Manager, CFO Advisory - Financial Services

About the role

Baker Tilly is seeking a Manager to join our Financial Advisory Services (FAS) practice. The FAS practice helps CFOs, Controllers, and Finance Directors improve financial reporting processes to ensure finance adds value to business operations.

Responsibilities

• Actively participate in projects focused on US GAAP Advisory, Business Analytics and Decision Support, Financial Accounting Advisory Services, Transaction Support, Finance Transformation, 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 develop new business opportunities by providing outstanding client service while also expanding our footprints across other functional areas at clients.
• Communicate with business owners, executive management, investors, lenders and other sophisticated parties to ensure delivery of exceptional client service.
• Be accessible and anticipate client needs, questions, and issues.
• Invest in professional development through active participation in training sessions and networking events both internally and externally.
• Aid in recruiting activities to include campus recruiting along with referring experienced individuals to the firm and participating in the firm's Employee Referral Bonus Program.
• Contribute to firm’s efforts to attract, retain, and develop staff and seniors and act as mentor for other senior & staff.
• Lead by example to positively impact employee morale to help build and maintain our inclusive culture.
• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management.
• 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 or add value to our clients.

Requirements

Successful Candidates Will Have 5+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry.

Bachelor’s degree in accounting, finance or related.

Certified public accountant (CPA), or CMA preferred.

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 US GAAP and/or IFRS 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.

Comfortable interacting with senior level client personnel, including supporting the preparation of and participating in executive briefings.

Qualifications

Master’s degree in accounting, finance or related.

Experience in financial services industry.

Strong analytical and problem-solving skills.

Excellent interpersonal and communication skills.

Ability to manage multiple tasks and prioritize accordingly.

Proficiency in Microsoft Office Suite.

Passion for helping clients achieve their financial goals.

Skills

• Power BI and/or Tableau
• US GAAP and/or IFRS 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
• Teamwork and collaboration
• Client interaction and relationship building

Benefits

Commensurate with experience.

Pay

$124,910 to $236,800.

Schedule

N/A.