Advisory Manager / Senior Manager

Job Description

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

We are seeking an experienced Manager or Senior Manager to join our Advisory practice, supporting clients through valuation services, FP&A, and M&A advisory services. This role is ideal for someone who enjoys client-facing work, mentoring teams, and collaborating across borders—including semi-annual travel to Armenia to work with our advisory team.

As a Manager / Senior Manager in our Advisory service line, you will be responsible for but not limited to the following:

Client Advisory & Engagement Management

• Lead and manage advisory engagements, primarily business valuations for financial reporting, as well as financial modeling, FP&A, and M&A projects.
• Serve as a client contact, building trusted relationships with executives, founders, and finance leaders.
• Translate complex financial data into clear insights, recommendations, and deliverables for client decision-making.
• Manage engagement economics, timelines, scope, and staffing to ensure high-quality, on-time delivery.

Valuation, FP&A and M&A Services

• Perform, manage and review business valuations for financial reporting, tax planning, litigation support, and M&A support.
• Develop and review financial models, including option pricing models, Monte Carlo analyses, forecasts, budgets, and scenario analyses.
• Ensure analyses comply with applicable accounting standards (e.g., ASC ³⁵⁰⁄₃₆₀, ASC 805, ASC 820) and valuation best practices.
• Support clients with KPI development, cash flow analysis, and performance reporting.
• Participate in internal reviews, quality control procedures, and knowledge-sharing initiatives.
• Support engagements related to complex securities, including equity-based compensation, derivatives, and other financial instruments.

Team Leadership & Cross-Border Collaboration

• Supervise, mentor, and review the work of senior associates and associates, providing technical guidance, coaching, and performance feedback.
• Collaborate closely with the Armenia-based advisory team to ensure alignment on methodologies, quality standards, and deadlines.
• Act as a bridge between U.S. based leadership and the Armenia advisory team, including semi-annual travel to Armenia.
• Contribute to process improvements, workflow optimization, and knowledge-sharing initiatives across teams.

Business Development & Firm Growth

• Assist with proposal development, scoping, and pricing of advisory engagements.
• Identify opportunities to expand advisory services with existing clients through networking and events
• Contribute to thought leadership, internal best practices, and practice development initiatives.

To be successful, these are the skills and experience you will need:

• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics or a related field.
• CPA or CFA license preferred.
• 6–10+ years of experience in valuations for financial reporting (GAAP).
• Prior experience at a public accounting firm or professional services environment.
• Experience managing client engagements and leading project teams.
• Strong technical knowledge of valuation methodologies and financial modeling.
• Exposure to U.S. GAAP financial reporting and valuation standards.
• Familiarity with complex securities concepts such as stock options, warrants, convertible instruments, equity compensation and Monte Carlo simulations.
• Advanced proficiency in Excel and financial modeling tools
• Excellent written and verbal communication skills, with the ability to explain complex concepts clearly.
• Proven leadership, mentoring, and people management capabilities.
• Strong organizational and project management skills.
• Ability to work effectively across cultures and time zones and travel semi-annually to Armenia.

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits section to learn more

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