2,662 Advisory jobs in the United States

• Work with ISF Directors on transaction development and deal execution for ISF clients, including market research, design, structuring, marketing, negotiation, etc. Projects may include but are not limited to:
  • Design and launch thematic impact investment fund or financial mechanism to address an identified market gap.
  • Assess financial needs of social enterprises, agro-enterprises, or rural financial institutions and support development of pitch materials and outreach to prospective investors.
  • Project manage the development of new partnerships focused on rural financial inclusion, working with agro-enterprises, investment companies, and/or financial service providers.
  • Develop or evaluate investment pipeline for an agricultural investment fund.
  • Conduct market landscape analyses, feasibility assessment, and option prioritization for new rural financial model opportunities with ISF clients.
• Conduct in-depth due diligence, including financial, market, legal, and stakeholder analyses related to corporate advisory and specific problem-solving mandates.
• Build and oversee team members to develop financial models that cover operations, cash flow, capital structure, and macro-economic impacts and produce projections, valuations, and credit analyses.
• Draft term sheets and review legal documents in connection with project execution.
• Produce clear, concise written materials, and presentations.
• Oversee or advise on individual and team work plan, including tasks and milestones.
• Support direct intellectual input and analysis for original ISF research efforts, engage with key stakeholders to further the team's understanding, and support the production and creation of publishable content, in collaboration with ISF's communications team.
• Facilitate multi-stakeholder relationships with financial institutions, agricultural enterprises, philanthropic organizations, and other stakeholders for the benefit of ISF.
• Take a leading role with ISF Directors in origination, business development, outreach, and network-building efforts.
• Travel as needed to support implementation.

• 10+ years professional experience in a transactional environment: emerging markets investment banking, project finance, private equity, venture capital, equity/credit research, investment management, financial advisory, or comparable experience at a leading financial institution.
• Experience and comfort in a fast-paced, multi-tasking transactional environment.
• Significant experience in financial modeling.
• Strong analytical and conceptual skills applied towards understanding and interpreting business operations, management capabilities, and practices as they relate to market financial requirements.
• Demonstrated experience getting things done independently under ambiguous circumstances, particularly in developing countries.
• Exceptional communication skills and ability to present information in an insightful and structured manner, both written and oral.
• Professionalism and demonstrated experience working with senior executives and officials in the private and/ or public sector.
• Familiarity with innovative finance for development and common development finance tools (e.g., risk guarantees, concessional lending, blended finance, etc.).
• Passion for application of innovative financial structures towards inclusive and sustainable markets.

• Work with ISF Directors on transaction development and deal execution for ISF clients, including market research, design, structuring, marketing, negotiation, etc. Projects may include but are not limited to:
  • Design and launch thematic impact investment fund or financial mechanism to address an identified market gap.
  • Assess financial needs of social enterprises, agro-enterprises, or rural financial institutions and support development of pitch materials and outreach to prospective investors.
  • Project manage the development of new partnerships focused on rural financial inclusion, working with agro-enterprises, investment companies, and/or financial service providers.
  • Develop or evaluate investment pipeline for an agricultural investment fund.
  • Conduct market landscape analyses, feasibility assessment, and option prioritization for new rural financial model opportunities with ISF clients.
• Conduct in-depth due diligence, including financial, market, legal, and stakeholder analyses related to corporate advisory and specific problem-solving mandates.
• Build and oversee team members to develop financial models that cover operations, cash flow, capital structure, and macro-economic impacts and produce projections, valuations, and credit analyses.
• Draft term sheets and review legal documents in connection with project execution.
• Produce clear, concise written materials, and presentations.
• Oversee or advise on individual and team work plan, including tasks and milestones.
• Support direct intellectual input and analysis for original ISF research efforts, engage with key stakeholders to further the team's understanding, and support the production and creation of publishable content, in collaboration with ISF's communications team.
• Facilitate multi-stakeholder relationships with financial institutions, agricultural enterprises, philanthropic organizations, and other stakeholders for the benefit of ISF.
• Take a leading role with ISF Directors in origination, business development, outreach, and network-building efforts.
• Travel as needed to support implementation.

