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Financial Advisory Jobs in the United States

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Jobs

Managing Director | Transaction Advisory Services CBIZ Inc

Atlanta, GA

With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ strives to be our team members'' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

30+ days ago

Senior Project Manager (Healthcare Project Management Advisory) Brailsford and Dunlavey

Orlando, FL

$125,000–$145,000 / year
Quick Apply

An opportunity for an experienced project management professional who thrives in complex project environments, enjoys leading multidisciplinary teams, and is passionate about delivering healthcare facilities that improve patient care, support clinical excellence, and strengthen communities. As a Senior Project Manager, you will serve as a trusted advisor to clients and lead architects, engineers, contractors, consultants, and internal project teams through all phases of planning, design, construction, and project activation.

30+ days ago

SOC 2 Advisory Consultant Phaxis LLC

New York, NY

Remote

$50–$100 / hour
Quick Apply

Demonstrated experience leading SOC 2 readiness engagements not solely as an examiner/tester, but as an advisor who has built control environments from scratch or matured them toward certification. Prepare the organization to engage an external audit firm advising on scoping, evidence packaging, and audit logistics (without performing the independent audit itself).

30+ days ago

Senior Project Manager (Workplace Project Management Advisory) Brailsford & Dunlavey Inc

San Francisco, CA

$130,000–$180,000 / year

This individual will work closely with client leadership, workplace and facilities teams, architects, engineers, contractors, consultants, and other project partners to deliver high-quality projects that align with business, operational, and workplace objectives. The ideal candidate brings significant experience managing corporate workplace and tenant improvement projects and is comfortable working in complex, fast-paced environments with multiple stakeholders and concurrent projects.

13 days ago

Transaction Advisory Senior Consultant Elliott Davis

Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis Advisory, LLC’s Transaction Advisory Services (“TAS”) practice assists clients by providing financial and tax due diligence, primarily focusing on buy-side and sell-side assistance to private equity funds, mezzanine funds, and strategic buyers.

30+ days ago

Advisory Services Sr Consultant - Stepwise - Remote UnitedHealth Group Inc

Eden Prairie, MN

Remote

$91,700–$163,700 / year

Ideal candidates will have a background in commercial healthcare underwriting or actuarial pricing combined with a solid technical aptitude and a desire to solve complex problems using cutting-edge software tools. As an Advisory Services Sr Consultant, you will work directly with our payer clients on StepWise implementations, including requirements gathering, solution design, configuration, and testing.

30+ days ago

Transaction Advisory Manager Elliott Davis

30+ days ago

Director, Research and Strategic Advisory Services (Academic Strategy) EAB

Richmond, Virginia

This particular role will be positioned within our Academic Strategy pillar, which focuses on urgent challenges facing today’s academic leaders such as program portfolio management, curricular and co-curricular innovations, instructional efficiency and cost management, sponsored research, and faculty affairs (recruitment, workloads, rewards and recognition). Directors on our Strategic Advisory Services team (within the Research Discovery & Design division) help design research projects and services that address the major strategic, management, and operational issues facing education today.

30+ days ago

Senior Director, Terrain Lead, Research Advisory Services (Higher Ed Advancement & Strategy) EAB

Remote

Full time

Combine functional knowledge with an understanding of higher ed’s unique organizational dynamics, enabling partners to set strategy, lead their institutions, and manage their operations more effectively: By diagnosing and giving voice to dynamics that are often felt, but not addressed; By supporting leaders as they align effort and teams around institutional priorities; By pathing partners through ranges of viable solutions and their pros and cons; By recommending paths for improvement and serving as their guides and accountability partners as they progress; By connecting partner institutions and creating learning experiences. Deliver EAB’s point of view and advice through phone consultations, virtual meetings, conferences, and on campus presentations to: Make EAB insights and data accessible and impactful for our partners, bringing clarity and context to their understanding of their challenges; Present partners with new ideas and potential solutions to those challenges and advocate for adoption; Act as an expert outside voice, building consensus and educating committees and staff.

30+ days ago

GHJ Summer 2027 - Advisory Intern (Profit Participation Services) Green Hasson & Janks LLP

Los Angeles, CA

By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success). With nearly 300 professionals and 25+ partners, the Firm provides senior-level expertise with deep industry capabilities in food and beverage, media and advertising, entertainment and nonprofit.

29 days ago

GHJ Summer 2027 Advisory Intern (TAS) Green Hasson & Janks LLP

Los Angeles, CA

22 days ago

Executive Advisory Programs Manager Stripe

South San Francisco HQ, New York

You will work closely with leaders across Product, Product Marketing, Events, Sales, and Customer Success to ensure that Stripe’s advisory programs have clear remits, operate as an interconnected portfolio, and inform relevant product and go-to-market decisions. 7+ years of experience building and leading executive advisory boards, councils, or comparable programs for a global business, including setting program strategy and operating the program from recruitment through follow-up.

