Advisory Senior

Advisory Senior – Valuation, Transactions, and Family Office Services

About Faulk and Winkler, LLC

At Faulk & Winkler, we are committed to positively impacting the well-being 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 Rouge-based 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.

Job Posted: 09/16/2025

Location: Louisiana

Hi there,

Faulk and Winkler is hiring an Advisory Senior to join our growing team and help build a leading local advisory practice supporting growth-minded business owners in a variety of ways.

As an Advisory Senior at Faulk and Winkler, you will provide a concierge approach and family office model to business owners by supporting them with a team of advisors in multiple disciplines who can proactively impact our client’s well-being. Your work will provide value to our clients by providing clarity, assisting them in achieving their goals, and giving clients more of their time back to spend on their business and enjoy life.

Our Business Philosophy

Why Faulk and Winkler?

Things You’ll Do

• Business Valuation
  • Schedule and analyze company financials, identify trends, adjustments, and comparison to industry benchmarks.
  • Research industry trends and market comparable transactions.
  • Develop and communicate questions to management to better understand the business.
  • Identify areas for improvement and work with stakeholders to develop simple action plans to address ways to increase value.
  • Leverage AI, internally developed processes, and existing assessment models to create our own method of providing a simple framework for business owners to understand and hold them accountable.
• Transaction Advisory
  • Prepare quality of earnings analysis, which may include audit-like procedures and detail analysis of various aspects of a business for sell-side or buy-side purposes.
  • Identification and schedule or validate add-back adjustments with appropriate support and rationale.
  • Manage and organize large amounts of data and communicate to appropriate parties.
  • Prepare presentations and schedules to communicate results.
• Family Office Suite of Services
  • Aggregate and organize various accounting, investment, and financial information across multiple businesses, investments, and personal use, and prepare summarized and relevant information for family stakeholders on total wealth, cash flow, liquidity, etc.
  • Perform diligence on investment opportunities and summarize to family stakeholders.
  • Oversee, manage, and report on performance of private investments (i.e. real estate, LP funds, private equity positions, etc.).
  • Oversee treasury functions for family stakeholders.
  • Provide proactive tax planning and coordination with outside advisors for individual, business, and estate tax needs.
  • Liaison between other outside professionals to better alignment on various issues, including legal, banking, insurance, wealth management, etc.
  • Assistance with special projects in the area of finance and accounting

About You

• You have public or industry experience and are looking to serve clients in new and exciting ways. You bring senior-level experience (3-5 years) in any of the following areas or industries and are excited to learn the rest.
  • Corporate tax compliance and planning
  • High net worth tax and advisory
  • Estate and gift tax
  • Audit and assurance services
  • Business valuation
  • Financial planning and analysis (FP&A)
  • Transaction diligence for sell-side and/or buy-side businesses
  • Family office or multi-family offices
  • Corporate controller / assistant controller
  • Industry experience in “hard infrastructure” sectors, such as construction, industrial, manufacturing, transportation, and logistics.

• You have a bachelor’s degree or higher. A CPA certification is preferred, and our firm offers a CPA certification pathway.
• You are immersed in Louisiana culture, and have a genuine love for the community. One of the most important things to us at Faulk and Winkler is genuine care for others-including the entire community, not just those we work with. See our Community Involvement
• You are a quick thinker, and never stop working to improve the service you provide. Finding a way is one of the most important characteristics of someone who would hold this position. Your clients trust you to alleviate their stress and allow them to enjoy their lives-finding a way means not giving up when things get difficult.
• You never stop learning. Being intellectually curious will take you far in this role. How can we improve our clients’ experience? How can I streamline processes to make things more efficient? This quality is a must for any senior at our firm.
• You can think critically. Providing solutions that are practical for each clients’ needs is a major part of this position and our firm’s mission. Not every solution works for every client-it is up to you to decide which way to go.
• You are responsive and reliable. Clients want someone they can trust to be there when they need them, and that truly cares about the success of their company. Being responsive and reliable proves that you care.
• You are a people person. This role involves collaboration with clients outside of the firm, as well as associates and partners inside of the firm. You must be able to collaborate respectfully and make clients feel welcome.