Business Advisory Manager at Platform Accounting Group

Santa Rosa, California, United States -

Full Time

Start Date

Immediate

Expiry Date

18 May, 26

Salary

140000.0

Posted On

17 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Reporting, Cost Accounting, GAAP Compliance, Inventory Accounting, Client Communication, Analytical Skills, Accounting Software, Internal Controls, Supervision, Project Management, Advisory Guidance, System Implementation, Risk Management, Insurance Coordination, Financial Operations, Technical Expertise

Industry

Accounting

Description

Description The Business Advisory Manager is a key part of our team - In this role, you will oversee client financial operations, lead senior accountants, and serve as the primary point of contact for key client engagements. This role functions as a Controller-level advisor, ensuring accurate financial reporting, strong internal controls, and high-quality client service across multiple winery businesses. The ideal candidate is technically strong, confident in managing complex accounting environments, and skilled at communicating financial insights to clients and internal teams. Who we are: Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority. This role is for our firm located in Santa Rosa, called AWG Wine Advisors. AWG Wine Advisors is a specialized accounting and advisory firm dedicated exclusively to the wine industry. With decades of hands-on winery finance experience, we blend industry-specific expertise with high-level technical accounting knowledge to support boutique and family-run wineries. You’ll love working at AWG because you get to apply your expertise in a niche practice where your work truly makes an impact. We build meaningful, long-term relationships with winery owner/operators, winemakers, and growers, allowing you to work closely with clients who genuinely value your guidance. Our team culture is collaborative, supportive, and focused on mentorship, giving you real opportunities to learn, grow, and advance. You’ll also enjoy a predictable monthly workflow without the stress of a traditional “busy season,” along with a strong commitment to training, continuing education, and ongoing professional development. Backed by the technology, resources, and community of the Platform Accounting Group, you’ll experience a modern, tech-enabled work environment with the career pathways of a growing firm. What you will do: Prepare or review financial statements, management reports, and supporting schedules. Oversee bank reporting and compliance requirements. Manage risk and insurance coordination for clients. Review inventory cost accounting, including winery production and cost allocations. Perform or review recurring financial deliverables for accuracy and timeliness. Serve as the primary client contact, maintaining clear and consistent communication. Provide advisory guidance and strategic insights aligned with client goals. Act as a Controller-level resource, helping clients strengthen accounting systems and financial operations. Supervise senior accountants and review work prepared by senior and staff-level team members. Provide ongoing feedback, coaching, and support to enhance performance. Ensure deliverables meet AWG’s standards for quality and accuracy. Oversee the design, enhancement, and implementation of accounting systems and processes. Establish and maintain policies, procedures, and internal controls. Identify operational inefficiencies and recommend improvements to increase accuracy and productivity. What we look for: 6+ years professional accounting experience with a strong background in financial reporting, cost accounting, and GAAP compliance. Experience in the wine industry is required. Skilled in inventory accounting (preferably winery-specific). Superior accuracy and technical expertise, knowledge of client industries. Excellent communication, attention to detail, strong analytical skills Expert use of accounting software & systems, and ability to learn new systems quickly. Excellent customer service and interpersonal skills Proactive problem solving and project management. Bachelor’s degree required CPA preferred. What we offer: Tremendous opportunity for advancement within a rapidly growing professional services firm Ongoing informal and formal training and development Very competitive compensation 401(k) and medical benefits Firm sponsored continuing education. The expected salary range for this role is $93,500 - $140,000 per year, which represents a good faith and reasonable estimate. Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring. Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations. Applications will be accepted until the position is filled.

Responsibilities

This role involves overseeing client financial operations, leading senior accountants, and serving as the primary contact for key engagements, functioning as a Controller-level advisor for winery businesses. Key duties include preparing/reviewing financial statements, managing compliance, overseeing cost accounting, and strengthening client accounting systems and internal controls.