• 10+ years professional experience in a transactional environment: emerging markets investment banking, project finance, private equity, venture capital, equity/credit research, investment management, financial advisory, or comparable experience at a leading financial institution.
• Experience and comfort in a fast-paced, multi-tasking transactional environment.
• Significant experience in financial modeling.
• Strong analytical and conceptual skills applied towards understanding and interpreting business operations, management capabilities, and practices as they relate to market financial requirements.
• Demonstrated experience getting things done independently under ambiguous circumstances, particularly in developing countries.
• Exceptional communication skills and ability to present information in an insightful and structured manner, both written and oral.
• Professionalism and demonstrated experience working with senior executives and officials in the private and/ or public sector.
• Familiarity with innovative finance for development and common development finance tools (e.g., risk guarantees, concessional lending, blended finance, etc.).
• Passion for application of innovative financial structures towards inclusive and sustainable markets.

Join to apply for the Principal, Strategic Advisory role at Trinity Life Sciences 1 day ago Be among the first 25 applicants Join to apply for the Principal, Strategic Advisory role at Trinity Life Sciences Description Principal, Strategic Advisory Position Summary A member of the Leadership Team, the Principal fulfills a key management role at Trinity. This individual will work as an engagement leader on client projects, a strategic leader on talent/staff management, and an intellectual leader for further expanding the firm’s capabilities. More specifically, s/he will be responsible for marketing and branding the team’s expertise to create client/project collaboration opportunities. Through developing strong relationships with new and existing clients, s/he will be responsible for exceeding pre-established revenue objectives. The Principal will also fulfill a highly strategic role in support of the firm’s success by: identifying innovative initiatives and implementing those; contributing as a strategic business partner to senior management; and developing short and long term goals and spearheading the implementation of related activities. The Principal will have demonstrated expertise and comfort with broad life sciences communication issues including business development / due diligence support, new product planning and in-line brand strategy, through quantitative & qualitative market research and secondary (e.g. RWE) data analytics . With the support of assigned management and staff, s/he will lead and ensure superb delivery on client proposals and projects. The Principal will create business opportunities in close collaboration with other members of the Leadership Team. Essential Functions Client Development Serve as the leadership level contact to lead discussions, oversee all presentations, and ensure thorough project implementations and quality deliveries. Develop and grow business through lead and revenue generation, expansion of team and furthering team capabilities. Source additional business by both effectively managing existing accounts/clients, and securing new accounts/clients. Meet revenue goals individually and through managing project team revenues. Proactively engage staff in business development opportunities as appropriate to assist with and facilitate their growth. Be viewed by the client as Trinity’s expert resource, and demonstrate external thought-partner relationship development capability with multiple clients. Company Management / Leadership Support senior management as an innovative thought-leader with self-initiative and commitment to the firm’s success. Oversee budgets, exceed revenue goals and maintain expenses to ensure appropriate pricing and budget control. Serve as the subject-matter expert on multiple therapeutic and/or practice areas, both internally and externally. Lead internal and external initiatives that further the firm’s status and capabilities. Staff Development / Mentorship Be accountable for overall progression of team members, with particular focus on development of future management team Lead and manage assigned teams, ensuring excellence in client deliverables and staff progression. Proactively identify development opportunities for staff and supervisors, provide related guidance, and facilitate their success. Be a mentor and guide staff and supervisors on professional growth. Oversee staff and supervisor training, identifying needs and facilitating opportunities. Identify key contributors and high potential employees to ensure their retention. Project Management Oversee the successful delivery of client projects, guiding teams and taking ownership of the deliverables. Set strategic direction for project activities, guiding