Overview

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.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Baker Tilly is hiring for a Financial Services Senior Manager!

Our Purpose:

Our purpose is to help build a financial services industry for middle market (company with revenue btw $200 million to $5 billion) in which middle market financial institutions are trusted and flourish, and the global economy is healthy, growing and secure.  If you have a passion for rallying together to solve complex challenges, then join our dynamic growing team.  We help client with transactions life cycle (IPO, SPAC, merger, divesture), implement new accounting (US GAAP or IFRS) or regulatory rules, implement or remediate internal controls and transform or digitize their finance functions as well as implement ESG, etc...  Sounds interesting?  If this is you, please reach out to us to discuss further your interest and qualifications.

The opportunity: 

Our Financial Advisory Services (FAS) team is growing exponentially and as a Senior Manager you’ll play a key role in that growth to help us achieve our vision 2030. Strategy 2030 will navigate us toward our objective of becoming the leading middle market advisory firm, growing to $5 billion and continuing to ascent in the profession.  Working across all key financial service sectors, you’ll develop your career by communicating creative, strategic goals both internally and externally. It’s all about listening to and understanding our middle market clients to give them a truly exceptional client experience in a field where there really are no off-the-shelf recommendations.  

Baker Tilly is currently searching for a Senior Manager to join our FAS practice specifically focusing on Financial Services. As a Senior Manager in FAS, you will provide strong leadership, communication, project management, and team building skills to your teams to solve a particular business problem or improve a particular process, generally related to the finance or accounting functions of the client’s organization. You will collaborate with managers and partners within the group as you review work product and participate actively in client meetings and planning efforts.  You will work with FAS Partners and others, as well as independently, to identify and pursue business development initiatives and to win specific engagement opportunities through scoping and budgeting engagement needs.

Responsibilities:  

The nature of this role means no two projects will be the same. That means you’ll need to think on your feet and challenge existing practices to develop answers to complex issues. You’ll also be collaborating with colleagues across multiple service lines and industries, so we’ll look to you to build relationships and identify opportunities for our clients to benefit from our knowledge in other areas. Regular travel will be required as you will be meeting with key clients, some of those being the most respected in their fields.  

• 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 understanding client business model and challenges and bringing all of the firm’s solutions to help our clients

• Display broad understanding other functional areas across finance, risk, ops at clients and play pivotal role in gaining client interest with the focus on building adjacency

• Establish record of gaining client use of wide range of firm services and offerings

• Set and achieve challenging profitability, billing, and collection objectives consistent with circumstances of the engagement, proper utilization of staff, and attention to risk management

• 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 across the firm

• 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 or add value to our clients

• 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 to help build and maintain our inclusive culture

• 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

• Finance or controllership experience at financial institutions

• 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

• Ability to comfortably interact with senior level client personnel, including supporting the preparation of and participating in executive briefings, board meetings, and investor presentations

What we look for: 

We’re interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We’re not just looking for technical accounting experience but broader controllership and operational experience including finance transformation — we’re after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you’re a confident leader with a curious mind and the ability to solve complex issues, this role is for you.

The compensation range for this role is $179,850 to $389,680. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

#hybrid

Salary : $179,850 - $389,680