Manager - Financial Advisory Services
Embark Consulting
Experience a 45X+ award-winning culture!Embarkers enjoy:Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessaryGrowth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clientsAward-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our teamEmbark 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 passionsComprehensive healthcare: 100% paid premiums for you and your familyWhole human growth: $150 monthly stipend for holistic developmentCareer advancement: Access to CPE credits, learning platforms, coaching, and professional developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam 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 industryCPA requiredStrong knowledge of U.S. GAAPStrong computer skills, particularly in ExcelKeen attention to detailStrong communication skills, both oral and writtenA high sense of urgency, strong initiative and the ability to multi-taskAdded bonus if you have…Inter-company experienceOil and gas experienceREIT experienceTechnology revenue recognition experienceHealthcare experienceSEC filing exposure/experienceWhat's in it for you:We pay 100% of insurance premiums on medical, dental, and vision for you AND your familyTypical compensation range of $140,000- $160,000We match 50% to 6% on our 401KFully paid parental leave for all new parentsMonthly stipend for whole human wellnessHighly competitive salariesAll the technology you’ll need to be successful, the most advanced software, and accessories to ensure you get the job done in styleMonthly team outings (think: axe throwing, a trip to the State Fair, go-kart races, etc.)In closing...If this role sounds exciting, apply and let's start the conversation!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.SummaryLocation: Dallas Office - HQ; Tulsa Office; Miami Office; Washington DC Office; Oklahoma City Office; Nashville Office; Raleigh Office; Phoenix Office; Atlanta Office; Houston Office; Denver Office; Salt Lake City Office; Tampa Office; Chicago Office; New York City Office; San Diego Office; Charlotte Office; Austin OfficeType: Full time
- ...developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social events... ...matching, and great people!What you'll be doing as an Advisory Manager Consultant:Reporting to the leadership of our financial...SuggestedFull timeWork at office
- ...Job Description Job Description Manager, Financial Services & Client Relations – Tulsa, OK – #9080 We are seeking a Financial Professional... ...(if state-registered). ~5+ years of investment advisory experience. Benefits: 401(k) Profit Sharing Plan,...SuggestedFlexible hours
- ...the F&I production team on a rotational basis. Meticulously manage and monitor lender portfolios. Conduct thorough reviews and... ...highest standards of professional ethics, morals, and customer service excellence. Implement and oversee the finance department's work...SuggestedFull timeLocal area
- ...enterprise technology and innovation partner delivering software, services, and solutions to global enterprises and public sector... ...time of exponential change with speed. With deep expertise in Managed Infrastructure Services, Application Modernization, and Industry...SuggestedMinimum wageFull time
- Job Summary The Finance and Insurance (F&I) Manager is responsible for helping customers finance their vehicle purchase by working with... ...example of professional morals, ethics, and excellent customer service * Work closely with sales team on enforcement of proper...SuggestedFull timeLocal areaFlexible hours
- ...innovation partner delivering software, services, and solutions to global enterprises and... ...change with speed. With deep expertise in Managed Infrastructure Services, Application... ...Preferred QualificationsExperience supporting Financial Services or Life & Annuity insurance...Minimum wageFull timeWork at office
$99k - $266k
...Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Manager, you will play a pivotal role within our Tax practice, advising clients on their local and international tax...Full timeH1bLocal area$75k - $85k
...leadership position responsible for the financial management, reporting, controls, and overall... ...Audit, Compliance, and Professional Service Providers Lead preparation for the... ...audit, tax preparation, and investment advisory service providers Coordinate relationships...Full timeAfternoon shift$155k - $410k
...Description & SummaryThe Opportunity As a Managed Services Revenue Cycle Director, you will lead strategic initiatives within our Advisory practice, focusing on optimizing... ...management, cash posting, credit resolution, and financial clearance - Driving top-tier performance...Full timeH1b- ...Job Description Job Description Finance Manager – Automotive Dealership We are seeking an experienced and driven Finance... ...for the right candidate. Job Responsibilities Present financial services and products to customers in a professional and compliant manner...Local areaRelocation package
- ...Description Job Description The Finance and Insurance (F&I) Manager coordinates all activities regarding finance and insurance for... ..., preparing all associated documentation, and selling extended service contracts and additional protection products. He or she ensures...Work at officeLocal area
$99k - $232k