11 days ago

GHJ Summer 2027 Advisory Intern (CAAS) Green Hasson & Janks LLP

Los Angeles, CA

Actively work in and on client's books and accounting records and assist other team members on the same including drafting journal entries, entering transactions, reconciling accounts, and assisting in month end close processes and review. By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).

6 days ago

Client Advisory Manager Thomson Reuters

Eagan, Minnesota

Finally, Thomson Reuters offers the following additional benefits: optional hospital, accident and sickness insurance paid 100% by the employee; optional life and AD&D insurance paid 100% by the employee; Flexible Spending and Health Savings Accounts; fitness reimbursement; access to Employee Assistance Program; Group Legal Identity Theft Protection benefit paid 100% by employee; access to 529 Plan; commuter benefits; Adoption & Surrogacy Assistance; Tuition Reimbursement; and access to Employee Stock Purchase Plan. Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

6 days ago

Attorney Development Manager - Regulatory & Advisory Goodwin Procter LLP

New York, NY

$170,000–$190,000 / year

Training: Anticipate training needs and, in consultation with partners and attorney development committees, collaborate with Learning + Professional Development, Practice Management, and subject matter experts to deliver targeted, high-impact programming and create individual learning plans for Attorneys to realize their maximum potential. Strategic and Advisory Support: Proactively identify trends, address Attorney concerns, and develop and implement targeted strategies for hiring, onboarding, retention, advancement, and development in collaboration with practice area leaders, partners, senior attorneys, advisors, and Practice Management.

13 days ago

Financial Planner & Investment Adviser - USA Skybound Wealth Management Ltd

Kansas City, MO

About Skybound Wealth Management USA: Skybound Wealth Management USA is a distinguished Registered Investment Adviser (RIA) firm, dedicated to delivering holistic financial planning and investment management services. As part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management.

30+ days ago

Senior Financial Analyst - Operations & FP&A Castolin Eutectic

Menomonee Falls, Wisconsin

Since 1906, we have brought innovative products and solutions to our customers, challenging ourselves to extend useful life, reduce maintenance costs, and increase industrial productivity while upholding our deep-rooted belief in sustainability. The primary responsibility is to help shape strategic, data-driven decision making by analyzing financial performance and guiding forecasting and budgeting efforts.

5 days ago

Financial Analyst III - TOP SECRET CLEARANCE REQUIRED Acquisition Professionals LLC

Arlington, VA

Full time
Quick Apply

Corporate Profile:Acquisition Professionals (AP) LLC is a trusted strategic partner and solutions-based company that combines years of deep knowledge-based expertise, agile program management, and customized learning solutions, AP provides cradle-to-grave acquisition services and acquisition training; administrative support services; Information Technology Support Services and program and financial management. Maintain a comprehensive understanding of each PM's portfolio, including approved programs, associated budgetary information for Congressional efforts, new initiatives, seedlings, Small Business Innovation Research (SBIR)/Small Business Technology Transfer (STTR), and all performers to respond to internal and external inquiries.

30+ days ago

Experienced Tax and Advisory Associate SSC Advisors, Inc.

Salina, KS

Join SSC CPAs + Advisors as an Experienced Tax and Advisory Associate , where you will be part of a dynamic employee-owned firm dedicated to providing high-quality tax consulting and advisory services to our diverse clientele. Qualifications you should have: We’re looking for a motivated professional with a bachelor’s degree in accounting or a related field, an active CPA license, and at least 5 years of experience in tax preparation and advisory services.

30+ days ago

Experienced Tax And Advisory Associate SSC Advisors, Inc.

Salina, KS

30+ days ago

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Financial Advisory Jobs in the United States

Managing Director | Transaction Advisory Services CBIZ Inc

Senior Project Manager (Healthcare Project Management Advisory) Brailsford and Dunlavey

SOC 2 Advisory Consultant Phaxis LLC

Senior Project Manager (Workplace Project Management Advisory) Brailsford & Dunlavey Inc

Transaction Advisory Senior Consultant Elliott Davis

Advisory Services Sr Consultant - Stepwise - Remote UnitedHealth Group Inc

Transaction Advisory Manager Elliott Davis

Director, Research and Strategic Advisory Services (Academic Strategy) EAB

Senior Director, Terrain Lead, Research Advisory Services (Higher Ed Advancement & Strategy) EAB

GHJ Summer 2027 - Advisory Intern (Profit Participation Services) Green Hasson & Janks LLP

GHJ Summer 2027 Advisory Intern (TAS) Green Hasson & Janks LLP

Executive Advisory Programs Manager Stripe

GHJ Summer 2027 Advisory Intern (CAAS) Green Hasson & Janks LLP

Client Advisory Manager Thomson Reuters

Attorney Development Manager - Regulatory & Advisory Goodwin Procter LLP

Financial Planner & Investment Adviser - USA Skybound Wealth Management Ltd

Senior Financial Analyst - Operations & FP&A Castolin Eutectic

Financial Analyst III - TOP SECRET CLEARANCE REQUIRED Acquisition Professionals LLC

Experienced Tax and Advisory Associate SSC Advisors, Inc.

Experienced Tax And Advisory Associate SSC Advisors, Inc.

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