Advisory Operations Manager

Advisory Operations Manager

About Faulk & Winkler LLC

At Faulk & Winkler we are committed to positively impacting the wellbeing of those we serve through strategic business and financial solutions. Our mission is to be the destination CPA and business advisory firm in Louisiana empowering people to solve complex problems and grow with confidence.

Established in 1984 Faulk & Winkler is a Baton Rougebased public accounting firm committed to providing practical solutions through close personal attention. Our people are our greatest asset and at Faulk & Winkler our knowledgeable approachable and professional team serves clients with integrity and commitment.

Hi there
Faulk & Winkler is hiring an Advisory Operations Manager to join our growing team and help support the delivery of a hightouch conciergestyle advisory experience for growthminded business owners.

As the Advisory Operations Manager at Faulk & Winkler you will play a key role in supporting advisory services by overseeing client onboarding engagement coordination and operational workflows. You will serve as a central point of coordination between prospective clients existing clients and internal advisory teams to ensure engagements are delivered efficiently consistently and with care.

Your work will provide value to our clients by creating structure and clarity behind the scenes supporting advisory teams with strong operational execution and helping ensure clients receive a seamless professional experience from onboarding through engagement completion.

Our Business Philosophy
Why Faulk & Winkler

Things Youll Do

Oversee Client Onboarding and Engagement Setup
Manage the onboarding process for new advisory clients ensuring an organized and efficient transition into services. Serve as an initial point of contact for prospective and new clients to gather financial information documentation and business background needed to support advisory engagements.

Coordinate Advisory Engagement Operations
Support advisory teams by coordinating internal workflows monitoring engagement timelines and ensuring deliverables and service standards are met. Maintain client profiles and documentation within firm systems to ensure information is complete accurate and accessible.

Maintain Quality and Process Consistency
Conduct quality control reviews of client documentation financial data and engagement materials. Identify opportunities to improve operational processes procedures and internal workflows to enhance efficiency and consistency across advisory services.

Support Business Development Efforts
Assist with business development initiatives by coordinating followup with prospective clients maintaining prospect tracking systems and supporting the conversion of leads into new advisory engagements.

Provide Operational Support to Advisory Leadership
Support advisory leadership and team members with operational coordination administrative tasks and clientrelated initiatives proactively identifying and resolving issues before they impact client service.

Who You Are

You are organized proactive and detailoriented. You take pride in building structure improving processes and supporting others so that highquality client service can be delivered consistently.

You are someone who:

• Finds a way to improve workflows and operational efficiency
• Is intellectually curious and continuously looks for opportunities to streamline processes
• Thinks practically and understands that not every solution looks the same for every engagement
• Is responsive and reliable following through with care and professionalism
• Genuinely cares about clients teammates and the overall success of the firm
• Enjoys collaborating with advisory teams and supporting clientfocused work behind the scenes

You bring:

• A bachelors degree in Accounting Finance Business Administration or a related field
• Experience in advisory services accounting firms financial services or professional services operations
• A strong understanding of financial documentation and advisory workflows
• Experience with client onboarding engagement coordination or operational/project management
• Strong organizational communication and quality control skills
• The ability to manage multiple priorities in a fastpaced professional environment
• 3-4 years of experience in management or advisory services

Required Experience:

Manager