Baker Tilly US US | Senior Manager, CFO Advisory - Financial Services

Responsibilities

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• 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 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.
• Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
• You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts.
• Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors.
• Interact at the highest levels of client organizations.
• Establish record of gaining client use of wide range of firm services.
• Handle heavy load, including complex/demanding clients.
• Create opportunities to gain new clients.
• Develop and maintain relationships with colleagues in the office, other service lines, and engagement/project teams.
• 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.
• Schedule internal and external deadlines to meet client expectations for delivery
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk

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.
• 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.
• 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.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)