Financial Analyst Manager

Financial Analyst Manager

The Opportunity:

Frost PLLC is currently seeking a Financial Analyst Manager to join our Litigation Services practice. Frost, PLLC is a public accounting firm specializing in food and agribusiness (e.g., poultry, eggs, swine, and row crops). We also have clients in construction, real estate, financial services and manufacturing.  Our partner group is committed to nurturing your growth, offering mentorship, technical & soft skills training, and other essential. For over 50 years, Frost has excelled in providing top-tier financial services and reliable advice to propel our customers business forward.

Join us in navigating challenges with personalized strategies and leveraging our extensive experience and BDO Alliance membership.

Your Key Responsibilities:

• Lead special projects for clients, guiding the analysis of strategic or operational decisions and communicating recommendations.
• Direct forensic accounting investigations, mentor junior staff in forensic procedures, and report findings to clients.
• Manage litigation support, collaborate with counsel and clients on financial evidence, and assist with deposition and trial preparation.
• Lead the information-gathering process, assess information needs based on experience, and develop requests.
• Adjust and validate financial model assumptions, explain procedures and conclusions to clients, and teach junior staff modeling techniques.
• Provide strategic analysis and advice to senior management on investment projects and decisions.
• Adjust and validate the valuation model, discuss results with clients, direct necessary revisions, and ensure values meet standards and client needs.
• Lead budgeting, forecasting, and strategic analysis for specific engagements.
• Manage multiple engagements simultaneously, ensuring high technical proficiency, client satisfaction, and staff motivation.
• Review and critique reports before finalization, providing feedback and mentorship to junior and mid-level staff.
• Conduct second reviews of work by staff, seniors, and supervisors, and provide revision notes.
• Develop client relationships, work in conjunction with the Partner to advise on issues.
• Demonstrate effective interpersonal skills to coordinate project planning and management across departments.
• Conduct client meetings, oversee preparation of materials, and evaluate meeting outcomes.
• Effectively retain clients by understanding their business and developing professional networks for future growth.
• Actively participate in individual marketing activities as well as team efforts.
• Develop a tool (excel spreadsheet or otherwise) to track monthly activity and report such activity to Partner.
• Complete a minimum of 40 hours of Continuing Professional Education (CPE) annually.
• Oversee the training of junior staff and teach mid-level staff advanced topics and client development.
• Understand advanced accounting and financial concepts, stay current on key topics, and expand your knowledge base.
• Review market research conducted by the team for accuracy and mentor staff on best practices.
• Lead team compliance training, understand firm policies, and mentor staff in adherence to standards.
• Maintain professional competence and objectivity with a commitment to professional skepticism.
• Serve as a team leader, fostering teamwork and mentoring junior staff.
• Regularly update Partner on engagement projects.

Qualifications:

• Demonstrate an ability to identify complex issues and apply advanced accounting and financial analysis principles and techniques.
• Hold or actively pursue at least one of the following certifications: Certified Valuation Analyst (CVA), OR Charted Financial Analyst (CFA), OR Accredited in Business Valuations (ABV).  Certified Public Accountant (CPA) license a plus.
• Actively pursue additional professional certifications in business valuation and/or forensic accounting.
• Bachelor’s degrees in accounting, finance, or related field.
• Minimum of seven years of experience.
• Experience working in investment banking or private equity a plus.

Salary : $108,000