supervisors on daily tasks and resource allocation. Be an exemplary role model for producing quality results, ensuring high work ethics, professionalism and encouraging team work. Qualifications Position Requirements Education: Preference for demonstrated interest in the life science field, with appreciation for advanced degree with a life science focus Work Experience: 8+ years of experience in consulting or working in a related position within the health care industry Other Skills: Excellent quantitative skills and direct experience with complex commercial analyses and assignments Advanced project-management skills Demonstrated success with client development Successful team management and staff development Above average proficiency in MSOffice Suite and other consulting-related software Excellent communication (written and verbal) and interpersonal relations skills Prioritization of hands-on involvement in delivering excellent client experience and project outcomes Desire and ability to work in a dynamic, fast-paced environment About Us Trinity Life Sciences is a trusted strategic commercialization partner, providing evidence-based solutions for the life sciences. With 25 years of experience, Trinity is committed to revolutionizing the commercial model by providing exceptional levels of service, powerful tools, and data-driven insights. Trinity’s range of products and solutions includes industry-leading benchmarking solutions, powered by TGaS Advisors. To learn more about how Trinity is elevating life sciences and driving evidence to action, visit trinitylifesciences.com. Trinity’s salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. A reasonable estimate of the current range is $160,000 - $00,000. In addition to your base salary, you will also be eligible for an annual discretionary performance bonus. Trinity’s Commitment to Diversity, Equity & Inclusion Trinity Life Sciences is an Equal Opportunity Employer that prohibits discrimination and harassment of any kind. Trinity is committed to the principles of diversity, equity, and inclusion and to providing employees with a work environment that is free of discrimination and harassment. All employment decisions at Trinity are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, disability, ethnicity, gender identity or expression, family, parental, or veteran status, and/or any other status based on identity or that is protected by the laws or regulations in the locations where we operate. Trinity will not tolerate any form of discrimination or harassment and encourages applicants of all ages and identities. For more information about Trinity’s commitment to diversity, equity, and inclusion, you can visit our website. Seniority level Seniority level Director Employment type Employment type Full-time Job function Job function Consulting Industries Business Consulting and Services, Pharmaceutical Manufacturing, and Biotechnology Research Referrals increase your chances of interviewing at Trinity Life Sciences by 2x Get notified about new Principal jobs in New York, NY . New York, NY $50, 00.00- 50,000.00 20 hours ago Director, Experiential & Showroom Expansion (NYC) New York, NY 200,000.00- 240,000.00 15 hours ago New York, NY 150,000.00- 211,000.00 3 hours ago New York City Metropolitan Area 130,000.00- 175,000.00 20 hours ago New York, NY 157,000.00- 223,000.00 1 day ago New York City Metropolitan Area 3 hours ago Director, Strategic Partner Management - US Government New York, NY 232,000.00- 296,000.00 3 hours ago New York City Metropolitan Area 70,000.00- 75,000.00 22 hours ago New York, NY 100,000.00- 125,000.00 16 hours ago New York, NY 129,000.00- 187,000.00 3 hours ago 5 days in NYC with frequent travel - 140K to 175K New York, NY 140,000.00- 175,000.00 17 hours ago Senior Associate, Global Strategy and Operations (Fixed-Term Contract) Social Insights & Engagement Coordinator Senior Director of Sports & Creative Marketing We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

• Work-life integration: We encourage our team to balance work with personal life. 95% of our employees feel they can take time off when necessary
• Growth and development: We offer continuous learning opportunities, including CPE credits and coaching, to support our employees' professional growth and ensure they execute excellently for clients
• Award-winning culture: Recognized for our outstanding workplace environment, we prioritize the happiness and well-being of our team

• Unlimited PTO: Enjoy unlimited PTO to recharge and pursue your passions
• Comprehensive healthcare: 100% paid premiums for you and your family
• Whole human growth: $150 monthly stipend for holistic development
• Career advancement: Access to CPE credits, learning platforms, coaching, and professional development
• Financial support: Up to 3% 401(k) matching and financial advisory services
• Team and community engagement: Monthly social events within your market, charitable matching, and great people!

