Hybrid Advisory Manager – Senior Manager

at HCVT

• Job title: Advisory Manager – Senior Manager
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Salt Lake City, United States

About the role

• Join HCVT as a Manager or Senior Manager in Advisory, managing client engagements and valuation services. Collaborate across teams and travel semi-annually to Armenia for advisory support.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Requirements

• 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.

Benefits

• Visit the Benefits section to learn more