Senior Manager Financial Advisory Services (OCFO Advisory)
Berkowitz Pollack Brant Advisors + CPAs · Miami-Fort Lauderdale Area · 1 mo ago
Hybrid$180k–$341k/yrFull-time
Job Description
Baker Tilly is currently searching for a Senior Manager to join our CFO Accounting Advisory practice.
Responsibilities
- Lead efforts to achieve client satisfaction through engagement oversight and interaction with client executives and engagement sponsors
- Be accessible and anticipate client needs, questions, and issues
- Schedule internal and external deadlines to meet client expectations for delivery
- Interact at the highest levels of client organizations
- Resourceful at gaining exposure to client activities offering potential for application of firm services
- Display broad understanding of activities and interests of other disciplines and play pivotal role in gaining client interest
- Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk
- Handle heavy load, including complex/demanding clients
- Achieve high visibility for delivery of quality services in both routine and complex situations requiring innovation while being sought out as consulting resource
- Understand firm’s strategy, practice areas, and service offerings and participate in proposals and presentations leading to new engagements
- Create opportunities to gain new clients
- 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 client
- Play major role in implementation of technical/industry/functional programs while being acknowledged as an expert in the firm
- 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
- Attains positions of leadership in designated business/professional organizations providing advantageous new business opportunities
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)
- High motivation, initiative and positive attitude
- 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 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, board meetings, and investor presentations
Pay
The compensation range for this role is $179,850 - $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.