• 15+ years of experience in "Big 4"/national public accounting firm/consulting and/or corporate accounting
• CPA required
• Expert knowledge of U.S. GAAP
• Significant experience leading the research, analysis, documentation, and implementation of technical and complex accounting matters
• Significant experience in areas such as:
  • Revenue recognition across a variety of industries (ASC 606)
  • Business combinations (ASC 805)
  • Complex debt, equity and other financial instrument transactions (ASC 470, ASC 480, ASC 815)
  • Derivatives and hedge accounting (ASC 815)
  • Variable interest entities & consolidations (ASC 810)
  • Income taxes (ASC 740)
  • SEC Regulations S-K and S-X
• Deep experience in asset management, financial services, and/or banking Industries.
• Demonstrated ability to build and sustain relationships with senior leadership, executives, and key decision-makers. Proven success in identifying client needs across all Embark service offerings and delivering tailored solutions that drive value.
• Strong business development skills with a track record of driving growth in a professional services environment. Ability to develop and execute a strategic vision for our accounting advisory practice.
• Excellent communication, negotiation, and presentation skills both written and oral. Ability to independently lead effectively across different teams ensuring collaborative, cross-functional efforts.
• A proactive approach to problem-solving, with the ability to manage and resolve conflicts efficiently. Experience handling both internal team issues and external client service challenges, ensuring minimal disruption to service delivery and maintaining strong client relationships.
• Strong sense of urgency, proactive initiative, and capability to manage multiple client engagements effectively without compromising service quality
• Exceptional skills in leading and developing teams of consultants
• Typical compensation range starting at $250,000+ based on experience, plus bonus potential

The Financial Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

What You’ll Do:

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Ideal Candidate Background:

• 5+ years of relevant professional services experience.
• Passion for investment management and client service.
• Excellent academic background (minimum of bachelor’s degree required) and strong cognitive ability.

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $140,000 - $160,000 together with the benefits listed above.

My client is a National consulting firm that offers External Auditors the exposure to long term, strategic consulting engagements within highly technical areas, that enables them to develop strong & diverse A&F skillsets. In short, if you have ambitions of growing to a Controller, or CFO level quickly - this opportunity is for you.

This role sits remotely with travel elements, depending on select engagements.

• High Energy and Enthusiasm : Committed to surpassing client expectations.
  
• Adaptability : Open to diverse assignments, industries, and roles.
  
• Quick Learner : Capable of making an immediate impact and delivering value-added services to clients.
  
• Strong Communication Skills : Able to build relationships with clients, firm leadership, and colleagues.
  
• Self-Assured : Confident in conveying skills, knowledge, and qualifications to clients.
  
• Collaborative Team Player : Eager to contribute to the growth of your immediate team and the firm as a whole.
  

• Educational Background : Bachelor's degree in accounting or finance.
  
• Experience : External auditors from major CPA firms with 3+ years of experience, including at least one busy season as a senior. Candidates with a combination of external audit and corporate accounting/finance experience at large public companies are also welcome.
  
• Certification : CPA preferred or actively pursuing it.
  
• Corporate Experience : Background in corporate accounting or finance at a large public corporation is a plus but not mandatory.
  
• Analytical Skills : Strong technical and auditing abilities, including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules.
  
• Technical Proficiency : Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
  
• Career Stability : Demonstrated career progression and stability in previous roles.
  

Let's start this with a question, are you looking forward to busy season.

If you answered "NO!" then this could be the right opportunity for you. My client offers External Auditors the exposure to long term, strategic consulting engagements within highly technical areas, that enables them to develop strong & diverse A&F skillsets. In short, if you have ambitions of growing to a Controller, or CFO level quickly - this opportunity is for you.

Coming out of a public accounting environment, there are endless directions to chose from when thinking about your career- why not try them all?

My client is a financial and accounting advisory firm covering a wide variety of large corporate clients. Here, your path is your own. whether it's FP&A, mergers and aquisitions, technical accounting.you name it, you'll do it.

