Manager, Accounting and Financial Advisory Services

About the role

We are currently searching for a Manager to join our CFO Accounting Advisory practice, specifically within our Financial Accounting Advisory team. Our practice helps CFOs, Controllers, and Finance Directors improve the financial reporting processes to ensure that finance adds value to business operations. The CFO Advisory practice enables finance executives to achieve significant and sustainable performance through technical analysis and process improvement services. Our clients range from emerging growth companies to publicly traded companies. We serve a wide variety of industries including technology, business services, manufacturing/distribution, energy, real estate, hospitality and retail, and private equity, among others. Baker Tilly's CFO Advisory Services team is comprised of practitioners across the country. Our goal is to solve problems or make improvements that will free the finance organization up so that they can focus on growing and improving their overall business. This practice area draws on professionals with multi‑disciplinary backgrounds and hands‑on experience to assist clients with practical support. Senior team members have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts, all highly credentialed. It is a high‑performing team that enjoys learning from one another and serving our clients.

Responsibilities

• Actively participate in projects focused on GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, and Program/Project Management
• Supervise, develop, and train staff on engagements
• Participate actively in team work on projects (“roll up your sleeves” and work with the team)
• Interact directly with senior managers and partners on client and engagement management matters
• Strengthen existing client relationships and develop new business opportunities through outstanding client service
• Communicate with business owners, executive management, investors, lenders, and other sophisticated parties to ensure exceptional client service
• Invest in professional development via internal and external training sessions and networking events
• Assist with recruiting activities, including campus recruiting, referring experienced individuals, and participating in the Employee Referral Bonus Program
• Demonstrate excellent team skills, a positive attitude, and high ethical standards
• Ability to travel approximately 25% and work in a hybrid work environment

Qualifications

• Bachelor’s degree in accounting, finance, or a related field
• Certified Public Accountant (CPA) or CMA certification
• 6+ years of experience in a large accounting firm in audit or financial advisory services