...Description & SummaryThe Opportunity As a Managed Services Revenue Cycle Manager, you will lead... ...and client service delivery within our Advisory practice. You will focus on optimizing... ...reconciliation, credit resolution, and financial clearance - Managing physician revenue...Full timeH1b- Director of Finance & AdministrationReporting directly to the CEO of this Family Business Office, Controller manages all financial operations, general accounting, and internal controls for a high-net-worth portfolio. This position is a fully on-site role located in Tulsa...Work at office
- ...the world go round. Global supply chain management is what we do, and at the heart of Expeditors... ...of which foster an innovative, customer service-based approach to logistics. Expeditors... ...focus on Operational Excellence, Financial Excellence, Business Development, Employee...Work at officeLocal area
$180k - $200k
...support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement:... ...accomplished and forward-thinking Senior Manager or Director to join our growing Office... ...buildout of Embark’s offering, defining services around ERP strategy, automation enablement...Full timeWork at office$124k - $335k
...ManagerJob Description & SummaryThe OpportunityAs a Financial Services Tax - Real Estate Senior Manager, you will play a pivotal role in guiding our clients... ...conduct.Responsibilities- Leading tax compliance and advisory projects for financial services clients, focusing on...Full timeH1bLocal area- Chief Financial OfficerCFO Tulsa, OK The Chief Financial Officer will direct and oversee the financial activities of division and direct... ...reports and summaries. This position is responsible for managing the accounting department, controlling function, cost accounting...Local area
- ...Department. Salary Range is between 45k-60k depending on experience, but let's talk. Job duties include, but not limited to: (Office Management) Connect with our team, customers, & vendors at our office. Create/Post Social Media with job openings, fun videos, work...Part timeWork at office
- ...region who want to join our #WeAre1KirbySmith family! Finance Manager Benefits Comprehensive benefits package (including medical/dental... ...the best solution Collects and submits all information to the financial institution(s) to facilitate financing for customers. Provides...Temporary workWork at officeLocal areaLong distance
$110k - $145k
...clients who outsource Payroll & Accounting Services. Small to Mid-Size Clients. Industry:... ...Tulsa, OK, US. Our Accounting Services Manager will oversee multiple projects, consult... ...us We are a premier accounting, tax, financial advisory and consulting organization. Founded in...Work at officeFlexible hours2 days per week3 days per week- ...higher education is a plus! Responsibilities: Post payments and refunds to accounts Handle invoicing, produce statements, and manage financial aid transmittals Perform journal entries and reconcile general ledger accounts Reconcile credit card transactions Create spreadsheets...Full timeWork at office
$150k
...focus on validating clients' adherence to tax laws, analyzing financial data, and assisting businesses in meeting their tax obligations... ...implementing thought leadership initiatives within the tax services domainWhat You Must Have- At least a Bachelor's degree- At least...Full timeH1b$100k - $125k
Job Title: Tax Manager (CPA or CPA candidate preferred)Location: HYBRID for Dallas or Tulsa... ...OverviewWe are a growing professional services accounting firm with offices north of... ...We are committed to providing the best financial services to our clients and due to growth...Local area$118.7k - $197.8k
...accounting policy, transaction review, and financial reporting across the US Firms. This role... ...team, you will be responsible for: Managing the multiple processes and personnel to... ...accountingExperience supporting a professional services or multi-entity organizationExperience...Visa sponsorship$160k - $175k
...the company’s finance function, including financial planning and analysis, accounting,... ...reporting and operational visibility Manage relationships with external partners (banks... ...., are leaders in delivering outsourced services and workforce solutions across North America...Local area- ...Architects, LLC (GH2) is seeking a Chief Financial Officer to join our leadership team as... ...world-class design and professional services. With offices in Tulsa, Oklahoma City, Phoenix... ...and execute financial strategies, manage working capital, and guide long-term growth...Work at officeLocal areaRelocation packageFlexible hours
- ...customers and our community with care and respect.The Senior Manager, Financial Planning & Analysis (FP&A) serves as the primary finance... ...operational, industrial, manufacturing, energy, engineering, or service-related businesses preferred.Proven experience leading...Full time
- ...office, or Hybrid Typical Day in the LifeA typical day as a Tax Manager in Tulsa, OK might include the following: Prepares, Reviews,... ...by monitoring client needs and building value into professional service.Participates in the area of business development.May assist with...Work at officeLocal areaVisa sponsorship
- Job Description:The Manager, Accounting Project Systems is responsible for leading revenue and project accounting processes while overseeing... ...the systems, controls, and workflows that support accurate financial reporting. This role contributes to organizational objectives...Full timeContract workWork at office
$99k - $266k
...PracticeManagement LevelManagerJob Description & SummaryA career in our Financial Services Tax practice, within Corporate Tax services, will provide... ...to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients...Full timeH1bLocal areaOverseas
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