Manager, Accounting and Financial Advisory Services

About the role

The CFO Accounting Advisory practice at Baker Tilly Advisory Group, LP focuses on helping CFOs, Controllers, and Finance Directors improve financial reporting processes to add value to business operations. The team serves a diverse range of industries including technology, business services, manufacturing/distribution, energy, real estate, hospitality, and retail.

Responsibilities

• Actively participate in projects focused on GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management
• Supervise, develop, and train staff on engagements
• Participate actively in the team’s work on a project
• Interact directly with senior managers and partners on matters related to client and engagement management
• Strengthen existing client relationships and develop new business opportunities by providing outstanding client service
• Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to ensure delivery of exceptional client service
• Assist with recruiting activities, including campus recruiting, referring experienced individuals to the firm, and participating in the firm's Employee Referral Bonus Program
• Demonstrate excellent team skills, positive attitude, and high ethical standards

Requirements

• 6+ years' experience in a large accounting firm in audit, financial advisory service line
• Bachelor’s degree in accounting, finance, or related field
• Certified Public Accountant (CPA) or Certified Management Accountant (CMA)
• Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis
• Experience with Power BI and/or Tableau
• Current GAAP advisory knowledge and application
• Exposure to Middle Market financial suite of applications, such as QuickBooks, NetSuite, IntAcct, etc., their functionality, workflows, automated controls, and associated facilitation of data consolidation, reporting, and robust analytics
• Advanced modeling and Excel skills, experience conducting complex quantitative and qualitative financial analysis, and ability to generate data-driven insights
• Ability to work autonomously, meet tight deadlines, and thrive in a fast-paced environment with shifting priorities
• Excellent verbal and written communication skills, 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
• Comfortable interacting with senior-level client personnel, including supporting the preparation of and participating in executive briefings
• Travel (approximately 25%) and work in a hybrid work environment

Qualifications

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to manage multiple tasks and prioritize effectively
• Proficiency in Microsoft Office Suite
• Understanding of financial statements and accounting principles
• Experience with financial modeling and forecasting

Skills

• Power BI and/or Tableau
• GAAP Advisory knowledge and application
• Exposure to Middle Market financial suite of applications
• Advanced modeling and Excel skills
• Complex quantitative and qualitative financial analysis
• Excellent verbal and written communication skills
• Teamwork and collaboration skills
• Ability to work in a hybrid work environment

Pay

The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Schedule

This role offers a flexible schedule to accommodate travel and remote work.