s Degree in relevant field (e.g., Business, Accounting or Public Affairs/Administration)
- 5+ years of work experience, ideally in public accounting in the public sector specialized in audit, internal audit or related internal control positions.
- Relevant certification (e.g., CPA, CIA, CFE, etc.)
- Proficiency in professional writing, spreadsheets and presentation creation tools.
- Ability to travel to meet client needs and work collaboratively with others in person and remotely.
- Effective communication skills both verbally and in writing.
- Effective time management and prioritization skills.
- Establish subject batter expertise in the public sector.
- Demonstrated success in high pressure scenarios.
Success Factors:
- Strong quantitative and qualitative analytical skills.
- Ability to perform several tasks concurrently with ease and professionalism.
- Ability to effectively manage others and hold a team accountable to a project plan.
- Formulate relationships internally to bring subject matter expertise to client relationships.
- Ability to manage client relationships, in coordination with other team members and Partners.
- Ability to communicate clearly and concisely, verbally and in writing.
- Must have excellent interpersonal skills and customer service skills.
Nonessential Functions:
- Performs other duties as assigned from time to time by accountants or partners.
Supervisory Responsibilities: Yes Working Conditions:
- Minimal Hazards.
- Travel 30 - 50%
What's in it for you:
Work at the forefront: Our clients are culture shapers and mavericks breaking new ground in competitive and highly regulated industries. They expect us to deliver truly innovative solutions, built on sound accounting fundamentals, and a vision for the future. That is why we celebrate creative problem solving and seek team members with passion for what’s next.
Culture rooted in human care: Our style of relationship development and service delivery is based on the MGO Way, 26 fundamentals that guide our workplace culture. With a focus on mutual trust, personal responsibility, and an inclusive mindset, we believe there is no limit to what we can accomplish together.
Where you can build something: As one of the fastest-growing firms in the nation, there is no end to the opportunities to shape a career you are passionate about. We appreciate an entrepreneurial spirit. Bring your passions, your energy and your ideas to build a meaningful experience for yourself and our clients.
Freedom to give your best: Because you know your goals and motivations, we offer flexible work arrangements, and a progressive time off policy that helps you achieve an optimal work/life balance.
Compensation you deserve: We are happy to fuel your passion with a competitive compensation and benefits package that rewards hard work and motivates you to go beyond.
This job description does not list all the duties of the job. Partners or peers may ask you to perform, or assist in performing, other instructions and duties. You will be evaluated in part based upon your performance of the task listed in this job description. Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.
Pay Range: $120,000 - $140,000
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