Professional Attributes

• High Energy and Enthusiasm : Committed to surpassing client expectations.
• Adaptability : Open to diverse assignments, industries, and roles.
• Quick Learner : Capable of making an immediate impact and delivering value-added services to clients.
• Strong Communication Skills : Able to build relationships with clients, firm leadership, and colleagues.
• Self-Assured : Confident in conveying skills, knowledge, and qualifications to clients.
• Collaborative Team Player : Eager to contribute to the growth of your immediate team and the firm as a whole.

• Educational Background : Bachelor's degree in accounting or finance.
• Experience : External auditors from major CPA firms with 3+ years of experience, including at least one busy season as a senior. Candidates with a combination of external audit and corporate accounting/finance experience at large public companies are also welcome.
• Certification : CPA preferred or actively pursuing it.
• Corporate Experience : Background in corporate accounting or finance at a large public corporation is a plus but not mandatory.
• Analytical Skills : Strong technical and auditing abilities, including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules.
• Technical Proficiency : Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
• Career Stability : Demonstrated career progression and stability in previous roles.

Let's start this with a question, are you looking forward to busy season.

If you answered "NO!" then this could be the right opportunity for you. My client offers External Auditors the exposure to long term, strategic consulting engagements within highly technical areas, that enables them to develop strong & diverse A&F skillsets. In short, if you have ambitions of growing to a Controller, or CFO level quickly - this opportunity is for you.

Coming out of a public accounting environment, there are endless directions to choose from when thinking about your career- why not try them all?

My client is a financial and accounting advisory firm covering a wide variety of large corporate clients. Here, your path is your own. whether it's FP&A, mergers and acquisitions, technical accounting.you name it, you'll do it.

• High Energy and Enthusiasm : Committed to surpassing client expectations.
• Adaptability : Open to diverse assignments, industries, and roles.
• Quick Learner : Capable of making an immediate impact and delivering value-added services to clients.
• Strong Communication Skills : Able to build relationships with clients, firm leadership, and colleagues.
• Self-Assured : Confident in conveying skills, knowledge, and qualifications to clients.
• Collaborative Team Player : Eager to contribute to the growth of your immediate team and the firm as a whole.

• Educational Background : Bachelor's degree in accounting or finance.
• Experience : External auditors from major CPA firms with 3+ years of experience, including at least one busy season as a senior. Candidates with a combination of external audit and corporate accounting/finance experience at large public companies are also welcome.
• Certification : CPA preferred or actively pursuing it.
• Corporate Experience : Background in corporate accounting or finance at a large public corporation is a plus but not mandatory.
• Analytical Skills : Strong technical and auditing abilities, including proficiency in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules.
• Technical Proficiency : Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
• Career Stability : Demonstrated career progression and stability in previous roles.

Join to apply for the Senior Consultant - Financial & Accounting Advisory role at Oliver James Job Overview My client offers External Auditors exposure to long-term, strategic consulting engagements within highly technical areas, enabling the development of diverse A&F skillsets. This role is ideal for those aiming to grow towards Controller or CFO positions quickly. Responsibilities Engage in various assignments including FP&A, mergers and acquisitions, and technical accounting. Deliver high-quality consulting services to large corporate clients. Build and maintain strong client relationships. Candidate Attributes High Energy and Enthusiasm Adaptability Quick Learner Strong Communication Skills Self-Assured Collaborative Team Player Qualifications Bachelor's degree in accounting or finance 3+ years of external audit experience, including at least one busy season as a senior CPA preferred or actively pursuing Experience in corporate accounting/finance at large public companies is a plus Proficiency in U.S. GAAP and FASB rules Advanced Microsoft Excel skills Demonstrated career stability and progression Additional Details Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance Industries: Staffing and Recruiting This job posting appears to be active. Apply now to join Oliver James and advance your career in financial and accounting advisory. #J-18808-Ljbffr