Technical Accounting Senior Manager, CFO Advisory - Financial Services

About the role

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.

Responsibilities

• Serve as a senior advisor to clients with technical expertise in financial instruments, derivatives, securitizations, digital assets and other complex accounting issues, including:
• Consolidation (ASC 810)
• Revenue Recognition (ASC 606)
• Leases (ASC 842)
• Business Combinations (ASC 805)
• Current Expected Credit Loss (ASC 326)
• Impairments (ASC 350/360)
• Share-based payments (ASC 718)
• Lead advisory engagements on accounting policy development, restatements, audit readiness, and financial statement preparation
• Supervise, develop and train junior team members on engagements. Participate actively in the team’s project work (i.e. “roll up your sleeves” and work with the team)
• Interact directly with partners on matters related to client and engagement management
• Strengthen existing client relationships and developing 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
• Demonstrate excellent team skills, positive attitude and high ethical standards
• 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

• 8+ years' experience in a large accounting firm in audit, financial advisory service line in financial services industry
• Five (5)+ years’ of supervisory experience, mentoring and counseling associates
• Bachelor’s or Master’s degree in a specialized field such as accounting, business, finance or related field – Master’s degree preferred.
• CPA required, CFA or other relevant certifications a plus
• Deep expertise in US GAAP and/or IFRS standards
• Knowledge and ability to use appropriate tools, applications, and accounting and finance concepts to facilitate analysis. Experience with Power BI and/ or Tableau is a plus.

Qualifications

• 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

Skills

• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint
• Experience with financial modeling and analysis
• Knowledge of financial instruments, derivatives, securitizations, digital assets and other complex accounting issues

Benefits

Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

Pay

The pay rate range for this job position is $224,720 to $327,850.

Schedule

Full-Time