Careers

At Floyd Advisory, we value dedication, leadership, and passion for delivering exceptional service to our clients. As a Manager, you will become an integral part of a dynamic team that prioritizes deep and trusted relationships with both clients and colleagues. We seek individuals with a strong foundation in accounting and finance, excellent communication skills, and the ability to mentor and inspire others. Prior forensic accounting or advisory experience is preferred.

Our company’s flexibility policy encourages a balance between time spent in the office and working from home. This position requires in-office presence for client engagement meetings, internal projects, company meetings, and trainings. If you are ready to take on a leadership role at a firm that values growth, development, and work-life balance, learn more about our opportunity below and apply on LinkedIn today!

Our Manager Opportunity

Salary Range: $109,000 – $135,000 plus bonus potential

Location: 155 Federal Street, 11^th Floor, Boston, MA 02110

As a Manager at Floyd Advisory, you will lead client engagements, oversee project execution, and supervise a talented team of professionals. Your role will encompass not only client interactions and deliverables but also strategic contributions to business development initiatives and firm culture. This is a role that demands both technical expertise and a strong commitment to nurturing relationships with clients and colleagues alike.

Your day-to-day responsibilities will include:

• Client Engagement Leadership: Oversee all aspects of engagement management, including client interactions, internal team communication, deliverables, staffing, and billing. Take a leadership role in preparing and presenting client deliverables, ensuring client satisfaction, and providing strategic insights during client meetings.
• Project Management: Develop comprehensive engagement workplans, manage project timelines, and ensure efficient resource allocation. Provide quality oversight of workpapers and financial data analysis, maintaining the highest standards of accuracy and attention to detail.
• Team Development and Culture Promotion: Mentor and coach team members, providing meaningful and timely feedback. Foster a positive and collaborative team culture, promoting continuous learning and professional growth.
• Business Development: Actively participate in the generation of new client projects by coordinating and developing client proposals and associated budgets. Build and maintain strong client relationships, seeking opportunities to expand the firm’s existing client relationships and market presence.
• Thought Leadership and Innovation: Contribute to internal training programs, thought leadership initiatives, and innovation within the firm. Encourage creative solutions and approaches to enhance client services and improve internal processes.
• Ethical Leadership: Uphold the highest ethical standards, ensuring compliance with relevant regulations and setting an exemplary benchmark for the team and the firm.

To be considered, you will need:

• Experience: A minimum of five years of experience in accounting, finance, or a related field, with demonstrated leadership in managing client engagements and mentoring teams.
• Education: Bachelor’s degree in Accounting, Finance, or Economics.
• Certifications: A CPA credential is required; specialized credentials such as ABV, CFE, CFF, or CVA are highly preferred.
• Technical Skills: Advanced proficiency in GAAP/GAAS research, financial statement analysis, and the preparation of client deliverables. Strong analytical and problem-solving abilities are essential.
• Software Proficiency: Expertise in Microsoft Excel, Access, PowerPoint, and other data analysis tools, with the ability to create complex spreadsheets, databases, and presentations.
• Communication: Exceptional written and oral communication skills, with the ability to effectively lead client meetings, present findings, and collaborate in a hybrid working environment.

We Offer

We are committed to fostering a diverse workforce and an inclusive culture. We sponsor employees pursuing licensure and offer opportunities for continuous learning – including Continuing Professional Education (CPE) credits – internal initiatives, and community involvement. Our benefits package includes:

• 401(k) plan
• Paid Time Off
• Medical, dental, and vision insurance
• Section 125 Plan – Flexible Spending Account
• Life & AD+D insurance, plus short & long-term disability
• Pre-tax commuter benefits and more!

Our Interview Process

If you are selected to interview, you can expect:

• A screening interview with the Director of Operations & Talent Acquisition.
• Rounds 1 & 2: Behavioral and technical skills assessment interviews with two members of our team.
• Round 3: A final interview with a Partner.

Applicants should apply for this position on LinkedIn.

Disclaimer:

Employment Offers: All offers of employment are conditional upon the successful completion of a background check. This check may include, but is not limited to, verification of employment history, education credentials, professional licenses, criminal records, and other relevant information as permitted by law.

Professional References: While not required, candidates are encouraged to provide contact details for two professional references, including the nature of their relationship. By submitting reference information, candidates consent to our firm contacting these references.

Employment Eligibility: Our company participates in the E-Verify program to confirm employment eligibility.

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Floyd Advisory is an equal opportunity employer. Floyd Advisory encourages and considers applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, veteran status, or any other status protected by law. Candidates must possess authorization to work in the United States, as it is not our practice to sponsor individuals for work visas.