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Senior Manager, Accounting Advisory (Financial Services/Insurance)

MorganFranklin Consulting LLC
United States, North Carolina, Charlotte
Nov 24, 2024

Own Your Career

We deliver unparalleled opportunities to drive your career advancement and we have a rewarding employee culture to support it.

Now is the time to truly own your career and deliver real value to some of the world's most valuable Fortune 100 brands, growth companies transforming their industries, and mid-market firms that need help navigating the defining moments of their lifecycle. Be a part of a collaborative organization with a commitment to learning. Work side by side with business leaders to solve complex client challenges. Discover opportunities to participate in an inclusive and diverse workforce. Collaborate with our Women's Initiative, explore issues surrounding Diversity & Inclusion with ourIDEAS committee, or help to shape our employee experience with our People & Culture Committee!

The Team - Accounting Advisory Services

Our team is comprised of a powerful mix of seasoned professionals with public accounting experience and business consultants with a deep expertise in a broad range of industries. We take a comprehensive approach to helping clients navigate through the IPO process, M&A lifecycle support and leverage our own Technical Accounting Solution Center to address critical financial reporting and technical accounting issues for clients.

Your Impact



  • Advise financial services and insurance clients (both publicly traded and privately held) on a wide variety of projects including: IPO preparation, transaction support, carve-outs and/or spin-offs, audit readiness, and new accounting pronouncements.
  • Engage with clients and colleagues on technical accounting and control-related issues to provide research guidance and give recommendations for potential solutions.
  • Create and deliver presentations on technical concepts, project work plans, delivery approach, milestones, and results to client stakeholders.
  • Review team progress to ensure compliance with work program and professional standards.
  • Educate internal and external audiences on accounting best practices.
  • Identify, design and implement creative business solutions to continually improve the firm's methodology and approach.
  • Establish credibility as a trusted advisor.
  • Manage client relationships with an eye toward identifying and closing on new business opportunities.
  • Actively participate in career development activities and technical training of staff.


Your Experience

Minimum Qualifications



  • Bachelor's degree in Accounting.
  • CPA, CMA, or CIA designation.
  • 8+ years of professional services experience (public accounting or advisory firm) and/or financial reporting experience with a Fortune 500 organization.
  • Deep expertise within the Financial Services industry.
  • Demonstrated insurance accounting acumen for U.S. GAAP and statutory accounting.
  • Strong knowledge of SEC reporting and U.S. GAAP
  • Demonstrated knowledge of accounting/audit practices, procedures and reporting standards.


Preferred Qualifications



  • Master's degree in Accounting or MBA.
  • Knowledge of Tier 1 accounting packages (i.e. Oracle, SAP, PeopleSoft).
  • Proven ability to lead, motivate and build teams that deliver services and solutions that surpass client expectations.
  • Previous experience leading and executing complex projects in challenging environments.
  • Flexibility to travel up to 25%.


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