Senior Manager, CFO Advisory - Financial Services
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com orjoin the conversation on LinkedIn, Facebook and Instagram.
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Job Description:
Baker Tilly is currently searching for a Senior Manager to join our CFO Advisory practice.
As a Senior Manager in CFO Advisory, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client’s organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts. You will work with Transaction and Financial Advisory Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.
Responsibilities:
Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
Be accessible and anticipate client needs, questions, and issues
Schedule internal and external deadlines to meet client expectations for delivery
Interact at the highest levels of client organizations
Resourceful at gaining exposure to client activities offering potential for application of firm services
Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
Establish record of gaining client use of wide range of firm services
Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
Handle heavy load, including complex/demanding clients
Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
Create opportunities to gain new clients
Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams
Regularly look for opportunities, recommendations, and additional firm services that could benefit client
Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
Lead by example to positively impact employee morale
Contribute to firm’s efforts to attract, retain, and develop staff and managers and act as mentor for other managers and senior staff
Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities
Qualifications
Eight (8+) years' experience in a large accounting firm in audit, financial advisory or transaction service lines
Five (5)+ years’ of supervisory experience, mentoring and counseling associates
Relevant bachelor’s degree in accounting, finance or related
Certified public accountant (CPA) preferred
High motivation, initiative and positive attitude
Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
Intermediate modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
Excellent verbal and written communication, experience presenting analyses to management and ability to lead and drive initiatives
Ability to work effectively and thrive in a team environment with all levels of client personnel in various industries
Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations