The Advisory Manager for UHNW will provide financial advisory services, manage client relationships, oversee junior staff, and drive operational efficiency in accounting processes.
BPM Overview
BPM – where caring and community is in our company DNA; we are always striving to be our best selves; , and we’re compelled to ask the questions that lead to innovation. As a Advisory Manager, you will provide comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses and start-ups. We do this by providing outsourced accounting services, cash flow modeling, financial reporting. We also represent companies in securing loans and financing, develop succession plans and exit strategies, and support company growth through tax planning, risk management, system and processes optimization and merger and acquisition integration.
In addition, as part of the Advisory Service Line, our Business Enterprise Services Team (BEST) works with clients on their ERP system implementation needs, introducing and utilizing technology, to streamline their accounting processes and procedures.
Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.
What you get:
- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that…
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, tuition reimbursement, a coach program, and live classes, workshops, and seminars through BPM University
Requirements:
- An active CPA license.
- BS/BA degree in Accounting or Finance.
- Minimum 7 years’ experience between both public accounting and industry as part of an accounting function.
- Minimum 3-5 years related experience in a family owned business, family enterprise, family office, multi-family office, or wealth management accounting environment catering to UHNW individuals
- Experience with data conversions, interfaces/integrations, reporting and customization within various ERP systems.
- Experience with multiple entity accounting – some experience with Trusts (revocable, Irrevocable, Grantor, Non-Grantor), Single member LLCs, LPs, Partnerships Interests is preferred but not mandatory
- Experience with Insurance renewals, bill pay (RAMP, Bill.com, Brex, Expensify and similar tools)
- Experience using QuickBooks, Intacct and NetSuite and/or other accounting packages.
- Demonstrated management experience with increasing levels of responsibility.
- Experience developing and mentoring junior level staff.
- Strong operational and technical accounting background, including ability to research complex technical accounting issues independently.
- Professionalism and discretion in interacting with firm leadership and client executives.
- Strong presentation skills with the ability to address both executive and technical level audiences.
- Excellent verbal and written communication skills with strong attention to detail.
- High energy, enthusiasm and an entrepreneurial spirit!
Responsibilities:
- Oversee and deliver outsourced accounting support tailored to private, owner-run companies, including startups and family-owned businesses.
- Develop and maintain cash flow models and prepare financial reports to support strategic decision-making.
- Act as a liaison for clients in securing loans and financing, including factoring and other lending structures.
- Guide clients through succession planning and exit strategies, ensuring smooth transitions and long-term viability.
- Provide strategic tax planning and risk mitigation advice to support business growth.
- Identify and implement improvements in accounting systems and operational processes.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Who is Succesul at BPM:
- Caring people who put others first
- Self-starters who embody the BPM entrepreneurial spirit
- Authentic individuals with a diverse point of view
- Lifelong learners with a drive to excel
- Resilient people who rise to the occasion
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
***************
BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
Top Skills
Bill.Com
Brex
Erp Systems
Expensify
Intacct
NetSuite
Quickbooks
Ramp
Similar Jobs
Big Data • Transportation • Analytics • Big Data Analytics
The People & Culture Intern at Arity will support HR-related activities, enhance employee experience, and contribute to engagement initiatives and program management.
Top Skills:
Microsoft Office Suite
Big Data • Transportation • Analytics • Big Data Analytics
The Business Development Intern will assist the sales and business development team by engaging with various client verticals, generating leads, and collaborating on strategic initiatives while gaining hands-on experience with CRM and marketing tools.
Top Skills:
DemandbaseMS OfficePardotSales NavigatorSalesforceSalesloftZoominfo
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Develop and program integrated software algorithms for data applications, using machine learning and statistical modeling for product improvement. Responsibilities include testing, debugging, and applying deep learning technologies for complex environments.
Top Skills:
Bayesian AnalysisCloud SoftwareDecision TreesDeep LearningLogistic RegressionMachine LearningProgramming LanguagesStatistical Modeling
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
