Manager, Financial Advisory Services

Siegfried Advisory works with entrepreneurial organizations and high net worth families to create their vision, and we bring quality talent to every initiative. Filled with an innovative spirit and led by an ambitious entrepreneur, we are a Leadership Advisory Firm that is committed to helping people grow, both personally and professionally. Our approach is centered around developing individual leadership and the continuous pursuit of a bigger future. At the core of it all, we value being fair, having fun and fostering stakeholder value!

You must be commutable to either the Philadelphia, PA or Wilmington, DE office locations 2-3 days per week.

Develop and maintain relevant and compelling relationships with owners and managers of entrepreneurial organizations as well as lead engagements across various service offerings, including:

• Financial planning and analysis – financial forecasts, development of KPIs, budgeting & variance reporting, decision support
• Other financial modeling exercises including segment profitability, cash flow forecasting
• Accounting assistance including cash-to-accrual, audit readiness and monthly close design and review
• US GAAP compliance and technical accounting assessments/memos
• Control assessments and process improvement within accounting and finance functions
• Business valuation services including market and income approaches
• Financial statement preparation
• Ownership changes and considerations
• Identify target clients, build relationships, conduct business meetings, identify and explore needs, present solutions, negotiate terms, and secure profitable advisory projects.
• Lead engagement teams to deliver on the above offerings and deepen client relationships.
• Conduct valuation services including preparation of discounted cash flow (DCF) and market-based analyses, including application of discounts for fair market value considerations, as well as option-pricing models.
• Identify opportunities to help business owners grow their business’ value.

In addition to the client service responsibilities noted above, Managers are also responsible for mentoring and developing associates in the group to help them achieve their professional goals, and to ensure they are receiving the adequate training and other resources in order to succeed. These responsibilities may include suggesting topics for L&D efforts, reviewing internal processes and requirements, and incorporating client feedback into development materials.

• High energy, enthusiasm, and a strong commitment to exceed expectations
• Flexibility and openness to work on a variety of assignments, industries, and roles
• Ability to learn quickly, make an immediate impact, and provide value-added service
• Strong communication and interpersonal skills, and the ability to connect and build relationships with people at all levels of an organization
• Ability to work independently and with a high level of integrity and professionalism
• Team player with a strong desire to be an active, long-term participant in not only their own growth, but that of the company
• Entrepreneurial spirit and belief in the opportunities that Siegfried Advisory offers
• Interest and passion to get involved in other professional experiences such as Business Development and Recruiting

• Degree in Accounting
• Minimum of 5 years in finance and accounting
• Client Services experience
• Analytical and problem solving skills

• CPA certification
• Financial planning and analysis experience
• Valuation experience

• We are leaders. Leadership isn’t limited to our management team. It’s something that everyone at Siegfried Advisory embraces and embodies.
• We offer a competitive base salary

  AND

  lucrative incentive plans. On average over the last 5 years, professionals have earned 30% - 40% of their base salary in incentives.
• We provide comprehensive benefit plans that include health care, dental, vision, paid vacation, sick time, paid holidays, 401k, profit sharing, and more.
• We are growing! You’ll have the opportunity to learn, grow, and experience more when you invest in a career at Siegfried Advisory.

Siegfried Advisory, LLC, an affiliate of The Siegfried Group, LLP encompasses strategic leadership, financial, and tax advisory services available to future-thinking entrepreneurial organizations and their leaders looking to further enhance, grow and evolve their business.

We work alongside financial executives across the nation, on their most important accounting and finance projects. Filled with an innovative spirit and led by an ambitious entrepreneur, we provide unique Leadership Advisory combined with high potential talent. At the heart of our Firm is our approach to individual leadership and the continual pursuit of helping people grow both personally and professionally. We value being fair, having fun and sharing stakeholder value!