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 or join 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

The compensation range for this role is $179,850 to $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.