Manager, Accounting and Financial Advisory Services
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content.
We need to parse the posting:
Overview: company description (Baker Tilly). Could be "About the role"? Actually "Overview" is about the firm, not role. Could be "About the role" maybe not. The job description includes responsibilities, qualifications, etc.
We need to extract responsibilities: list under "Your Immediate Responsibilities Will Be To" bullet points.
Requirements: maybe "Successful Candidates Will Have" bullet points.
Qualifications: maybe overlapping with requirements; but we can combine.
Skills: maybe list of skills like Power BI/Tableau, GAAP advisory, etc.
Pay: compensation range given: $124,910 to $236,800.
Schedule: maybe hybrid work environment and travel 25%? Not explicit schedule but could be "Hybrid work environment" and travel. Might be considered schedule? The instruction: include Schedule section only if posting actually states them. It mentions "Ability to Travel (apx 25%) and work in a hybrid work environment". That's about work arrangement, not schedule per se. Could be considered schedule? Probably not; schedule usually refers to full-time/part-time, hours. Not present. So we may omit Schedule.
Benefits: not mentioned. So omit Benefits.
We need to include About the role? Could use overview as About the role? The overview is about the firm, not role. But we could still put "About the role" heading and include the overview description? Might be acceptable. However instruction: "Prefer a few substantive sections over many thin ones." We could have sections: About the role (company overview), Responsibilities, Requirements, Skills, Pay.
We need to ensure we don't repeat job title as heading. Not needed.
We need to use - for any list of duties/requirements/benefits. So responsibilities list as ul. Requirements list as ul. Skills list as ul.
We need to use
for prose.
We must preserve all substantive information, not invent or summarize away detail. So we need to include all details from the posting.
Let's extract details:
Overview paragraph: "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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring."
We can keep that as prose under About the role.
Job Description paragraph: "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 to name a few. 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 has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients."
That's prose about role.
Responsibilities list: bullet points after "Your Immediate Responsibilities Will Be To". Let's extract each:
- Actively participate in projects focused on the following service offerings:
- 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 (i.e. “roll up your sleeves” and work with the team)
- Interact directly with senior managers and partners on matters related to client and engagement management
- Strengthen existing client relationships and developing 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
- Invest in professional development through active participation in training sessions and networking events both internally and externally
- Assist with recruiting activities to include campus recruiting along with 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
We need to preserve all. The first bullet includes sub-bullets; we could flatten or keep nested? Probably just list each as separate li. Could include the first bullet as a li with sublist? Simpler: make each service offering as separate li under responsibilities. But the text says "Actively participate in projects focused on the following service offerings:" then list. We could treat that as a responsibility: "Actively participate in projects focused on the following service offerings: GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management". Then other responsibilities as separate li.
We'll keep as li items.
Successful Candidates Will Have list:
- 6+ years' experience in a large accounting firm in audit, financial advisory service line
- Bachelor’s degree in accounting, finance or related
- Certified public accountant (CPA), or CMA
- Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
- Skills with Power BI and/ or Tableau is a plus.
- 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 and their relationship to addressing myriad business requirements
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Advanced 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
- Ability to Travel (apx 25%) and work in a hybrid work environment
We need to separate skills maybe: Power BI/Tableau, GAAP advisory knowledge, etc. But we can keep them in Requirements or Skills.
We could have Requirements section for education/experience/certifications, and Skills section for technical skills.
But we must not create thin sections. Let's decide:
- About the role (overview + job description prose)
- Responsibilities (list)
- Requirements (education, experience, certification)
- Skills (technical skills: Power BI/Tableau, GAAP advisory, Middle Market financial suite, advanced modeling/excel, etc.)
- Pay (compensation range)
We need to ensure we don't duplicate content. Let's extract:
Requirements (education/experience/cert):
- 6+ years' experience in a large accounting firm in audit, financial advisory service line
- Bachelor’s degree in accounting, finance or related
- Certified public accountant (CPA), or CMA
Skills:
- Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis.
- Skills with Power BI and/ or Tableau is a plus.
- 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 and their relationship to addressing myriad business requirements
- Advanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights
- 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
- High motivation, initiative and positive attitude
- Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately
- Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities
But some of these are more like competencies/soft skills. Could be considered skills as well.
We'll keep them in Skills.
Pay: compensation range $124,910 to $236,800.
We also have travel/hybrid mention; could be included in Skills or Responsibilities? It's under Successful Candidates Will Have list. We'll keep it in Skills as "Ability to Travel (apx 25%) and work in a hybrid work environment".
