Advisory Manager / Senior Manager

🕒 March 5

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟠 Senior

👔 Manager

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HCVT

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

Finance • Accounting • Advisory

HCVT is a certified public accounting firm that provides a wide range of financial and advisory services. They offer tax planning and compliance, international tax services, audit services, and business management solutions for high net worth individuals and family offices. HCVT is recognized for their expertise in mergers and acquisitions advisory, valuation advisory services, and structuring business deals to minimize risks and optimize value. They serve a variety of industries including real estate, private equity, healthcare, and more. Known for their focus on complex financial and accounting issues, they bring clarity and practical solutions to clients, maintaining a client-centric and innovative approach.

📋 Description

• Lead and manage advisory engagements, primarily business valuations for financial reporting, as well as financial modeling, FP&A, and M&A projects. • Serve as a client contact, building trusted relationships with executives, founders, and finance leaders. • Translate complex financial data into clear insights, recommendations, and deliverables for client decision-making. • Manage engagement economics, timelines, scope, and staffing to ensure high-quality, on-time delivery. • Perform, manage and review business valuations for financial reporting, tax planning, litigation support, and M&A support. • Develop and review financial models, including option pricing models, Monte Carlo analyses, forecasts, budgets, and scenario analyses. • Ensure analyses comply with applicable accounting standards (e.g., ASC 350/360, ASC 805, ASC 820) and valuation best practices. • Support clients with KPI development, cash flow analysis, and performance reporting. • Participate in internal reviews, quality control procedures, and knowledge-sharing initiatives. • Supervise, mentor, and review the work of senior associates and associates, providing technical guidance, coaching, and performance feedback. • Collaborate closely with the Armenia-based advisory team to ensure alignment on methodologies, quality standards, and deadlines. • Act as a bridge between U.S. based leadership and the Armenia advisory team, including semi-annual travel to Armenia. • Assist with proposal development, scoping, and pricing of advisory engagements.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics or a related field. • CPA or CFA license preferred. • 6–10+ years of experience in valuations for financial reporting (GAAP). • Prior experience at a public accounting firm or professional services environment. • Experience managing client engagements and leading project teams. • Strong technical knowledge of valuation methodologies and financial modeling. • Exposure to U.S. GAAP financial reporting and valuation standards. • Familiarity with complex securities concepts such as stock options, warrants, convertible instruments, equity compensation and Monte Carlo simulations. • Advanced proficiency in Excel and financial modeling tools • Excellent written and verbal communication skills, with the ability to explain complex concepts clearly. • Proven leadership, mentoring, and people management capabilities. • Strong organizational and project management skills. • Ability to work effectively across cultures and time zones and travel semi-annually to Armenia.

🏖️ Benefits

• Visit the Benefits section to learn more