Now we need to output HTML fragment.
Structure:
About the role
...overview...
...job description...
Responsibilities
- Actively participate in projects focused on the following service offerings: 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 (i.e. “roll up your sleeves” and work with the team)
- Interact directly with senior managers and partners on matters related to client and engagement management
- Strengthen existing client relationships and developing 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
- Invest in professional development through active participation in training sessions and networking events both internally and externally
- Assist with recruiting activities to include campus recruiting along with 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
- Certified public accountant (CPA), or CMA
for prose. We must preserve all substantive information, not invent or summarize away detail. So we need to include all details from the posting. Let's extract details: Overview paragraph: "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. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring." We can keep that as prose under About the role. Job Description paragraph: "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 to name a few. 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 has professionals with multi-disciplines and experiences that are drawn upon to assist our clients with very practical and hands-on support. We have senior team members that have served as Chief Financial Officers, Controllers, financial statement auditors, and financial analysts that are all highly credentialed. It is a high performing team that enjoys learning from one another and serving our clients." That's prose about role. Responsibilities list: bullet points after "Your Immediate Responsibilities Will Be To". Let's extract each: - Actively participate in projects focused on the following service offerings: - 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 (i.e. “roll up your sleeves” and work with the team) - Interact directly with senior managers and partners on matters related to client and engagement management - Strengthen existing client relationships and developing 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 - Invest in professional development through active participation in training sessions and networking events both internally and externally - Assist with recruiting activities to include campus recruiting along with 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 We need to preserve all. The first bullet includes sub-bullets; we could flatten or keep nested? Probably just list each as separate li. Could include the first bullet as a li with sublist? Simpler: make each service offering as separate li under responsibilities. But the text says "Actively participate in projects focused on the following service offerings:" then list. We could treat that as a responsibility: "Actively participate in projects focused on the following service offerings: GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Program/Project Management". Then other responsibilities as separate li. We'll keep as li items. Successful Candidates Will Have list: - 6+ years' experience in a large accounting firm in audit, financial advisory service line - Bachelor’s degree in accounting, finance or related - Certified public accountant (CPA), or CMA - Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. - Skills with Power BI and/ or Tableau is a plus. - 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 and their relationship to addressing myriad business requirements - High motivation, initiative and positive attitude - Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately - Advanced 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 - Ability to Travel (apx 25%) and work in a hybrid work environment We need to separate skills maybe: Power BI/Tableau, GAAP advisory knowledge, etc. But we can keep them in Requirements or Skills. We could have Requirements section for education/experience/certifications, and Skills section for technical skills. But we must not create thin sections. Let's decide: - About the role (overview + job description prose) - Responsibilities (list) - Requirements (education, experience, certification) - Skills (technical skills: Power BI/Tableau, GAAP advisory, Middle Market financial suite, advanced modeling/excel, etc.) - Pay (compensation range) We need to ensure we don't duplicate content. Let's extract: Requirements (education/experience/cert): - 6+ years' experience in a large accounting firm in audit, financial advisory service line - Bachelor’s degree in accounting, finance or related - Certified public accountant (CPA), or CMA Skills: - Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. - Skills with Power BI and/ or Tableau is a plus. - 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 and their relationship to addressing myriad business requirements - Advanced modeling and excel skills, experience conducting complex quantitative and qualitative financial analysis and ability to generate data-driven insights - 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 - High motivation, initiative and positive attitude - Excellent organizational skills with a demonstrated ability to multitask and handle multiple priorities appropriately - Ability to work autonomously, to meet tight deadlines, and to thrive in a fast paced environment with shifting priorities But some of these are more like competencies/soft skills. Could be considered skills as well. We'll keep them in Skills. Pay: compensation range $124,910 to $236,800. We also have travel/hybrid mention; could be included in Skills or Responsibilities? It's under Successful Candidates Will Have list. We'll keep it in Skills as "Ability to Travel (apx 25%) and work in a hybrid work environment". Now we need to output HTML fragment. Structure:
About the role
...overview...
...job description...
Responsibilities
- Actively participate in projects focused on the following service offerings: 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 (i.e. “roll up your sleeves” and work with the team)
- Interact directly with senior managers and partners on matters related to client and engagement management
- Strengthen existing client relationships and developing 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
- Invest in professional development through active participation in training sessions and networking events both internally and externally
- Assist with recruiting activities to include campus recruiting along with 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
- Certified public accountant (CPA), or CMA